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MyPlanIQ 401k Investor The Virginia CollegeAmerica 529 plan

The Virginia CollegeAmerica 529 plan

Investment Menu Rating:

Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS CNWAX American New World Fund
Others
World Allocation CIRAX American Capital Income Builder
Moderate Allocation CLBAX American Balanced Fund
Moderate Allocation CIMAX The Income Fund of America
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American EuroPacific Growth Fund
WORLD STOCK CNPAX American New Perspective Fund
WORLD STOCK CSPAX American SMALLCAP World Fund
US EQUITY
LARGE VALUE AMRMX American Mutual Fund
LARGE GROWTH CNGFX The New Economy Fund
LARGE GROWTH CAFFX American AMCAP Fund
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS CNWAX American New World Fund
Others
World Allocation CIRAX American Capital Income Builder
Moderate Allocation CLBAX American Balanced Fund
Moderate Allocation CIMAX The Income Fund of America
ROOT CASH American Funds Money Market Fund
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American EuroPacific Growth Fund
WORLD STOCK CNPAX American New Perspective Fund
WORLD STOCK CSPAX American SMALLCAP World Fund
WORLD STOCK CWGIX American Capital World Growth and Income Fund
US EQUITY
LARGE VALUE AMRMX American Mutual Fund
LARGE GROWTH CNGFX The New Economy Fund
LARGE GROWTH CAFFX American AMCAP Fund
LARGE BLEND ANCFX American Fundamental InvestorsSM
LARGE GROWTH CGFAX American International Growth and Income FundSM
LARGE GROWTH CGFAX The Growth Fund of America
LARGE BLEND CICAX The Investment Company of America
LARGE VALUE CWMAX American Washington Mutual Investors FundSM
FIXED INCOME
SHORT GOVERNMENT SNGVX U.S. Government Securities FundSM
Short-Term Bond SBFFX Short-Term Bond Fund of AmericaSM
WORLD BOND CCWAX American Capital World Bond Fund
High Yield Bond CITAX American High-Income Trust
Intermediate-Term Bond CFAAX Intermediate Bond Fund of America
Intermediate-Term Bond CFAAX The Bond Fund of America
Total Available Funds: 23
  • 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 CNWAX American New World Fund 54% 1 60 0 1.03% 6.32%
Others
World Allocation CIRAX American Capital Income Builder 60% 1 60 0 0.26% 7.96%
Moderate Allocation CLBAX American Balanced Fund 41% 1 60 0 0.31% 8.75%
Moderate Allocation CIMAX The Income Fund of America 38% 1 60 0 0.69% 9.96%
ROOT CASH American Funds Money Market Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American EuroPacific Growth Fund 94% 1 60 0 0.9% 14.18%
WORLD STOCK CNPAX American New Perspective Fund 65% 1 60 0 1.47% 7.05%
WORLD STOCK CSPAX American SMALLCAP World Fund 64% 1 60 0 0.66% 5.26%
WORLD STOCK CWGIX American Capital World Growth and Income Fund 64% 1 60 0 0.53% 11.09%
US EQUITY
LARGE VALUE AMRMX American Mutual Fund 93% 1 60 0 0.38% 7.82%
LARGE GROWTH CNGFX The New Economy Fund 81% 1 60 0 0.53% 11.66%
LARGE GROWTH CAFFX American AMCAP Fund 72% 1 60 0 0.49% 9.29%
LARGE BLEND ANCFX American Fundamental InvestorsSM 52% 1 60 0 0.28% 9.29%
LARGE GROWTH CGFAX American International Growth and Income FundSM 39% 1 60 0 0.3% 11.37%
LARGE GROWTH CGFAX The Growth Fund of America 39% 1 60 0 0.3% 11.37%
LARGE BLEND CICAX The Investment Company of America 37% 1 60 0 0.27% 11.1%
LARGE VALUE CWMAX American Washington Mutual Investors FundSM 35% 1 60 0 0.26% 10.29%
FIXED INCOME
SHORT GOVERNMENT SNGVX U.S. Government Securities FundSM 72% 1 60 0 0.8% 3.82%
Short-Term Bond SBFFX Short-Term Bond Fund of AmericaSM 68% 1 60 0 0.39% 4.04%
WORLD BOND CCWAX American Capital World Bond Fund 63% 1 60 0 0.99% 3.64%
High Yield Bond CITAX American High-Income Trust 46% 1 60 0 0.41% 6.42%
Intermediate-Term Bond CFAAX Intermediate Bond Fund of America 39% 1 60 0 0.33% 4.13%
Intermediate-Term Bond CFAAX The Bond Fund of America 39% 1 60 0 0.33% 4.13%
Average Expense Ratio: 0.56%
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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*
Click for Portfolio Details or Follow 0.2% 5.2% 0.7% 5.2% 4.9% 5.7%

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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 0.9% 9.2% 3.7% 9.2% 6.7% 7.0%

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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
The plan consists of 23 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

 



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