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MyPlanIQ 401k Investor Community Blood Center 401K

Community Blood Center 401K Investment Model Portfolios

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COMMUNITY BLOOD CENTER 401K EMPLOYEE RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Retirement Income ARTOX American Century LIVESTRONG Inc Inv
Target Date 2021-2025 ARWIX American Century LIVESTRONG 2025 Inv
Target Date 2031-2035 ARYIX American Century LIVESTRONG 2035 Inv
INTERNATIONAL EQUITY
WORLD STOCK RWIFX America Funds Capital World Growth & Income
Foreign Large Value TRIGX T. Rowe Price International Growth & Income
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE VALUE TWEIX Amercan Century Equity Income
LARGE VALUE PRFDX T. Rowe Price Equity-Income
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Intermediate-Term Bond FBNDX OneAmerica Investment Grade Bond
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Retirement Income ARTOX American Century LIVESTRONG Inc Inv
Target Date 2021-2025 ARWIX American Century LIVESTRONG 2025 Inv
Target Date 2031-2035 ARYIX American Century LIVESTRONG 2035 Inv
Target Date 2041-2045 AROIX American Century LIVESTRONG 2045 Inv
Target Date 2050+ ARFVX American Century LIVESTRONG 2050 Inv
Target Date 2026-2030 ARCVX American Century LIVESTRONG 2030 Inv
Target Date 2036-2040 ARDVX American Century LIVESTRONG 2040 Inv
Target Date 2050+ AREVX American Century LIVESTRONG 2055 Inv
Target Date 2011-2015 ARFIX American Century LIVESTRONG 2015 Inv
Target Date 2016-2020 ARBVX American Century LIVESTRONG 2020 Inv
INTERNATIONAL EQUITY
WORLD STOCK RWIFX America Funds Capital World Growth & Income
Foreign Large Value TRIGX T. Rowe Price International Growth & Income
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE VALUE TWEIX Amercan Century Equity Income
LARGE VALUE PRFDX T. Rowe Price Equity-Income
LARGE GROWTH ALARX Alger Capital Apprecaition Instl
SMALL VALUE PSVIX Allianz NFJ Small Cap Value
SMALL VALUE ACVIX American Century Small Cap Value
MID-CAP VALUE ACMVX American Century Mid Cap Value
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
Small Growth VSGIX Vanguard VIF Small Comp growth
Mid-Cap Growth CCPIX Calvert SRI Mid Cap Growth
LARGE BLEND SVSPX SSgA S&P 500 Index
Small Growth MRSCX Marshall Small-Cap Growth
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Intermediate-Term Bond FBNDX OneAmerica Investment Grade Bond
Total Available Funds: 26
  • 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
Others
Retirement Income ARTOX American Century LIVESTRONG Inc Inv 99% 3 60 0 1% 8.61%
Target Date 2021-2025 ARWIX American Century LIVESTRONG 2025 Inv 99% 3 60 0 1.02% 4.7%
Target Date 2031-2035 ARYIX American Century LIVESTRONG 2035 Inv 99% 3 60 0 1.08% 10.81%
Target Date 2041-2045 AROIX American Century LIVESTRONG 2045 Inv 99% 3 60 0 0.88% 11.97%
Target Date 2050+ ARFVX American Century LIVESTRONG 2050 Inv 95% 3 60 0 0.54% 13.97%
Target Date 2026-2030 ARCVX American Century LIVESTRONG 2030 Inv 83% 3 60 0 0.59% 12.09%
Target Date 2036-2040 ARDVX American Century LIVESTRONG 2040 Inv 82% 3 60 0 0.64% 12.73%
Target Date 2050+ AREVX American Century LIVESTRONG 2055 Inv 77% 3 60 0 0.54% 13.01%
Target Date 2011-2015 ARFIX American Century LIVESTRONG 2015 Inv 0% 3 60 0 0.78% 4.44%
Target Date 2016-2020 ARBVX American Century LIVESTRONG 2020 Inv 0% 3 60 0 0.77% 7.44%
INTERNATIONAL EQUITY
WORLD STOCK RWIFX America Funds Capital World Growth & Income 92% 3 60 0 0.75% 11.38%
Foreign Large Value TRIGX T. Rowe Price International Growth & Income 76% 3 60 0 0% 3.19%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 3 60 0 0% 13.94%
LARGE VALUE TWEIX Amercan Century Equity Income 100% 3 60 0 1.18% 10.26%
LARGE VALUE PRFDX T. Rowe Price Equity-Income 97% 3 60 0 1.23% 4.14%
LARGE GROWTH ALARX Alger Capital Apprecaition Instl 94% 3 60 0 1.68% 8.27%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value 93% 3 60 0 0.91% 3.5%
SMALL VALUE ACVIX American Century Small Cap Value 90% 3 60 0 1.34% 13.06%
MID-CAP VALUE ACMVX American Century Mid Cap Value 89% 3 60 0 1.23% 13.51%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 89% 3 60 0 1.08% 7.71%
Small Growth VSGIX Vanguard VIF Small Comp growth 87% 3 60 0 0.07% 0.61%
Mid-Cap Growth CCPIX Calvert SRI Mid Cap Growth 81% 3 60 0 0.93% 0.41%
LARGE BLEND SVSPX SSgA S&P 500 Index 75% 3 60 0 0.16% 8.93%
Small Growth MRSCX Marshall Small-Cap Growth 0% 3 60 0 1.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond FBNDX OneAmerica Investment Grade Bond 76% 3 60 0 0.76% 3.93%
Average Expense Ratio: 0.82%
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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 0.6% 14.3% 4.4% 7.3% 5.3% 6.7%

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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 0.8% 11.6% 2.7% 3.8% 3.2% 4.5%

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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 27 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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