MyPlanIQ 401k Investor UPS SAVINGS PLAN

UPS SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX BlackRock U.S. Real Estate Index Fund F
INTERNATIONAL EQUITY
Foreign Large Blend EFA State Street Bank Tr Daily EAFE Fund Series SL
Others
Target Date 2021-2025 VTTVX State Street Bank Tr SSGA Target rtmt Income 2025 SL Fund
Target Date 2041-2045 VTIVX State Street Bank Tr SSGA Target rtmt Income 2045 SL Fund
Retirement Income VTINX State Street Bank Tr SSGA Target rtmt Income SL Series Fund
US EQUITY
MID-CAP BLEND MDY State Street Bank Tr Standard & Poor Midcap Fund
SMALL BLEND IWM State Street Bank Tr Russell 2000 Fund Series A
LARGE BLEND SVSPX State Street Bank Tr Standard & Poor 500 Flagship Fund
FIXED INCOME
Inflation-Protected Bond BPRAX BlackRock U.S. TIPS Index Fund F
Emerging Markets Bond BAEDX BlackRock Emerging Mkts Non-Lendable Index Fund F
Intermediate-Term Bond SBMRX State Street Bank Tr Passive Bond Mkt Index SL Series Fund
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX BlackRock U.S. Real Estate Index Fund F
INTERNATIONAL EQUITY
Foreign Large Blend EFA State Street Bank Tr Daily EAFE Fund Series SL
Others
Target Date 2021-2025 VTTVX State Street Bank Tr SSGA Target rtmt Income 2025 SL Fund
Target Date 2041-2045 VTIVX State Street Bank Tr SSGA Target rtmt Income 2045 SL Fund
Retirement Income VTINX State Street Bank Tr SSGA Target rtmt Income SL Series Fund
Target Date 2031-2035 VTTHX State Street Bank Tr SSGA Target rtmt Income 2035 SL Fund
Target Date 2050+ VFIFX State Street Bank Tr SSGA Target rtmt Income 2050 SL Fund
Target Date 2036-2040 VFORX State Street Bank Tr SSGA Target rtmt Income 2040 SL Fund
Target Date 2026-2030 VTHRX State Street Bank Tr SSGA Target rtmt Income 2030 SL Fund
Target Date 2016-2020 VTWNX State Street Bank Tr SSGA Target rtmt Income 2020 SL Fund
ROOT CASH State Street Bank Money Mkt Fund Government Short Term Investment Fund
ROOT CASH State Street Bank Tr Short-Term Investment Fund
ROOT CASH State Street Bank Tr Stable Fixed Income Fund for Employee Benefit Trs
Target Date 2011-2015 VTXVX State Street Bank Tr SSGA Target rtmt Income 2015 SL Fund
Target Date 2000-2010 VTENX State Street Bank Tr SSGA Target rtmt Income 2010 SL Fund
US EQUITY
MID-CAP BLEND MDY State Street Bank Tr Standard & Poor Midcap Fund
SMALL BLEND IWM State Street Bank Tr Russell 2000 Fund Series A
LARGE BLEND SVSPX State Street Bank Tr Standard & Poor 500 Flagship Fund
FIXED INCOME
Inflation-Protected Bond BPRAX BlackRock U.S. TIPS Index Fund F
Emerging Markets Bond BAEDX BlackRock Emerging Mkts Non-Lendable Index Fund F
Intermediate-Term Bond SBMRX State Street Bank Tr Passive Bond Mkt Index SL Series Fund
Intermediate-Term Bond SSINX State Street Bank Tr Passive INTR Bond Index SL Fund
Total Available Funds: 22
  • 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 VGSIX BlackRock U.S. Real Estate Index Fund F 81% 3 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Large Blend EFA State Street Bank Tr Daily EAFE Fund Series SL 100% 3 60 0 0.33% 2.9%
Others
Target Date 2021-2025 VTTVX State Street Bank Tr SSGA Target rtmt Income 2025 SL Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX State Street Bank Tr SSGA Target rtmt Income 2045 SL Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX State Street Bank Tr SSGA Target rtmt Income SL Series Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX State Street Bank Tr SSGA Target rtmt Income 2035 SL Fund 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX State Street Bank Tr SSGA Target rtmt Income 2050 SL Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX State Street Bank Tr SSGA Target rtmt Income 2040 SL Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX State Street Bank Tr SSGA Target rtmt Income 2030 SL Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX State Street Bank Tr SSGA Target rtmt Income 2020 SL Fund 66% 3 60 0 0.08% 4.48%
ROOT CASH State Street Bank Money Mkt Fund Government Short Term Investment Fund 0% 3 60 0 NA 4.14%
ROOT CASH State Street Bank Tr Short-Term Investment Fund 0% 3 60 0 NA 4.14%
ROOT CASH State Street Bank Tr Stable Fixed Income Fund for Employee Benefit Trs 0% 3 60 0 NA 4.14%
Target Date 2011-2015 VTXVX State Street Bank Tr SSGA Target rtmt Income 2015 SL Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX State Street Bank Tr SSGA Target rtmt Income 2010 SL Fund 0% 3 60 0 0.17% 0%
US EQUITY
MID-CAP BLEND MDY State Street Bank Tr Standard & Poor Midcap Fund 100% 3 60 0 0.24% 1.16%
SMALL BLEND IWM State Street Bank Tr Russell 2000 Fund Series A 99% 3 60 0 0.19% 1.33%
LARGE BLEND SVSPX State Street Bank Tr Standard & Poor 500 Flagship Fund 75% 3 60 0 0.16% 8.53%
FIXED INCOME
Inflation-Protected Bond BPRAX BlackRock U.S. TIPS Index Fund F 65% 3 60 0 0.56% 2.6%
Emerging Markets Bond BAEDX BlackRock Emerging Mkts Non-Lendable Index Fund F 0% 3 60 0 0.63% 4.4%
Intermediate-Term Bond SBMRX State Street Bank Tr Passive Bond Mkt Index SL Series Fund 0% 3 60 0 NA 0.63%
Intermediate-Term Bond SSINX State Street Bank Tr Passive INTR Bond Index SL Fund 0% 3 60 0 0.6% 0.28%
Average Expense Ratio: 0.21%
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Related Retirement Plans
UPS RETIREMENT 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 0.1% 8.6% 1.4% 13.2% 8.6% 9.7%

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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(Ticker:UPS)
The plan consists of 25 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Emerging Market Equity.
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