It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor HUMANA PUERTO RICO 1165(E) RETIREMENT PLAN

HUMANA PUERTO RICO 1165(E) RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
HUMANA PUERTO RICO 1165(E) RETIREMENT PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
World Allocation PAUIX IGT PIMCO AAA or Better Intermediate Fund – Common Collective Trust
ROOT CASH Money market substitute
Retirement Income SWARX Schwab Managed Retirement Trust Income II
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Inv
US EQUITY
LARGE BLEND IWV Russell 3000 Stock Index Fund
Small Growth PSCZX Jennison Small Company Z
SMALL BLEND DISSX Dreyfus Small Cap Stock Index
FIXED INCOME
Intermediate-Term Bond VFICX IGT Invesco Intermediate Government Fund – Common Collective Trust
Intermediate-Term Bond PTRAX Pimco Total Return Admin
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
World Allocation PAUIX IGT PIMCO AAA or Better Intermediate Fund – Common Collective Trust
ROOT CASH Money market substitute
Retirement Income SWARX Schwab Managed Retirement Trust Income II
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Inv
US EQUITY
LARGE BLEND IWV Russell 3000 Stock Index Fund
Small Growth PSCZX Jennison Small Company Z
SMALL BLEND DISSX Dreyfus Small Cap Stock Index
LARGE GROWTH SBLBX Legg Mason Partners Large Cap Growth
FIXED INCOME
Intermediate-Term Bond VFICX IGT Invesco Intermediate Government Fund – Common Collective Trust
Intermediate-Term Bond PTRAX Pimco Total Return Admin
Total Available Funds: 10
  • 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
World Allocation PAUIX IGT PIMCO AAA or Better Intermediate Fund – Common Collective Trust 97% 3 60 0 3.61% 7.41%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.53%
Retirement Income SWARX Schwab Managed Retirement Trust Income II 0% 3 60 0 NA 3.2%
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Inv 92% 3 60 0 0.97% 20.5%
US EQUITY
LARGE BLEND IWV Russell 3000 Stock Index Fund 96% 3 60 0 0.2% 1.09%
Small Growth PSCZX Jennison Small Company Z 93% 3 60 0 0.82% 7.34%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index 79% 3 60 0 0.5% 15.38%
LARGE GROWTH SBLBX Legg Mason Partners Large Cap Growth 0% 3 60 0 2.16% 0%
FIXED INCOME
Intermediate-Term Bond VFICX IGT Invesco Intermediate Government Fund – Common Collective Trust 99% 3 60 0 0.2% 5.05%
Intermediate-Term Bond PTRAX Pimco Total Return Admin 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 1.16%
Sign up to get fund ranking change alerts

* 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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 7.7% -0.9% 8.3% 8.0% 10.0%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:HUM)
The plan consists of 15 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.