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MyPlanIQ 401k Investor Laurelwood Pediatrics Profit Sharing Plan

Laurelwood Pediatrics Profit Sharing Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 55
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value
Others
Equity Energy VGENX Vanguard Energy
World Allocation PAAIX PIMCO All Asset
World Allocation MALOX BlackRock Global Allocation
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA Intl Equity Index
Foreign Large Blend CEUFX American Funds EuroPacific Growth
WORLD STOCK MDISX Mutual Global Discovery
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth
LARGE GROWTH TRBCX T.Rowe Price Blue Chip Growth
LARGE GROWTH PRSGX T.Rowe Price Spectrum Inco
Total Available Funds: 55
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value
Others
Equity Energy VGENX Vanguard Energy
World Allocation PAAIX PIMCO All Asset
World Allocation MALOX BlackRock Global Allocation
Moderate Allocation RLBFX American Balanced Fund
Utilities MMUIX MFS Utilities
Health PRHSX T.Rowe Price Health Sci
Technology PRSCX T.Rowe Price Sci & Tech
Financial FIDIX John Hancock Financial Industries
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA Intl Equity Index
Foreign Large Blend CEUFX American Funds EuroPacific Growth
WORLD STOCK MDISX Mutual Global Discovery
Foreign Large Growth AIEVX Invesco International Growth
WORLD STOCK OGLYX Oppenheimer Global
WORLD STOCK TWDAX Templeton World
Foreign Large Growth JTIIX John Hancock Intl Growth
Foreign Large Value DFVFX DFA International Value
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth
LARGE GROWTH TRBCX T.Rowe Price Blue Chip Growth
LARGE GROWTH PRSGX T.Rowe Price Spectrum Inco
SMALL BLEND NAESX Vanguard Small Cap Value
LARGE BLEND DSEFX Domini Social Equity
LARGE BLEND VFINX John Hancock 500 Index
LARGE VALUE PRFDX T.Rowe Price Equity Income
LARGE GROWTH VIGRX Vanguard Growth Index
SMALL VALUE BRSVX Wellington Small Cap Value
LARGE GROWTH OPTIX Jennison Capital Appreciation
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
LARGE VALUE VIVAX Vanguard Value Index
MID-CAP VALUE VOE Vanguad Mid-Cap Value ETF
LARGE BLEND VTSMX John Hancock Total Stock Market Index
LARGE VALUE AMRMX American Funds Washing Mutual
LARGE BLEND BEGRX Franklin Mutual Beacon
LARGE VALUE JVLIX John Hancock Disciplined Value
MID-CAP VALUE TRMCX T.Rowe Price Mid Value
LARGE BLEND RICFX American Funds Investment Company of America
LARGE GROWTH RGAFX American Funds The Growth Fund of America
Mid-Cap Growth FSGAX Franklin Small-Mid Growth
SMALL BLEND DFSTX DFA U.S. Small Cap
SMALL BLEND DFSTX DFA Small Cap Opportunities
LARGE VALUE VVOIX Invesco Value
LARGE GROWTH SAGYX Legg Mason ClearBr Agg Growth
LARGE BLEND JEQAX John Hancock Fundamental All Cap Core
LARGE VALUE JFVAX John Hancock Fundamental Large Cap Value
LARGE BLEND GMRTX GMO U.S. Equity
Small Growth SPVIX John Hancock Small Cap Index
Mid-Cap Growth JIMSX Wellington Mid Cap Stock
REAL ESTATE
REAL ESTATE RRRAX Deutsche Real Estate Securities
FIXED INCOME
Intermediate-Term Bond VBMFX Declaration Total Bond Market
Intermediate-Term Bond PTTRX PIMCO Total Return
High Yield Bond FHYTX WAMCO High Yield
Inflation-Protected Bond PRRIX PIMCO Real Return
Multisector Bond JIPAX John Hancok Strategic INcome Opp
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Value
WORLD BOND PADMX PIMCO Global Bond
Total Available Funds: 55
  • 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 DFEVX DFA Emerging Markets Value 96% 3 60 0 0.44% 4.28%
Others
Equity Energy VGENX Vanguard Energy 97% 3 60 0 0.46% 8.91%
World Allocation PAAIX PIMCO All Asset 96% 3 60 0 1.84% 7.93%
World Allocation MALOX BlackRock Global Allocation 90% 3 60 0 0.84% 9.44%
Moderate Allocation RLBFX American Balanced Fund 78% 3 60 0 0.31% 9.01%
Utilities MMUIX MFS Utilities 66% 3 60 0 1% 4.18%
Health PRHSX T.Rowe Price Health Sci 63% 3 60 0 0.8% 13.55%
Technology PRSCX T.Rowe Price Sci & Tech 58% 3 60 0 0.84% 13.79%
Financial FIDIX John Hancock Financial Industries 0% 3 60 0 NA 1.76%
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA Intl Equity Index 100% 3 60 0 0.75% 10.91%
Foreign Large Blend CEUFX American Funds EuroPacific Growth 94% 3 60 0 0.9% 14.18%
WORLD STOCK MDISX Mutual Global Discovery 94% 3 60 0 1.45% 10.74%
Foreign Large Growth AIEVX Invesco International Growth 93% 3 60 0 1.27% 15.85%
WORLD STOCK OGLYX Oppenheimer Global 85% 3 60 0 1.31% 22.2%
WORLD STOCK TWDAX Templeton World 69% 3 60 0 0.81% 14.16%
Foreign Large Growth JTIIX John Hancock Intl Growth 0% 3 60 0 1.1% 10.02%
Foreign Large Value DFVFX DFA International Value 0% 3 60 0 0.28% 4.12%
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth 100% 3 60 0 0.07% 0.46%
LARGE GROWTH TRBCX T.Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 5.83%
LARGE GROWTH PRSGX T.Rowe Price Spectrum Inco 99% 3 60 0 0.73% 14.69%
SMALL BLEND NAESX Vanguard Small Cap Value 99% 3 60 0 0.03% 1.39%
LARGE BLEND DSEFX Domini Social Equity 98% 3 60 0 0.71% 11.34%
LARGE BLEND VFINX John Hancock 500 Index 97% 3 60 0 0.14% 1.19%
LARGE VALUE PRFDX T.Rowe Price Equity Income 97% 3 60 0 1.23% 4.14%
LARGE GROWTH VIGRX Vanguard Growth Index 97% 3 60 0 0.04% 0.33%
SMALL VALUE BRSVX Wellington Small Cap Value 97% 3 60 0 0.83% 2.37%
LARGE GROWTH OPTIX Jennison Capital Appreciation 97% 3 60 0 0.97% 9.42%
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF 97% 3 60 0 0.19% 0.69%
LARGE VALUE VIVAX Vanguard Value Index 95% 3 60 0 0.05% 2.18%
MID-CAP VALUE VOE Vanguad Mid-Cap Value ETF 94% 3 60 0 0.19% 2.28%
LARGE BLEND VTSMX John Hancock Total Stock Market Index 94% 3 60 0 0.03% 1.2%
LARGE VALUE AMRMX American Funds Washing Mutual 93% 3 60 0 0.38% 7.82%
LARGE BLEND BEGRX Franklin Mutual Beacon 92% 3 60 0 0.77% 7.38%
LARGE VALUE JVLIX John Hancock Disciplined Value 86% 3 60 0 0.88% 0%
MID-CAP VALUE TRMCX T.Rowe Price Mid Value 81% 3 60 0 0.83% 9.93%
LARGE BLEND RICFX American Funds Investment Company of America 76% 3 60 0 0.58% 11.35%
LARGE GROWTH RGAFX American Funds The Growth Fund of America 75% 3 60 0 0.63% 11.46%
Mid-Cap Growth FSGAX Franklin Small-Mid Growth 72% 3 60 0 0.85% 6.56%
SMALL BLEND DFSTX DFA U.S. Small Cap 71% 3 60 0 0.27% 1.22%
SMALL BLEND DFSTX DFA Small Cap Opportunities 71% 3 60 0 0.27% 1.22%
LARGE VALUE VVOIX Invesco Value 70% 3 60 0 0.97% 11.79%
LARGE GROWTH SAGYX Legg Mason ClearBr Agg Growth 70% 3 60 0 1.24% 14.85%
LARGE BLEND JEQAX John Hancock Fundamental All Cap Core 68% 3 60 0 0.76% 12.18%
LARGE VALUE JFVAX John Hancock Fundamental Large Cap Value 0% 3 60 0 1.3% 0%
LARGE BLEND GMRTX GMO U.S. Equity 0% 3 60 0 0.41% 0%
Small Growth SPVIX John Hancock Small Cap Index 0% 3 60 0 0.9% 1.07%
Mid-Cap Growth JIMSX Wellington Mid Cap Stock 0% 3 60 0 0.91% 0%
REAL ESTATE
REAL ESTATE RRRAX Deutsche Real Estate Securities 50% 3 60 0 0.53% 2.09%
FIXED INCOME
Intermediate-Term Bond VBMFX Declaration Total Bond Market 100% 3 60 0 0.15% 3.9%
Intermediate-Term Bond PTTRX PIMCO Total Return 96% 3 60 0 0.83% 4.63%
High Yield Bond FHYTX WAMCO High Yield 95% 3 60 0 0.98% 5.32%
Inflation-Protected Bond PRRIX PIMCO Real Return 80% 3 60 0 1.37% 3.4%
Multisector Bond JIPAX John Hancok Strategic INcome Opp 23% 3 60 0 0.64% 3.63%
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Value 16% 3 60 0 NA 20.17%
WORLD BOND PADMX PIMCO Global Bond 0% 3 60 0 0.57% 10.28%
Average Expense Ratio: 0.72%
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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 0.5% 22.0% -21.5% -8.8% -2.6% 0.5%

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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 1.1% 24.8% 21.7% 1643.2% 326.4% 170.1%

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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 57 funds. It covers 5 major asset classes and 27 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity, Fixed Income and REITs.


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