MyPlanIQ 401k Investor CITIGROUP 401(k) PLAN

CITIGROUP 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SSEMX SSgA MSCI Emerging Market Free Fund
REAL ESTATE
Global Real Estate DFITX Dimensional Fund Advisors International Securities Fund
REAL ESTATE NRFYX AEW Real Estate Fund
REAL ESTATE WDJIX SSgA DJ/Wilshire REIT Index Fund
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSgA MSCI EAFE Fund
WORLD STOCK DGT SSgA DJ/UBS Commodity Fund
Foreign Large Value DODFX Dodge & Cox International Stock
Others
Target Date 2026-2030 STLDX BFA Lifepath Fund 2030
Retirement Income STLAX BFA Lifepath Retirement
Target Date 2036-2040 STLEX BFA Lifepath Fund 2040
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SSEMX SSgA MSCI Emerging Market Free Fund
REAL ESTATE
Global Real Estate DFITX Dimensional Fund Advisors International Securities Fund
REAL ESTATE NRFYX AEW Real Estate Fund
REAL ESTATE WDJIX SSgA DJ/Wilshire REIT Index Fund
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSgA MSCI EAFE Fund
WORLD STOCK DGT SSgA DJ/UBS Commodity Fund
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend PIEQX T. Rowe Price International Eq Index
Others
Target Date 2026-2030 STLDX BFA Lifepath Fund 2030
Retirement Income STLAX BFA Lifepath Retirement
Target Date 2036-2040 STLEX BFA Lifepath Fund 2040
Target Date 2050 STLFX BFA Lifepath Fund 2050
Target Date 2041-2045 LPHRX BFA Lifepath Fund 2045
Target Date 2031-2035 LPJKX BFA Lifepath Fund 2035
Target Date 2021-2025 LPBRX BFA Lifepath Fund 2025
unknown asset name P_13060 Citigroup Large Cap Growth
Target Date 2016-2020 STLCX BFA Lifepath Fund 2020
Target Date 2011-2015 BRPBX BFA Lifepath Fund 2015
FIXED INCOME
Intermediate-Term Bond AGG BlackRock Capital Aggregate Bond Fund
WORLD BOND WIP Spdr Ser Tr
Emerging Markets Bond PEMPX PIMCO Emerging Markets Bond P
Long-Term Bond PRPIX T. Rowe Price Corporate Income
FIXED INCOME IPE SSGA BlackRock Capital US TIPS Fund
High Yield Bond HIF Western Asset Fds Incorporated
US EQUITY
MID-CAP BLEND MDY SSgA S&P 400 MiD Cap Fund
SMALL BLEND IWM SSgA Russell 2000 Index Fund
LARGE BLEND SVSPX SSgA S&P 500 Index
MID-CAP VALUE LMNOX Legg Mason Opportunity Institutional
LARGE VALUE IWW SSgA Russell 3000 Index Fund
Total Available Funds: 29
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS SSEMX SSgA MSCI Emerging Market Free Fund 0% 1 60 0 1.2% 2.72%
REAL ESTATE
Global Real Estate DFITX Dimensional Fund Advisors International Securities Fund 78% 1 60 0 0.27% 5.17%
REAL ESTATE NRFYX AEW Real Estate Fund 73% 1 60 0 1.15% 2.78%
REAL ESTATE WDJIX SSgA DJ/Wilshire REIT Index Fund 0% 1 60 0 NA NA
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSgA MSCI EAFE Fund 100% 1 60 0 0.33% 2.9%
WORLD STOCK DGT SSgA DJ/UBS Commodity Fund 100% 1 60 0 0.5% 2.43%
Foreign Large Value DODFX Dodge & Cox International Stock 99% 1 60 0 0.52% 2.33%
Foreign Large Blend PIEQX T. Rowe Price International Eq Index 85% 1 60 0 0.3% 3.08%
Others
Target Date 2026-2030 STLDX BFA Lifepath Fund 2030 94% 1 60 0 0.34% 3.1%
Retirement Income STLAX BFA Lifepath Retirement 92% 1 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX BFA Lifepath Fund 2040 92% 1 60 0 1.04% 3.18%
Target Date 2050 STLFX BFA Lifepath Fund 2050 81% 1 60 0 0.34% 1.14%
Target Date 2041-2045 LPHRX BFA Lifepath Fund 2045 59% 1 60 0 0.34% 1.03%
Target Date 2031-2035 LPJKX BFA Lifepath Fund 2035 55% 1 60 0 0.34% 1.64%
Target Date 2021-2025 LPBRX BFA Lifepath Fund 2025 52% 1 60 0 0.59% 1.58%
unknown asset name P_13060 Citigroup Large Cap Growth 0% 1 60 0 NA NA
Target Date 2016-2020 STLCX BFA Lifepath Fund 2020 0% 1 60 0 0.67% 1.74%
Target Date 2011-2015 BRPBX BFA Lifepath Fund 2015 0% 1 60 0 0.81% 1.75%
FIXED INCOME
Intermediate-Term Bond AGG BlackRock Capital Aggregate Bond Fund 100% 1 60 0 0.03% 3.24%
WORLD BOND WIP Spdr Ser Tr 96% 1 60 0 0.5% 6.4%
Emerging Markets Bond PEMPX PIMCO Emerging Markets Bond P 78% 1 60 0 0.99% 8.04%
Long-Term Bond PRPIX T. Rowe Price Corporate Income 75% 1 60 0 0% 4.33%
FIXED INCOME IPE SSGA BlackRock Capital US TIPS Fund 0% 1 60 0 0.19% 3.47%
High Yield Bond HIF Western Asset Fds Incorporated 0% 1 60 0 NA 0%
US EQUITY
MID-CAP BLEND MDY SSgA S&P 400 MiD Cap Fund 100% 1 60 0 0.24% 1.16%
SMALL BLEND IWM SSgA Russell 2000 Index Fund 99% 1 60 0 0.19% 1.33%
LARGE BLEND SVSPX SSgA S&P 500 Index 75% 1 60 0 0.16% 8.53%
MID-CAP VALUE LMNOX Legg Mason Opportunity Institutional 69% 1 60 0 1.52% 0.46%
LARGE VALUE IWW SSgA Russell 3000 Index Fund 0% 1 60 0 0.25% 0%
Average Expense Ratio: 0.53%
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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 -12.1% -11.4% 12.0% 7.1% 7.2% 5.2%

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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 2.6% 12.0% -1.7% 3.4% 3.8% 5.7%

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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:C)
The plan consists of 31 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are REITs, Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.

Citigroup Inc., a diversified financial services holding company, provides a range of financial products and services to consumers, corporations, governments, and institutions worldwide.



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