MyPlanIQ 401k Investor Aflac Incorporated 401(k) Savings and Profit Sharing Plan

Aflac Incorporated 401(k) Savings and Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity Fund Class A
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CASH Merrill Lynch rtmt Preservation
FIXED INCOME
Intermediate-Term Bond NSFIX Columbia Total Return Bond Z
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity Fund Class A
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CASH Merrill Lynch rtmt Preservation
FIXED INCOME
Intermediate-Term Bond NSFIX Columbia Total Return Bond Z
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
Small Growth VSEAX JPMorgan Small Cap Equity A
LARGE BLEND NYVRX Davis NY Venture R
LARGE BLEND MASRX Merrill Lynch Equity Index Tr
Total Available Funds: 11
  • 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 BJBIX Artio International Equity Fund Class A 98% 3 60 0 0.9% 0%
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 58% 3 60 0 0.9% 3.64%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 93% 3 60 0 0.42% 2.56%
ROOT CASH Merrill Lynch rtmt Preservation 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond NSFIX Columbia Total Return Bond Z 0% 3 60 0 NA NA
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 75% 3 60 0 0.63% 0.75%
Small Growth VSEAX JPMorgan Small Cap Equity A 57% 3 60 0 1.75% 4.08%
LARGE BLEND NYVRX Davis NY Venture R 42% 3 60 0 1.75% 7.81%
LARGE BLEND MASRX Merrill Lynch Equity Index Tr 0% 3 60 0 0.3% 0%
Average Expense Ratio: 1%
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Related Retirement Plans
AFLAC INCORPORATED 401(K) SAVINGS AND PROFIT SHARING 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 4.0% 11.2% 0.6% 4.5% 3.7% 6.4%

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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:AFL)
The plan consists of 11 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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