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MyPlanIQ COZEN OCONNOR PROFIT SHARING PLAN

COZEN OCONNOR PROFIT SHARING PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
COZEN OCONNOR PROFIT SHARING PLAN
COZEN OCONNOR PROFIT SHARING PLAN B
COZEN OCONNOR PROFIT SHARING PLAN A
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios
LARGE GROWTH MCGIX Aston Funds: ASTON/Montag & Caldwell Growth Fund; Class I Shares
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
FIXED INCOME
Multisector Bond LSBDX Loomis Sayles Funds I: Loomis Sayles Bond Fund; Institutional Class
Inflation-Protected Bond AIAVX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Class A Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios
LARGE GROWTH MCGIX Aston Funds: ASTON/Montag & Caldwell Growth Fund; Class I Shares
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
LARGE BLEND RFNFX Fundamental Investors
LARGE GROWTH MCGFX Aston Funds: ASTON/Montag & Caldwell Growth Fund; Class N Shares
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund
FIXED INCOME
Multisector Bond LSBDX Loomis Sayles Funds I: Loomis Sayles Bond Fund; Institutional Class
Inflation-Protected Bond AIAVX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Class A Shares
Total Available Funds: 14
  • 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
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 1.67%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares 99% 3 60 0 1.02% 3.79%
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 14.02%
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares 60% 3 60 0 0.69% 3.47%
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios 100% 3 60 0 1.18% 10.26%
LARGE GROWTH MCGIX Aston Funds: ASTON/Montag & Caldwell Growth Fund; Class I Shares 94% 3 60 0 0.73% 33.3%
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares 93% 3 60 0 0.91% 3.5%
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
LARGE BLEND RFNFX Fundamental Investors 87% 3 60 0 0.6% 9.54%
LARGE GROWTH MCGFX Aston Funds: ASTON/Montag & Caldwell Growth Fund; Class N Shares 59% 3 60 0 0.91% 34.36%
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares 56% 3 60 0 0.89% 4.5%
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund 0% 3 60 0 0.51% 12.76%
FIXED INCOME
Multisector Bond LSBDX Loomis Sayles Funds I: Loomis Sayles Bond Fund; Institutional Class 82% 3 60 0 0.6% 4.36%
Inflation-Protected Bond AIAVX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Class A Shares 59% 3 60 0 0.21% 4.02%
Average Expense Ratio: 0.72%
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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
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