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MyPlanIQ 401k Investor The Virtual Computing Environment Company (VCE) 401K

The Virtual Computing Environment Company (VCE) 401K

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
Others
ROOT CASH Managed Income Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend REREX American Funds EuroPacific Gr R4
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond A
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate-Term Bond FBIDX Fidelity US Bond Index
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
Others
ROOT CASH Managed Income Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend REREX American Funds EuroPacific Gr R4
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
SMALL VALUE FCPVX Fidelity Small Cap Value
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
LARGE VALUE MEIHX MFS Value R3
Small Growth PGOAX Jennison Small Company A
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond A
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate-Term Bond FBIDX Fidelity US Bond Index
Total Available Funds: 15
  • 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 ODMAX Oppenheimer Developing Markets A 64% 3 60 0 0.84% 34.62%
Others
ROOT CASH Managed Income Portfolio 0% 0 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv 86% 3 60 0 0.17% 2.99%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 57% 3 60 0 0.9% 14.03%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv 93% 3 60 0 0.09% 1.17%
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I 91% 3 60 0 0.79% 16.7%
SMALL VALUE FCPVX Fidelity Small Cap Value 91% 3 60 0 1.5% 10.52%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 3 60 0 1.29% 6.27%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv 76% 3 60 0 0.1% 1.42%
LARGE VALUE MEIHX MFS Value R3 54% 3 60 0 0.8% 8.93%
Small Growth PGOAX Jennison Small Company A 45% 3 60 0 0.82% 8.5%
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond A 74% 3 60 0 0.96% 5.06%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.37%
Intermediate-Term Bond FBIDX Fidelity US Bond Index 0% 3 60 0 0.13% 2.17%
Average Expense Ratio: 0.7%
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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 to Create Model Portfolio

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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 0.5% 6.7% 1.6% 4.9% 5.6% 5.3%

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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 15 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.

This plan is created based on a user's request.



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