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

AULTMAN 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
AULTMAN 401(K) PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value Portfolio Institutional Class
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend VDMIX Vanguard Developed Markets Index Fund Investor Shares
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value Portfolio Institutional Class
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend VDMIX Vanguard Developed Markets Index Fund Investor Shares
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE GROWTH FCNTX Fidelity Contrafund Fund
Small Growth VEXPX Vanguard Explorer Fund Investor Shares
Mid-Cap Growth ACRNX Columbia Acorn Fund Class Z
LARGE GROWTH RGAEX Growth Fund of America
Small Growth AUSAX Columbia Acorn Trust: Columbia Acorn USA Fund; Class Z Shares
SMALL VALUE DFTVX DFA Investment Dimensions Group Inc: US Targeted Value Portfolio; Class R1 Shares
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index Fund Investor Shares
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Total Return Fund Administrative Class
Total Available Funds: 19
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value Portfolio Institutional Class 96% 3 60 0 0.44% 4.28%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 3 60 0 0.08% 7.56%
Moderate Allocation VBINX Vanguard Balanced Index Fund Investor Shares 92% 3 60 0 0.07% 5.81%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 1.4%
Foreign Large Blend VDMIX Vanguard Developed Markets Index Fund Investor Shares 0% 3 60 0 0.2% 2.88%
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares 76% 3 60 0 0.88% 2.95%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 3 60 0 0.26% 11.96%
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund 99% 3 60 0 0.76% 10.6%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 97% 3 60 0 0.14% 1.19%
LARGE GROWTH FCNTX Fidelity Contrafund Fund 96% 3 60 0 0.55% 5.18%
Small Growth VEXPX Vanguard Explorer Fund Investor Shares 76% 3 60 0 0.45% 7.81%
Mid-Cap Growth ACRNX Columbia Acorn Fund Class Z 75% 3 60 0 1.83% 0%
LARGE GROWTH RGAEX Growth Fund of America 39% 3 60 0 0.3% 11.29%
Small Growth AUSAX Columbia Acorn Trust: Columbia Acorn USA Fund; Class Z Shares 0% 3 60 0 1.08% 3.97%
SMALL VALUE DFTVX DFA Investment Dimensions Group Inc: US Targeted Value Portfolio; Class R1 Shares 0% 3 60 0 0.39% 5.52%
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index Fund Investor Shares 100% 3 60 0 0.07% 4.13%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares 98% 3 60 0 0.07% 4.41%
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond PTRAX PIMCO Total Return Fund Administrative Class 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 0.51%
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 for Portfolio Details or Follow 0.1% 8.8% 2.4% 6.3% 5.6% 6.3%

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 5.9% 4.8% 5.0% 3.3% 5.3% 6.5%

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
The plan consists of 20 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, REITs, Emerging Market Equity, Foreign 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.