MyPlanIQ 401k Investor PEABODY WESTERN-UMWA 401(K) PLAN

PEABODY WESTERN-UMWA 401(K) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Index Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund
Foreign Large Blend VDMIX Vanguard Developed Mkts Index Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Index Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund
Foreign Large Blend VDMIX Vanguard Developed Mkts Index Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
Small Growth VEXPX Vanguard Explorer Fund
Total Available Funds: 17
  • 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 VEIEX Vanguard Emerging Mkts Stock Index Fund 99% 3 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund 99% 3 60 0 0.39% 2.76%
Foreign Large Blend VWIGX Vanguard International Growth Fund 83% 3 60 0 0.45% 1.84%
Foreign Large Blend VDMIX Vanguard Developed Mkts Index Fund 0% 3 60 0 0.2% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 2.62%
Retirement Income VTINX Vanguard Target rtmt Income Fund 97% 3 60 0 0.08% 2.93%
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.78%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund 100% 3 60 0 0.15% 3.15%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Fund 97% 3 60 0 0.06% 1.11%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund 95% 3 60 0 0.31% 7.81%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 4.34%
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 1.9% 8.5% 1.4% 7.4% 6.0% 7.1%

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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:BTU)
The plan consists of 18 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.

Peabody Energy Corporation, through its subsidiaries, engages in the exploration, mining, and production of coal worldwide.



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