MyPlanIQ 401k Investor Thomson Reuters 401(k) Savings Plan

Thomson Reuters 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX Active International Equity Fund
Foreign Large Blend VIDMX Vanguard Developed Markets Index Fund
Others
Target Date 2050+ LPVRX Lifepath 2055 Portfolio
Target Date 2050+ LPRPX Lifepath 2050 Portfolio
Target Date 2041-2045 LPHRX Lifepath 2045 Portfolio
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Intermediate-Term Bond VBTIX Vanguard Total Bond Markets Index Fund
Inflation-Protected Bond PRRRX Pimco Real Return Fund
US EQUITY
LARGE VALUE VIVAX Metropolitan West Large Cap Intrinsic Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX Active International Equity Fund
Foreign Large Blend VIDMX Vanguard Developed Markets Index Fund
Others
Target Date 2050+ LPVRX Lifepath 2055 Portfolio
Target Date 2050+ LPRPX Lifepath 2050 Portfolio
Target Date 2041-2045 LPHRX Lifepath 2045 Portfolio
Target Date 2031-2035 LPJRX Lifepath 2035 Portfolio
Target Date 2021-2025 LPBRX Lifepath 2025 Portfolio
Target Date 2036-2040 LPRKX Lifepath 2040 Portfolio
Target Date 2026-2030 LPRNX Lifepath 2030 Portfolio
Retirement Income LPRRX Lifepath Retirement Portfolio
ROOT CASH CASH
EQUITY TRI.TO Thomson Reuters Stock Fund
Target Date 2016-2020 LPRMX Lifepath 2020 Portfolio
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Intermediate-Term Bond VBTIX Vanguard Total Bond Markets Index Fund
Inflation-Protected Bond PRRRX Pimco Real Return Fund
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
US EQUITY
LARGE VALUE VIVAX Metropolitan West Large Cap Intrinsic Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund
LARGE GROWTH RRBGX T Rowe Price Blue Chip Growth Fund
Total Available Funds: 21
  • 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
INTERNATIONAL EQUITY VGTSX Active International Equity Fund 16% 3 60 0 0.08% 3.12%
Foreign Large Blend VIDMX Vanguard Developed Markets Index Fund 0% 3 60 0 0.08% 2.74%
Others
Target Date 2050+ LPVRX Lifepath 2055 Portfolio 87% 3 60 0 0.59% 0.89%
Target Date 2050+ LPRPX Lifepath 2050 Portfolio 64% 3 60 0 0.34% 0.88%
Target Date 2041-2045 LPHRX Lifepath 2045 Portfolio 59% 3 60 0 0.34% 1.03%
Target Date 2031-2035 LPJRX Lifepath 2035 Portfolio 54% 3 60 0 0.34% 1.23%
Target Date 2021-2025 LPBRX Lifepath 2025 Portfolio 52% 3 60 0 0.59% 1.58%
Target Date 2036-2040 LPRKX Lifepath 2040 Portfolio 44% 3 60 0 1.04% 0.97%
Target Date 2026-2030 LPRNX Lifepath 2030 Portfolio 43% 3 60 0 0.34% 1.36%
Retirement Income LPRRX Lifepath Retirement Portfolio 20% 3 60 0 1.04% 1.41%
ROOT CASH CASH 0% 0 60 0 NA 4.14%
EQUITY TRI.TO Thomson Reuters Stock Fund 0% 3 60 0 NA 0.35%
Target Date 2016-2020 LPRMX Lifepath 2020 Portfolio 0% 3 60 0 1.12% 1.44%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX Vanguard Total Bond Markets Index Fund 94% 3 60 0 0.15% 3.27%
Inflation-Protected Bond PRRRX Pimco Real Return Fund 57% 3 60 0 1.37% 3.79%
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund 16% 3 60 0 NA 27.03%
US EQUITY
LARGE VALUE VIVAX Metropolitan West Large Cap Intrinsic Value Fund 96% 3 60 0 0.05% 2.23%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 1.36%
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund 74% 3 60 0 0.06% 1.29%
LARGE GROWTH RRBGX T Rowe Price Blue Chip Growth Fund 40% 3 60 0 1.23% 3.88%
Average Expense Ratio: 0.53%
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Related Retirement Plans
THOMSON REUTERS 401(K) SAVINGS PLAN
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 7.7% 24.6% 10.1% 11.8% 8.8% 8.6%

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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:TRI)
The plan consists of 23 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

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