MyPlanIQ 401k Investor ELECTRIC POWER RESEARCH INSTITUTE INC. 401K PLAN

ELECTRIC POWER RESEARCH INSTITUTE INC. 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Investor Class Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
COMMODITIES
COMMODITIES BROAD BASKET PCRAX PIMCO Funds: PIMCO CommodityRealReturn Strategy Fund; Class A Shares
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
High Yield Bond VWEHX Vanguard Fixed Income Securities Funds: Vanguard High-Yield Corporate Fund; Investor Shares
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
LARGE GROWTH FCNTX Fidelity Contrafund
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Investor Class Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
COMMODITIES
COMMODITIES BROAD BASKET PCRAX PIMCO Funds: PIMCO CommodityRealReturn Strategy Fund; Class A Shares
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
High Yield Bond VWEHX Vanguard Fixed Income Securities Funds: Vanguard High-Yield Corporate Fund; Investor Shares
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
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 VEIEX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Investor Class Shares 99% 1 60 0 0.08% 0.61%
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares 97% 1 60 0 0.08% 0%
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares 97% 1 60 0 0.08% 2.49%
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares 96% 1 60 0 0.08% 0%
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares 75% 1 60 0 0.08% 2.38%
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares 70% 1 60 0 0.08% 3.82%
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares 69% 1 60 0 0.08% 2.84%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 1 60 0 0.08% 9.18%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 1 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 1 60 0 0.17% 7.48%
COMMODITIES
COMMODITIES BROAD BASKET PCRAX PIMCO Funds: PIMCO CommodityRealReturn Strategy Fund; Class A Shares 67% 1 60 0 1.96% 1.69%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares 98% 1 60 0 0.07% 3.94%
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 1 60 0 0.83% 3.22%
High Yield Bond VWEHX Vanguard Fixed Income Securities Funds: Vanguard High-Yield Corporate Fund; Investor Shares 95% 1 60 0 0.13% 4.22%
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 97% 1 60 0 0.14% 1.38%
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares 97% 1 60 0 0.06% 0.56%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 0.07%
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 1 60 0 0.52% 1.16%
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund 93% 1 60 0 1.01% 0%
Average Expense Ratio: 0.32%
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 - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.2% 9.8% 14.4% 14.0% 10.3% 8.4%

Sign up or Login first to get rebalance emails for this portfolio

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 0.3% 16.0% 5.8% 10.1% 8.3% 8.2%

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 9.5% 0.2% 12.0% 7.0% 7.2% 8.7%

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 19 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Commodity, Fixed Income and Emerging Market Equity.


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.