MyPlanIQ 401k Investor THE COCA-COLA COMPANY THRIFT & INVESTMENT PLAN

THE COCA-COLA COMPANY THRIFT & INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Investments Advisor Diversified International Fund
Foreign Large Blend TGVIX Thornburg Investment Management Inc.International Value Fund
Foreign Large Growth AIEVX AIM Advisors Inc.International Growth Fund
Others
World Allocation MALOX BlackRock Inc.Global Allocation Fund
ROOT CASH Money market substitute
US EQUITY
SMALL BLEND NAESX ING Investments LLC International Small Cap Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE BLEND NYVTX Davis Selected Advisers L.P.New York Venture Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Mgt. Co. (PIMCO) Total Return Fund
Intermediate-Term Bond CINCX Calvert Asset Management Co. Inc.Income Fund
Intermediate-Term Bond LBCLX Neuberger Berman Core Bond Fund Core Bond Fund
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Investments Advisor Diversified International Fund
Foreign Large Blend TGVIX Thornburg Investment Management Inc.International Value Fund
Foreign Large Growth AIEVX AIM Advisors Inc.International Growth Fund
Foreign Large Blend MAIIX BlackRock Inc.International Index Fund
Foreign Large Blend VGTSX ING Investments LLC International Value Fund
Others
World Allocation MALOX BlackRock Inc.Global Allocation Fund
ROOT CASH Money market substitute
US EQUITY
SMALL BLEND NAESX ING Investments LLC International Small Cap Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE BLEND NYVTX Davis Selected Advisers L.P.New York Venture Fund
LARGE VALUE MABAX BlackRock Inc.Basic Value Fund
LARGE BLEND MALRX BlackRock Inc.Large Cap Core Fund
SMALL BLEND MASKX BlackRock Inc.Small Cap Index Fund
LARGE BLEND WFSPX Barclay’s Global Investors S&P 500 Stock Fund
SMALL BLEND MASPX BlackRock Inc.Value Opportunities Fund
Small Growth SIGWX Sentinel Small Company Fund
SMALL BLEND RSPYX RS Investments RS Partners Fund
LARGE GROWTH GFAFX American Funds Growth Fund of America
LARGE GROWTH OEQYX Oppenheimer Funds Equity Fund
LARGE GROWTH LCGYX AIM Advisors Inc.Large Cap Growth Fund
Mid-Cap Growth ACDAX AIM Advisors Inc.Capital Development Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Mgt. Co. (PIMCO) Total Return Fund
Intermediate-Term Bond CINCX Calvert Asset Management Co. Inc.Income Fund
Intermediate-Term Bond LBCLX Neuberger Berman Core Bond Fund Core Bond Fund
Intermediate-Term Bond BTUSX DWS InvestmentsU.S. Bond Index Fund
Intermediate Government BGIBX BlackRock Inc.Government Fund
Total Available Funds: 26
  • 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 Growth FDIVX Fidelity Investments Advisor Diversified International Fund 98% 3 60 0 0.65% 1.59%
Foreign Large Blend TGVIX Thornburg Investment Management Inc.International Value Fund 94% 3 60 0 1.36% 0.4%
Foreign Large Growth AIEVX AIM Advisors Inc.International Growth Fund 93% 3 60 0 1.27% 0.92%
Foreign Large Blend MAIIX BlackRock Inc.International Index Fund 81% 3 60 0 0.34% 3.24%
Foreign Large Blend VGTSX ING Investments LLC International Value Fund 16% 3 60 0 0.08% 3.12%
Others
World Allocation MALOX BlackRock Inc.Global Allocation Fund 90% 3 60 0 0.84% 0.44%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
US EQUITY
SMALL BLEND NAESX ING Investments LLC International Small Cap Fund 99% 3 60 0 0.03% 1.4%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund 93% 3 60 0 0.91% 1.89%
LARGE BLEND NYVTX Davis Selected Advisers L.P.New York Venture Fund 92% 3 60 0 1.75% 8.07%
LARGE VALUE MABAX BlackRock Inc.Basic Value Fund 86% 3 60 0 0.54% 4.93%
LARGE BLEND MALRX BlackRock Inc.Large Cap Core Fund 79% 3 60 0 0.73% 0.91%
SMALL BLEND MASKX BlackRock Inc.Small Cap Index Fund 78% 3 60 0 0.37% 2.98%
LARGE BLEND WFSPX Barclay’s Global Investors S&P 500 Stock Fund 75% 3 60 0 0.03% 1.52%
SMALL BLEND MASPX BlackRock Inc.Value Opportunities Fund 71% 3 60 0 0.73% 0.92%
Small Growth SIGWX Sentinel Small Company Fund 62% 3 60 0 0.81% 0.14%
SMALL BLEND RSPYX RS Investments RS Partners Fund 55% 3 60 0 1.12% 5.11%
LARGE GROWTH GFAFX American Funds Growth Fund of America 41% 3 60 0 0.3% 0%
LARGE GROWTH OEQYX Oppenheimer Funds Equity Fund 0% 3 60 0 0.81% 0%
LARGE GROWTH LCGYX AIM Advisors Inc.Large Cap Growth Fund 0% 3 60 0 NA NA
Mid-Cap Growth ACDAX AIM Advisors Inc.Capital Development Fund 0% 3 60 0 1.75% 8.13%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Mgt. Co. (PIMCO) Total Return Fund 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond CINCX Calvert Asset Management Co. Inc.Income Fund 76% 3 60 0 0.66% 4.5%
Intermediate-Term Bond LBCLX Neuberger Berman Core Bond Fund Core Bond Fund 0% 3 60 0 NA NA
Intermediate-Term Bond BTUSX DWS InvestmentsU.S. Bond Index Fund 0% 3 60 0 0.39% 2.9%
Intermediate Government BGIBX BlackRock Inc.Government Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.74%
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Model Portfolios

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:KO)
The plan consists of 29 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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