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MyPlanIQ 401k Investor CROWN CASTLE INTERNATIONAL CORP. 401K PLAN

CROWN CASTLE INTERNATIONAL CORP. 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
CROWN CASTLE INTERNATIONAL CORP. 401(K) PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 SWDRX The Charles Schwab Tr Company Schwab Managed rtmt Tr 2030 Cl III
Target Date 2036-2040 SWERX The Charles Schwab Tr Company Schwab Managed rtmt Tr 2040 Cl III
Target Date 2016-2020 SWCRX The Charles Schwab Tr Company Schwab Managed rtmt Tr 2020 Cl III
INTERNATIONAL EQUITY
Foreign Large Blend JETAX Artio Investments Funds Artio International Equity A Fund
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A Fund
SMALL VALUE NOSGX Northern Small Cap Value Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
REAL ESTATE
REAL ESTATE PHRAX Phoenix Investment Partners LTD Virtus Real Estate Securities A
FIXED INCOME
Intermediate-Term Bond WOBDX JPMorgan Core Bond Select
Intermediate Government GSGOX Goldman Sachs Government Income A Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 SWDRX The Charles Schwab Tr Company Schwab Managed rtmt Tr 2030 Cl III
Target Date 2036-2040 SWERX The Charles Schwab Tr Company Schwab Managed rtmt Tr 2040 Cl III
Target Date 2016-2020 SWCRX The Charles Schwab Tr Company Schwab Managed rtmt Tr 2020 Cl III
Target Date 2000-2010 SWBRX The Charles Schwab Tr Company Schwab Managed rtmt Tr 2010 Cl III
Retirement Income SWJRX The Charles Schwab Tr Company Schwab Managed rtmt Tr Income
INTERNATIONAL EQUITY
Foreign Large Blend JETAX Artio Investments Funds Artio International Equity A Fund
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A Fund
SMALL VALUE NOSGX Northern Small Cap Value Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE VALUE ACGIX Van Kampen Growth Income A Fund
Small Growth ASIRX Alger Management Inc. Small Cap Growth Institutional I Fund
US EQUITY Schwab Target The Charles Schwab Tr Company Schwab Managed rtmt Tr 2050 Cl III
Mid-Cap Growth ACTWX Columbia Acorn Z Fund
REAL ESTATE
REAL ESTATE PHRAX Phoenix Investment Partners LTD Virtus Real Estate Securities A
FIXED INCOME
Intermediate-Term Bond WOBDX JPMorgan Core Bond Select
Intermediate Government GSGOX Goldman Sachs Government Income A Fund
Total Available Funds: 16
  • 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 2026-2030 SWDRX The Charles Schwab Tr Company Schwab Managed rtmt Tr 2030 Cl III 97% 3 60 0 0.42% 11.24%
Target Date 2036-2040 SWERX The Charles Schwab Tr Company Schwab Managed rtmt Tr 2040 Cl III 96% 3 60 0 0.5% 9.81%
Target Date 2016-2020 SWCRX The Charles Schwab Tr Company Schwab Managed rtmt Tr 2020 Cl III 96% 3 60 0 0.29% 27.36%
Target Date 2000-2010 SWBRX The Charles Schwab Tr Company Schwab Managed rtmt Tr 2010 Cl III 95% 3 60 0 0.26% 19.34%
Retirement Income SWJRX The Charles Schwab Tr Company Schwab Managed rtmt Tr Income 59% 3 60 0 0.25% 5.04%
INTERNATIONAL EQUITY
Foreign Large Blend JETAX Artio Investments Funds Artio International Equity A Fund 50% 3 60 0 0.9% 0%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A Fund 93% 3 60 0 1.18% 14.15%
SMALL VALUE NOSGX Northern Small Cap Value Fund 88% 3 60 0 1% 36.09%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 11.46%
LARGE VALUE ACGIX Van Kampen Growth Income A Fund 54% 3 60 0 0.53% 8.92%
Small Growth ASIRX Alger Management Inc. Small Cap Growth Institutional I Fund 44% 3 60 0 1.73% 4.73%
US EQUITY Schwab Target The Charles Schwab Tr Company Schwab Managed rtmt Tr 2050 Cl III 0% 3 60 0 NA NA
Mid-Cap Growth ACTWX Columbia Acorn Z Fund 0% 3 60 0 0.92% 10.01%
REAL ESTATE
REAL ESTATE PHRAX Phoenix Investment Partners LTD Virtus Real Estate Securities A 39% 3 60 0 2.05% 5.58%
FIXED INCOME
Intermediate-Term Bond WOBDX JPMorgan Core Bond Select 94% 3 60 0 1.1% 3.74%
Intermediate Government GSGOX Goldman Sachs Government Income A Fund 38% 3 60 0 1.06% 2.67%
Average Expense Ratio: 0.85%
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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*
Click to Create Model Portfolio

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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(Ticker:CCI)
The plan consists of 17 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.
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