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MyPlanIQ
401k Investor
The LoneStar Texas 529 Plan
Investment Options
| Total Available Funds: | 9 |
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| Total Available Funds: | 9 |
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| Total Available Funds: | 9 |
- 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: 0.76%
* If you find the above investment options have changed, please
email us the latest change or directly
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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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Click for Portfolio Details or Follow | 3.9% | 1.8% | 4.4% | 5.6% | 5.6% | 6.8% |
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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* |
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Click for Portfolio Details or Follow | 1.1% | 6.0% | 5.4% | 5.1% | 3.7% | 4.0% |
| 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
The plan consists of 10 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
The LoneStar Texas 529 Plan , is one of four 529 plans offered by the state of Texas . This plan of Texas provides three types of investment solution: Age-based Portfolios, Static Portfolios and Individual Portfolios. With the individual portfolio option, the assets in your Texas College Savings Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the second-type investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan single-fund portfolios below.
| Portfolio Name | Portfolio Description | Portfolion Allocation |
|---|---|---|
| Main Street Opportunity Portfolio | 100% Oppenheimer Main Street Opportunity Fund® | Seeks long-term capital appreciation by investing primarily in common stocks by using a variety of proprietary quantitative models to rank stocks on the basis of valuation and momentum. |
| Value Portfolio | 100% Oppenheimer Value Fund | Seeks long-term growth of capital by investing mainly in common stocks that the portfolio manager believes to be undervalued. |
| Capital Appreciation Portfolio | 100% Oppenheimer Capital Appreciation Fund | Seeks capital appreciation by emphasizing common stocks with high growth potential at average, rather than high prices. |
| Large Cap Core Index Portfolio | 100% OFIPI Large Cap Core Index | Seeks to track the performance and characteristics of a benchmark index that measures the investment return of large-cap stocks. |
| Socially Responsible Portfolio | 100% TIAA-CREF Social Choice Equity Fund | Seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market, while giving special consideration to certain social criteria. |
| Main Street Small Cap Portfolio | 100% Oppenheimer Main Street Small Cap Fund® | Seeks capital appreciation by investing primarily in a broadly diversified portfolio of common, small-cap stocks by using a variety of proprietary quantitative models to rank small-cap stocks on the basis of valuation and momentum. |
| International Diversified Portfolio | 100% Oppenheimer International Diversified Fund | Seeks to achieve high total return through capital appreciation and income by investing in a variety of global and international investments. |
| Fixed Income Portfolio | 100% Dreyfus Bond Index Fund | Seeks to match the total return of the Barclay's Capital U.S. Aggregate Index by investing in domestic fixed income and money market instruments. |
| U.S. Government Trust Portfolio | 100% Oppenheimer U.S. Government Trust | Seeks high current income consistent with the preservation of capital by investing primarily in debt instruments issued or guaranteed by the U.S. Government or its agencies and instrumentalities, including mortgage-related securities. |
| Money Market Portfolio | 100% Oppenheimer Institutional Money Market Fund2 | Seeks preservation of capital by investing all of its assets in a money market mutual fund to maintain stability. |
For further information, please visit the Texas official website or the plan file.
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