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MyPlanIQ 401k Investor Apollo Education 401k Plan

Apollo Education 401k Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkts Y
Others
Target Date 2041-2045 ARORX American Century One Choice 2045 Fund
Target Date 2031-2035 ARYRX American Century One Choice 2035 Fund
Target Date 2021-2025 ARWRX American Century One Choice 2025 Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europac Gr R5
Foreign Large Blend Oakmark International v Oakmark International Value Fund
US EQUITY
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Eq Fund
LARGE GROWTH STCAX RidgeWorth Large Cap Stk Fund
Mid-Cap Growth CMGIX BlackRock Mid-Cap Equity Index Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkts Y
Others
Target Date 2041-2045 ARORX American Century One Choice 2045 Fund
Target Date 2031-2035 ARYRX American Century One Choice 2035 Fund
Target Date 2021-2025 ARWRX American Century One Choice 2025 Fund
Retirement Income ARSRX American Century One Choice Income Fund
Target Date 2026-2030 ARCRX American Century One Choice 2030 Fund
Target Date 2036-2040 ARDRX American Century One Choice 2040 Fund
Target Date 2046-2050 ARFWX American Century One Choice 2050 Fund
Target Date 2016-2020 ARBRX American Century One Choice 2020 Fund
Target Date 2011-2015 ARFRX American Century One Choice 2015 Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europac Gr R5
Foreign Large Blend Oakmark International v Oakmark International Value Fund
US EQUITY
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Eq Fund
LARGE GROWTH STCAX RidgeWorth Large Cap Stk Fund
Mid-Cap Growth CMGIX BlackRock Mid-Cap Equity Index Fund
Mid-Cap Growth GGOTX Goldman Sachs Growth Opp IR
Small Growth GTSYX Invesco Small Cap Growth Y
LARGE VALUE OIEIX JP Morgan Equity Income Fund
SMALL BLEND SSCEX Columbia Small Cap Core Fund
LARGE BLEND PNIEX BlackRock Equity Index Fund
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond WFBIX BlackRock US Debt Index Fund
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
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 ODVYX Oppenheimer Developing Mkts Y 89% 3 60 0 0.84% 35.96%
Others
Target Date 2041-2045 ARORX American Century One Choice 2045 Fund 68% 3 60 0 0.87% 11.44%
Target Date 2031-2035 ARYRX American Century One Choice 2035 Fund 66% 3 60 0 1.07% 10.28%
Target Date 2021-2025 ARWRX American Century One Choice 2025 Fund 64% 3 60 0 0.42% 11.31%
Retirement Income ARSRX American Century One Choice Income Fund 37% 3 60 0 0.75% 8.15%
Target Date 2026-2030 ARCRX American Century One Choice 2030 Fund 21% 3 60 0 0.59% 11.59%
Target Date 2036-2040 ARDRX American Century One Choice 2040 Fund 19% 3 60 0 0.64% 12.21%
Target Date 2046-2050 ARFWX American Century One Choice 2050 Fund 0% 3 60 0 0.54% 13.43%
Target Date 2016-2020 ARBRX American Century One Choice 2020 Fund 0% 3 60 0 1.27% 6.94%
Target Date 2011-2015 ARFRX American Century One Choice 2015 Fund 0% 3 60 0 1.28% 3.91%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europac Gr R5 94% 3 60 0 0.84% 14.02%
Foreign Large Blend Oakmark International v Oakmark International Value Fund 0% 3 60 0 NA NA
US EQUITY
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Eq Fund 91% 3 60 0 0.79% 16.77%
LARGE GROWTH STCAX RidgeWorth Large Cap Stk Fund 85% 3 60 0 0.77% 1.42%
Mid-Cap Growth CMGIX BlackRock Mid-Cap Equity Index Fund 82% 3 60 0 1.05% 17.91%
Mid-Cap Growth GGOTX Goldman Sachs Growth Opp IR 67% 3 60 0 1.41% 18.31%
Small Growth GTSYX Invesco Small Cap Growth Y 67% 3 60 0 0.91% 10.15%
LARGE VALUE OIEIX JP Morgan Equity Income Fund 34% 3 60 0 0.95% 10.96%
SMALL BLEND SSCEX Columbia Small Cap Core Fund 0% 3 60 0 1.33% 0.85%
LARGE BLEND PNIEX BlackRock Equity Index Fund 0% 3 60 0 0.18% 1.61%
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares Fund 76% 3 60 0 0.88% 2.95%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond WFBIX BlackRock US Debt Index Fund 96% 3 60 0 0.1% 3.94%
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund 16% 3 60 0 NA 20.17%
Average Expense Ratio: 0.83%
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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 0.6% 15.9% 10.1% 10.1% 7.1% 7.1%

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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 0.9% 20.0% 14.6% 12.4% 9.4% 9.5%

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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 plan consists of 24 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, REITs, Emerging Market Equity, Fixed Income and Foreign Equity.
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