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MyPlanIQ 401k Investor University of Iowa Community Credit Union 401K

University of Iowa Community Credit Union 401K Investment Model Portfolios

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UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 401K RETIREMENT PLAN
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T.Rowe Price Emerging Markets Stock
DIVERSIFIED EMERGING MKTS EIEMX Eaton Vance Tax Managed Emerging Mkts
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Small/Mid Value ARTKX Artisan International
REAL ESTATE
REAL ESTATE CREEX Columbia Real Estate equity
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Trust
LARGE VALUE AMRMX American funds American Mid Cap Val A
SMALL VALUE PSVIX Allianz NFJ Small Cap Value
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T.Rowe Price Emerging Markets Stock
DIVERSIFIED EMERGING MKTS EIEMX Eaton Vance Tax Managed Emerging Mkts
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Moderate Allocation OAKBX Oakmark Equity & Income
EQUITY SHFL Met Master Trust
ROOT CASH Fidelity Cash Reserves
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Small/Mid Value ARTKX Artisan International
REAL ESTATE
REAL ESTATE CREEX Columbia Real Estate equity
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Trust
LARGE VALUE AMRMX American funds American Mid Cap Val A
SMALL VALUE PSVIX Allianz NFJ Small Cap Value
LARGE BLEND RICFX American Funds Inv Co. of America
LARGE GROWTH RGAFX American Funds Growth Fund of America
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE GROWTH FDCAX fidelity Capital Appreciation
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA
High Yield Muni DHMBX Dreyfus High Yield
Intermediate-Term Bond PTTPX Pimco total Return
Total Available Funds: 21
  • 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 PRMSX T.Rowe Price Emerging Markets Stock 81% 3 60 0 0% 0.7%
DIVERSIFIED EMERGING MKTS EIEMX Eaton Vance Tax Managed Emerging Mkts 75% 3 60 0 1.24% 3.47%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 8.24%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 3 60 0 0.66% 6.91%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 7.66%
Moderate Allocation OAKBX Oakmark Equity & Income 91% 3 60 0 0.83% 2.36%
EQUITY SHFL Met Master Trust 0% 3 60 0 NA 0%
ROOT CASH Fidelity Cash Reserves 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value 100% 3 60 0 1.1% 8.05%
Foreign Small/Mid Value ARTKX Artisan International 94% 3 60 0 1.03% 7.18%
REAL ESTATE
REAL ESTATE CREEX Columbia Real Estate equity 84% 3 60 0 1.25% 5.93%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Trust 97% 3 60 0 0.14% 1.19%
LARGE VALUE AMRMX American funds American Mid Cap Val A 93% 3 60 0 0.38% 7.82%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value 93% 3 60 0 0.91% 3.5%
LARGE BLEND RICFX American Funds Inv Co. of America 76% 3 60 0 0.58% 11.35%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 11.46%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
LARGE GROWTH FDCAX fidelity Capital Appreciation 73% 3 60 0 0.83% 8.59%
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA 98% 3 60 0 0.11% 3.77%
High Yield Muni DHMBX Dreyfus High Yield 86% 3 60 0 1.63% 4.19%
Intermediate-Term Bond PTTPX Pimco total Return 68% 3 60 0 0.8% 4.54%
Average Expense Ratio: 0.8%
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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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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 -0.1% 8.2% 0.4% 3.2% 2.3% 4.2%

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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 21 funds. It covers 5 major asset classes and 18 minor asset classes. The major asset classes it covers are REITs, US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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