MyPlanIQ 401k Investor WILLIAMS COMPANIES RETIREMENT SAVINGS PLAN

WILLIAMS COMPANIES RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX Europacific Growth
Others
Conservative Allocation SWCGX Schwab MarketTrack Conservative
Moderate Allocation SWBGX Schwab MarketTrack Balanced
ROOT CASH Schwab Investor Money Fund
FIXED INCOME
Intermediate-Term Bond SWLBX Schwab Total Bond Market Index
US EQUITY
LARGE VALUE TWEIX American Century Equity Income
MID-CAP VALUE JMCVX Perkins Mid Cap Value
LARGE BLEND SWHGX Schwab MarketTrack Growth
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX Europacific Growth
Others
Conservative Allocation SWCGX Schwab MarketTrack Conservative
Moderate Allocation SWBGX Schwab MarketTrack Balanced
ROOT CASH Schwab Investor Money Fund
FIXED INCOME
Intermediate-Term Bond SWLBX Schwab Total Bond Market Index
US EQUITY
LARGE VALUE TWEIX American Century Equity Income
MID-CAP VALUE JMCVX Perkins Mid Cap Value
LARGE BLEND SWHGX Schwab MarketTrack Growth
LARGE BLEND SWEGX Schwab MarketTrack All Equity
LARGE BLEND SWPPX Schwab S&P 500 Index
SMALL BLEND GACIX Gabelli Small Cap Growth
Mid-Cap Growth HMCJX Eagle Mid Cap Stock
Total Available Funds: 12
  • 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 Blend CEUFX Europacific Growth 94% 3 60 0 0.9% 3.89%
Others
Conservative Allocation SWCGX Schwab MarketTrack Conservative 86% 3 60 0 0.5% 2.39%
Moderate Allocation SWBGX Schwab MarketTrack Balanced 76% 3 60 0 0.48% 2.17%
ROOT CASH Schwab Investor Money Fund 0% 0 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond SWLBX Schwab Total Bond Market Index 0% 3 60 0 0.29% 0%
US EQUITY
LARGE VALUE TWEIX American Century Equity Income 100% 3 60 0 1.18% 2.37%
MID-CAP VALUE JMCVX Perkins Mid Cap Value 98% 3 60 0 0.91% 1%
LARGE BLEND SWHGX Schwab MarketTrack Growth 86% 3 60 0 0.5% 3.88%
LARGE BLEND SWEGX Schwab MarketTrack All Equity 84% 3 60 0 0.51% 4.13%
LARGE BLEND SWPPX Schwab S&P 500 Index 79% 3 60 0 0.02% 1.34%
SMALL BLEND GACIX Gabelli Small Cap Growth 60% 3 60 0 1.14% 8.88%
Mid-Cap Growth HMCJX Eagle Mid Cap Stock 0% 3 60 0 0.79% 5.74%
Average Expense Ratio: 0.66%
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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 3.1% 8.0% 0.7% 4.7% 4.3% 6.0%

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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:WMB)
The plan consists of 13 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

The Williams Companies, Inc., through its subsidiaries, engages in finding, producing, gathering, processing, and transporting natural gas primarily in the United States. The company was founded in 1908 and is based in Tulsa, Oklahoma.



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