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MyPlanIQ
401k Investor
ANTS Software 401K
Investment Options
| Total Available Funds: | 24 |
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| Total Available Funds: | 24 |
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| Total Available Funds: | 24 |
- 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.72%
* 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* |
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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* |
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Click for Portfolio Details or Follow | 0.7% | 6.2% | 1.7% | 5.1% | 5.5% | 6.6% |
| 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* |
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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.
** 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:ANTS.OB)
The plan consists of 24 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity, Fixed Income and Emerging Market Equity.
This plan was created based on a user's request. The following is the investment menu:
| SYMBOL | NAME | TYPE | Minimum Hold Period |
| SSV2Z | Schwab Stable Value Advisor Class | Stable Value | 0 |
| GTAVX | AIM Mid Cap Core Equity 1 | Mid-Cap Blend | 90 |
| IARRX | AIM Real Estate R | Real Estate | 31 |
| RMFFX | American Funds American Mutual R5 | Large Value | 90 |
| RWIFX | American Funds Capital World G/I R4 | World Stock | 90 |
| RERFX | American Funds EuroPacific Gr R5 | Foreign Large Blend | 90 |
| RFNFX | American Funds Fundamental Invs R5 | Large Blend | 90 |
| RSLFX | American Funds SMALLCAP World R5 | World Stock | 90 |
| FSCDX | Fidelity Advisor Small Cap A | Small Blend | 90 |
| FSTAX | Fidelity Advisor Strategic Income A | Multisector Bond | 90 |
| FSMEX | Fidelity Select Medical Equip & Systems | Health | 90 |
| JARTX | Janus Forty S | Large Growth | 90 |
| ODMAX | Oppenheimer Developing Markets A | Diversified Emerging Mkts | 90 |
| PTRRX | PIMCO Total Return R | Intermediate-Term Bond | 90 |
| JNRRX | Prudential Jennison Natural Resources R | Natural Resources | 30 |
| SLMCX | Seligman Communications & Information A | Technology | 90 |
| TPINX | Templeton Global Bond A | World Bond | 90 |
| VFIIX | Vanguard GNMA | Intermediate Government | 90 |
| VWEHX | Vanguard High-Yield Corporate | High Yield Bond | 90 |
| VIPSX | Vanguard Inflation-Protected Secs | Inflation-Protected Bond | 90 |
| VMGRX | Vanguard Mid Cap Growth | Mid-Cap Blend | 90 |
| VBISX | Vanguard Short-Term Bond Index | Short-Term Bond | 90 |
| NAESX | Vanguard Small Cap Index | Small Blend | 90 |
| VTSMX | Vanguard Total Stock Mkt Idx | Large Blend | 90 |
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