MyPlanIQ 401k Investor PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN

PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Investment Model Portfolios

Investment Menu Rating:

More retirement plan match, contribution, and login info
PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Growth (R-3) Fund
Others
Conservative Allocation SSLIX SSgA Conservative Strategic Balanced Fund – Class I 
Moderate Allocation SSLBX SSgA Moderate Strategic Balanced Fund – Class I 
FIXED INCOME
Intermediate-Term Bond BAGSX Baird Aggregate bond inv
SHORT GOVERNMENT TSPGFUND Invesco Stable Value Trust Fund
US EQUITY
LARGE VALUE TRVLX T.Rowe Price Value
MID-CAP BLEND IJH SSgA S&P MidCap Index Fund – Class II
LARGE BLEND SVSPX SSgA S&P 500 Index Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Growth (R-3) Fund
Others
Conservative Allocation SSLIX SSgA Conservative Strategic Balanced Fund – Class I 
Moderate Allocation SSLBX SSgA Moderate Strategic Balanced Fund – Class I 
FIXED INCOME
Intermediate-Term Bond BAGSX Baird Aggregate bond inv
SHORT GOVERNMENT TSPGFUND Invesco Stable Value Trust Fund
US EQUITY
LARGE VALUE TRVLX T.Rowe Price Value
MID-CAP BLEND IJH SSgA S&P MidCap Index Fund – Class II
LARGE BLEND SVSPX SSgA S&P 500 Index Fund
SMALL BLEND DFSTX DFA US Small Cap I
Small Growth MGSEX Managers Special Equity Fund
LARGE GROWTH PABGX T.Rowe Price Blue Chip Growth
SMALL BLEND SESPX SSgA Yield Enhanced Short Term Investment Fund – Class A
LARGE BLEND SSLGX SSgA Aggressive Strategic Balanced Fund – Class I 
Total Available Funds: 13
  • 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 RERGX American Funds EuroPacific Growth (R-3) Fund 32% 3 60 0 0.9% 7.09%
Others
Conservative Allocation SSLIX SSgA Conservative Strategic Balanced Fund – Class I  0% 3 60 0 NA 3.51%
Moderate Allocation SSLBX SSgA Moderate Strategic Balanced Fund – Class I  0% 3 60 0 NA 14.36%
FIXED INCOME
Intermediate-Term Bond BAGSX Baird Aggregate bond inv 51% 3 60 0 0.3% 3.68%
SHORT GOVERNMENT TSPGFUND Invesco Stable Value Trust Fund 20% 3 60 0 NA 28.04%
US EQUITY
LARGE VALUE TRVLX T.Rowe Price Value 98% 3 60 0 0.57% 8.19%
MID-CAP BLEND IJH SSgA S&P MidCap Index Fund – Class II 95% 3 60 0 0.05% 1.14%
LARGE BLEND SVSPX SSgA S&P 500 Index Fund 75% 3 60 0 0.16% 9.39%
SMALL BLEND DFSTX DFA US Small Cap I 71% 3 60 0 0.27% 1.17%
Small Growth MGSEX Managers Special Equity Fund 70% 3 60 0 0.93% 0.47%
LARGE GROWTH PABGX T.Rowe Price Blue Chip Growth 42% 3 60 0 1.23% 9.16%
SMALL BLEND SESPX SSgA Yield Enhanced Short Term Investment Fund – Class A 0% 3 60 0 0.75% 0.36%
LARGE BLEND SSLGX SSgA Aggressive Strategic Balanced Fund – Class I  0% 3 60 0 NA 2.08%
Average Expense Ratio: 0.57%
Sign up to get fund ranking change alerts

* 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 0.9% 20.6% 11.2% 11.5% 9.1% 8.5%

Sign up or Login first to get rebalance emails for this portfolio

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.9% 20.0% 12.2% 12.2% 9.6% 9.3%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 23.5% 14.1% 13.4% 10.1% 10.1%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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% 14.5% 13.8% 10.7% 8.1% 8.7%

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:PUSH)
The plan consists of 12 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.