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MyPlanIQ 401k Investor Anesthesia Company 401K

Anesthesia Company 401K

Investment Menu Rating:

Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
Others
Equity Energy VGENX Vanguard Energy Inv
World Allocation PAUIX PIMCO All Asset All Authority Inst
Moderate Allocation JABAX Janus Balanced T
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
LARGE GROWTH FCNTX Fidelity Contrafund
REAL ESTATE
REAL ESTATE FRIFX Fidelity Real Estate Income
REAL ESTATE VGSIX Vanguard REIT Index Inv
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
Others
Equity Energy VGENX Vanguard Energy Inv
World Allocation PAUIX PIMCO All Asset All Authority Inst
Moderate Allocation JABAX Janus Balanced T
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth BUFSX Buffalo Small Cap
SMALL VALUE JSCVX Perkins Small Cap Value T
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
SMALL BLEND NMSCX Columbia Small Cap Index Z
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
REAL ESTATE
REAL ESTATE FRIFX Fidelity Real Estate Income
REAL ESTATE VGSIX Vanguard REIT Index Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
WORLD BOND TGBAX Templeton Global Bond Adv
High Yield Bond HYFRX Harbor High-Yield Bond Adm
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 Markets Y 89% 3 60 0 0.84% 35.96%
Others
Equity Energy VGENX Vanguard Energy Inv 97% 3 60 0 0.46% 8.91%
World Allocation PAUIX PIMCO All Asset All Authority Inst 97% 3 60 0 3.61% 7.41%
Moderate Allocation JABAX Janus Balanced T 90% 3 60 0 0.7% 8.49%
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold 78% 3 60 0 0.77% 7.97%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl 99% 3 60 0 1.02% 3.79%
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv 100% 3 60 0 1.18% 10.26%
MID-CAP VALUE JMCVX Perkins Mid Cap Value T 98% 3 60 0 0.91% 9.61%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.18%
Small Growth BUFSX Buffalo Small Cap 93% 3 60 0 1.01% 0%
SMALL VALUE JSCVX Perkins Small Cap Value T 92% 3 60 0 1.36% 4.43%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 89% 3 60 0 1.08% 7.71%
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z 81% 3 60 0 0.2% 9.43%
SMALL BLEND NMSCX Columbia Small Cap Index Z 81% 3 60 0 0.45% 12.39%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.32%
REAL ESTATE
REAL ESTATE FRIFX Fidelity Real Estate Income 88% 3 60 0 0.71% 4.71%
REAL ESTATE VGSIX Vanguard REIT Index Inv 81% 3 60 0 0.12% 3.76%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.9%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv 99% 3 60 0 0.1% 4.6%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 98% 3 60 0 0.07% 4.41%
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv 83% 3 60 0 0.22% 5.18%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.37%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 5.38%
High Yield Bond HYFRX Harbor High-Yield Bond Adm 0% 3 60 0 0.9% 4.63%
Average Expense Ratio: 0.75%
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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 0.1% 8.7% 1.6% 5.7% 5.1% 6.0%

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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 0.8% 6.9% 2.0% 7.7% 6.6% 7.7%

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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 22 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity, Fixed Income and Emerging Market Equity.

This plan was created based on a user's input. 


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