MyPlanIQ 401k Investor MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS

MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
MOSS ADAMS LLP PROFIT SHARING 401(K) PLAN-PARTNERS AND PRINCIPALS
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
Target Date 2061-2065 VSXFX Vanguard Inst Target Ret 2065 Fund
Target Date 2056-2060 VILVX Vanguard Inst Target Ret 2060 Fund
Target Date 2051-2055 VIVLX Vanguard Inst Target Ret 2055 Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
Small Growth PRNHX T. Rowe Price New Horizons
FIXED INCOME
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan
FIXED INCOME VITRX Vanguard Inst Target Ret Inc Fund
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
Target Date 2061-2065 VSXFX Vanguard Inst Target Ret 2065 Fund
Target Date 2056-2060 VILVX Vanguard Inst Target Ret 2060 Fund
Target Date 2051-2055 VIVLX Vanguard Inst Target Ret 2055 Fund
Target Date 2046-2050 VTRLX Vanguard Inst Target Ret 2050 Fund
Target Date 2041-2045 VITLX Vanguard Inst Target Ret 2045 Fund
Target Date 2036-2040 VIRSX Vanguard Inst Target Ret 2040 Fund
Target Date 2031-2035 VITFX Vanguard Inst Target Ret 2035 Fund
Target Date 2026-2030 VTTWX Vanguard Inst Target Ret 2030 Fund
Target Date 2021-2025 VRIVX Vanguard Inst Target Ret 2025 Fund
Target Date 2016-2020 VITWX Vanguard Inst Target Ret 2020 Fund
Target Date 2011-2015 VITVX Vanguard Inst Target Ret 2015 Fund
ROOT CASH Vanguard Retire Savings Trust III
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
Small Growth PRNHX T. Rowe Price New Horizons
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE BLEND VINIX Vanguard Institutional Index Instl
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
Large Growth PRUFX T. Rowe Price Groth Stock I
FIXED INCOME
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan
FIXED INCOME VITRX Vanguard Inst Target Ret Inc Fund
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Total Available Funds: 24
  • 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 RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 1.51%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 28% 3 60 0 0.07% 2.96%
Others
Target Date 2061-2065 VSXFX Vanguard Inst Target Ret 2065 Fund 0% 3 60 0 0.09% 1.86%
Target Date 2056-2060 VILVX Vanguard Inst Target Ret 2060 Fund 0% 3 60 0 0.09% 2.02%
Target Date 2051-2055 VIVLX Vanguard Inst Target Ret 2055 Fund 0% 3 60 0 0.09% 2.12%
Target Date 2046-2050 VTRLX Vanguard Inst Target Ret 2050 Fund 0% 3 60 0 0.09% 2.16%
Target Date 2041-2045 VITLX Vanguard Inst Target Ret 2045 Fund 0% 3 60 0 0.09% 2.19%
Target Date 2036-2040 VIRSX Vanguard Inst Target Ret 2040 Fund 0% 3 60 0 0.09% 2.25%
Target Date 2031-2035 VITFX Vanguard Inst Target Ret 2035 Fund 0% 3 60 0 0.09% 2.37%
Target Date 2026-2030 VTTWX Vanguard Inst Target Ret 2030 Fund 0% 3 60 0 0.09% 2.44%
Target Date 2021-2025 VRIVX Vanguard Inst Target Ret 2025 Fund 0% 3 60 0 0.09% 2.9%
Target Date 2016-2020 VITWX Vanguard Inst Target Ret 2020 Fund 0% 3 60 0 0.09% 4.16%
Target Date 2011-2015 VITVX Vanguard Inst Target Ret 2015 Fund 0% 3 60 0 0.09% 5.33%
ROOT CASH Vanguard Retire Savings Trust III 0% 1 60 0 NA 5.5%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 1.16%
SMALL VALUE AVFIX American Beacon Small Cp Val Inst 81% 3 60 0 1.28% 0%
Small Growth PRNHX T. Rowe Price New Horizons 80% 3 60 0 0.79% 4.98%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 3 60 0 0.05% 1.14%
LARGE BLEND VINIX Vanguard Institutional Index Instl 77% 3 60 0 0.02% 0.74%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm 73% 3 60 0 0.04% 0.78%
Large Growth PRUFX T. Rowe Price Groth Stock I 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan 9% 3 60 0 0.52% 3.11%
FIXED INCOME VITRX Vanguard Inst Target Ret Inc Fund 0% 3 60 0 0.09% 3.67%
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 0% 3 60 0 0.15% 3.86%
Average Expense Ratio: 0.25%
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 10.8% 10.7% 5.2% 6.9% 5.1% 6.9%

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 -3.6% -3.1% 10.2% 8.0% 7.9% 6.8%

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 10.6% 10.2% 3.6% 5.7% 7.2% 7.3%

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 24 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign 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.