It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor Co Op Pension Plan

Co Op Pension Plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
CO-OP PENSION PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Technology FSCSX Fidelity Select Software & Comp
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index Inv
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
FIXED INCOME
Short-Term Bond PTLDX PIMCO Low Duration Instl
High Yield Bond PHIYX PIMCO High Yield Instl
Intermediate-Term Bond PTTAX PIMCO Total Return A
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Technology FSCSX Fidelity Select Software & Comp
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index Inv
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value
LARGE VALUE VWNAX Vanguard Windsor II Adm
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE BLEND VINIX Vanguard Institutional Index Instl
Mid-Cap Growth NBGNX Neuberger Berman Genesis Inv
FIXED INCOME
Short-Term Bond PTLDX PIMCO Low Duration Instl
High Yield Bond PHIYX PIMCO High Yield Instl
Intermediate-Term Bond PTTAX PIMCO Total Return A
Total Available Funds: 14
  • 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
Others
Technology FSCSX Fidelity Select Software & Comp 77% 3 60 0 0.69% 16.62%
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv 82% 3 60 0 0.45% 6.67%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia 78% 3 60 0 1.18% 0.26%
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index Inv 100% 3 60 0 0.07% 0.45%
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 5.77%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst 85% 3 60 0 1% 18.17%
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value 81% 3 60 0 0.83% 9.93%
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 3 60 0 0.26% 11.95%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 3 60 0 0.05% 1.52%
LARGE BLEND VINIX Vanguard Institutional Index Instl 77% 3 60 0 0.02% 3.02%
Mid-Cap Growth NBGNX Neuberger Berman Genesis Inv 24% 3 60 0 0.84% 14.25%
FIXED INCOME
Short-Term Bond PTLDX PIMCO Low Duration Instl 90% 3 60 0 1.05% 4.2%
High Yield Bond PHIYX PIMCO High Yield Instl 72% 3 60 0 0.66% 6.38%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.31%
Average Expense Ratio: 0.65%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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

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 to Create Model Portfolio

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 to Create Model Portfolio

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
The investment options have not been imported yet.


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.