It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN

GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund,
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund,
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund,
US EQUITY
LARGE BLEND VFINX Putnam S&P 500 Index Fund Common/Collective Trust,
LARGE BLEND CFIMX The Clipper Fund
LARGE GROWTH VHCAX Vanguard Capital Opportunities Admiral Share Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
Total Available Funds: 27
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund,
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund,
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund,
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund,
Conservative Allocation EXDAX Manning & Napier Pro-Blend Conservative Fund,
Moderate Allocation MNMIX Manning & Napier Pro-Blend Moderate Fund
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund,
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund,
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund,
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund,
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055 Fund
Moderate Allocation MNBIX Manning & Napier Pro-Blend Extended Fund Mutual Fund,
Retirement Income TRRIX T. Rowe Price Retirement Income Fund,
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund,
ROOT CASH Putnam Money Market Fund
US EQUITY
LARGE BLEND VFINX Putnam S&P 500 Index Fund Common/Collective Trust,
LARGE BLEND CFIMX The Clipper Fund
LARGE GROWTH VHCAX Vanguard Capital Opportunities Admiral Share Fund
SMALL VALUE NOSGX Northern Small-Cap Value Fund,
Small Growth MIMFX Managers Institutional Micro-Cap Fund,
LARGE GROWTH HACAX Harbor Capital International Fund
MID-CAP VALUE FBSAX Franklin Balance Sheet Fund Mutual Fund,
MID-CAP VALUE LMCYX Lord Abbett Mid-Cap Value Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Mutual Fund,
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
Total Available Funds: 27
  • 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
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund, 100% 3 60 0 0.34% 5.7%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund, 100% 3 60 0 0.76% 5.87%
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund, 100% 3 60 0 0.6% 4.71%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund 100% 3 60 0 0.78% 6.23%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund, 100% 3 60 0 1.08% 5.91%
Conservative Allocation EXDAX Manning & Napier Pro-Blend Conservative Fund, 99% 3 60 0 0.1% 3.19%
Moderate Allocation MNMIX Manning & Napier Pro-Blend Moderate Fund 97% 3 60 0 0.1% 6%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund, 97% 3 60 0 0.84% 4.92%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund, 97% 3 60 0 0.99% 6%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund, 96% 3 60 0 1.05% 6.16%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund, 96% 3 60 0 1.12% 4.11%
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055 Fund 93% 3 60 0 1.14% 4.39%
Moderate Allocation MNBIX Manning & Napier Pro-Blend Extended Fund Mutual Fund, 93% 3 60 0 0.11% 10.11%
Retirement Income TRRIX T. Rowe Price Retirement Income Fund, 91% 3 60 0 0.34% 5.2%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund, 77% 3 60 0 0.63% 4.34%
ROOT CASH Putnam Money Market Fund 0% 1 60 0 NA 2.53%
US EQUITY
LARGE BLEND VFINX Putnam S&P 500 Index Fund Common/Collective Trust, 97% 3 60 0 0.14% 1.19%
LARGE BLEND CFIMX The Clipper Fund 97% 3 60 0 0.71% 9.26%
LARGE GROWTH VHCAX Vanguard Capital Opportunities Admiral Share Fund 91% 3 60 0 0.43% 11.12%
SMALL VALUE NOSGX Northern Small-Cap Value Fund, 88% 3 60 0 1% 36.09%
Small Growth MIMFX Managers Institutional Micro-Cap Fund, 79% 3 60 0 1.15% 0.57%
LARGE GROWTH HACAX Harbor Capital International Fund 75% 3 60 0 1.04% 11.39%
MID-CAP VALUE FBSAX Franklin Balance Sheet Fund Mutual Fund, 73% 3 60 0 1.15% 4.67%
MID-CAP VALUE LMCYX Lord Abbett Mid-Cap Value Fund 67% 3 60 0 1.26% 7.67%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Mutual Fund, 0% 3 60 0 0.42% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 3 60 0 0.83% 4.63%
Multisector Bond LSBDX Loomis Sayles Bond Fund 82% 3 60 0 0.6% 4.36%
Average Expense Ratio: 0.72%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 2.8% 14.3% 3.4% 7.2% 6.7% 9.4%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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(Ticker:GVA)
The plan consists of 27 funds. It covers 2 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity and Fixed Income.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.