MyPlanIQ 401k Investor Societe Generale Employee Plan by Putnam Investments

Societe Generale Employee Plan by Putnam Investments

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX REREX
Others
Target Date 2036-2040 TRRDX TRRDX
Target Date 2026-2030 TRRCX TRRCX
Target Date 2016-2020 TRRBX TRRBX
FIXED INCOME
High Yield Bond TAHYX TAHYX
Multisector Bond OSIYX OSIYX
Multisector Bond FSICX FSICX
US EQUITY
LARGE BLEND VFINX Putnam S&P 500 Fund
Mid-Cap Growth BMCIX BMCIX
LARGE VALUE EILVX EILVX
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX REREX
Others
Target Date 2036-2040 TRRDX TRRDX
Target Date 2026-2030 TRRCX TRRCX
Target Date 2016-2020 TRRBX TRRBX
Target Date 2011-2015 TRRGX TRRGX
Moderate Allocation PRWCX PRWCX
Target Date 2031-2035 TRRJX TRRJX
Target Date 2021-2025 TRRHX TRRHX
Target Date 2041-2045 TRRKX TRRKX
Target Date 2050+ TRRNX TRRNX
Retirement Income TRRIX TRRIX
World Allocation SGIIX SGIIX
Target Date 2050+ TRRMX TRRMX
ROOT CASH TCWXX (Money Market)
ROOT CASH Putnam Stable Value
FIXED INCOME
High Yield Bond TAHYX TAHYX
Multisector Bond OSIYX OSIYX
Multisector Bond FSICX FSICX
Intermediate-Term Bond PTRAX PTRAX
High Yield Bond CPHYX CPHYX
SHORT GOVERNMENT OGTFX OGTFX
Short-Term Bond FASFX FASFX
US EQUITY
LARGE BLEND VFINX Putnam S&P 500 Fund
Mid-Cap Growth BMCIX BMCIX
LARGE VALUE EILVX EILVX
LARGE BLEND CHTVX CHTVX
SMALL VALUE CSCZX CSCZX
MID-CAP VALUE JMVSX JMVSX
Mid-Cap Growth BGRFX BGRFX
LARGE GROWTH RGAEX RGAEX
LARGE BLEND GSSQX GSSQX
Mid-Cap Growth PMCGX PMCGX
Total Available Funds: 32
  • 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 REREX REREX 57% 3 60 0 0.9% 3.74%
Others
Target Date 2036-2040 TRRDX TRRDX 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX TRRCX 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX TRRBX 100% 3 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX TRRGX 100% 3 60 0 0.76% 11.16%
Moderate Allocation PRWCX PRWCX 99% 3 60 0 0.98% 2%
Target Date 2031-2035 TRRJX TRRJX 97% 3 60 0 0.84% 8.3%
Target Date 2021-2025 TRRHX TRRHX 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX TRRKX 96% 3 60 0 1.12% 6.6%
Target Date 2050+ TRRNX TRRNX 93% 3 60 0 1.14% 5.91%
Retirement Income TRRIX TRRIX 91% 3 60 0 0.34% 2.96%
World Allocation SGIIX SGIIX 89% 3 60 0 1.2% 1.46%
Target Date 2050+ TRRMX TRRMX 78% 3 60 0 0.63% 6.57%
ROOT CASH TCWXX (Money Market) 0% 1 60 0 NA 4.14%
ROOT CASH Putnam Stable Value 0% 3 60 0 NA 4.14%
FIXED INCOME
High Yield Bond TAHYX TAHYX 95% 3 60 0 1.61% 6.02%
Multisector Bond OSIYX OSIYX 85% 3 60 0 1.05% 5.54%
Multisector Bond FSICX FSICX 74% 3 60 0 0.7% 2.07%
Intermediate-Term Bond PTRAX PTRAX 66% 3 60 0 0.8% 4.94%
High Yield Bond CPHYX CPHYX 66% 3 60 0 0.52% 5.17%
SHORT GOVERNMENT OGTFX OGTFX 0% 3 60 0 0.45% 0.09%
Short-Term Bond FASFX FASFX 0% 3 60 0 0.7% 0%
US EQUITY
LARGE BLEND VFINX Putnam S&P 500 Fund 98% 3 60 0 0.14% 1.27%
Mid-Cap Growth BMCIX BMCIX 94% 3 60 0 1.1% 6.7%
LARGE VALUE EILVX EILVX 90% 3 60 0 0.77% 1.16%
LARGE BLEND CHTVX CHTVX 89% 3 60 0 0.92% 0%
SMALL VALUE CSCZX CSCZX 89% 3 60 0 1.24% 0.68%
MID-CAP VALUE JMVSX JMVSX 85% 3 60 0 1.14% 1.1%
Mid-Cap Growth BGRFX BGRFX 40% 3 60 0 1.3% 1.84%
LARGE GROWTH RGAEX RGAEX 39% 3 60 0 0.3% 0%
LARGE BLEND GSSQX GSSQX 24% 3 60 0 0.55% 2.16%
Mid-Cap Growth PMCGX PMCGX 0% 3 60 0 NA NA
Average Expense Ratio: 0.85%
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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 0.9% 6.6% 0.3% 6.3% 4.7% 6.7%

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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
The plan consists of 32 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

This plan was created upon a user's request. Here is the list of funds (we have taken a conservative approach for minimum holding period: every fund other than Stable Value has 3 months (90 days) redemption period parameter):

PMCGX
REREX
RGAEX
BGRFX
BMCIX
CSCZX
EILVX
FASFX
FSICX
SGIIX
GSSQX
CHTVX
JMVSX
OGTFX
OSIYX
PTRAX
TAHYX
CPHYX
Putnam S&P 500 Fund
Putnam Stable Value (Benchmark: USTreas. 3 yr T-bill). We believe should be 3 month?
PRWCX
TRRGX
TRRBX
TRRHX
TRRCX
TRRJX
TRRDX
TRRKX
TRRMX
TRRNX
TRRIX
TCWXX



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