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MyPlanIQ 401k Investor Building Service 32 Bj Supplemental Retirement Savings Plan

Building Service 32 Bj Supplemental Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Conservative Allocation VWIAX Vanguard Wellesley Income Adm
Aggressive Allocation PAGYX Putnam Dynamic Asset Allocation: Gr Y
Moderate Allocation PABYX Putnam Dynamic Asset Allocation Bal Y
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor International Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
LARGE VALUE VIVIX Vanguard Value Index Instl
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government FTRGX Federated Total Return Govt Bd Instl
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Conservative Allocation VWIAX Vanguard Wellesley Income Adm
Aggressive Allocation PAGYX Putnam Dynamic Asset Allocation: Gr Y
Moderate Allocation PABYX Putnam Dynamic Asset Allocation Bal Y
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor International Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
LARGE VALUE VIVIX Vanguard Value Index Instl
LARGE BLEND VINIX Vanguard Institutional Index Instl
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government FTRGX Federated Total Return Govt Bd Instl
Total Available Funds: 16
  • 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
Conservative Allocation VWIAX Vanguard Wellesley Income Adm 91% 3 60 0 0.16% 8.02%
Aggressive Allocation PAGYX Putnam Dynamic Asset Allocation: Gr Y 84% 3 60 0 0.8% 7.43%
Moderate Allocation PABYX Putnam Dynamic Asset Allocation Bal Y 72% 3 60 0 1.19% 7.16%
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor International Inv 60% 3 60 0 0.69% 3.47%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 3 60 0 0.08% 3.29%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 3 60 0 0.03% 1.39%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl 93% 3 60 0 0.91% 3.5%
LARGE VALUE VIVIX Vanguard Value Index Instl 78% 3 60 0 0.04% 2.32%
LARGE BLEND VINIX Vanguard Institutional Index Instl 77% 3 60 0 0.02% 3.04%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 3 60 0 0.3% 11.49%
Mid-Cap Growth ARTMX Artisan Mid Cap Inv 0% 3 60 0 0.96% 18.84%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal 0% 3 60 0 0.1% 1.21%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.9%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.63%
Intermediate Government FTRGX Federated Total Return Govt Bd Instl 95% 3 60 0 0.67% 4.26%
Average Expense Ratio: 0.55%
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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*
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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
The investment options have not been imported yet.


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