MyPlanIQ 401k Investor THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN

THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABERDEEN EMERGNG MRKT CL INSTL
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL ST
Foreign Large Blend BDOAX BLACKROCK MSCI ACWI IMI FD M
Others
Target Date 2021-2025 VTTVX RETIREMENTDATEFUND 2025
Target Date 2041-2045 VTIVX RETIREMENTDATEFUND 2045
Target Date 2031-2035 VTTHX RETIREMENTDATEFUND 2035
FIXED INCOME
Intermediate-Term Bond AGG NORTHERN TR CL AGG BD IDX II
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABERDEEN EMERGNG MRKT CL INSTL
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL ST
Foreign Large Blend BDOAX BLACKROCK MSCI ACWI IMI FD M
Others
Target Date 2021-2025 VTTVX RETIREMENTDATEFUND 2025
Target Date 2041-2045 VTIVX RETIREMENTDATEFUND 2045
Target Date 2031-2035 VTTHX RETIREMENTDATEFUND 2035
World Allocation MALOX BLACKROCK GLOBAL ALLOC I
Target Date 2051+ VFFVX RETIREMENTDATEFUND 2055
Target Date 2046-2050 VFIFX RETIREMENTDATEFUND 2050
Target Date 2036-2040 VFORX RETIREMENTDATEFUND 2040
Target Date 2026-2030 VTHRX RETIREMENTDATEFUND 2030
Target Date 2016-2020 VTWNX RETIREMENTDATEFUND 2020
Long/Short Equity PEVEX US ALL CAP EQUITY FUND
Target Date 2011-2015 VTXVX RETIREMENTDATEFUND 2015
Target Date 2000-2010 VTENX RETIREMENTDATEFUND 2010
Target Date 2000-2010 VTOVX POST RETIREDATEFUND 2005
ROOT CASH FIXED INCOME FUND
FIXED INCOME
Intermediate-Term Bond AGG NORTHERN TR CL AGG BD IDX II
Total Available Funds: 18
  • 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 ABEMX ABERDEEN EMERGNG MRKT CL INSTL 77% 3 60 0 1.1% 1.75%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL ST 99% 3 60 0 0.52% 2.33%
Foreign Large Blend BDOAX BLACKROCK MSCI ACWI IMI FD M 26% 3 60 0 0.1% 2.81%
Others
Target Date 2021-2025 VTTVX RETIREMENTDATEFUND 2025 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX RETIREMENTDATEFUND 2045 97% 3 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX RETIREMENTDATEFUND 2035 96% 3 60 0 0.08% 2.34%
World Allocation MALOX BLACKROCK GLOBAL ALLOC I 90% 3 60 0 0.84% 0.44%
Target Date 2051+ VFFVX RETIREMENTDATEFUND 2055 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX RETIREMENTDATEFUND 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX RETIREMENTDATEFUND 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX RETIREMENTDATEFUND 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX RETIREMENTDATEFUND 2020 66% 3 60 0 0.08% 4.48%
Long/Short Equity PEVEX US ALL CAP EQUITY FUND 0% 3 60 0 1.71% 0.05%
Target Date 2011-2015 VTXVX RETIREMENTDATEFUND 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX RETIREMENTDATEFUND 2010 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX POST RETIREDATEFUND 2005 0% 3 60 0 NA 2.78%
ROOT CASH FIXED INCOME FUND 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond AGG NORTHERN TR CL AGG BD IDX II 100% 3 60 0 0.03% 3.24%
Average Expense Ratio: 0.32%
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Related Retirement Plans
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
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 0.3% 3.1% -1.6% 4.2% 3.1% 5.6%

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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 for Portfolio Details or Follow -0.4% 3.1% 0.6% 2.6% 2.2% 2.9%

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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 21 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are Emerging Market Equity, Fixed Income, Foreign Equity and US Equity.


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