It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ Major Brokerage Investor Mobile Alabama 457 Plan

Mobile Alabama 457 Plan

This Plan is unrated.
Investment Options
Total Available Funds: 46
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
Others
Aggressive Allocation GMIAX Nationwide Inv Destinations Mod Agrsv I
Conservative Allocation VWIAX Vanguard Wellesley Income Adm
Nontraditional Bond BSIIX BlackRock Strategic Income Opps Instl
INTERNATIONAL EQUITY
Foreign Large Growth VWILX Vanguard International Growth Adm
Foreign Small/Mid Value GICIX Goldman Sachs Structured Intl Small Cp I
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
US EQUITY
LARGE BLEND GAIDX Nationwide Inv Destinations Agrsv I
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
Total Available Funds: 46
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
Others
Aggressive Allocation GMIAX Nationwide Inv Destinations Mod Agrsv I
Conservative Allocation VWIAX Vanguard Wellesley Income Adm
Nontraditional Bond BSIIX BlackRock Strategic Income Opps Instl
Aggressive Allocation TRSGX T. Rowe Price Personal Strat Growth
Moderate Allocation GMDIX Nationwide Inv Dest Mod I
Conservative Allocation GIMCX Nationwide Inv Dest Cnsrv I
Conservative Allocation GMIMX Nationwide Inv Dest Mod Cnsrv Instl
Target Date 2046-2050 TLLIX TIAA-CREF Lifecycle Index 2050 Inst
Target Date 2041-2045 TLXIX TIAA-CREF Lifecycle Index 2045 Inst
Target Date 2031-2035 TLYIX TIAA-CREF Lifecycle Index 2035 Inst
Target Date 2021-2025 TLQIX TIAA-CREF Lifecycle Index 2025 Inst
Target Date 2011-2015 TLFIX TIAA-CREF Lifecycle Index 2015 Inst
Target Date 2000-2010 TLTIX TIAA-CREF Lifecycle Index 2010 Inst
Target Date 2036-2040 TLZIX TIAA-CREF Lifecycle Index 2040 Inst
Target Date 2026-2030 TLHIX TIAA-CREF Lifecycle Index 2030 Inst
Target Date 2016-2020 TLWIX TIAA-CREF Lifecycle Index 2020 Inst
Retirement Income TRILX TIAA-CREF Lifecycle Index Ret Inc Inst
Target Date 2051+ TTIIX TIAA-CREF Lifecycle Index 2055 Instl
ROOT CASH ederated Government Obligations Fund - Premier Shares
Moderate Allocation VBIAX Vanguard Balanced Index Adm
CONVERTIBLE SECURITIES COCRX Columbia Convertible Securities Fund Instl 2
Target Date 2056-2060 TVIIX TIAA-CREF Lifecycle Index 2060 Instl
INTERNATIONAL EQUITY
Foreign Large Growth VWILX Vanguard International Growth Adm
Foreign Small/Mid Value GICIX Goldman Sachs Structured Intl Small Cp I
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Foreign Large Blend APHKX Artisan International Value Instl
US EQUITY
LARGE BLEND GAIDX Nationwide Inv Destinations Agrsv I
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE GROWTH SBLYX Legg Mason ClearBridge Large Cap Gr I
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
LARGE VALUE OIERX JPMorgan Equity Income R5
MID-CAP VALUE VEVIX Victory Established Value I
SMALL GROWTH NWKDX Nationwide Geneva Small Cap Growth Fund - Institutional Service Class
REAL ESTATE
REAL ESTATE CSDIX Cohen & Steers Realty Income I
FIXED INCOME
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
Intermediate Government VFIJX Vanguard GNMA Adm
Intermediate-Term Bond BCOIX Baird Core Plus Bond Inst
WORLD BOND PFORX PIMCO Foreign Bond (USD-Hedged) I
High Yield Bond FIHBX Federated Instl High Yield Bond Instl
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl
Inflation-Protected Bond FIPDX Fidelity Spartan Infl-Prot Bd Idx FdAd I
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral
Short-Term Bond LDLTX Lord Abbett Short Duration Income R5
Total Available Funds: 46
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6 41% 3 60 0 1.03% 6.68%
Others
Aggressive Allocation GMIAX Nationwide Inv Destinations Mod Agrsv I 91% 3 60 0 0.9% 9.85%
Conservative Allocation VWIAX Vanguard Wellesley Income Adm 91% 3 60 0 0.16% 8.02%
Nontraditional Bond BSIIX BlackRock Strategic Income Opps Instl 89% 3 60 0 0.99% 5.23%
Aggressive Allocation TRSGX T. Rowe Price Personal Strat Growth 88% 3 60 0 0.76% 7.03%
Moderate Allocation GMDIX Nationwide Inv Dest Mod I 83% 3 60 0 0.84% 7.73%
Conservative Allocation GIMCX Nationwide Inv Dest Cnsrv I 80% 3 60 0 1.18% 4.03%
Conservative Allocation GMIMX Nationwide Inv Dest Mod Cnsrv Instl 78% 3 60 0 0.52% 5.22%
Target Date 2046-2050 TLLIX TIAA-CREF Lifecycle Index 2050 Inst 57% 3 60 0 0.35% 3.48%
Target Date 2041-2045 TLXIX TIAA-CREF Lifecycle Index 2045 Inst 47% 3 60 0 0.1% 3.58%
Target Date 2031-2035 TLYIX TIAA-CREF Lifecycle Index 2035 Inst 44% 3 60 0 0.1% 3.99%
Target Date 2021-2025 TLQIX TIAA-CREF Lifecycle Index 2025 Inst 42% 3 60 0 0.2% 6.35%
Target Date 2011-2015 TLFIX TIAA-CREF Lifecycle Index 2015 Inst 41% 3 60 0 0.2% 8.07%
Target Date 2000-2010 TLTIX TIAA-CREF Lifecycle Index 2010 Inst 37% 3 60 0 0.25% 6.55%
Target Date 2036-2040 TLZIX TIAA-CREF Lifecycle Index 2040 Inst 36% 3 60 0 0.1% 4.17%
Target Date 2026-2030 TLHIX TIAA-CREF Lifecycle Index 2030 Inst 36% 3 60 0 0.2% 4.48%
Target Date 2016-2020 TLWIX TIAA-CREF Lifecycle Index 2020 Inst 26% 3 60 0 0.2% 7.53%
Retirement Income TRILX TIAA-CREF Lifecycle Index Ret Inc Inst 20% 3 60 0 0.35% 3.16%
Target Date 2051+ TTIIX TIAA-CREF Lifecycle Index 2055 Instl 18% 3 60 0 0.2% 3.1%
ROOT CASH ederated Government Obligations Fund - Premier Shares 0% 0 60 0 NA 2.53%
Moderate Allocation VBIAX Vanguard Balanced Index Adm 0% 3 60 0 0.06% 5.92%
CONVERTIBLE SECURITIES COCRX Columbia Convertible Securities Fund Instl 2 0% 3 60 0 1.1% 2.01%
Target Date 2056-2060 TVIIX TIAA-CREF Lifecycle Index 2060 Instl 0% 3 60 0 0.2% 2.93%
INTERNATIONAL EQUITY
Foreign Large Growth VWILX Vanguard International Growth Adm 83% 3 60 0 0.45% 6.92%
Foreign Small/Mid Value GICIX Goldman Sachs Structured Intl Small Cp I 67% 3 60 0 0.99% 8.87%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 28% 3 60 0 0.07% 3.37%
Foreign Large Blend APHKX Artisan International Value Instl 10% 3 60 0 1.03% 7.4%
US EQUITY
LARGE BLEND GAIDX Nationwide Inv Destinations Agrsv I 85% 3 60 0 0.5% 10.85%
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 80% 3 60 0 0.03% 1.29%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 3 60 0 0.05% 1.52%
LARGE GROWTH SBLYX Legg Mason ClearBridge Large Cap Gr I 78% 3 60 0 0.68% 10.11%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm 73% 3 60 0 0.04% 1.59%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 3 60 0 0.02% 1.32%
LARGE VALUE OIERX JPMorgan Equity Income R5 2% 3 60 0 0.95% 10.99%
MID-CAP VALUE VEVIX Victory Established Value I 2% 3 60 0 1.65% 5.16%
SMALL GROWTH NWKDX Nationwide Geneva Small Cap Growth Fund - Institutional Service Class 0% 3 60 0 1.22% 2.47%
REAL ESTATE
REAL ESTATE CSDIX Cohen & Steers Realty Income I 64% 3 60 0 1.1% 3.01%
FIXED INCOME
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm 90% 1 60 0 0.1% 3.94%
Intermediate Government VFIJX Vanguard GNMA Adm 88% 3 60 0 0.11% 3.88%
Intermediate-Term Bond BCOIX Baird Core Plus Bond Inst 87% 3 60 0 0.3% 4.42%
WORLD BOND PFORX PIMCO Foreign Bond (USD-Hedged) I 86% 3 60 0 0.61% 4.12%
High Yield Bond FIHBX Federated Instl High Yield Bond Instl 78% 3 60 0 0.5% 6.42%
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl 31% 3 60 0 0.03% 3.76%
Inflation-Protected Bond FIPDX Fidelity Spartan Infl-Prot Bd Idx FdAd I 11% 3 60 0 0.05% 3.83%
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral 4% 3 60 0 0.07% 4.34%
Short-Term Bond LDLTX Lord Abbett Short Duration Income R5 0% 1 60 0 0.31% 5.18%
Average Expense Ratio: 0.46%
Sign up to get fund ranking change alerts

Sign up and subscribe as an expert user to create plans with your own specified investment options.
Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.3% 9.7% 1.8% 4.1% 5.5% 6.3%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 12.8% 4.1% 12.1% 9.4% 8.1% 9.1%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.8% 15.3% 10.2% 4.1% 5.9% 5.5%

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:)
The plan consists of 46 funds. It covers 5 major asset classes and 37 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, REITs, US Equity and Emerging Market Equity.

This plan is created upon a user's request.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.