MyPlanIQ 401k Investor THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.)

THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.)

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small-Cap Value I
LARGE VALUE PEIYX Putnam Equity Income Y
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return P (PTTRX for longer history)
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small-Cap Value I
LARGE VALUE PEIYX Putnam Equity Income Y
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
LARGE BLEND JUSRX JPMorgan U.S. Equity R5
MID-CAP BLEND DVLIX Dreyfus Midcap Value I
LARGE GROWTH JLGRX JPMorgan Large Cap Growth R5
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return P (PTTRX for longer history)
Total Available Funds: 9
  • 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 RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 4.03%
Others
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.3%
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small-Cap Value I 92% 3 60 0 1.43% 0.26%
LARGE VALUE PEIYX Putnam Equity Income Y 90% 3 60 0 1.14% 5.52%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 3 60 0 0.02% 1.37%
LARGE BLEND JUSRX JPMorgan U.S. Equity R5 63% 3 60 0 0.54% 2.07%
MID-CAP BLEND DVLIX Dreyfus Midcap Value I 61% 3 60 0 1.14% 4.08%
LARGE GROWTH JLGRX JPMorgan Large Cap Growth R5 3% 3 60 0 0.69% 0.38%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return P (PTTRX for longer history) 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.84%
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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
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15Yr
AR*
Click for Portfolio Details or Follow 3.5% 13.3% 1.1% 6.4% 5.3% 7.1%

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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
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10Yr
AR*
15Yr
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Click for Portfolio Details or Follow 2.6% 9.7% -0.6% 4.5% 5.4% 8.0%

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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:TJX)
The plan consists of 9 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

This plan is managed by JPMorgan.



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