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MyPlanIQ 401k Investor The KPMG 401K Plan

The KPMG 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GEMAX Goldman Sachs Emerging Mkts Equity A
Others
Multialternative JHAIX JHancock2 Global Absolute Rtrn Strats I
ROOT CASH BLACKROCK FEDFUND INSTL CL
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend ACWX BLACKROCK MSCI ACWI EX CL M
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst
Global Real Estate MRLAX Morgan Stanley Inst Glbl Real Estate I
US EQUITY
MID-CAP BLEND VEXMX BLACKROCK EXTENDED FD CL K
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
Small Growth VEXRX Vanguard Explorer Adm
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GEMAX Goldman Sachs Emerging Mkts Equity A
Others
Multialternative JHAIX JHancock2 Global Absolute Rtrn Strats I
ROOT CASH BLACKROCK FEDFUND INSTL CL
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend ACWX BLACKROCK MSCI ACWI EX CL M
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst
Global Real Estate MRLAX Morgan Stanley Inst Glbl Real Estate I
US EQUITY
MID-CAP BLEND VEXMX BLACKROCK EXTENDED FD CL K
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
Small Growth VEXRX Vanguard Explorer Adm
SMALL VALUE HWSIX Hotchkis and Wiley Small Cap Value I
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
Mid-Cap Growth APHMX Artisan Mid Cap Instl
LARGE VALUE MEIKX MFS Value R5
MID-CAP BLEND VEMSX Vanguard EE BENEFIT INDEX FD
FIXED INCOME
Intermediate Government VFIUX Vanguard Interm-Term Treasury Adm
Inflation-Protected Bond VIPIX STATE STREET TIPS INDEX CL A
Emerging Markets Bond MEDGX MFS Emerging Markets Debt R4
High Yield Bond GSHIX Goldman Sachs High Yield Instl
WORLD BOND TTRZX Templeton Global Total Return Adv
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
Short-Term Bond VBITX Vanguard Short-Term Bond Idx Instl
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 GEMAX Goldman Sachs Emerging Mkts Equity A 49% 3 60 0 1.03% 0.52%
Others
Multialternative JHAIX JHancock2 Global Absolute Rtrn Strats I 5% 3 60 3 2.26% 0%
ROOT CASH BLACKROCK FEDFUND INSTL CL 0% 0 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock 99% 3 60 3 0.52% 1.4%
Foreign Large Blend ACWX BLACKROCK MSCI ACWI EX CL M 98% 3 60 0 0.34% 3.18%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 60 3 0.9% 14.04%
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst 79% 3 60 3 0.12% 3.93%
Global Real Estate MRLAX Morgan Stanley Inst Glbl Real Estate I 74% 3 60 3 0.94% 7.3%
US EQUITY
MID-CAP BLEND VEXMX BLACKROCK EXTENDED FD CL K 97% 3 60 0 0.06% 1.16%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor 91% 3 60 3 1.05% 7.15%
Small Growth VEXRX Vanguard Explorer Adm 77% 3 60 3 0.34% 7.97%
SMALL VALUE HWSIX Hotchkis and Wiley Small Cap Value I 69% 3 60 3 1.94% 1.1%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 3 60 3 0.3% 11.49%
Mid-Cap Growth APHMX Artisan Mid Cap Instl 7% 3 60 3 0.96% 15.33%
LARGE VALUE MEIKX MFS Value R5 3% 3 60 0 0.8% 9.82%
MID-CAP BLEND VEMSX Vanguard EE BENEFIT INDEX FD 0% 3 60 0 0.14% 1.15%
FIXED INCOME
Intermediate Government VFIUX Vanguard Interm-Term Treasury Adm 94% 3 60 2 0.2% 4.01%
Inflation-Protected Bond VIPIX STATE STREET TIPS INDEX CL A 90% 3 60 3 0.1% 4.54%
Emerging Markets Bond MEDGX MFS Emerging Markets Debt R4 81% 3 60 3 1.8% 5.44%
High Yield Bond GSHIX Goldman Sachs High Yield Instl 72% 2 60 3 0.98% 6.58%
WORLD BOND TTRZX Templeton Global Total Return Adv 44% 3 60 0 1.16% 7.08%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls 35% 3 60 2 0.03% 4.04%
Short-Term Bond VBITX Vanguard Short-Term Bond Idx Instl 4% 3 60 2 0.04% 3.98%
Average Expense Ratio: 0.73%
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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 8.1% 18.9% -0.7% 5.1% 4.8% 6.3%

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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 -0.3% 4.0% -0.2% 4.4% 4.3% 5.6%

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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 23 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity, Fixed Income and REITs.


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