MyPlanIQ 401k Investor Ameriprise Financial 401(k) Plan

Ameriprise Financial 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AIZAX AllianceBernstein International
Others
ROOT CASH RiverSource Trust Stable Capital Fund I
ROOT CASH RiverSource Trust Money Market Fund I
ROOT CASH Evergreen Money Market Fund
US EQUITY
Mid-Cap Growth VMGIX Wellington Trust Mid Cap Growth Portfolio
Small Growth ALSRX Alger Small Cap Fund
LARGE GROWTH VIGIX Wellington Trust Large Cap Growth Portfolio
FIXED INCOME
Intermediate Government VFIUX RiverSource Government Income Fund
Intermediate-Term Bond RDBIX RiverSource Diversified Bond Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AIZAX AllianceBernstein International
Others
ROOT CASH RiverSource Trust Stable Capital Fund I
ROOT CASH RiverSource Trust Money Market Fund I
ROOT CASH Evergreen Money Market Fund
Target Date 2041-2045 RRPYX RiverSource Retirement Plus 2045
Target Date 2036-2040 RPFYX RiverSource Retirement Plus 2040
Target Date 2031-2035 RPOYX RiverSource Retirement Plus 2035
Target Date 2026-2030 RPTYX RiverSource Retirement Plus 2030
Target Date 2021-2025 RSMEX RiverSource Retirement Plus 2025
Target Date 2016-2020 RSNFX RiverSource Retirement Plus 2020
Target Date 2011-2015 RSFNX RiverSource Retirement Plus 2015
Target Date 2000-2010 RSSPX RiverSource Retirement Plus 2010
Moderate Allocation IDMYX RiverSource Balanced Fund
US EQUITY
Mid-Cap Growth VMGIX Wellington Trust Mid Cap Growth Portfolio
Small Growth ALSRX Alger Small Cap Fund
LARGE GROWTH VIGIX Wellington Trust Large Cap Growth Portfolio
LARGE VALUE RSEDX RiverSource Diversified Equity Income Fund
LARGE VALUE RSEYX RiverSource Trust Equity Index Fund III
SMALL VALUE JASCX James Small Cap Fund
LARGE BLEND ALEIX RiverSource Disciplined Equity Fund
MID-CAP VALUE RMCVX RiverSource Mid Cap Value Fund
MID-CAP VALUE RMCVX RiverSource Mid Cap Value Fund
FIXED INCOME
Intermediate Government VFIUX RiverSource Government Income Fund
Intermediate-Term Bond RDBIX RiverSource Diversified Bond Fund
Total Available Funds: 24
  • 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 AIZAX AllianceBernstein International 0% 3 60 0 1.27% 1.8%
Others
ROOT CASH RiverSource Trust Stable Capital Fund I 0% 3 60 0 NA 4.14%
ROOT CASH RiverSource Trust Money Market Fund I 0% 1 60 0 NA 4.14%
ROOT CASH Evergreen Money Market Fund 0% 1 60 0 NA 4.14%
Target Date 2041-2045 RRPYX RiverSource Retirement Plus 2045 0% 3 60 0 NA 0.42%
Target Date 2036-2040 RPFYX RiverSource Retirement Plus 2040 0% 3 60 0 NA 0%
Target Date 2031-2035 RPOYX RiverSource Retirement Plus 2035 0% 3 60 0 NA 0.94%
Target Date 2026-2030 RPTYX RiverSource Retirement Plus 2030 0% 3 60 0 NA 0%
Target Date 2021-2025 RSMEX RiverSource Retirement Plus 2025 0% 3 60 0 NA 1.41%
Target Date 2016-2020 RSNFX RiverSource Retirement Plus 2020 0% 3 60 0 NA 0.9%
Target Date 2011-2015 RSFNX RiverSource Retirement Plus 2015 0% 3 60 0 NA 1.36%
Target Date 2000-2010 RSSPX RiverSource Retirement Plus 2010 0% 3 60 0 NA 0.81%
Moderate Allocation IDMYX RiverSource Balanced Fund 0% 3 60 0 NA 0%
US EQUITY
Mid-Cap Growth VMGIX Wellington Trust Mid Cap Growth Portfolio 98% 3 60 0 0.19% 0.58%
Small Growth ALSRX Alger Small Cap Fund 89% 3 60 0 1.73% 0%
LARGE GROWTH VIGIX Wellington Trust Large Cap Growth Portfolio 83% 3 60 0 0.04% 0.54%
LARGE VALUE RSEDX RiverSource Diversified Equity Income Fund 63% 3 60 0 0.72% 6.14%
LARGE VALUE RSEYX RiverSource Trust Equity Index Fund III 63% 3 60 0 1.86% 4.35%
SMALL VALUE JASCX James Small Cap Fund 34% 3 60 0 1.56% 0.69%
LARGE BLEND ALEIX RiverSource Disciplined Equity Fund 0% 3 60 0 0.75% 0%
MID-CAP VALUE RMCVX RiverSource Mid Cap Value Fund 0% 3 60 0 1.06% 8.99%
MID-CAP VALUE RMCVX RiverSource Mid Cap Value Fund 0% 3 60 0 1.06% 8.99%
FIXED INCOME
Intermediate Government VFIUX RiverSource Government Income Fund 94% 3 60 0 0.2% 3.48%
Intermediate-Term Bond RDBIX RiverSource Diversified Bond Fund 0% 3 60 0 0.49% 0%
Average Expense Ratio: 0.9%
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Related Retirement Plans
AMERIPRISE FINANCIAL 401(K) 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 14.9% 16.2% 8.2% 7.5% 6.4% 5.7%

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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:AMP)
The plan consists of 25 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.
null (Ticker:AMP-PA) has the "Ameriprise Financial 401(k) Plan".


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