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MyPlanIQ Current Portfolio 1

Current Portfolio 1

This Plan is unrated.
Investment Options
Total Available Funds: 45
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX ODVIX
Others
Moderate Allocation OAKBX OAKBX
World Allocation SGIIX SGIIX
EQUITY DDZRX DDZRX
INTERNATIONAL EQUITY
Foreign Large Blend VTMNX VTMNX
Foreign Large Blend RERGX RERGX
Foreign Large Blend BDOKX BDOKX
US EQUITY
LARGE GROWTH FCNTX FCNTX
MID-CAP VALUE AVUAX AVUAX
Mid-Cap Growth PCBIX PCBIX
Total Available Funds: 45
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX ODVIX
Others
Moderate Allocation OAKBX OAKBX
World Allocation SGIIX SGIIX
EQUITY DDZRX DDZRX
Moderate Allocation FBALX FBALX
EQUITY GCIUX GCIUX
EQUITY HFQRX HFQRX
EQUITY JGISX JGISX
EQUITY LHYVX LHYVX
EQUITY MRGKX MRGKX
EQUITY OANIX oanix
EQUITY AIADX AIADX
EQUITY VFSAX VFSAX
INTERNATIONAL EQUITY
Foreign Large Blend VTMNX VTMNX
Foreign Large Blend RERGX RERGX
Foreign Large Blend BDOKX BDOKX
Foreign Large Growth MGRDX MGRDX
US EQUITY
LARGE GROWTH FCNTX FCNTX
MID-CAP VALUE AVUAX AVUAX
Mid-Cap Growth PCBIX PCBIX
Mid-Cap Growth RPMGX RPMGX
SMALL BLEND VSCIX VSCIX
Small Growth PRNHX PRNHX
LARGE BLEND VINIX VINIX
LARGE BLEND WFSPX WFSPX
SMALL VALUE PPVIX PPVIX
MID-CAP BLEND VMCIX VMCIX
MID-CAP BLEND FSMAX FSMAX
SMALL VALUE HWSIX HWSIX
SMALL BLEND GACIX GACIX
MID-CAP VALUE JVMRX JVMRX
LARGE BLEND FSKAX FSKAX
Small Growth JGMNX JGMNX
LARGE VALUE OIERX OIERX
SMALL BLEND BDBKX BDBKX
REAL ESTATE
US Real Estate VGSIX QREARX
US Real Estate CSZIX CSZIX
FIXED INCOME
Intermediate-Term Bond WFBIX WFBIX
Intermediate-Term Bond VBTIX VBTIX
Intermediate-Term Bond TGLMX TGLMX
Intermediate-Term Bond DODIX DODIX
WORLD BOND GOBSX GOBSX
Multisector Bond PONAX PONAX
Multisector Bond NEZNX NEZNX
COMMODITIES
COMMODITIES BROAD BASKET PCLIX PCLIX
Total Available Funds: 45
  • 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 ODVIX ODVIX 68% 3 60 0 0.84% 36.31%
Others
Moderate Allocation OAKBX OAKBX 91% 3 60 0 0.83% 2.36%
World Allocation SGIIX SGIIX 89% 3 60 0 1.2% 10.38%
EQUITY DDZRX DDZRX 87% 3 60 0 0.59% 24.24%
Moderate Allocation FBALX FBALX 79% 3 60 0 0.5% 6.11%
EQUITY GCIUX GCIUX 79% 3 60 0 1.43% 8.46%
EQUITY HFQRX HFQRX 75% 3 60 0 1.3% 5.97%
EQUITY JGISX JGISX 72% 3 60 0 0.84% 8.78%
EQUITY LHYVX LHYVX 67% 3 60 0 0.6% 7.53%
EQUITY MRGKX MRGKX 62% 3 60 0 1.16% 12.63%
EQUITY OANIX oanix 59% 3 60 0 0.75% 2.33%
EQUITY AIADX AIADX 35% 3 60 0 0.21% 4.51%
EQUITY VFSAX VFSAX 26% 3 60 0 0.07% 3.7%
INTERNATIONAL EQUITY
Foreign Large Blend VTMNX VTMNX 85% 3 60 0 0.05% 3.38%
Foreign Large Blend RERGX RERGX 32% 3 60 0 0.9% 14.04%
Foreign Large Blend BDOKX BDOKX 25% 3 60 0 0.1% 2.63%
Foreign Large Growth MGRDX MGRDX 6% 3 60 0 0.7% 5.74%
US EQUITY
LARGE GROWTH FCNTX FCNTX 96% 3 60 0 0.55% 5.18%
MID-CAP VALUE AVUAX AVUAX 90% 3 60 0 1.23% 13.7%
Mid-Cap Growth PCBIX PCBIX 90% 3 60 0 0.94% 5.45%
Mid-Cap Growth RPMGX RPMGX 87% 3 60 0 1.29% 6.39%
SMALL BLEND VSCIX VSCIX 80% 3 60 0 0.05% 1.54%
Small Growth PRNHX PRNHX 80% 3 60 0 0.79% 11.99%
LARGE BLEND VINIX VINIX 77% 3 60 0 0.02% 3.04%
LARGE BLEND WFSPX WFSPX 75% 3 60 0 0.03% 2%
SMALL VALUE PPVIX PPVIX 73% 3 60 0 1.31% 9.53%
MID-CAP BLEND VMCIX VMCIX 72% 3 60 0 0.04% 1.61%
MID-CAP BLEND FSMAX FSMAX 70% 3 60 0 0.03% 0.65%
SMALL VALUE HWSIX HWSIX 69% 3 60 0 1.94% 1.1%
SMALL BLEND GACIX GACIX 60% 3 60 0 1.14% 4.54%
MID-CAP VALUE JVMRX JVMRX 26% 3 60 0 1.85% 9.34%
LARGE BLEND FSKAX FSKAX 4% 3 60 0 0.01% 1.2%
Small Growth JGMNX JGMNX 3% 3 60 0 0.69% 11.17%
LARGE VALUE OIERX OIERX 2% 3 60 0 0.95% 10.99%
SMALL BLEND BDBKX BDBKX 2% 3 60 0 0.37% 3.71%
REAL ESTATE
US Real Estate VGSIX QREARX 81% 3 60 0 0.12% 3.76%
US Real Estate CSZIX CSZIX 0% 3 60 0 1.1% 3.77%
FIXED INCOME
Intermediate-Term Bond WFBIX WFBIX 96% 3 60 0 0.1% 3.94%
Intermediate-Term Bond VBTIX VBTIX 94% 3 60 0 0.15% 4.03%
Intermediate-Term Bond TGLMX TGLMX 94% 3 60 0 0.7% 6.9%
Intermediate-Term Bond DODIX DODIX 87% 3 60 0 0.33% 4.35%
WORLD BOND GOBSX GOBSX 80% 3 60 0 0.56% 2.73%
Multisector Bond PONAX PONAX 12% 3 60 0 0.51% 5.58%
Multisector Bond NEZNX NEZNX 3% 3 60 0 0.94% 5.49%
COMMODITIES
COMMODITIES BROAD BASKET PCLIX PCLIX 6% 3 60 0 1.94% 2.89%
Average Expense Ratio: 0.71%
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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*
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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
This plan consists of 45 funds, some of them are: PONAX, FCNTX, OAKBX, VGSIX, RPMGX, FBALX.
Combination of WWT and BT Americas 401K Offerings


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