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MyPlanIQ AVANADE 401K RETIREMENT PLAN

AVANADE 401K RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
AVANADE 401K RETIREMENT PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
Others
Target Date 2046-2050 FFFPX FA FREEDOM 2050 I
Target Date 2016-2020 FDIFX FA FREEDOM 2020 I
Target Date 2026-2030 FEFIX FA FREEDOM 2030 I
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX THORNBURG INT VAL R5
US EQUITY
Small Growth PSGIX BLKRK SM CAP GR EQ I
LARGE GROWTH FCGAX FRANKLIN GROWTH ADV
SMALL VALUE CSCZX COL SM CAP VALUE I Z
REAL ESTATE
REAL ESTATE FHEIX FA REAL ESTATE I
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
Others
Target Date 2046-2050 FFFPX FA FREEDOM 2050 I
Target Date 2016-2020 FDIFX FA FREEDOM 2020 I
Target Date 2026-2030 FEFIX FA FREEDOM 2030 I
Target Date 2036-2040 FIFFX FA FREEDOM 2040 I
Target Date 2000-2010 FCIFX FA FREEDOM 2010 I
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX THORNBURG INT VAL R5
US EQUITY
Small Growth PSGIX BLKRK SM CAP GR EQ I
LARGE GROWTH FCGAX FRANKLIN GROWTH ADV
SMALL VALUE CSCZX COL SM CAP VALUE I Z
Mid-Cap Growth RPMGX TRP MID CAP GROWTH
LARGE VALUE CGRYX OPPHMR VALUE Y
LARGE BLEND OMSYX OPPHMR MS SELECT Y
SMALL BLEND OPMYX OPPHMR MS SM&MD CP Y
LARGE GROWTH NBSLX NB SOCIALLY RESP I
LARGE BLEND AASPX ABF S&P500 IDX INST
REAL ESTATE
REAL ESTATE FHEIX FA REAL ESTATE I
FIXED INCOME
High Yield Bond PHAYX PUTN HGH YLD ADV Y
Multisector Bond FSRIX FA STRAT INCOME I
Total Available Funds: 19
  • 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 ODVYX OPP DEVELOPING MKT Y 89% 3 60 0 0.84% 35.96%
Others
Target Date 2046-2050 FFFPX FA FREEDOM 2050 I 93% 3 60 0 1% 2.37%
Target Date 2016-2020 FDIFX FA FREEDOM 2020 I 92% 3 60 0 1.07% 8.31%
Target Date 2026-2030 FEFIX FA FREEDOM 2030 I 90% 3 60 0 1.16% 8.12%
Target Date 2036-2040 FIFFX FA FREEDOM 2040 I 88% 3 60 0 1.24% 3.31%
Target Date 2000-2010 FCIFX FA FREEDOM 2010 I 84% 3 60 0 0.73% 3.8%
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX THORNBURG INT VAL R5 93% 3 60 0 1.16% 3.91%
US EQUITY
Small Growth PSGIX BLKRK SM CAP GR EQ I 94% 3 60 0 1% 0.13%
LARGE GROWTH FCGAX FRANKLIN GROWTH ADV 92% 3 60 0 0.46% 14.28%
SMALL VALUE CSCZX COL SM CAP VALUE I Z 89% 3 60 0 1.24% 13%
Mid-Cap Growth RPMGX TRP MID CAP GROWTH 87% 3 60 0 1.29% 6.39%
LARGE VALUE CGRYX OPPHMR VALUE Y 85% 3 60 0 0.58% 13.17%
LARGE BLEND OMSYX OPPHMR MS SELECT Y 82% 3 60 0 0.73% 5.49%
SMALL BLEND OPMYX OPPHMR MS SM&MD CP Y 71% 3 60 0 1.06% 8.04%
LARGE GROWTH NBSLX NB SOCIALLY RESP I 65% 3 60 0 1.3% 2.68%
LARGE BLEND AASPX ABF S&P500 IDX INST 0% 3 60 0 0.16% 1.45%
REAL ESTATE
REAL ESTATE FHEIX FA REAL ESTATE I 91% 3 60 0 1.07% 11.2%
FIXED INCOME
High Yield Bond PHAYX PUTN HGH YLD ADV Y 92% 3 60 0 1.79% 5.44%
Multisector Bond FSRIX FA STRAT INCOME I 83% 3 60 0 0.98% 4.47%
Average Expense Ratio: 0.99%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 to Create Model Portfolio

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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 investment options have not been imported yet.


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