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MyPlanIQ Major Brokerage Investor ICMA IRA Funds

ICMA IRA Funds

Investment Menu Rating:

Investment Options
Total Available Funds: 57
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
Others
Technology FATEX Fidelity Advisor Technology T
ROOT CASH Dreyfus Money Market Fund
Moderate Allocation VPTGX Vantagepoint Mdl Port Traditional Growth
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Instl
Foreign Large Growth TWIEX American Century Intl Growth Inv
WORLD STOCK OPPAX Oppenheimer Global A
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv
Mid-Cap Growth TWHIX American Century Heritage Inv
MID-CAP BLEND RPFFX Royce Premier Service
Total Available Funds: 57
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
Others
Technology FATEX Fidelity Advisor Technology T
ROOT CASH Dreyfus Money Market Fund
Moderate Allocation VPTGX Vantagepoint Mdl Port Traditional Growth
Conservative Allocation VPCGX Vantagepoint Mdl Port Cnsrv Growth
Conservative Allocation VPSOX Vantagepoint Mdl Port Savings Oriented
Target Date 2041-2045 VPRJX Vantagepoint Milestone 2045
Target Date 2036-2040 VPRKX Vantagepoint Milestone 2040
Target Date 2031-2035 VPRLX Vantagepoint Milestone 2035
Target Date 2026-2030 VPRMX Vantagepoint Milestone 2030
Target Date 2021-2025 VPRNX Vantagepoint Milestone 2025
Target Date 2016-2020 VPROX Vantagepoint Milestone 2020
Target Date 2011-2015 VPRPX Vantagepoint Milestone 2015
Target Date 2000-2010 VPRQX Vantagepoint Milestone 2010
Retirement Income VPRRX Vantagepoint Milestone Retirement Income
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Instl
Foreign Large Growth TWIEX American Century Intl Growth Inv
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Blend FDVAX Fidelity Advisor Diversified Intl A
Foreign Large Blend VPOIX Vantagepoint Overseas Equity Index I
Foreign Large Blend VPINX Vantagepoint International
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv
Mid-Cap Growth TWHIX American Century Heritage Inv
MID-CAP BLEND RPFFX Royce Premier Service
LARGE BLEND NYVTX Davis NY Venture A
LARGE VALUE TWVLX American Century Value Inv
LARGE GROWTH JARTX Janus Forty S
MID-CAP BLEND FLSAX Fidelity Advisor Leveraged Co Stk A
MID-CAP VALUE FAVFX Fidelity Advisor Value A
Small Growth HRSCX Eagle Small Cap Growth A
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth Adv
MID-CAP BLEND LGASX Legg Mason Special Investment FI
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Adv
Mid-Cap Growth JGRTX Janus Enterprise S
LARGE GROWTH LMGFX Legg Mason Growth Tr Fincl Intermediary
LARGE BLEND LMVFX Legg Mason Value FI
SMALL BLEND ATASX Aston/TAMRO Small Cap N
SMALL BLEND VPDSX Vantagepoint Discovery
Mid-Cap Growth TWCVX American Century Vista Inv
Mid-Cap Growth VPAOX Vantagepoint Aggressive Opportunities
MID-CAP BLEND VPSIX Vantagepoint Mid/Small Company Index I
MID-CAP VALUE VPSVX Vantagepoint Select Value
LARGE GROWTH JGORX Janus S
LARGE GROWTH VPGRX Vantagepoint Growth
LARGE BLEND VPMIX Vantagepoint Broad Market Index I
LARGE BLEND VPGIX Vantagepoint Growth & Income
LARGE BLEND VPFIX Vantagepoint 500 Stock Index I
LARGE VALUE VPEIX Vantagepoint Equity Income
LARGE BLEND VPAGX Vantagepoint Mdl Port All-Equity Growth
LARGE BLEND VPLGX Vantagepoint Mdl Port Long-Term Growth
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Inv
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Inflation-Protected Bond PARRX PIMCO Real Return Admin
High Yield Bond PHYAX PIMCO High Yield Admin
Inflation-Protected Bond VPTSX Vantagepoint Inflation Protected Secs
Intermediate-Term Bond VPCIX Vantagepoint Core Bond Index I
Short-Term Bond VPIPX Vantagepoint Low Duration Bond
Total Available Funds: 57
  • 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% 35%
Others
Technology FATEX Fidelity Advisor Technology T 72% 3 60 0 1.21% 20.22%
ROOT CASH Dreyfus Money Market Fund 0% 0 60 0 NA 2.53%
Moderate Allocation VPTGX Vantagepoint Mdl Port Traditional Growth 0% 3 60 0 0.88% 12.29%
Conservative Allocation VPCGX Vantagepoint Mdl Port Cnsrv Growth 0% 3 60 0 0.85% 9.25%
Conservative Allocation VPSOX Vantagepoint Mdl Port Savings Oriented 0% 3 60 0 0.84% 2.64%
Target Date 2041-2045 VPRJX Vantagepoint Milestone 2045 0% 3 60 0 1.08% 13.75%
Target Date 2036-2040 VPRKX Vantagepoint Milestone 2040 0% 3 60 0 0.28% 15.17%
Target Date 2031-2035 VPRLX Vantagepoint Milestone 2035 0% 3 60 0 0.29% 13.93%
Target Date 2026-2030 VPRMX Vantagepoint Milestone 2030 0% 3 60 0 0.27% 12.84%
Target Date 2021-2025 VPRNX Vantagepoint Milestone 2025 0% 3 60 0 0.88% 11.79%
Target Date 2016-2020 VPROX Vantagepoint Milestone 2020 0% 3 60 0 0.85% 11.06%
Target Date 2011-2015 VPRPX Vantagepoint Milestone 2015 0% 3 60 0 0.88% 10.15%
Target Date 2000-2010 VPRQX Vantagepoint Milestone 2010 0% 3 60 0 0.29% 9.2%
Retirement Income VPRRX Vantagepoint Milestone Retirement Income 0% 3 60 0 0.3% 7.5%
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Instl 100% 3 60 0 1.1% 8.05%
Foreign Large Growth TWIEX American Century Intl Growth Inv 84% 3 60 0 0.13% 3.3%
WORLD STOCK OPPAX Oppenheimer Global A 48% 3 60 0 1.31% 22.42%
Foreign Large Blend FDVAX Fidelity Advisor Diversified Intl A 38% 3 60 0 0.91% 13.54%
Foreign Large Blend VPOIX Vantagepoint Overseas Equity Index I 0% 3 60 0 0.54% 0.06%
Foreign Large Blend VPINX Vantagepoint International 0% 3 60 0 0.97% 0.06%
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv 100% 3 60 0 1.18% 10.26%
Mid-Cap Growth TWHIX American Century Heritage Inv 96% 3 60 0 0.01% 18.75%
MID-CAP BLEND RPFFX Royce Premier Service 95% 3 60 0 2.24% 11.87%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 12.3%
LARGE VALUE TWVLX American Century Value Inv 80% 3 60 0 1.25% 10.28%
LARGE GROWTH JARTX Janus Forty S 62% 3 60 0 1.64% 14.2%
MID-CAP BLEND FLSAX Fidelity Advisor Leveraged Co Stk A 50% 3 60 0 0.66% 16.8%
MID-CAP VALUE FAVFX Fidelity Advisor Value A 46% 3 60 0 1.9% 8.89%
Small Growth HRSCX Eagle Small Cap Growth A 43% 3 60 0 0.71% 9.14%
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth Adv 42% 3 60 0 1.23% 6.04%
MID-CAP BLEND LGASX Legg Mason Special Investment FI 40% 3 60 0 0.84% 6.8%
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Adv 36% 3 60 0 0.93% 14.56%
Mid-Cap Growth JGRTX Janus Enterprise S 27% 3 60 0 1.14% 7.88%
LARGE GROWTH LMGFX Legg Mason Growth Tr Fincl Intermediary 26% 3 60 0 1.06% 7.28%
LARGE BLEND LMVFX Legg Mason Value FI 24% 3 60 0 0.7% 8.54%
SMALL BLEND ATASX Aston/TAMRO Small Cap N 0% 3 60 0 1.22% 54.25%
SMALL BLEND VPDSX Vantagepoint Discovery 0% 3 60 0 0.97% 0%
Mid-Cap Growth TWCVX American Century Vista Inv 0% 3 60 0 1.03% 0%
Mid-Cap Growth VPAOX Vantagepoint Aggressive Opportunities 0% 3 60 0 0.83% 1.9%
MID-CAP BLEND VPSIX Vantagepoint Mid/Small Company Index I 0% 3 60 0 0.41% 0.22%
MID-CAP VALUE VPSVX Vantagepoint Select Value 0% 3 60 0 0.98% 0.71%
LARGE GROWTH JGORX Janus S 0% 3 60 0 1.15% 8.79%
LARGE GROWTH VPGRX Vantagepoint Growth 0% 3 60 0 0.79% 0.91%
LARGE BLEND VPMIX Vantagepoint Broad Market Index I 0% 3 60 0 0.41% 0.76%
LARGE BLEND VPGIX Vantagepoint Growth & Income 0% 3 60 0 0.78% 0.3%
LARGE BLEND VPFIX Vantagepoint 500 Stock Index I 0% 3 60 0 0.42% 0.18%
LARGE VALUE VPEIX Vantagepoint Equity Income 0% 3 60 0 0.82% 0.65%
LARGE BLEND VPAGX Vantagepoint Mdl Port All-Equity Growth 0% 3 60 0 0.99% 17.95%
LARGE BLEND VPLGX Vantagepoint Mdl Port Long-Term Growth 0% 3 60 0 0.92% 15.75%
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Inv 69% 3 60 0 0.8% 1.84%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.37%
Inflation-Protected Bond PARRX PIMCO Real Return Admin 60% 3 60 0 1.37% 3.14%
High Yield Bond PHYAX PIMCO High Yield Admin 51% 3 60 0 0.66% 6.12%
Inflation-Protected Bond VPTSX Vantagepoint Inflation Protected Secs 0% 3 60 0 0.64% 1.67%
Intermediate-Term Bond VPCIX Vantagepoint Core Bond Index I 0% 3 60 0 0.41% 1.86%
Short-Term Bond VPIPX Vantagepoint Low Duration Bond 0% 3 60 0 0.62% 0.91%
Average Expense Ratio: 0.87%
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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 4.7% 4.4% 2.6% 5.9% 5.0% 8.0%

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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 0.4% -2.5% -2.3% 3.4% 3.9% 5.5%

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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(Ticker:)
The plan consists of 57 funds. It covers 5 major asset classes and 30 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs, Foreign Equity and Emerging Market Equity.

ICMA-RC provides IRA Funds from VantagePoints. This plan is created upon a user's request. See this link for more detail.



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