MyPlanIQ 401k Investor Alcoa Inc Savings Plan MTIA

Alcoa Inc Savings Plan MTIA

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Inst Emerging Markets Portfolio
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T. Rowe Price Inst Foreign Equity
WORLD STOCK RNPFX American Funds New Perspective
Foreign Large Value MPITX Mellon NCML International
Others
Moderate Allocation VGSTX Vanguard Star
Moderate Allocation RLBFX American Funds American Balanced
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Instl Index Bond Market Index
US EQUITY
LARGE BLEND VITPX Vanguard Instl Plus
LARGE BLEND RICFX American Funds Investment Co. of Amer
MID-CAP BLEND VIEIX Vanguard Extended Market Instl
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Inst Emerging Markets Portfolio
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T. Rowe Price Inst Foreign Equity
WORLD STOCK RNPFX American Funds New Perspective
Foreign Large Value MPITX Mellon NCML International
Others
Moderate Allocation VGSTX Vanguard Star
Moderate Allocation RLBFX American Funds American Balanced
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Instl Index Bond Market Index
US EQUITY
LARGE BLEND VITPX Vanguard Instl Plus
LARGE BLEND RICFX American Funds Investment Co. of Amer
MID-CAP BLEND VIEIX Vanguard Extended Market Instl
LARGE GROWTH RAFCX American Funds AMCAP
SMALL BLEND PASSX T.Rowe Price Small Cap
Small Growth MMCIX Mellon Small Cap Core
Total Available Funds: 13
  • 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 MGEMX Morgan Stanley Inst Emerging Markets Portfolio 89% 3 60 0 0.95% 0%
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T. Rowe Price Inst Foreign Equity 100% 3 60 0 1.4% 1.08%
WORLD STOCK RNPFX American Funds New Perspective 91% 3 60 0 1.47% 5.72%
Foreign Large Value MPITX Mellon NCML International 72% 3 60 0 1.03% 3.77%
Others
Moderate Allocation VGSTX Vanguard Star 84% 3 60 0 0.31% 7.45%
Moderate Allocation RLBFX American Funds American Balanced 79% 3 60 0 0.31% 2.64%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Instl Index Bond Market Index 100% 3 60 0 0.15% 3.15%
US EQUITY
LARGE BLEND VITPX Vanguard Instl Plus 83% 3 60 0 0.02% 1.36%
LARGE BLEND RICFX American Funds Investment Co. of Amer 76% 3 60 0 0.58% 1.52%
MID-CAP BLEND VIEIX Vanguard Extended Market Instl 74% 3 60 0 0.06% 1.29%
LARGE GROWTH RAFCX American Funds AMCAP 40% 3 60 0 0.49% 2.99%
SMALL BLEND PASSX T.Rowe Price Small Cap 38% 3 60 0 1.17% 3.73%
Small Growth MMCIX Mellon Small Cap Core 0% 3 60 0 1.2% 0%
Average Expense Ratio: 0.7%
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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 2.1% 9.4% 1.2% 6.3% 5.6% 7.7%

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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:AA)
The plan consists of 13 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity and Fixed Income.

Alcoa, Inc. engages in the production and management of aluminum, fabricated aluminum, and alumina. The company is the largest aluminum provider in the world. Alcoa, Inc. was founded in 1888 and is based in New York, New York.



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