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MyPlanIQ 401k Investor Colorado Rockies Baseball Club Retirement Plan

Colorado Rockies Baseball Club Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Market Equity Portfolio
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World Growth & Income
WORLD STOCK RNPFX American Funds New Perspective Fund
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund
Mid-Cap Growth BMCIX BlackRock U.S. Opportunities Portfolio
LARGE GROWTH FCGAX Franklin Growth Fund
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Market Equity Portfolio
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Moderate Allocation CIMFX American Funds Income Fund of America
Target Date 2050+ VFFVX Vanguard Target Retirement 2055 Inv
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
ROOT CASH American Funds Money Market Fund
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World Growth & Income
WORLD STOCK RNPFX American Funds New Perspective Fund
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund
Mid-Cap Growth BMCIX BlackRock U.S. Opportunities Portfolio
LARGE GROWTH FCGAX Franklin Growth Fund
LARGE VALUE MADVX BlackRock Equity Dividend Fund
LARGE BLEND RFNFX American Funds Fundamental Investors
MID-CAP VALUE GETGX Victory Established Value
SMALL BLEND RLPHX Royce Low-Priced Stock Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
High Yield Bond PHYTX Principal High Yield II
Intermediate-Term Bond DPFFX Delaware Diversified Income
WORLD BOND TGBAX Templeton Global Bond Fund
Total Available Funds: 27
  • 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 LZEMX Lazard Emerging Market Equity Portfolio 91% 3 60 0 1.07% 2.47%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 3.22%
Moderate Allocation CIMFX American Funds Income Fund of America 87% 3 60 0 0.58% 10.13%
Target Date 2050+ VFFVX Vanguard Target Retirement 2055 Inv 80% 3 60 0 0.08% 2.35%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 69% 3 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 8.19%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 7.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 14.93%
ROOT CASH American Funds Money Market Fund 0% 0 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World Growth & Income 92% 3 60 0 0.75% 11.38%
WORLD STOCK RNPFX American Funds New Perspective Fund 91% 3 60 0 1.47% 7.23%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund 97% 3 60 0 0.14% 1.19%
Mid-Cap Growth BMCIX BlackRock U.S. Opportunities Portfolio 94% 3 60 0 1.1% 8.6%
LARGE GROWTH FCGAX Franklin Growth Fund 92% 3 60 0 0.46% 14.28%
LARGE VALUE MADVX BlackRock Equity Dividend Fund 91% 3 60 0 1% 10.67%
LARGE BLEND RFNFX American Funds Fundamental Investors 87% 3 60 0 0.6% 9.54%
MID-CAP VALUE GETGX Victory Established Value 63% 3 60 0 1.65% 4.79%
SMALL BLEND RLPHX Royce Low-Priced Stock Fund 0% 3 60 0 1.26% 15.81%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 3 60 0 0.83% 4.63%
High Yield Bond PHYTX Principal High Yield II 92% 3 60 0 0.94% 6.89%
Intermediate-Term Bond DPFFX Delaware Diversified Income 89% 3 60 0 0.45% 4.68%
WORLD BOND TGBAX Templeton Global Bond Fund 52% 3 60 0 0.64% 5.38%
Average Expense Ratio: 0.53%
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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 0.3% 10.0% 3.9% 5.2% 5.1% 6.0%

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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 0.0% 7.5% 2.4% 6.4% 4.2% 4.7%

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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(Ticker:)
The plan consists of 27 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.

This plan is created upon a user's request.



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