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MyPlanIQ 401k Investor Aqua Pharmaceuticals 401K

Aqua Pharmaceuticals 401K

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HIEMX Virtus Emerging Markets Opportunities I
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
EUROPE STOCK AEDAX Invesco European Growth A
REAL ESTATE
REAL ESTATE FHEIX Fidelity Advisor Real Estate I
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE BLEND JMUEX JPMorgan US Equity Instl
Mid-Cap Growth BUFTX Buffalo Discovery
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HIEMX Virtus Emerging Markets Opportunities I
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2051 TRRNX T. Rowe Price Retirement 2055
Retirement Income TRRIX T. Rowe Price Retirement Income
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
Health FSPHX Fidelity Select Health Care
Natural Resources VMIAX Vanguard Materials Index Adm
Technology PRGTX T. Rowe Price Global Technology
Conservative Allocation FKINX Franklin Income A
Moderate Allocation RLBGX American Funds American Balanced R6
ROOT CASH MetLife Stable Value Fund
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
EUROPE STOCK AEDAX Invesco European Growth A
REAL ESTATE
REAL ESTATE FHEIX Fidelity Advisor Real Estate I
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE BLEND JMUEX JPMorgan US Equity Instl
Mid-Cap Growth BUFTX Buffalo Discovery
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE BLEND VFIAX Vanguard 500 Index Admiral
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Gr I
LARGE VALUE JIVRX JPMorgan Intrepid Value R5
Small Growth WSCGX Wells Fargo Advantage Small Co Growth I
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral
Mid-Cap Growth CMGVX Columbia Mid Cap Growth R5
FIXED INCOME
Intermediate-Term Bond NERYX Loomis Sayles Core Plus Bond Y
Total Available Funds: 33
  • 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 HIEMX Virtus Emerging Markets Opportunities I 95% 1 60 0 1.56% 1.96%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 1 60 0 0.6% 4.67%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 1 60 0 1.08% 5.87%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 1 60 0 0.78% 6.2%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 1 60 0 0.76% 5.84%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 1 60 0 0.84% 4.88%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 1 60 0 1.05% 6.13%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 1 60 0 1.12% 4.08%
Target Date 2051 TRRNX T. Rowe Price Retirement 2055 93% 1 60 0 1.14% 4.35%
Retirement Income TRRIX T. Rowe Price Retirement Income 91% 1 60 0 0.34% 5.17%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 77% 1 60 0 0.63% 4.3%
Health FSPHX Fidelity Select Health Care 74% 1 60 0 0.69% 20.36%
Natural Resources VMIAX Vanguard Materials Index Adm 60% 1 60 0 0.1% 1.64%
Technology PRGTX T. Rowe Price Global Technology 58% 1 60 0 0.95% 0%
Conservative Allocation FKINX Franklin Income A 50% 1 60 0 0.72% 5.47%
Moderate Allocation RLBGX American Funds American Balanced R6 21% 1 60 0 0.31% 8.98%
ROOT CASH MetLife Stable Value Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6 32% 1 60 0 0.53% 11.28%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 1 60 0 0.9% 13.91%
EUROPE STOCK AEDAX Invesco European Growth A 30% 1 60 0 1.3% 15.62%
REAL ESTATE
REAL ESTATE FHEIX Fidelity Advisor Real Estate I 91% 1 60 0 1.07% 11.2%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 1 60 0 1.23% 5.77%
LARGE BLEND JMUEX JPMorgan US Equity Instl 89% 1 60 2 0.54% 6.22%
Mid-Cap Growth BUFTX Buffalo Discovery 86% 1 60 0 1% 16.84%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 1 60 0 0.05% 1.52%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 1 60 0 0.14% 1.3%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm 73% 1 60 0 0.04% 1.58%
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Gr I 70% 1 60 0 1.24% 14.49%
LARGE VALUE JIVRX JPMorgan Intrepid Value R5 64% 1 60 2 0.44% 7.37%
Small Growth WSCGX Wells Fargo Advantage Small Co Growth I 61% 1 60 0 0.94% 10.07%
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral 30% 1 60 0 0.07% 2.18%
Mid-Cap Growth CMGVX Columbia Mid Cap Growth R5 6% 1 60 0 0.88% 11.51%
FIXED INCOME
Intermediate-Term Bond NERYX Loomis Sayles Core Plus Bond Y 89% 1 60 3 0.74% 4.18%
Average Expense Ratio: 0.74%
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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 0.0% 6.2% -0.5% 2.9% 3.7% 5.9%

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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 -0.3% 6.7% -0.2% 3.9% 3.1% 6.6%

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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 45 funds. It covers 5 major asset classes and 33 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs, Emerging Market Equity and Fixed Income.

This plan is created based on users' input.



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