MyPlanIQ 401k Investor Federal Express (FedEx) 401K Plan for Pilots

Federal Express (FedEx) 401K Plan for Pilots

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
US EQUITY
LARGE VALUE VWNDX Vanguard Windsor Investor
MID-CAP BLEND VMISX Vanguard Mid Capitalization Index Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Moderate Allocation VWELX Vanguard Wellington Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
US EQUITY
LARGE VALUE VWNDX Vanguard Windsor Investor
MID-CAP BLEND VMISX Vanguard Mid Capitalization Index Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
SMALL BLEND VSISX Vanguard Small Cap Index Signal
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
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv 99% 3 60 0 0.39% 2.76%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 3 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Inv 90% 3 60 0 0.17% 12.31%
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv 89% 3 60 0 0.12% 2.84%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv 84% 3 60 0 0.13% 2.53%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 4.48%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Inv 0% 3 60 0 NA 2.78%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 0%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.27%
US EQUITY
LARGE VALUE VWNDX Vanguard Windsor Investor 97% 3 60 0 0.32% 1.77%
MID-CAP BLEND VMISX Vanguard Mid Capitalization Index Signal 0% 3 60 0 0.1% 1.26%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.03%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 3 60 0 0.14% 1.48%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.67%
Average Expense Ratio: 0.13%
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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 -0.1% 8.9% 3.1% 7.5% 5.4% 7.3%

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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:FDX)
The plan consists of 23 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

FedEx Corporation provides transportation, e-commerce, and business services in the United States and internationally. It operates in four segments: FedEx Express, FedEx Ground, FedEx Freight, and FedEx Services. The company was founded in 1971 and is headquartered in Memphis, Tennessee.



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