MyPlanIQ 401k Investor TRIUMPH GROUP INC. 401K PLAN

TRIUMPH GROUP INC. 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
TRIUMPH GROUP, INC. 401K PLAN
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Blend VINEX Vanguard Whitehall Funds: Vanguard International Explorer Fund; Investor Shares
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
Foreign Large Growth FIGFX Fidelity Investment Trust: Fidelity International Growth Fund
Others
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares
ROOT CASH Fidelity Colchester Street Trust: Prime Money Market Portfolio; Class I Shares
FIXED INCOME
Intermediate Government VFIIX Vanguard Fixed Income Securities Funds: Vanguard GNMA Fund; Investor Shares
High Yield Bond VWEHX Vanguard Fixed Income Securities Funds: Vanguard High-Yield Corporate Fund; Investor Shares
Intermediate Government FGMNX Fidelity Income Fund: Fidelity GNMA Fund
US EQUITY
LARGE VALUE VEIPX Vanguard Fenway Funds: Vanguard Equity Income Fund; Investor Shares
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Blend VINEX Vanguard Whitehall Funds: Vanguard International Explorer Fund; Investor Shares
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
Foreign Large Growth FIGFX Fidelity Investment Trust: Fidelity International Growth Fund
Others
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares
ROOT CASH Fidelity Colchester Street Trust: Prime Money Market Portfolio; Class I Shares
FIXED INCOME
Intermediate Government VFIIX Vanguard Fixed Income Securities Funds: Vanguard GNMA Fund; Investor Shares
High Yield Bond VWEHX Vanguard Fixed Income Securities Funds: Vanguard High-Yield Corporate Fund; Investor Shares
Intermediate Government FGMNX Fidelity Income Fund: Fidelity GNMA Fund
SHORT GOVERNMENT FSBIX Fidelity Salem Street Trust: Spartan Short-Term Treasury Bond Index Fund; Investor Class Shares
US EQUITY
LARGE VALUE VEIPX Vanguard Fenway Funds: Vanguard Equity Income Fund; Investor Shares
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
MID-CAP VALUE VMVIX Vanguard Index Funds: Vanguard Mid-Cap Value Index Fund; Investor Class Shares
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
LARGE GROWTH VPCCX Vanguard Fenway Funds: Vanguard PrimeCap Core Fund; Investor Shares
Mid-Cap Growth VMGRX Vanguard Whitehall Funds: Vanguard Mid-Cap Growth Fund
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral Shares
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
Total Available Funds: 18
  • 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 Small/Mid Blend VINEX Vanguard Whitehall Funds: Vanguard International Explorer Fund; Investor Shares 89% 3 60 0 0.41% 3.92%
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares 82% 3 60 0 0.45% 0.78%
Foreign Large Growth FIGFX Fidelity Investment Trust: Fidelity International Growth Fund 72% 3 60 0 0.89% 0.41%
Others
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares 0% 3 60 0 NA 2.6%
ROOT CASH Fidelity Colchester Street Trust: Prime Money Market Portfolio; Class I Shares 0% 3 60 0 NA 2.6%
FIXED INCOME
Intermediate Government VFIIX Vanguard Fixed Income Securities Funds: Vanguard GNMA Fund; Investor Shares 98% 3 60 0 0.11% 3.31%
High Yield Bond VWEHX Vanguard Fixed Income Securities Funds: Vanguard High-Yield Corporate Fund; Investor Shares 95% 3 60 0 0.13% 5.71%
Intermediate Government FGMNX Fidelity Income Fund: Fidelity GNMA Fund 87% 3 60 0 0.45% 3.52%
SHORT GOVERNMENT FSBIX Fidelity Salem Street Trust: Spartan Short-Term Treasury Bond Index Fund; Investor Class Shares 0% 3 60 0 0.2% 1.46%
US EQUITY
LARGE VALUE VEIPX Vanguard Fenway Funds: Vanguard Equity Income Fund; Investor Shares 99% 3 60 0 0.27% 2.57%
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 98% 3 60 0 0.57% 4.66%
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 97% 3 60 0 0.14% 1.27%
MID-CAP VALUE VMVIX Vanguard Index Funds: Vanguard Mid-Cap Value Index Fund; Investor Class Shares 96% 3 60 0 0.19% 2.22%
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares 95% 3 60 0 0.31% 0.92%
LARGE GROWTH VPCCX Vanguard Fenway Funds: Vanguard PrimeCap Core Fund; Investor Shares 85% 3 60 0 0.46% 1.03%
Mid-Cap Growth VMGRX Vanguard Whitehall Funds: Vanguard Mid-Cap Growth Fund 80% 3 60 0 0.37% 1.97%
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral Shares 78% 3 60 0 0.14% 1.38%
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares 76% 3 60 0 0.45% 0.41%
Average Expense Ratio: 0.35%
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 0.8% 4.8% 1.9% 6.7% 6.4% 7.2%

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 0.4% 9.3% 3.5% 6.7% 6.8% 7.7%

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 7.4% 2.2% 7.4% 7.7% 9.8% 9.6%

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 to Create Model Portfolio

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
The plan consists of 18 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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.