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MyPlanIQ 401k Investor Acumen Solutions Inc. 401K Profit Sharing Plan

Acumen Solutions Inc. 401K Profit Sharing Plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
ACUMEN SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity I
Others
Conservative Allocation DGTSX DFA Global Allocation 25/75 I
INTERNATIONAL EQUITY
Foreign Large Value DFIVX DFA International Value I
Foreign Large Value DFIEX DFA International Core Equity I
US EQUITY
LARGE VALUE DFLVX DFA US Large Cap Value I
MID-CAP BLEND DFQTX DFA US Core Equity 2 I
LARGE BLEND VIFSX Vanguard 500 Index Signal
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I
Intermediate Government DFIGX DFA Intermediate Govt Fixed-Income I
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity I
Others
Conservative Allocation DGTSX DFA Global Allocation 25/75 I
INTERNATIONAL EQUITY
Foreign Large Value DFIVX DFA International Value I
Foreign Large Value DFIEX DFA International Core Equity I
US EQUITY
LARGE VALUE DFLVX DFA US Large Cap Value I
MID-CAP BLEND DFQTX DFA US Core Equity 2 I
LARGE BLEND VIFSX Vanguard 500 Index Signal
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I
Intermediate Government DFIGX DFA Intermediate Govt Fixed-Income I
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I
Total Available Funds: 11
  • 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 DFCEX DFA Emerging Markets Core Equity I 93% 3 60 0 0.4% 3.19%
Others
Conservative Allocation DGTSX DFA Global Allocation 25/75 I 89% 3 60 0 0.24% 5.55%
INTERNATIONAL EQUITY
Foreign Large Value DFIVX DFA International Value I 79% 3 60 0 0.52% 4.93%
Foreign Large Value DFIEX DFA International Core Equity I 74% 3 60 0 0.23% 3.42%
US EQUITY
LARGE VALUE DFLVX DFA US Large Cap Value I 77% 3 60 0 0.21% 1.93%
MID-CAP BLEND DFQTX DFA US Core Equity 2 I 68% 3 60 0 0.22% 0.91%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.09%
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities 80% 3 60 0 0.22% 4.02%
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I 97% 3 60 0 0.12% 3.99%
Intermediate Government DFIGX DFA Intermediate Govt Fixed-Income I 90% 3 60 0 0.11% 2.4%
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I 74% 3 60 0 0.11% 3.26%
Average Expense Ratio: 0.22%
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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 to Create Model Portfolio

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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 to Create Model Portfolio

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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
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