MyPlanIQ 401k Investor Recreational Equipment Inc Retirement and Profit Sharing Plan

Recreational Equipment Inc Retirement and Profit Sharing Plan Investment Model Portfolios

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RECREATIONAL EQUIPMENT, INC. RETIREMENT AND PROFIT SHARING PLAN
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
Foreign Large Blend VDMAX Vanguard Developed Markets Index Ad
Others
Target Date 2026-2030 SWDRX ,Schwab Mngd Ret Trust 2030 Cl III
Target Date 2036-2040 SWERX Schwab Mngd Ret Trust 2040 Cl III
Target Date 2016-2020 SWCRX ,Schwab Mngd Ret Trust 2020 Cl III
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Institutional II
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
Foreign Large Blend VDMAX Vanguard Developed Markets Index Ad
Foreign Large Blend VDMIX Vanguard Developed Markets Index
Others
Target Date 2026-2030 SWDRX ,Schwab Mngd Ret Trust 2030 Cl III
Target Date 2036-2040 SWERX Schwab Mngd Ret Trust 2040 Cl III
Target Date 2016-2020 SWCRX ,Schwab Mngd Ret Trust 2020 Cl III
Target Date 2000-2010 SWBRX ,Schwab Mngd Ret Trust 2010 Cl III
Retirement Income SWARX Schwab Mngd Ret Trust Income Cl III
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Institutional II
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
LARGE GROWTH MLAIX Mainstay Large Cap Growth I
MID-CAP BLEND CRIAX CRM Small/Mid Cap Value Institutional
LARGE BLEND VINIX Vanguard Institutional Index I
LARGE GROWTH VFTNX Vanguard FTSE Social Index
LARGE BLEND DNVYX Davis NY Venture Y
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Ins
LARGE GROWTH NVLIX Winslow Large Cap Growth R
LARGE BLEND VIFSX Vanguard 500 Index Signal
Mid-Cap Growth TCMMX TCM Small-Mid Cap Growth
Total Available Funds: 22
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 1 60 0 0.84% 1.45%
Foreign Large Blend AEPGX American Funds Europacific Growth Fund 57% 1 60 0 0.9% 1.13%
Foreign Large Blend VDMAX Vanguard Developed Markets Index Ad 0% 1 60 0 0.12% 3.01%
Foreign Large Blend VDMIX Vanguard Developed Markets Index 0% 1 60 0 0.2% 2.88%
Others
Target Date 2026-2030 SWDRX ,Schwab Mngd Ret Trust 2030 Cl III 97% 1 60 0 0.42% 6.52%
Target Date 2036-2040 SWERX Schwab Mngd Ret Trust 2040 Cl III 96% 1 60 0 0.5% 0%
Target Date 2016-2020 SWCRX ,Schwab Mngd Ret Trust 2020 Cl III 96% 1 60 0 0.29% 3.33%
Target Date 2000-2010 SWBRX ,Schwab Mngd Ret Trust 2010 Cl III 95% 1 60 0 0.26% 0%
Retirement Income SWARX Schwab Mngd Ret Trust Income Cl III 0% 1 60 0 NA 3.2%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market 100% 1 60 0 0.15% 2.45%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 1 60 0 0.83% 3.22%
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Institutional II 16% 1 60 0 NA 28.12%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 1 60 0 0.03% 1.04%
LARGE GROWTH MLAIX Mainstay Large Cap Growth I 90% 1 60 0 1.33% 0%
MID-CAP BLEND CRIAX CRM Small/Mid Cap Value Institutional 89% 1 60 0 1.02% 0.48%
LARGE BLEND VINIX Vanguard Institutional Index I 77% 1 60 0 0.02% 0.74%
LARGE GROWTH VFTNX Vanguard FTSE Social Index 70% 1 60 0 0.14% 0.63%
LARGE BLEND DNVYX Davis NY Venture Y 69% 1 60 0 1.75% 1.88%
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Ins 65% 1 60 0 0.88% 0%
LARGE GROWTH NVLIX Winslow Large Cap Growth R 23% 1 60 0 0.56% 0%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 1 60 0 0.05% 2.09%
Mid-Cap Growth TCMMX TCM Small-Mid Cap Growth 0% 1 60 0 0.95% 12.03%
Average Expense Ratio: 0.56%
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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 0.8% 21.1% 12.1% 11.3% 8.3% 7.5%

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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 0.7% 24.1% 14.7% 11.9% 7.8% 8.0%

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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 0.8% 20.3% 8.9% 8.1% 5.4% 5.0%

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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 25 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

This plan is created upon a user's request.



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