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MyPlanIQ 401k Investor Avanti Products LLC 401(k) Profit Sharing Plan and Trust

Avanti Products LLC 401(k) Profit Sharing Plan and Trust

Investment Menu Rating:

Investment Options
Total Available Funds: 59
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA International Small Company I
Foreign Small/Mid Value DISVX DFA International Small Cap Value I
Foreign Large Value VTRIX Vanguard International Value Inv
REAL ESTATE
Global Real Estate DFITX DFA International Real Estate Sec I
REAL ESTATE VGRSX Vanguard REIT Index Signal
Total Available Funds: 59
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Equity Energy VGELX Vanguard Energy Adm
World Allocation RIRGX American Funds Capital Inc Bldr R6
EQUITY PRECIOUS METALS OGMIX Oppenheimer Gold & Special Minerals I
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
Moderate Allocation VBASX Vanguard Balanced Index Signal
ROOT CASH Vanguard prime money market
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA International Small Company I
Foreign Small/Mid Value DISVX DFA International Small Cap Value I
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Large Growth VWILX Vanguard International Growth Adm
WORLD STOCK DGEIX DFA Global Equity I
WORLD STOCK VTWSX Vanguard Total World Stock Index Inv
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Signal
EUROPE STOCK VESSX Vanguard European Stock Index Signal
Foreign Large Blend DFTWX DFA T.A. World ex US Core Equity Instl
REAL ESTATE
Global Real Estate DFITX DFA International Real Estate Sec I
REAL ESTATE VGRSX Vanguard REIT Index Signal
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
LARGE VALUE VVISX Vanguard Value Index Signal
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal
SMALL BLEND VSISX Vanguard Small Cap Index Signal
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
LARGE BLEND VLCSX Vanguard Large Cap Index Signal
LARGE GROWTH VIGSX Vanguard Growth Index Signal
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
Emerging Markets Bond GSDIX Goldman Sachs Emerging Market Debt I
Multisector Bond LSBDX Loomis Sayles Bond Instl
WORLD BOND DFSHX DFA Selectively Hedged Global F/I Instl
Bank Loan SAMBX RidgeWorth Seix Floating RT High Inc I
LONG GOVERNMENT VLGSX Vanguard Long-Term Govt Bd Idx Signal
Intermediate-Term Bond VMBSX Vanguard Mortgage-Backed Sec Idx Signal
Intermediate Government VSIGX Vanguard Interm-Tm Govt Bd Idx Signal
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Short-Term Bond VBSSX Vanguard Short-Term Bond Index Signal
Intermediate-Term Bond VIBSX Vanguard Interm-Term Bond Index Signal
High Yield Bond STHTX RidgeWorth High Income I
Muni National Interm PXMDX PIMCO Tax Managed Real Return D
COMMODITIES
COMMODITIES BROAD BASKET DCMSX DFA Commodity Strategy
Total Available Funds: 59
  • 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 DFEMX DFA Emerging Markets I 90% 3 60 0 0.61% 2.85%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.78%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 3.22%
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv 91% 3 60 0 0.11% 4.32%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv 89% 3 60 0 0.14% 4.48%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv 80% 3 60 0 0.08% 2.35%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.36%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor 72% 3 60 0 0.08% 2.32%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 69% 3 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 8.19%
Equity Energy VGELX Vanguard Energy Adm 64% 3 60 0 0.41% 5.05%
World Allocation RIRGX American Funds Capital Inc Bldr R6 4% 3 60 0 0.26% 8.31%
EQUITY PRECIOUS METALS OGMIX Oppenheimer Gold & Special Minerals I 2% 3 60 0 1.31% 1.06%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 7.48%
Moderate Allocation VBASX Vanguard Balanced Index Signal 0% 3 60 0 0.1% 2.02%
ROOT CASH Vanguard prime money market 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA International Small Company I 100% 3 60 0 0.39% 3.47%
Foreign Small/Mid Value DISVX DFA International Small Cap Value I 100% 3 60 0 0.43% 8.32%
Foreign Large Value VTRIX Vanguard International Value Inv 99% 3 60 0 0.39% 17.69%
Foreign Large Growth VWILX Vanguard International Growth Adm 83% 3 60 0 0.45% 6.92%
WORLD STOCK DGEIX DFA Global Equity I 83% 3 60 0 0.33% 3.42%
WORLD STOCK VTWSX Vanguard Total World Stock Index Inv 0% 3 60 0 0.17% 2.42%
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal 0% 3 60 0 0.18% 3.25%
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Signal 0% 3 60 0 0.14% 2.72%
EUROPE STOCK VESSX Vanguard European Stock Index Signal 0% 3 60 0 0.14% 4.14%
Foreign Large Blend DFTWX DFA T.A. World ex US Core Equity Instl 0% 3 60 0 0.36% 3.84%
REAL ESTATE
Global Real Estate DFITX DFA International Real Estate Sec I 79% 3 60 0 0.27% 6.76%
REAL ESTATE VGRSX Vanguard REIT Index Signal 0% 3 60 0 0.1% 4%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv 100% 3 60 0 0.06% 2.04%
Small Growth VISGX Vanguard Small Cap Growth Index Inv 100% 3 60 0 0.07% 0.46%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv 98% 3 60 0 0.19% 0.56%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv 96% 3 60 0 0.19% 2.14%
LARGE VALUE VVISX Vanguard Value Index Signal 0% 3 60 0 0.1% 2.53%
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal 0% 3 60 0 0.06% 1.97%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.34%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal 0% 3 60 0 0.1% 1.21%
LARGE BLEND VLCSX Vanguard Large Cap Index Signal 0% 3 60 0 0.1% 2%
LARGE GROWTH VIGSX Vanguard Growth Index Signal 0% 3 60 0 0.1% 1.35%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 3 60 0 0.14% 1.15%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.09%
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv 97% 3 60 0 0.2% 3.96%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 3 60 0 0.07% 4.51%
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm 90% 3 60 0 0.1% 3.94%
Emerging Markets Bond GSDIX Goldman Sachs Emerging Market Debt I 89% 3 60 0 1.16% 5.92%
Multisector Bond LSBDX Loomis Sayles Bond Instl 82% 3 60 0 0.6% 4.36%
WORLD BOND DFSHX DFA Selectively Hedged Global F/I Instl 81% 3 60 0 0.16% 4.19%
Bank Loan SAMBX RidgeWorth Seix Floating RT High Inc I 75% 3 60 0 0.62% 7.5%
LONG GOVERNMENT VLGSX Vanguard Long-Term Govt Bd Idx Signal 9% 3 60 0 0.04% 4.56%
Intermediate-Term Bond VMBSX Vanguard Mortgage-Backed Sec Idx Signal 4% 3 60 0 0.04% 4.25%
Intermediate Government VSIGX Vanguard Interm-Tm Govt Bd Idx Signal 2% 3 60 0 0.04% 3.82%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 3 60 0 0.1% 2.71%
Short-Term Bond VBSSX Vanguard Short-Term Bond Index Signal 0% 3 60 0 0.11% 1.41%
Intermediate-Term Bond VIBSX Vanguard Interm-Term Bond Index Signal 0% 3 60 0 0.11% 3.65%
High Yield Bond STHTX RidgeWorth High Income I 0% 3 60 0 0.93% 6.95%
Muni National Interm PXMDX PIMCO Tax Managed Real Return D 0% 3 60 0 0.85% 0%
COMMODITIES
COMMODITIES BROAD BASKET DCMSX DFA Commodity Strategy 4% 3 60 0 0.47% 10.17%
Average Expense Ratio: 0.24%
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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 14.9% 18.3% 6.7% 4.5% 5.9% 5.9%

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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% 7.1% 1.9% 5.9% 4.0% 5.4%

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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 59 funds. It covers 6 major asset classes and 50 minor asset classes. The major asset classes it covers are Commodity, Emerging Market Equity, REITs, Fixed Income, Foreign Equity and US Equity.


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