MyPlanIQ 401k Investor The UPS Retirement Plan

The UPS Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steers Instl Realty Shares
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing Markets I
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
PACIFIC/ASIA EX-JAPAN STK PRASX T. Rowe Price New Asia
EUROPE STOCK FIEUX Fidelity Europe
Others
Moderate Allocation FPUKX Fidelity Puritan K
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt
WORLD BOND TGBAX Templeton Global Bond Adv
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steers Instl Realty Shares
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing Markets I
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
PACIFIC/ASIA EX-JAPAN STK PRASX T. Rowe Price New Asia
EUROPE STOCK FIEUX Fidelity Europe
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
Others
Moderate Allocation FPUKX Fidelity Puritan K
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt
WORLD BOND TGBAX Templeton Global Bond Adv
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl
US EQUITY
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
Mid-Cap Growth JMGRX Janus Enterprise I
Small Growth SBPYX Legg Mason ClearBridge Small Cap Gr I
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE VALUE VIVIX Vanguard Value Index Instl
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE GROWTH FOCKX Fidelity OTC K
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral
SMALL VALUE DHSYX Diamond Hill Small Cap Y
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
Total Available Funds: 23
  • 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
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steers Instl Realty Shares 79% 3 60 0 0.75% 3.25%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing Markets I 69% 3 60 0 0.84% 0.94%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery 88% 3 60 0 1.23% 2.12%
PACIFIC/ASIA EX-JAPAN STK PRASX T. Rowe Price New Asia 77% 3 60 0 0.84% 1.73%
EUROPE STOCK FIEUX Fidelity Europe 61% 3 60 0 0.76% 1.63%
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl 5% 3 60 0 0.03% 3.26%
Others
Moderate Allocation FPUKX Fidelity Puritan K 69% 3 60 0 0.5% 5.8%
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 91% 3 60 0 0.1% 4%
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt 87% 3 60 0 0.3% 2.4%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 4.33%
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl 31% 3 60 0 0.03% 3.06%
US EQUITY
LARGE GROWTH ALARX Alger Capital Appreciation Instl I 95% 3 60 0 1.68% 9.17%
Mid-Cap Growth JMGRX Janus Enterprise I 93% 3 60 0 1.14% 7.72%
Small Growth SBPYX Legg Mason ClearBridge Small Cap Gr I 91% 3 60 0 0.9% 0.41%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 3 60 0 0.05% 1.77%
LARGE VALUE VIVIX Vanguard Value Index Instl 79% 3 60 0 0.04% 2.8%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 3.89%
LARGE GROWTH FOCKX Fidelity OTC K 68% 3 60 0 0.81% 0.1%
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral 30% 3 60 0 0.07% 2.52%
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral 26% 3 60 0 0.07% 2.53%
SMALL VALUE DHSYX Diamond Hill Small Cap Y 6% 3 60 0 0.85% 27.93%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 4.47%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.53%
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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 5.3% 13.2% 1.6% 6.5% 4.3% 6.3%

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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:UPS)
The plan consists of 23 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income, Foreign Equity and Emerging Market Equity.
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