MyPlanIQ 401k Investor AT&T Retirement Savings Plan

AT&T Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX International Stock Index Fund
Others
Target Date 2021-2025 VTTVX AT&T Age-Based Asset Allocation Fund 2025
Target Date 2041-2045 VTIVX AT&T Age-Based Asset Allocation Fund 2045
Target Date 2031-2035 VTTHX AT&T Age-Based Asset Allocation Fund 2035
US EQUITY
US Large Cap VFINX LG CAP US STCK INDEX
LARGE BLEND VTSMX Total U.S. Stock Market Index Fund
MID-CAP VALUE ABASX SM & MID US STK INDX
FIXED INCOME
Intermediate-Term Bond PTTRX AT&T TOT RETURN BOND
SHORT GOVERNMENT STABLEVALUE AT&T Stable Value Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX International Stock Index Fund
Others
Target Date 2021-2025 VTTVX AT&T Age-Based Asset Allocation Fund 2025
Target Date 2041-2045 VTIVX AT&T Age-Based Asset Allocation Fund 2045
Target Date 2031-2035 VTTHX AT&T Age-Based Asset Allocation Fund 2035
Target Date 2051+ VFFVX AT&T Age-Based Asset Allocation Fund 2055
Target Date 2046-2050 VFIFX AT&T Age-Based Asset Allocation Fund 2050
Target Date 2036-2040 VFORX AT&T Age-Based Asset Allocation Fund 2040
Target Date 2026-2030 VTHRX AT&T Age-Based Asset Allocation Fund 2030
Target Date 2016-2020 VTWNX AT&T Age-Based Asset Allocation Fund 2020
Target Date 2011-2015 VTXVX AT&T Age-Based Asset Allocation Fund 2015
Target Date 2000-2010 VTENX AT&T Age-Based Asset Allocation Fund 2010
Target Date 2000-2010 VTOVX AT&T Age-Based Asset Allocation Fund 2005
US EQUITY
US Large Cap VFINX LG CAP US STCK INDEX
LARGE BLEND VTSMX Total U.S. Stock Market Index Fund
MID-CAP VALUE ABASX SM & MID US STK INDX
LARGE BLEND VDADX DIVIDEND FUND ACCT
FIXED INCOME
Intermediate-Term Bond PTTRX AT&T TOT RETURN BOND
SHORT GOVERNMENT STABLEVALUE AT&T Stable Value Fund
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
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX International Stock Index Fund 16% 1 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX AT&T Age-Based Asset Allocation Fund 2025 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX AT&T Age-Based Asset Allocation Fund 2045 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX AT&T Age-Based Asset Allocation Fund 2035 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX AT&T Age-Based Asset Allocation Fund 2055 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX AT&T Age-Based Asset Allocation Fund 2050 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX AT&T Age-Based Asset Allocation Fund 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX AT&T Age-Based Asset Allocation Fund 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX AT&T Age-Based Asset Allocation Fund 2020 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX AT&T Age-Based Asset Allocation Fund 2015 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX AT&T Age-Based Asset Allocation Fund 2010 0% 1 60 0 0.17% 0%
Target Date 2000-2010 VTOVX AT&T Age-Based Asset Allocation Fund 2005 0% 1 60 0 NA 2.78%
US EQUITY
US Large Cap VFINX LG CAP US STCK INDEX 98% 1 60 0 0.14% 1.27%
LARGE BLEND VTSMX Total U.S. Stock Market Index Fund 94% 1 60 0 0.03% 1.26%
MID-CAP VALUE ABASX SM & MID US STK INDX 62% 1 60 0 0.86% 6.3%
LARGE BLEND VDADX DIVIDEND FUND ACCT 1% 1 60 0 0.06% 1.85%
FIXED INCOME
Intermediate-Term Bond PTTRX AT&T TOT RETURN BOND 97% 1 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE AT&T Stable Value Fund 16% 1 60 0 NA 27.03%
Average Expense Ratio: 0.18%
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Related Retirement Plans
AT&T RETIREMENT SAVINGS 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 12.7% 15.3% 7.4% 5.2% 6.0% 5.7%

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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 for Portfolio Details or Follow 7.3% 24.3% 9.1% 9.8% 7.0% 8.4%

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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:T)
The plan consists of 24 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

AstraZeneca plc (ADR) (Ticker:AZN) has the "AstraZeneca Savings and Security Plan".
AstraZeneca Savings and Security Plan information is based on paper submission of 2008 filing. We encourage participants to send us email on updated information.



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