It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor COLONIAL PROPERTIES TRUST AMENDED AND RESTATED 401(k) PROFIT SHARING PLAN

COLONIAL PROPERTIES TRUST AMENDED AND RESTATED 401(k) PROFIT SHARING PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Target Date 2050+ PPLIX Principal Inv LifeTime 2050 R4
Target Date 2036-2040 PTDIX Principal Inv LifeTime 2040 R4
Target Date 2026-2030 PMTIX Principal Inv LifeTime 2030 R4
INTERNATIONAL EQUITY
Foreign Large Growth PITSX Principal International Growth R4
US EQUITY
MID-CAP BLEND PMBSX Principal Mid Cap Blend R4
Mid-Cap Growth PGWIX Principal Mid Cap Growth R4
LARGE VALUE ABVIX Alliance Large Cap Value R4
REAL ESTATE
REAL ESTATE PRETX Principal Real Estate Securities R4
FIXED INCOME
Intermediate-Term Bond CBDIX Calvert Social Inv Bond A
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Target Date 2050+ PPLIX Principal Inv LifeTime 2050 R4
Target Date 2036-2040 PTDIX Principal Inv LifeTime 2040 R4
Target Date 2026-2030 PMTIX Principal Inv LifeTime 2030 R4
Target Date 2016-2020 PLWIX Principal Inv LifeTime 2020 R4
Retirement Income PLSSX Principal Inv LifeTime Strat income R4
Target Date 2000-2010 PTTIX Principal Inv LifeTime 2010 R4
INTERNATIONAL EQUITY
Foreign Large Growth PITSX Principal International Growth R4
US EQUITY
MID-CAP BLEND PMBSX Principal Mid Cap Blend R4
Mid-Cap Growth PGWIX Principal Mid Cap Growth R4
LARGE VALUE ABVIX Alliance Large Cap Value R4
LARGE BLEND NBPBX Neuberger Berman Partners Adv
SMALL BLEND FSCTX Fidelity Advisor Small Cap T
SMALL BLEND PSSMX Principal S P 600 Index R4
LARGE GROWTH CLGAX Calvert Large Cap Growth A
SMALL VALUE PSVPX Principal Small Cap Value R4
REAL ESTATE
REAL ESTATE PRETX Principal Real Estate Securities R4
FIXED INCOME
Intermediate-Term Bond CBDIX Calvert Social Inv Bond A
Total Available Funds: 17
  • 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 2050+ PPLIX Principal Inv LifeTime 2050 R4 100% 3 60 0 1.04% 10.1%
Target Date 2036-2040 PTDIX Principal Inv LifeTime 2040 R4 94% 3 60 0 1% 9.84%
Target Date 2026-2030 PMTIX Principal Inv LifeTime 2030 R4 93% 3 60 0 1.45% 9.6%
Target Date 2016-2020 PLWIX Principal Inv LifeTime 2020 R4 90% 3 60 0 0.91% 9.83%
Retirement Income PLSSX Principal Inv LifeTime Strat income R4 81% 3 60 0 1.4% 1.9%
Target Date 2000-2010 PTTIX Principal Inv LifeTime 2010 R4 0% 3 60 0 0.72% 7.1%
INTERNATIONAL EQUITY
Foreign Large Growth PITSX Principal International Growth R4 0% 3 60 0 NA 1.14%
US EQUITY
MID-CAP BLEND PMBSX Principal Mid Cap Blend R4 88% 3 60 0 0.94% 0%
Mid-Cap Growth PGWIX Principal Mid Cap Growth R4 84% 3 60 0 0.76% 0%
LARGE VALUE ABVIX Alliance Large Cap Value R4 70% 3 60 0 1.11% 10.68%
LARGE BLEND NBPBX Neuberger Berman Partners Adv 59% 3 60 0 0.51% 6.6%
SMALL BLEND FSCTX Fidelity Advisor Small Cap T 50% 3 60 0 2.15% 2.54%
SMALL BLEND PSSMX Principal S P 600 Index R4 39% 3 60 0 0.54% 10.36%
LARGE GROWTH CLGAX Calvert Large Cap Growth A 1% 3 60 0 NA 0%
SMALL VALUE PSVPX Principal Small Cap Value R4 0% 3 60 0 NA 0.18%
REAL ESTATE
REAL ESTATE PRETX Principal Real Estate Securities R4 74% 3 60 0 1.06% 2.6%
FIXED INCOME
Intermediate-Term Bond CBDIX Calvert Social Inv Bond A 82% 3 60 0 1.53% 4.18%
Average Expense Ratio: 1.08%
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 10.7% 18.6% 0.5% 5.6% 4.8% 6.2%

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:CLP)
The plan consists of 19 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs 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.