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MyPlanIQ Long Island Spince Specialists P.C 401(k) Profit Sharing Plan

Long Island Spince Specialists P.C 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Others
EQUITY RFVTX RFVTX
Target Date 2051 RFKTX RFKTX
Target Date 2041-2045 RFHTX RFHTX
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX VTMGX
WORLD STOCK RLLGX RLLGX
Foreign Large Blend RERGX RERGX
US EQUITY
LARGE BLEND SWPPX SWPPX
LARGE GROWTH RGAGX RGAGX
LARGE GROWTH RAFGX RAFGX
Total Available Funds: 29
Asset Class Ticker Description Rating
Others
EQUITY RFVTX RFVTX
Target Date 2051 RFKTX RFKTX
Target Date 2041-2045 RFHTX RFHTX
Target Date 2016-2020 RRCTX RRCTX
Target Date 2021-2025 RFDTX RFDTX
Target Date 2046-2050 RFITX RFITX
Target Date 2036-2040 RFGTX RFGTX
Target Date 2026-2030 RFETX RFETX
Target Date 2011-2015 RFJTX RFJTX
Target Date 2031-2035 RFFTX RFFTX
World Allocation RIRGX RIRGX
Target Date 2056-2060 RFUTX RFUTX
EQUITY RAFXX RAFXX
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX VTMGX
WORLD STOCK RLLGX RLLGX
Foreign Large Blend RERGX RERGX
Foreign Large Blend BDOKX BDOKX
US EQUITY
LARGE BLEND SWPPX SWPPX
LARGE GROWTH RGAGX RGAGX
LARGE GROWTH RAFGX RAFGX
LARGE GROWTH RNGGX RNGGX
LARGE VALUE RMFGX RMFGX
LARGE BLEND RFNGX RFNGX
MIDDLE BLEND BRMKX BRMKX
FIXED INCOME
Intermediate Government VFIUX VFIUX
Intermediate Government RGVGX RGVGX
High Yield Bond RITGX RITGX
Intermediate-Term Bond VBTLX VBTLX
COMMODITIES
COMMODITIES BROAD BASKET DCMSX DCMSX
Total Available Funds: 29
  • 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
Others
EQUITY RFVTX RFVTX 15% 3 60 0 0.74% 5.13%
Target Date 2051 RFKTX RFKTX 11% 3 60 0 0.38% 6.42%
Target Date 2041-2045 RFHTX RFHTX 9% 3 60 0 0.72% 6.58%
Target Date 2016-2020 RRCTX RRCTX 8% 3 60 0 0.3% 8.18%
Target Date 2021-2025 RFDTX RFDTX 8% 3 60 0 0.32% 7.79%
Target Date 2046-2050 RFITX RFITX 7% 3 60 0 0.73% 6.55%
Target Date 2036-2040 RFGTX RFGTX 7% 3 60 0 1.46% 6.65%
Target Date 2026-2030 RFETX RFETX 7% 3 60 0 0.33% 6.87%
Target Date 2011-2015 RFJTX RFJTX 7% 3 60 0 0.3% 7.94%
Target Date 2031-2035 RFFTX RFFTX 6% 3 60 0 0.35% 6.58%
World Allocation RIRGX RIRGX 4% 3 60 0 0.26% 8.31%
Target Date 2056-2060 RFUTX RFUTX 0% 3 60 0 0.38% 6.06%
EQUITY RAFXX RAFXX 0% 3 60 0 NA 0%
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX VTMGX 98% 3 60 0 0.05% 3.36%
WORLD STOCK RLLGX RLLGX 32% 3 60 0 0.66% 5.37%
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%
US EQUITY
LARGE BLEND SWPPX SWPPX 78% 3 60 0 0.02% 0.21%
LARGE GROWTH RGAGX RGAGX 25% 3 60 0 0.3% 11.49%
LARGE GROWTH RAFGX RAFGX 24% 3 60 0 0.49% 9.03%
LARGE GROWTH RNGGX RNGGX 24% 3 60 0 0.53% 11.37%
LARGE VALUE RMFGX RMFGX 22% 3 60 0 0.38% 8.14%
LARGE BLEND RFNGX RFNGX 20% 3 60 0 0.28% 9.61%
MIDDLE BLEND BRMKX BRMKX 0% 3 60 0 0.06% 5.82%
FIXED INCOME
Intermediate Government VFIUX VFIUX 94% 3 60 0 0.2% 4.01%
Intermediate Government RGVGX RGVGX 15% 3 60 0 0.24% 4.4%
High Yield Bond RITGX RITGX 3% 3 60 0 0.41% 6.85%
Intermediate-Term Bond VBTLX VBTLX 0% 3 60 0 0.15% 4%
COMMODITIES
COMMODITIES BROAD BASKET DCMSX DCMSX 4% 3 60 0 0.47% 10.17%
Average Expense Ratio: 0.41%
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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 3.9% 19.8% 12.2% 6.0% 8.5% 7.7%

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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 4.1% 10.4% 8.5% 11.5% 7.6% 8.3%

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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 for Portfolio Details or Follow 4.3% 20.4% 11.0% 4.6% 6.1% 4.9%

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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 29 funds, some of them are: RAFGX, RERGX, RGAGX, RNGGX, RLLGX, RMFGX.
Typo, Long Island *SPINE* Specialists. 


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