MyPlanIQ 401k Investor Ford Motor 401K

Ford Motor 401K

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Small Cap Equity Trust
Foreign Large Blend MAIIX BlackRock Intl. All Cap Equity Index NL Fund
INTERNATIONAL EQUITY SSGLX SSgA Global All Cap Equity Index
Others
Target Date 2026-2030 STLDX BlackRock LifePath Index NL 2030 Fund
Conservative Allocation FSRRX SSgA Real Asset Fund - Class A
Retirement Income STLAX BlackRock LifePath Index NL Retirement Fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Interest Income Fund
Intermediate-Term Bond BMOIX BlackRock Bond Index Institutional
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE BLEND VLISX Vanguard Large Cap Index Instl
SMALL BLEND VSCIX Vanguard U.S. Small/Mid Cap Index
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Small Cap Equity Trust
Foreign Large Blend MAIIX BlackRock Intl. All Cap Equity Index NL Fund
INTERNATIONAL EQUITY SSGLX SSgA Global All Cap Equity Index
Others
Target Date 2026-2030 STLDX BlackRock LifePath Index NL 2030 Fund
Conservative Allocation FSRRX SSgA Real Asset Fund - Class A
Retirement Income STLAX BlackRock LifePath Index NL Retirement Fund
Target Date 2036-2040 STLEX BlackRock LifePath Index NL 2040 Fund
Target Date 2051+ LPVIX BlackRock LifePath Index NL 2055 Fund
Target Date 2046-2050 STLFX BlackRockLifePath Index NL 2050 Fund
Target Date 2041-2045 LIHKX BlackRock LifePath Index NL 2045 Fund
Target Date 2031-2035 LIJIX BlackRock LifePath Index NL 2035 Fund
Target Date 2021-2025 LIBKX BlackRock LifePath Index NL 2025 Fund
Target Date 2016-2020 STLCX BlackRock LifePath Index NL 2020 Fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Interest Income Fund
Intermediate-Term Bond BMOIX BlackRock Bond Index Institutional
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE BLEND VLISX Vanguard Large Cap Index Instl
SMALL BLEND VSCIX Vanguard U.S. Small/Mid Cap Index
Mid-Cap Growth NRGSX Neuberger Berman Genesis Fund-Institutional Class
Total Available Funds: 19
  • 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 SMALL/MID GROWTH PRIDX T. Rowe Price International Small Cap Equity Trust 88% 3 60 0 1.23% 2.12%
Foreign Large Blend MAIIX BlackRock Intl. All Cap Equity Index NL Fund 81% 3 60 0 0.34% 3.24%
INTERNATIONAL EQUITY SSGLX SSgA Global All Cap Equity Index 0% 3 60 0 0.26% 2.52%
Others
Target Date 2026-2030 STLDX BlackRock LifePath Index NL 2030 Fund 94% 3 60 0 0.34% 3.1%
Conservative Allocation FSRRX SSgA Real Asset Fund - Class A 94% 3 60 0 0.95% 5.32%
Retirement Income STLAX BlackRock LifePath Index NL Retirement Fund 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX BlackRock LifePath Index NL 2040 Fund 92% 3 60 0 1.04% 3.18%
Target Date 2051+ LPVIX BlackRock LifePath Index NL 2055 Fund 85% 3 60 0 0.59% 1.16%
Target Date 2046-2050 STLFX BlackRockLifePath Index NL 2050 Fund 81% 3 60 0 0.34% 1.14%
Target Date 2041-2045 LIHKX BlackRock LifePath Index NL 2045 Fund 35% 3 60 0 0.39% 1.84%
Target Date 2031-2035 LIJIX BlackRock LifePath Index NL 2035 Fund 35% 3 60 0 0.39% 2.03%
Target Date 2021-2025 LIBKX BlackRock LifePath Index NL 2025 Fund 33% 3 60 0 0.39% 2.35%
Target Date 2016-2020 STLCX BlackRock LifePath Index NL 2020 Fund 0% 3 60 0 0.67% 1.74%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Interest Income Fund 16% 1 60 0 NA 27.03%
Intermediate-Term Bond BMOIX BlackRock Bond Index Institutional 12% 3 60 0 0.35% 2.84%
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
LARGE BLEND VLISX Vanguard Large Cap Index Instl 82% 3 60 0 0.04% 1.32%
SMALL BLEND VSCIX Vanguard U.S. Small/Mid Cap Index 80% 3 60 0 0.05% 1.55%
Mid-Cap Growth NRGSX Neuberger Berman Genesis Fund-Institutional Class 1% 3 60 0 0.84% 0%
Average Expense Ratio: 0.55%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 7.2% 24.2% 8.8% 12.2% 8.7% 9.8%

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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 for Portfolio Details or Follow 5.7% 23.1% 10.2% 11.0% 8.2% 8.8%

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

Ford Motor Company (Ticker: F) designs, develops, manufactures, and services cars and trucks worldwide. It operates in two sectors, Automotive and Financial Services. Ford Motor Company was founded in 1903 and is based in Dearborn, Michigan. Ford is one of the pioneers in automobile industry.

7/1/2010: The available funds are updated based on a user's input (thank you).



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