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MyPlanIQ 401k Investor ARC Inc Retirement Plan

ARC Inc Retirement Plan Investment Model Portfolios

This Plan is unrated.
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ARC EMPLOYEE RETIREMENT PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
ROOT CASH Fidelity Money Market
INTERNATIONAL EQUITY
WORLD STOCK RWIEX RWIEX,American Funds Capital World G/I R4
Foreign Large Growth JDIRX JDIRX,Janus Overseas
US EQUITY
MID-CAP VALUE RRMVX RRMVX T Rowe Price Mid Cap Value
LARGE BLEND ANCFX ANCFX,American Funds Fundamental Investor
SMALL VALUE FVFRX FVFRX,Franklin Small Cap Value
REAL ESTATE
Global Real Estate IGLAX IGLAX,ING Real Estate
FIXED INCOME
Intermediate-Term Bond PTTAX PTTAX,PIMCO Total Return
Short-Term Bond CSDAX CSDAX,Calvert Short Duration
WORLD BOND RCWCX RCWCX American Funds Capital World Bond R3
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
ROOT CASH Fidelity Money Market
INTERNATIONAL EQUITY
WORLD STOCK RWIEX RWIEX,American Funds Capital World G/I R4
Foreign Large Growth JDIRX JDIRX,Janus Overseas
US EQUITY
MID-CAP VALUE RRMVX RRMVX T Rowe Price Mid Cap Value
LARGE BLEND ANCFX ANCFX,American Funds Fundamental Investor
SMALL VALUE FVFRX FVFRX,Franklin Small Cap Value
Mid-Cap Growth HFMCX HFMCX Hartford Mid Cap
LARGE VALUE EHSTX EHSTX,Eaton Vance Large Cap Value
MID-CAP BLEND GADVX GADVX Gabelli ABC Fund
LARGE GROWTH AGTHX AGTHX,American Funds Growth Fund of America
Small Growth BGRIX BGRIX,Baron Growth
SMALL BLEND RVFIX RVFIX,Royce Value
REAL ESTATE
Global Real Estate IGLAX IGLAX,ING Real Estate
FIXED INCOME
Intermediate-Term Bond PTTAX PTTAX,PIMCO Total Return
Short-Term Bond CSDAX CSDAX,Calvert Short Duration
WORLD BOND RCWCX RCWCX American Funds Capital World Bond R3
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
ROOT CASH Fidelity Money Market 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK RWIEX RWIEX,American Funds Capital World G/I R4 63% 3 60 0 0.53% 11.09%
Foreign Large Growth JDIRX JDIRX,Janus Overseas 32% 3 60 0 2.06% 0.78%
US EQUITY
MID-CAP VALUE RRMVX RRMVX T Rowe Price Mid Cap Value 60% 3 60 0 0.83% 5.4%
LARGE BLEND ANCFX ANCFX,American Funds Fundamental Investor 52% 3 60 0 0.28% 9.29%
SMALL VALUE FVFRX FVFRX,Franklin Small Cap Value 52% 3 60 0 1.42% 8.24%
Mid-Cap Growth HFMCX HFMCX Hartford Mid Cap 50% 3 60 0 0.86% 22.01%
LARGE VALUE EHSTX EHSTX,Eaton Vance Large Cap Value 47% 3 60 0 1.27% 6.34%
MID-CAP BLEND GADVX GADVX Gabelli ABC Fund 44% 3 60 0 1.04% 4.37%
LARGE GROWTH AGTHX AGTHX,American Funds Growth Fund of America 41% 3 60 0 0.3% 11.19%
Small Growth BGRIX BGRIX,Baron Growth 28% 3 60 0 1.3% 14.8%
SMALL BLEND RVFIX RVFIX,Royce Value 0% 3 60 0 1.05% 0%
REAL ESTATE
Global Real Estate IGLAX IGLAX,ING Real Estate 0% 3 60 0 1.26% 20.97%
FIXED INCOME
Intermediate-Term Bond PTTAX PTTAX,PIMCO Total Return 65% 3 60 0 0.8% 4.32%
Short-Term Bond CSDAX CSDAX,Calvert Short Duration 61% 3 60 0 0.51% 4.39%
WORLD BOND RCWCX RCWCX American Funds Capital World Bond R3 59% 3 60 0 0.99% 3.52%
Average Expense Ratio: 0.97%
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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 for Portfolio Details or Follow 0.1% 9.3% 4.9% 6.5% 5.6% 6.1%

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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*
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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
The plan consists of 16 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.
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