MyPlanIQ 401k Investor American Express Company Savings Plan

American Express Company Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX The International Equity Fund
Others
Target Date 2021-2025 VTTVX The 2025 Retirement Fund
Target Date 2041-2045 VTIVX The 2045 Retirement Fund
Target Date 2031-2035 VTTHX The 2035 Retirement Fund
US EQUITY
US Large Cap VFINX The U.S. Large Cap Equity Index Fund
MID-CAP BLEND HSMAX The U.S. Small/Mid Cap Equity Index Fund
FIXED INCOME
Intermediate-Term Bond ADFIX The Diversified Bond Fund
SHORT GOVERNMENT STABLEVALUE The Stable Value Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX The International Equity Fund
Others
Target Date 2021-2025 VTTVX The 2025 Retirement Fund
Target Date 2041-2045 VTIVX The 2045 Retirement Fund
Target Date 2031-2035 VTTHX The 2035 Retirement Fund
Target Date 2046-2050 VFIFX The 2050 Retirement Fund
Target Date 2036-2040 VFORX The 2040 Retirement Fund
Target Date 2026-2030 VTHRX The 2030 Retirement Fund
Target Date 2016-2020 VTWNX The 2020 Retirement Fund
Target Date 2011-2015 VTXVX The 2015 Retirement Fund
US EQUITY
US Large Cap VFINX The U.S. Large Cap Equity Index Fund
MID-CAP BLEND HSMAX The U.S. Small/Mid Cap Equity Index Fund
FIXED INCOME
Intermediate-Term Bond ADFIX The Diversified Bond Fund
SHORT GOVERNMENT STABLEVALUE The Stable Value Fund
Total Available Funds: 13
  • 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
INTERNATIONAL EQUITY VGTSX The International Equity Fund 16% 1 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX The 2025 Retirement Fund 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX The 2045 Retirement Fund 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX The 2035 Retirement Fund 96% 1 60 0 0.08% 2.34%
Target Date 2046-2050 VFIFX The 2050 Retirement Fund 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX The 2040 Retirement Fund 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX The 2030 Retirement Fund 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX The 2020 Retirement Fund 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX The 2015 Retirement Fund 0% 1 60 0 0.08% 2.59%
US EQUITY
US Large Cap VFINX The U.S. Large Cap Equity Index Fund 98% 1 60 0 0.14% 1.27%
MID-CAP BLEND HSMAX The U.S. Small/Mid Cap Equity Index Fund 35% 1 60 0 0.98% 3.2%
FIXED INCOME
Intermediate-Term Bond ADFIX The Diversified Bond Fund 97% 1 60 0 0.39% 3.79%
SHORT GOVERNMENT STABLEVALUE The Stable Value Fund 16% 1 60 0 NA 27.03%
Average Expense Ratio: 0.19%
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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 6.3% 26.6% 9.6% 10.9% 7.2% 8.5%

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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:AXP)
The plan consists of 18 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

American Express Company provides charge and credit payment card products, and travel-related services worldwide. It offers a range of products and services, including charge and credit card products; expense management products and services; consumer and business travel services; stored value products, such as Travelers Cheques and prepaid products; network services; merchant acquisition, and merchant processing, point-of-sale, servicing and settlement, and marketing products and services for merchants; and fee services, including market and trend analyses along with related consulting services and customer loyalty and rewards programs. American Express was founded in 1850 and is headquartered in New York, New York.



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