MyPlanIQ 401k Investor Samsung 401K

Samsung 401K

This Plan is unrated.
Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open Fund
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Foreign Large Blend VTSGX VANG TOT INTL STK S
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
Total Available Funds: 37
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open Fund
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Foreign Large Blend VTSGX VANG TOT INTL STK S
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020
Target Date 2011-2015 TRRGX TRP RETIREMENT 2015
Target Date 2031-2035 TRRJX TRP RETIREMENT 2035
Target Date 2000-2010 TRRAX TRP RETIREMENT 2010
Target Date 2021-2025 TRRHX TRP RETIREMENT 2025
Target Date 2041-2045 TRRKX TRP RETIREMENT 2045
Target Date 2051+ TRRNX TRP RETIREMENT 2055
Retirement Income TRRIX TRP RETIREMENT INCOME
Target Date 2046-2050 TRRMX TRP RETIREMENT 2050
Natural Resources GHAIX Van Eck Global Hard Assets Fund
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals Fund
ROOT CASH Fidelity Money Market Portfolio Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
High Yield Bond FAGIX FID CAPITAL & INCOME
Inflation-Protected Bond VAIPX VANG INFL PROT ADM
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
Small Growth RVPIX Royce Value Plus Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund
Mid-Cap Growth RPFIX ROYCE PREMIER INST
Mid-Cap Growth BMCIX BLKRK US OPPS INST
SMALL VALUE PSVIX Allianz NFJ Small Cap Value I Fund
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE BLEND ANCFX American Funds Fundamental Investors
LARGE GROWTH AGTHX American Funds Growth Fund of America
SMALL BLEND VSISX VANG SM CAP IDX SIG
MID-CAP BLEND VMISX VANG MID CAP IDX SIG
MID-CAP VALUE RMCIX Columbia Mid Cap Value Opportunity Fund
Total Available Funds: 37
  • 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 LZOEX Lazard Emerging Markets Equity Open Fund 61% 1 60 0 1.07% 4.6%
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate Fund 0% 1 60 0 1.01% 5.21%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund 95% 1 60 0 1.36% 0.4%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 1 60 0 0.08% 3.12%
Foreign Large Blend VTSGX VANG TOT INTL STK S 0% 1 60 0 0.18% 3.08%
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040 100% 1 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030 100% 1 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020 100% 1 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX TRP RETIREMENT 2015 100% 1 60 0 0.76% 11.16%
Target Date 2031-2035 TRRJX TRP RETIREMENT 2035 97% 1 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX TRP RETIREMENT 2010 97% 1 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX TRP RETIREMENT 2025 96% 1 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX TRP RETIREMENT 2045 96% 1 60 0 1.12% 6.6%
Target Date 2051+ TRRNX TRP RETIREMENT 2055 93% 1 60 0 1.14% 5.91%
Retirement Income TRRIX TRP RETIREMENT INCOME 91% 1 60 0 0.34% 2.96%
Target Date 2046-2050 TRRMX TRP RETIREMENT 2050 78% 1 60 0 0.63% 6.57%
Natural Resources GHAIX Van Eck Global Hard Assets Fund 52% 1 60 0 0.95% 3.02%
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals Fund 29% 1 60 0 1.31% 0%
ROOT CASH Fidelity Money Market Portfolio Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 1 60 0 0.15% 3.15%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 94% 1 60 0 0.15% 3.27%
High Yield Bond FAGIX FID CAPITAL & INCOME 91% 1 60 0 0.93% 4.03%
Inflation-Protected Bond VAIPX VANG INFL PROT ADM 91% 1 60 0 0.07% 4.34%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 1 60 0 0.03% 1.4%
Small Growth RVPIX Royce Value Plus Fund 98% 1 60 0 1.24% 3.83%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund 97% 1 60 0 0.04% 1.35%
Mid-Cap Growth RPFIX ROYCE PREMIER INST 96% 1 60 0 2.24% 7.07%
Mid-Cap Growth BMCIX BLKRK US OPPS INST 94% 1 60 0 1.1% 6.7%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value I Fund 93% 1 60 0 0.91% 1.89%
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund 87% 1 60 0 1.04% 3.66%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 1 60 0 0.02% 1.36%
LARGE BLEND ANCFX American Funds Fundamental Investors 53% 1 60 0 0.28% 1.65%
LARGE GROWTH AGTHX American Funds Growth Fund of America 41% 1 60 0 0.3% 0%
SMALL BLEND VSISX VANG SM CAP IDX SIG 0% 1 60 0 0.16% 1.67%
MID-CAP BLEND VMISX VANG MID CAP IDX SIG 0% 1 60 0 0.1% 1.26%
MID-CAP VALUE RMCIX Columbia Mid Cap Value Opportunity Fund 0% 1 60 0 0.76% 0%
Average Expense Ratio: 0.71%
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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:)
The plan consists of 38 funds. It covers 5 major asset classes and 30 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs, Emerging Market Equity and Foreign Equity.

Samsung Electronics Co., Ltd. engages in the manufacture and sale of semiconductors, LCDs, telecommunication products, and digital media products. It has operations in Korea, the Americas, Europe, Asia, and China. The company was founded in 1938 and is based in Seoul, South Korea.



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