It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor IBM 401 K PLUS PLAN

IBM 401 K PLUS PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
IBM 401 (K) PLUS PLAN
Investment Options
Total Available Funds: 187
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX EMERGING MKT STK IDX
DIVERSIFIED EMERGING MKTS DFEVX DFA EMERG MKTS VAL I
DIVERSIFIED EMERGING MKTS DFEMX DFA EMERGING MKTS I
Others
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
World Allocation PAUIX PIM ALL A ALL AUTH I
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FID PACIFIC BASIN
Foreign Small/Mid Blend DFISX DFA INTL SMALL CO I
WORLD STOCK VHGEX VANG GLOBAL EQ INV
Total Available Funds: 187
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX EMERGING MKT STK IDX
DIVERSIFIED EMERGING MKTS DFEVX DFA EMERG MKTS VAL I
DIVERSIFIED EMERGING MKTS DFEMX DFA EMERGING MKTS I
China Region FHKCX FID CHINA REGION
Latin America Stock FLATX FID LATIN AMERICA
DIVERSIFIED EMERGING MKTS RNWGX AF NEW WORLD R6
Others
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
World Allocation PAUIX PIM ALL A ALL AUTH I
Retirement Income VTINX VANG TARGET RET INC
Target Date 2031-2035 VTTHX VANG TARGET RET 2035
World Allocation PAAIX PIM ALL ASSET INST
Aggressive Allocation VBINX AGGRESSIVE LS
Moderate Allocation DODBX DODGE & COX BALANCED
Conservative Allocation VWIAX VANG WELLESLEY ADM
Conservative Allocation VWINX CONSERVATIVE LS
Moderate Allocation VWENX VANG WELLINGTON ADM
Nontraditional Bond PFIUX PIM UNCONSTRNED BD I
Moderate Allocation VGSTX VANG STAR
Convertibles FCVSX FID CONVERTIBLE SEC
Target Date 2046-2050 VFIFX VANG TARGET RET 2050
Target Date 2026-2030 VTHRX VANG TARGET RET 2030
Target Date 2036-2040 VFORX VANG TARGET RET 2040
Moderate Allocation FBAKX FID BALANCED K
Target Date 2016-2020 VTWNX VANG TARGET RET 2020
Moderate Allocation RBAGX AF BALANCED R6
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
Target Date 2011-2015 VTXVX VANG TARGET RET 2015
Target Date 2000-2010 VTENX VANG TARGET RET 2010
Convertibles VCVSX VANG CONVERTIBLE SEC
Moderate Allocation VAAPX MODERATE LS
not found no ticker IBM STOCK
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
World Allocation FGBLX FID GLOBAL BALANCED
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Retirement Income FFKAX FID FREEDOM K INCOME
ROOT CASH INTEREST INCOME FUND
Target Date 2000-2010 VTOVX TARGET DATE - 2005
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FID PACIFIC BASIN
Foreign Small/Mid Blend DFISX DFA INTL SMALL CO I
WORLD STOCK VHGEX VANG GLOBAL EQ INV
Foreign Large Blend DODFX DODGE & COX INTL STK
Foreign Large Value VTRIX VANG INTL VALUE INV
Foreign Large Blend FIGRX FID INTL DISCOVERY K
Foreign Small/Mid Blend VINEX VANG INTL EXPLORER
EUROPE STOCK VEURX EUROPEAN STOCK IDX
Foreign Large Blend DFALX DFA LARGE CAP INTL I
JAPAN STOCK FJPNX FID JAPAN
Foreign Large Blend VWILX VANG INTL GROWTH ADM
FOREIGN SMALL/MID GROWTH FISMX FID INTL SMALL CAP
Foreign Large Value DFIVX DFA INTL VALUE I
PACIFIC/ASIA EX-JAPAN STK FSEAX FID EMERGING ASIA
WORLD STOCK DODWX DODGE & COX GLOBAL
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FOSKX FID OVERSEAS K
Foreign Small/Mid Value DFVQX DFA INTL VECTOR EQ I
Foreign Large Blend PSKIX PIMCO STKPLUS INST
EUROPE STOCK FIEUX FID EUROPE
Foreign Large Growth FICDX FID CANADA
DIVERSIFIED PACIFIC/ASIA VPL PACIFIC STOCK IDX
WORLD STOCK RNPGX AF NEW PERSPECT R6
WORLD STOCK RWIGX AF CAP WORLD G&I R6
WORLD STOCK RLLGX AF SMALLCAP WORLD R6
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Foreign Large Blend RIGGX AF INTL GTH & INC R6
US EQUITY
SMALL VALUE VISVX SMALL-CAP VALUE IDX
Small Growth VISGX SMALL-CAP GROWTH IDX
LARGE GROWTH VWUSX VANG US LARGE-CAP GROWTH IDX
LARGE BLEND FLCSX FID LARGE CAP STOCK
LARGE VALUE VIVAX LARGE-CAP VALUE IDX
LARGE BLEND VTSMX TOTAL STOCK MKT IDX
LARGE BLEND VTSMX INTL STOCK MKT IDX
LARGE VALUE AMRMX AF AMER MUTUAL R6
LARGE VALUE DODGX DODGE & COX STOCK
LARGE BLEND VDIGX VANG DIV GROWTH INV
SMALL BLEND FSCRX FID SM CAP DISCOVERY
LARGE GROWTH FTRNX FID TREND
LARGE GROWTH VPCCX VANG PRIMECAP CORE
LARGE VALUE VEIRX VANG EQUITY INC ADM
MID-CAP VALUE VASVX VANG SELECTED VALUE
MID-CAP BLEND FSLCX FID SMALL CAP STOCK
LARGE VALUE VWNAX VANG Windsor II Adm
LARGE BLEND DFEOX DFA US CORE EQ 1 I
SMALL BLEND VSCIX VANG SM CAP IDX INST
Mid-Cap Growth VMGRX VANG MIDCAP GRTH INV
LARGE BLEND DFUSX LARGE COMPANY IDX
SMALL VALUE DFFVX DFA US TARGET VAL I
Small Growth VEXRX VANG EXPLORER ADM
LARGE BLEND RICFX AF INV CO OF AMER R6
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST
LARGE BLEND VGIAX VANG GRTH & INC ADM
LARGE VALUE VWNEX VANG WINDSOR ADM
SMALL BLEND DFSTX DFA US SMALL CAP I
MID-CAP VALUE DFVEX DFA US VECTOR EQ I
SMALL BLEND FDSCX FID STK SEL SM CAP
LARGE GROWTH FBGKX FID BLUE CHIP GR K
LARGE GROWTH FCAKX FID CAP APPREC K
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE BLEND FFDKX FID FUND K
LARGE GROWTH FGCKX FID GROWTH CO K
LARGE GROWTH FGDKX FID GROWTH DISC K
Mid-Cap Growth FKMCX FID MID CAP STOCK K
LARGE GROWTH FOCKX FID OTC K
MID-CAP VALUE FVLKX FID VALUE K
LARGE VALUE FEIKX FID EQUITY INCOME K
MID-CAP BLEND VSEQX VANG STRATEGIC EQ
LARGE BLEND FDGKX FID DIVIDEND GR K
MID-CAP BLEND FLCKX FID LEVERGD CO STK K
MID-CAP BLEND FVSKX FID VALUE STRAT K
MID-CAP BLEND HSMAX SMALL/MID-CAP IDX
LARGE GROWTH RGAGX AF GRTH FUND AMER R6
LARGE GROWTH RAFGX AF AMCAP R6
LARGE GROWTH RNGGX AF NEW ECONOMY R6
LARGE VALUE RWMGX AF WASH MUTL INV R6
LARGE GROWTH FFTYX FID FIFTY
LARGE BLEND RFNGX AF FUNDMNTL INV R6
LARGE GROWTH VMRAX VANG MORGAN GRTH ADM
SMALL BLEND RLPKX FID LOW PRICED STK K
LARGE GROWTH VFTSX VANG FTSE SOCIAL IDX
LARGE GROWTH FEXKX FID EXPORT & MULTI K
LARGE GROWTH FDFKX FID INDEPENDENCE K
REAL ESTATE
REAL ESTATE PRRSX PIM RE REAL RET INST
REAL ESTATE FRESX FID REAL ESTATE INVS
REAL ESTATE FRIFX FID REAL ESTATE INC
Global Real Estate FIREX FID INTL REAL ESTATE
Global Real Estate DFGEX DFA GLOB REAL ESTATE
Global Real Estate IGLAX INTL REAL ESTATE IDX
FIXED INCOME
Short-Term Bond FSHBX FID SHORT TERM BOND
Intermediate-Term Bond VBMFX TOTAL BOND MARKET
Intermediate-Term Bond VFICX VANG INTM INV GR ADM
Short-Term Bond VFSTX VANG ST INV GR ADM
Inflation-Protected Bond VIPSX INFL PROTECTED BOND
Intermediate Government FSTGX FID INTM GOVT INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate Government VFIUX VANG INTM TREAS ADM
Bank Loan FFRHX FID FLOAT RT HI INC
Intermediate-Term Bond PTSAX PIM TOT RT III INST
SHORT GOVERNMENT VFIRX VANG ST TREASURY ADM
Intermediate-Term Bond PMDRX PIM MOD DURAT INST
Intermediate-Term Bond VBIMX VANG INTM BOND INST
Intermediate Government PDMIX PIM GNMA INST
High Yield Bond SPHIX FID HIGH INCOME
High Yield Bond FAGIX FID CAPITAL & INCOME
WORLD BOND PFUIX PIM FOR BD UNHG INST
Intermediate Government FGOVX FIDELITY GOVT INCOME
Inflation-Protected Bond VIPIX VANG INFL PROT INST
SHORT GOVERNMENT VSGDX VANG ST FEDERAL ADM
Intermediate-Term Bond PIGIX PIM INVT GRD BD INST
Short-Term Bond PTLDX PIM LOW DUR INST
Emerging Markets Bond FNMIX FID NEW MARKETS INC
Intermediate Government VFIJX VANG GNMA ADM
Short-Term Bond PLDIX PIM LOW DUR III INST
Intermediate-Term Bond DODIX DODGE & COX INCOME
Intermediate Government FGMNX FID GNMA
SHORT GOVERNMENT FFXSX FID INST SH INT GOVT
WORLD BOND PFORX PIM FOR BD US$HG I
High Yield Bond VWEAX VANG HI YLD CORP ADM
Intermediate-Term Bond FTBFX FID TOTAL BOND
Long-Term Bond VWETX VANG LT INV GR ADM
Emerging Markets Bond PELBX PIM EM LOCAL BD INST
Inflation-Protected Bond PRRIX PIM REAL RETURN INST
Intermediate-Term Bond FTHRX FID INTERMED BOND
Inflation-Protected Bond PRAIX PIM RL RT ASSET INST
Multisector Bond PDIIX PIM DIVERS INC INST
Emerging Markets Bond PEBIX PIM EM MKTS BD INST
Multisector Bond FSICX FID STRATEGIC INCOME
High Yield Bond PHIYX PIM HIGH YIELD INST
Intermediate-Term Bond WIPIX INCOME PLUS LS
LONG GOVERNMENT VUSUX VANG LT TREASURY ADM
LONG GOVERNMENT PGOVX PIM LT US GOVT INST
WORLD BOND RCWGX AF CAP WORLD BOND R6
Short-Term Bond VBITX VANG ST BOND IDX IS
Long-Term Bond VBLTX VANG LT BOND IDX IS
Inflation-Protected Bond FINPX FID INFLAT PROT BOND
Long-Term Bond VBLTX LONG-TERM CORP BOND
Intermediate-Term Bond PTRIX PIM MORTGAGE BCKD IS
WORLD BOND PIGLX PIM GLOB BD UNHG I
WORLD BOND BEGBX AF HI YLD EMG MKT BOND
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIM COM REAL RET I
Total Available Funds: 187
  • 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 VEIEX EMERGING MKT STK IDX 99% 1 60 0 0.08% 2.79%
DIVERSIFIED EMERGING MKTS DFEVX DFA EMERG MKTS VAL I 96% 1 60 0 0.44% 4.13%
DIVERSIFIED EMERGING MKTS DFEMX DFA EMERGING MKTS I 90% 1 60 0 0.61% 2.75%
China Region FHKCX FID CHINA REGION 63% 1 60 0 1.53% 2.17%
Latin America Stock FLATX FID LATIN AMERICA 57% 1 60 0 0.86% 6.89%
DIVERSIFIED EMERGING MKTS RNWGX AF NEW WORLD R6 41% 1 60 0 1.03% 6.51%
Others
Target Date 2021-2025 VTTVX VANG TARGET RET 2025 97% 1 60 0 0.08% 7.45%
Target Date 2041-2045 VTIVX VANG TARGET RET 2045 97% 1 60 0 0.08% 2.72%
World Allocation PAUIX PIM ALL A ALL AUTH I 97% 1 60 0 3.61% 7.34%
Retirement Income VTINX VANG TARGET RET INC 97% 1 60 0 0.08% 5.08%
Target Date 2031-2035 VTTHX VANG TARGET RET 2035 96% 1 60 0 0.08% 3.16%
World Allocation PAAIX PIM ALL ASSET INST 96% 1 60 0 1.84% 7.91%
Aggressive Allocation VBINX AGGRESSIVE LS 92% 1 60 0 0.07% 5.71%
Moderate Allocation DODBX DODGE & COX BALANCED 92% 1 60 0 0.42% 1.64%
Conservative Allocation VWIAX VANG WELLESLEY ADM 91% 1 60 0 0.16% 7.9%
Conservative Allocation VWINX CONSERVATIVE LS 90% 1 60 0 0.16% 7.82%
Moderate Allocation VWENX VANG WELLINGTON ADM 89% 1 60 0 0.17% 11.6%
Nontraditional Bond PFIUX PIM UNCONSTRNED BD I 88% 1 60 0 1.46% 5.61%
Moderate Allocation VGSTX VANG STAR 83% 1 60 0 0.31% 9.15%
Convertibles FCVSX FID CONVERTIBLE SEC 76% 1 60 0 1.04% 11.38%
Target Date 2046-2050 VFIFX VANG TARGET RET 2050 75% 1 60 0 0.08% 2.3%
Target Date 2026-2030 VTHRX VANG TARGET RET 2030 70% 1 60 0 0.08% 4.24%
Target Date 2036-2040 VFORX VANG TARGET RET 2040 69% 1 60 0 0.08% 2.99%
Moderate Allocation FBAKX FID BALANCED K 69% 1 60 0 0.5% 6.04%
Target Date 2016-2020 VTWNX VANG TARGET RET 2020 66% 1 60 0 0.08% 8.09%
Moderate Allocation RBAGX AF BALANCED R6 2% 1 60 0 0.58% 6.57%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 4.72%
Target Date 2011-2015 VTXVX VANG TARGET RET 2015 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX VANG TARGET RET 2010 0% 1 60 0 0.17% 7.48%
Convertibles VCVSX VANG CONVERTIBLE SEC 0% 1 60 0 0.59% 0%
Moderate Allocation VAAPX MODERATE LS 0% 1 60 0 NA 1.61%
not found no ticker IBM STOCK 0% 1 60 0 NA NA
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 6.93%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 4.63%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 4.48%
World Allocation FGBLX FID GLOBAL BALANCED 0% 1 60 0 1.06% 23.93%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 5.14%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 4.66%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 3.82%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 3.87%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 6.98%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 3.89%
ROOT CASH INTEREST INCOME FUND 0% 1 60 0 NA 2.53%
Target Date 2000-2010 VTOVX TARGET DATE - 2005 0% 1 60 0 NA 2.94%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FID PACIFIC BASIN 100% 1 60 0 1.12% 8.94%
Foreign Small/Mid Blend DFISX DFA INTL SMALL CO I 100% 1 60 0 0.39% 3.37%
WORLD STOCK VHGEX VANG GLOBAL EQ INV 100% 1 60 0 0.42% 12.29%
Foreign Large Blend DODFX DODGE & COX INTL STK 99% 1 60 0 0.52% 1.37%
Foreign Large Value VTRIX VANG INTL VALUE INV 99% 1 60 0 0.39% 17.33%
Foreign Large Blend FIGRX FID INTL DISCOVERY K 90% 1 60 0 0.99% 7.05%
Foreign Small/Mid Blend VINEX VANG INTL EXPLORER 89% 1 60 0 0.41% 4.34%
EUROPE STOCK VEURX EUROPEAN STOCK IDX 89% 1 60 0 0.09% 2.97%
Foreign Large Blend DFALX DFA LARGE CAP INTL I 88% 1 60 0 0.17% 3.29%
JAPAN STOCK FJPNX FID JAPAN 86% 1 60 0 1.13% 10.39%
Foreign Large Blend VWILX VANG INTL GROWTH ADM 83% 1 60 0 0.45% 6.76%
FOREIGN SMALL/MID GROWTH FISMX FID INTL SMALL CAP 82% 1 60 0 1.43% 3.67%
Foreign Large Value DFIVX DFA INTL VALUE I 79% 1 60 0 0.52% 4.81%
PACIFIC/ASIA EX-JAPAN STK FSEAX FID EMERGING ASIA 78% 1 60 0 1.18% 0.26%
WORLD STOCK DODWX DODGE & COX GLOBAL 76% 1 60 0 0.62% 8.52%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 10.56%
Foreign Large Blend FOSKX FID OVERSEAS K 71% 1 60 0 0.95% 4.81%
Foreign Small/Mid Value DFVQX DFA INTL VECTOR EQ I 70% 1 60 0 0.34% 3.38%
Foreign Large Blend PSKIX PIMCO STKPLUS INST 65% 1 60 0 0.64% 4.04%
EUROPE STOCK FIEUX FID EUROPE 61% 1 60 0 0.76% 2.38%
Foreign Large Growth FICDX FID CANADA 52% 1 60 0 0.86% 5.83%
DIVERSIFIED PACIFIC/ASIA VPL PACIFIC STOCK IDX 43% 1 60 0 0.08% 3.97%
WORLD STOCK RNPGX AF NEW PERSPECT R6 32% 1 60 0 1.47% 7.1%
WORLD STOCK RWIGX AF CAP WORLD G&I R6 32% 1 60 0 0.53% 10.61%
WORLD STOCK RLLGX AF SMALLCAP WORLD R6 32% 1 60 0 0.66% 5.19%
Foreign Large Blend RERGX AF EUROPAC GROWTH R6 32% 1 60 0 0.9% 11.33%
Foreign Large Blend RIGGX AF INTL GTH & INC R6 4% 1 60 0 0.54% 8.92%
US EQUITY
SMALL VALUE VISVX SMALL-CAP VALUE IDX 100% 1 60 0 0.06% 2.02%
Small Growth VISGX SMALL-CAP GROWTH IDX 100% 1 60 0 0.07% 0.45%
LARGE GROWTH VWUSX VANG US LARGE-CAP GROWTH IDX 99% 1 60 0 0.3% 9.48%
LARGE BLEND FLCSX FID LARGE CAP STOCK 96% 1 60 0 0.76% 7.13%
LARGE VALUE VIVAX LARGE-CAP VALUE IDX 95% 1 60 0 0.05% 2.13%
LARGE BLEND VTSMX TOTAL STOCK MKT IDX 94% 1 60 0 0.03% 1.17%
LARGE BLEND VTSMX INTL STOCK MKT IDX 94% 1 60 0 0.03% 1.17%
LARGE VALUE AMRMX AF AMER MUTUAL R6 93% 1 60 0 0.38% 7.29%
LARGE VALUE DODGX DODGE & COX STOCK 93% 1 60 0 0.52% 1.36%
LARGE BLEND VDIGX VANG DIV GROWTH INV 90% 1 60 0 0.3% 20.58%
SMALL BLEND FSCRX FID SM CAP DISCOVERY 90% 1 60 0 1.07% 14.39%
LARGE GROWTH FTRNX FID TREND 88% 1 60 0 0.58% 6.95%
LARGE GROWTH VPCCX VANG PRIMECAP CORE 85% 1 60 0 0.46% 18.01%
LARGE VALUE VEIRX VANG EQUITY INC ADM 85% 1 60 0 0.28% 1.84%
MID-CAP VALUE VASVX VANG SELECTED VALUE 84% 1 60 0 0.43% 12.85%
MID-CAP BLEND FSLCX FID SMALL CAP STOCK 82% 1 60 0 0.67% 14.66%
LARGE VALUE VWNAX VANG Windsor II Adm 81% 1 60 0 0.26% 11.73%
LARGE BLEND DFEOX DFA US CORE EQ 1 I 80% 1 60 0 0.15% 0.89%
SMALL BLEND VSCIX VANG SM CAP IDX INST 80% 1 60 0 0.05% 1.51%
Mid-Cap Growth VMGRX VANG MIDCAP GRTH INV 80% 1 60 0 0.37% 15.89%
LARGE BLEND DFUSX LARGE COMPANY IDX 79% 1 60 0 0.08% 1.2%
SMALL VALUE DFFVX DFA US TARGET VAL I 78% 1 60 0 0.29% 1.92%
Small Growth VEXRX VANG EXPLORER ADM 77% 1 60 0 0.34% 7.76%
LARGE BLEND RICFX AF INV CO OF AMER R6 76% 1 60 0 0.58% 9.86%
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST 72% 1 60 0 0.04% 1.58%
LARGE BLEND VGIAX VANG GRTH & INC ADM 71% 1 60 0 0.23% 11.14%
LARGE VALUE VWNEX VANG WINDSOR ADM 71% 1 60 0 0.38% 8.11%
SMALL BLEND DFSTX DFA US SMALL CAP I 71% 1 60 0 0.27% 1.19%
MID-CAP VALUE DFVEX DFA US VECTOR EQ I 71% 1 60 0 0.28% 1.01%
SMALL BLEND FDSCX FID STK SEL SM CAP 70% 1 60 0 1.46% 0.84%
LARGE GROWTH FBGKX FID BLUE CHIP GR K 68% 1 60 0 0.76% 2.23%
LARGE GROWTH FCAKX FID CAP APPREC K 68% 1 60 0 0.83% 8.41%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 5.02%
LARGE BLEND FFDKX FID FUND K 68% 1 60 0 0.45% 1.44%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 1 60 0 0.79% 5.84%
LARGE GROWTH FGDKX FID GROWTH DISC K 68% 1 60 0 0.68% 1.81%
Mid-Cap Growth FKMCX FID MID CAP STOCK K 68% 1 60 0 0.85% 2.03%
LARGE GROWTH FOCKX FID OTC K 67% 1 60 0 0.81% 8.67%
MID-CAP VALUE FVLKX FID VALUE K 67% 1 60 0 0.75% 10.33%
LARGE VALUE FEIKX FID EQUITY INCOME K 67% 1 60 0 0.57% 5.41%
MID-CAP BLEND VSEQX VANG STRATEGIC EQ 65% 1 60 0 0.33% 11.63%
LARGE BLEND FDGKX FID DIVIDEND GR K 64% 1 60 0 0.48% 9.92%
MID-CAP BLEND FLCKX FID LEVERGD CO STK K 61% 1 60 0 0.74% 5.12%
MID-CAP BLEND FVSKX FID VALUE STRAT K 60% 1 60 0 0.75% 8.71%
MID-CAP BLEND HSMAX SMALL/MID-CAP IDX 34% 1 60 0 0.98% 6.95%
LARGE GROWTH RGAGX AF GRTH FUND AMER R6 25% 1 60 0 0.3% 11.16%
LARGE GROWTH RAFGX AF AMCAP R6 24% 1 60 0 0.49% 4.89%
LARGE GROWTH RNGGX AF NEW ECONOMY R6 24% 1 60 0 0.53% 10.93%
LARGE VALUE RWMGX AF WASH MUTL INV R6 22% 1 60 0 0.26% 6.07%
LARGE GROWTH FFTYX FID FIFTY 20% 1 60 0 1.65% 80.06%
LARGE BLEND RFNGX AF FUNDMNTL INV R6 20% 1 60 0 0.28% 7.04%
LARGE GROWTH VMRAX VANG MORGAN GRTH ADM 0% 1 60 0 0.3% 0%
SMALL BLEND RLPKX FID LOW PRICED STK K 0% 1 60 0 1.61% 38.45%
LARGE GROWTH VFTSX VANG FTSE SOCIAL IDX 0% 1 60 0 0.18% 1.64%
LARGE GROWTH FEXKX FID EXPORT & MULTI K 0% 1 60 0 0.74% 0.54%
LARGE GROWTH FDFKX FID INDEPENDENCE K 0% 1 60 0 0.77% 30.98%
REAL ESTATE
REAL ESTATE PRRSX PIM RE REAL RET INST 100% 1 60 0 3.53% 1.28%
REAL ESTATE FRESX FID REAL ESTATE INVS 96% 1 60 0 0.72% 4.43%
REAL ESTATE FRIFX FID REAL ESTATE INC 88% 1 60 0 0.71% 4.67%
Global Real Estate FIREX FID INTL REAL ESTATE 84% 1 60 0 1.2% 3.04%
Global Real Estate DFGEX DFA GLOB REAL ESTATE 80% 1 60 0 0.22% 3.96%
Global Real Estate IGLAX INTL REAL ESTATE IDX 0% 1 60 0 1.26% 20.97%
FIXED INCOME
Short-Term Bond FSHBX FID SHORT TERM BOND 100% 1 60 0 0.5% 4.15%
Intermediate-Term Bond VBMFX TOTAL BOND MARKET 100% 1 60 0 0.15% 3.88%
Intermediate-Term Bond VFICX VANG INTM INV GR ADM 99% 1 60 0 0.2% 5.02%
Short-Term Bond VFSTX VANG ST INV GR ADM 99% 1 60 0 0.1% 4.6%
Inflation-Protected Bond VIPSX INFL PROTECTED BOND 98% 1 60 0 0.07% 4.4%
Intermediate Government FSTGX FID INTM GOVT INCOME 97% 1 60 0 0.45% 3.15%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 1 60 0 0.83% 4.61%
Intermediate Government VFIUX VANG INTM TREAS ADM 94% 1 60 0 0.2% 4%
Bank Loan FFRHX FID FLOAT RT HI INC 93% 1 60 0 1.03% 7.01%
Intermediate-Term Bond PTSAX PIM TOT RT III INST 93% 1 60 0 1.76% 4.02%
SHORT GOVERNMENT VFIRX VANG ST TREASURY ADM 93% 1 60 0 0.2% 3.84%
Intermediate-Term Bond PMDRX PIM MOD DURAT INST 92% 1 60 0 0.59% 4.54%
Intermediate-Term Bond VBIMX VANG INTM BOND INST 92% 1 60 0 0.07% 4.24%
Intermediate Government PDMIX PIM GNMA INST 92% 1 60 0 1.67% 4.58%
High Yield Bond SPHIX FID HIGH INCOME 91% 1 60 0 1.16% 6.6%
High Yield Bond FAGIX FID CAPITAL & INCOME 91% 1 60 0 0.93% 4.97%
WORLD BOND PFUIX PIM FOR BD UNHG INST 91% 1 60 0 0.61% 3.87%
Intermediate Government FGOVX FIDELITY GOVT INCOME 91% 1 60 0 0.76% 3.51%
Inflation-Protected Bond VIPIX VANG INFL PROT INST 90% 1 60 0 0.1% 4.54%
SHORT GOVERNMENT VSGDX VANG ST FEDERAL ADM 90% 1 60 0 0.1% 3.94%
Intermediate-Term Bond PIGIX PIM INVT GRD BD INST 90% 1 60 0 1.44% 4.89%
Short-Term Bond PTLDX PIM LOW DUR INST 90% 1 60 0 1.05% 4.19%
Emerging Markets Bond FNMIX FID NEW MARKETS INC 89% 1 60 0 0.82% 5.33%
Intermediate Government VFIJX VANG GNMA ADM 88% 1 60 0 0.11% 3.86%
Short-Term Bond PLDIX PIM LOW DUR III INST 88% 1 60 0 0.5% 3.59%
Intermediate-Term Bond DODIX DODGE & COX INCOME 87% 1 60 0 0.33% 4.31%
Intermediate Government FGMNX FID GNMA 87% 1 60 0 0.45% 3.69%
SHORT GOVERNMENT FFXSX FID INST SH INT GOVT 87% 1 60 0 0.3% 3.37%
WORLD BOND PFORX PIM FOR BD US$HG I 86% 1 60 0 0.61% 4.07%
High Yield Bond VWEAX VANG HI YLD CORP ADM 85% 1 60 0 0.13% 6.37%
Intermediate-Term Bond FTBFX FID TOTAL BOND 81% 1 60 0 0.5% 4.38%
Long-Term Bond VWETX VANG LT INV GR ADM 80% 1 60 0 0.12% 5.17%
Emerging Markets Bond PELBX PIM EM LOCAL BD INST 80% 1 60 0 2.37% 7.38%
Inflation-Protected Bond PRRIX PIM REAL RETURN INST 80% 1 60 0 1.37% 4.2%
Intermediate-Term Bond FTHRX FID INTERMED BOND 78% 1 60 0 0.45% 3.7%
Inflation-Protected Bond PRAIX PIM RL RT ASSET INST 78% 1 60 0 0.54% 5.65%
Multisector Bond PDIIX PIM DIVERS INC INST 76% 1 60 0 1.16% 5.75%
Emerging Markets Bond PEBIX PIM EM MKTS BD INST 75% 1 60 0 0.99% 6.83%
Multisector Bond FSICX FID STRATEGIC INCOME 74% 1 60 0 0.7% 3.83%
High Yield Bond PHIYX PIM HIGH YIELD INST 72% 1 60 0 0.66% 6.37%
Intermediate-Term Bond WIPIX INCOME PLUS LS 66% 1 60 0 0.6% 4.84%
LONG GOVERNMENT VUSUX VANG LT TREASURY ADM 65% 1 60 0 0.1% 4.54%
LONG GOVERNMENT PGOVX PIM LT US GOVT INST 61% 1 60 0 1.39% 0%
WORLD BOND RCWGX AF CAP WORLD BOND R6 46% 1 60 0 0.99% 4.12%
Short-Term Bond VBITX VANG ST BOND IDX IS 4% 1 60 0 0.04% 3.98%
Long-Term Bond VBLTX VANG LT BOND IDX IS 0% 1 60 0 0.15% 3.98%
Inflation-Protected Bond FINPX FID INFLAT PROT BOND 0% 1 60 0 0.45% 5.42%
Long-Term Bond VBLTX LONG-TERM CORP BOND 0% 1 60 0 0.15% 3.98%
Intermediate-Term Bond PTRIX PIM MORTGAGE BCKD IS 0% 1 60 0 2.27% 6.06%
WORLD BOND PIGLX PIM GLOB BD UNHG I 0% 1 60 0 0.57% 86.49%
WORLD BOND BEGBX AF HI YLD EMG MKT BOND 0% 1 60 0 0.6% 0%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIM COM REAL RET I 78% 1 60 0 1.96% 7.44%
Average Expense Ratio: 0.63%
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 for Portfolio Details or Follow 0.1% 9.7% 2.6% 8.2% 6.7% 7.0%

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 5.8% 13.2% 11.6% 3.4% 4.4% 6.0%

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
The plan consists of 196 funds. It covers 6 major asset classes and 54 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity, REITs and Commodity.


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.