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MyPlanIQ 401k Investor City of Miami Fire Fighters and Police Officers Drop Plan

City of Miami Fire Fighters and Police Officers Drop Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
Small Growth VEXPX Vanguard Explorer Inv
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Moderate Allocation VWELX Vanguard Wellington Inv
ROOT CASH VMMXX Money Market
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
Small Growth VEXPX Vanguard Explorer Inv
LARGE BLEND VIFSX Vanguard 500 Index Signal
MID-CAP BLEND VMISX Vanguard Mid Capitalization Index Signal
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Total Available Funds: 14
  • 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
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 1 60 0 0.08% 7.52%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 1 60 0 0.08% 5.13%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 1 60 0 0.08% 3.2%
Moderate Allocation VWELX Vanguard Wellington Inv 89% 1 60 0 0.17% 11.65%
ROOT CASH VMMXX Money Market 0% 1 60 0 NA 2.53%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 1 60 0 0.08% 14.93%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 2 60 0 0.08% 3.25%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 1 60 0 0.03% 1.38%
LARGE GROWTH VIGRX Vanguard Growth Index Inv 97% 1 60 0 0.04% 0.33%
Small Growth VEXPX Vanguard Explorer Inv 76% 1 60 0 0.45% 7.68%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 1 60 0 0.05% 2.09%
MID-CAP BLEND VMISX Vanguard Mid Capitalization Index Signal 0% 1 60 0 0.1% 1.21%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 98% 1 60 0 0.07% 4.41%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 1 60 0 0.1% 2.71%
Average Expense Ratio: 0.11%
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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 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 for Portfolio Details or Follow 0.4% 9.3% 1.5% 5.5% 3.5% 4.0%

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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 14 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

This plan is created upon a user's input. 



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