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MyPlanIQ 401k Investor COA Trust 401k Plan

COA Trust 401k Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Target Date 2031-2035 VTTHX VTTHX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T.Rowe Price International Discovery
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend VTIAX VTIAX
US EQUITY
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Instl
LARGE VALUE VEIRX Vanguard Equity-Income Adm
MID-CAP VALUE TRMCX T.Rowe Price Mid-Cap Value
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Target Date 2031-2035 VTTHX VTTHX
EQUITY PRECIOUS METALS INIYX Van Eck Intl Investors Gold Y
Target Date 2011-2015 VTXVX VTXVX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T.Rowe Price International Discovery
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend VTIAX VTIAX
US EQUITY
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Instl
LARGE VALUE VEIRX Vanguard Equity-Income Adm
MID-CAP VALUE TRMCX T.Rowe Price Mid-Cap Value
LARGE BLEND VTSAX VTSAX
SMALL BLEND VSMAX VSMAX
MID-CAP BLEND VIMAX VIMAX
Small Growth HSIIX Eagle Small Cap Growth I
LARGE GROWTH RAFGX American Funds AMCAP R6
Mid-Cap Growth JMGMX JMGMX
REAL ESTATE
REAL ESTATE IARIX IARIX
FIXED INCOME
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Basic (Idx)
High Yield Bond PHYTX PHYTX
WORLD BOND TGBAX Templeton Global Bond Adb
Intermediate-Term Bond PTRQX PTRQX
COMMODITIES
COMMODITIES BROAD BASKET COMIX COMIX
Total Available Funds: 24
  • 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 LZOEX Lazard Emerging Markets Equity Open 60% 1 60 0 1.07% 2.09%
Others
Target Date 2021-2025 VTTVX VTTVX 97% 3 60 0 0.08% 7.52%
Target Date 2041-2045 VTIVX VTIVX 97% 3 60 0 0.08% 2.76%
Target Date 2031-2035 VTTHX VTTHX 96% 3 60 0 0.08% 3.2%
EQUITY PRECIOUS METALS INIYX Van Eck Intl Investors Gold Y 4% 1 60 0 1% 9.3%
Target Date 2011-2015 VTXVX VTXVX 0% 3 60 0 0.08% 14.93%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T.Rowe Price International Discovery 87% 1 60 0 1.23% 5.21%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 1 60 0 0.9% 13.91%
Foreign Large Blend VTIAX VTIAX 28% 3 60 0 0.07% 3.34%
US EQUITY
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Instl 85% 1 60 0 1% 18.17%
LARGE VALUE VEIRX Vanguard Equity-Income Adm 85% 1 60 0 0.28% 1.88%
MID-CAP VALUE TRMCX T.Rowe Price Mid-Cap Value 81% 1 60 0 0.83% 9.93%
LARGE BLEND VTSAX VTSAX 80% 3 60 0 0.03% 1.28%
SMALL BLEND VSMAX VSMAX 80% 3 60 0 0.05% 1.52%
MID-CAP BLEND VIMAX VIMAX 73% 3 60 0 0.04% 1.58%
Small Growth HSIIX Eagle Small Cap Growth I 67% 1 60 0 0.71% 8.94%
LARGE GROWTH RAFGX American Funds AMCAP R6 24% 1 60 0 0.49% 8.89%
Mid-Cap Growth JMGMX JMGMX 4% 3 60 0 0.95% 8.78%
REAL ESTATE
REAL ESTATE IARIX IARIX 77% 3 60 0 1.24% 5.43%
FIXED INCOME
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Basic (Idx) 95% 1 60 0 0.4% 3.55%
High Yield Bond PHYTX PHYTX 92% 3 60 0 0.94% 6.28%
WORLD BOND TGBAX Templeton Global Bond Adb 52% 1 60 0 0.64% 5.81%
Intermediate-Term Bond PTRQX PTRQX 7% 3 60 0 1.01% 4.29%
COMMODITIES
COMMODITIES BROAD BASKET COMIX COMIX 13% 3 60 0 0.65% 9.34%
Average Expense Ratio: 0.58%
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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 -0.0% 6.2% 2.1% 3.9% 4.0% 5.2%

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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 0.5% 4.4% 1.7% 5.7% 5.2% 7.4%

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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 to Create Model Portfolio

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*     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 20 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs, Emerging Market Equity and Foreign Equity.


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