It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor APP Pharmaceuticals, Inc. Savings and Retirement Plan

APP Pharmaceuticals, Inc. Savings and Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2050+ PPLIX Principal LifeTime 2050 Inst
Target Date 2036-2040 PTDIX Principal LifeTime 2040 Inst
Target Date 2026-2030 PMTIX Principal LifeTime 2030 Inst
INTERNATIONAL EQUITY
Foreign Large Growth PITIX Principal International Growth Inst
US EQUITY
Small Growth PRNHX T. Rowe Price Retirement New Horizons
MID-CAP VALUE PABVX Principal Mid Cap Value I R5
MID-CAP VALUE PABVX Principal Mid Cap Value I R5
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst
FIXED INCOME
Intermediate-Term Bond PIOIX Principal Life Insurance Company Principal Fixed Income Option
Intermediate Government PMRIX Principal Bond Mortgage Securities Inst
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2050+ PPLIX Principal LifeTime 2050 Inst
Target Date 2036-2040 PTDIX Principal LifeTime 2040 Inst
Target Date 2026-2030 PMTIX Principal LifeTime 2030 Inst
Target Date 2016-2020 PLWIX Principal LifeTime 2020 Inst
Retirement Income PLSIX Principal LifeTime Strategic income Inst
Target Date 2000-2010 PTTIX Principal LifeTime 2010 Inst
INTERNATIONAL EQUITY
Foreign Large Growth PITIX Principal International Growth Inst
US EQUITY
Small Growth PRNHX T. Rowe Price Retirement New Horizons
MID-CAP VALUE PABVX Principal Mid Cap Value I R5
MID-CAP VALUE PABVX Principal Mid Cap Value I R5
SMALL BLEND PSSIX Principal Small Cap S P 600 Index Inst
LARGE GROWTH RGAFX American Funds Growth Fund
LARGE BLEND PLFPX Principal Life Insurance Company Principal Large Cap S P 500 Index
LARGE VALUE PLVIX Principal Large Cap Value III Inst
Mid-Cap Growth TWCVX American Century Vista Inv
SMALL VALUE PPKIX Principal Small Cap Value I Inst
LARGE GROWTH PPIIX Princor Financial Services Principal Large Cap Growth II Inst
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst
FIXED INCOME
Intermediate-Term Bond PIOIX Principal Life Insurance Company Principal Fixed Income Option
Intermediate Government PMRIX Principal Bond Mortgage Securities Inst
Total Available Funds: 20
  • 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 LifeTime 2050 Inst 100% 3 60 0 1.04% 10.19%
Target Date 2036-2040 PTDIX Principal LifeTime 2040 Inst 94% 3 60 0 1% 9.91%
Target Date 2026-2030 PMTIX Principal LifeTime 2030 Inst 93% 3 60 0 1.45% 9.67%
Target Date 2016-2020 PLWIX Principal LifeTime 2020 Inst 90% 3 60 0 0.91% 9.88%
Retirement Income PLSIX Principal LifeTime Strategic income Inst 84% 3 60 0 1.4% 5.87%
Target Date 2000-2010 PTTIX Principal LifeTime 2010 Inst 0% 3 60 0 0.72% 7.1%
INTERNATIONAL EQUITY
Foreign Large Growth PITIX Principal International Growth Inst 0% 3 60 0 NA 1.52%
US EQUITY
Small Growth PRNHX T. Rowe Price Retirement New Horizons 80% 3 60 0 0.79% 11.99%
MID-CAP VALUE PABVX Principal Mid Cap Value I R5 79% 3 60 0 0.7% 7.04%
MID-CAP VALUE PABVX Principal Mid Cap Value I R5 79% 3 60 0 0.7% 7.04%
SMALL BLEND PSSIX Principal Small Cap S P 600 Index Inst 77% 3 60 0 0.54% 11.28%
LARGE GROWTH RGAFX American Funds Growth Fund 75% 3 60 0 0.63% 11.46%
LARGE BLEND PLFPX Principal Life Insurance Company Principal Large Cap S P 500 Index 71% 3 60 0 0.52% 3%
LARGE VALUE PLVIX Principal Large Cap Value III Inst 69% 3 60 0 0.7% 19.61%
Mid-Cap Growth TWCVX American Century Vista Inv 0% 3 60 0 1.03% 0%
SMALL VALUE PPKIX Principal Small Cap Value I Inst 0% 3 60 0 NA 0.94%
LARGE GROWTH PPIIX Princor Financial Services Principal Large Cap Growth II Inst 0% 3 60 0 0.87% 3.95%
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst 81% 3 60 0 1.99% 2.53%
FIXED INCOME
Intermediate-Term Bond PIOIX Principal Life Insurance Company Principal Fixed Income Option 85% 3 60 0 0.64% 3.76%
Intermediate Government PMRIX Principal Bond Mortgage Securities Inst 76% 3 60 0 0.67% 3.92%
Average Expense Ratio: 0.92%
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 to Create Model Portfolio

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 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.


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.