MyPlanIQ 401k Investor Triumph Group Inc. 401 K Plan

Triumph Group Inc. 401 K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Growth FIGFX Fidelity International Growth
US EQUITY
LARGE VALUE VEIPX Vanguard Equity-Income Inv
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE BLEND VFINX Vanguard 500 Index Investor
FIXED INCOME
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv
Intermediate Government VFIIX Vanguard GNMA Inv
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Growth FIGFX Fidelity International Growth
US EQUITY
LARGE VALUE VEIPX Vanguard Equity-Income Inv
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE BLEND VFINX Vanguard 500 Index Investor
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Inv
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv
LARGE BLEND VFIAX Vanguard 500 Index Admiral
Small Growth VEXPX Vanguard Explorer Inv
FIXED INCOME
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv
Intermediate Government VFIIX Vanguard GNMA Inv
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv
Intermediate Government FGMNX Fidelity GNMA Fund
SHORT GOVERNMENT FSBIX Fidelity Spartan S/T Tr Bd Idx Inv
Total Available Funds: 17
  • 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 International Explorer Inv 89% 3 60 0 0.41% 3.92%
Foreign Large Blend VWIGX Vanguard International Growth Inv 82% 3 60 0 0.45% 0.78%
Foreign Large Growth FIGFX Fidelity International Growth 72% 3 60 0 0.89% 0.41%
US EQUITY
LARGE VALUE VEIPX Vanguard Equity-Income Inv 99% 3 60 0 0.27% 2.57%
LARGE VALUE FEQIX Fidelity Equity-Income 98% 3 60 0 0.57% 4.66%
LARGE BLEND VFINX Vanguard 500 Index Investor 97% 3 60 0 0.14% 1.27%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv 96% 3 60 0 0.19% 2.22%
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv 95% 3 60 0 0.31% 0.92%
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Inv 85% 3 60 0 0.46% 1.03%
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv 80% 3 60 0 0.37% 1.97%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 3 60 0 0.14% 1.38%
Small Growth VEXPX Vanguard Explorer Inv 76% 3 60 0 0.45% 0.41%
FIXED INCOME
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv 100% 3 60 0 0.07% 3.29%
Intermediate Government VFIIX Vanguard GNMA Inv 98% 3 60 0 0.11% 3.31%
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv 95% 3 60 0 0.13% 5.71%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 3 60 0 0.45% 3.52%
SHORT GOVERNMENT FSBIX Fidelity Spartan S/T Tr Bd Idx Inv 0% 3 60 0 0.2% 1.46%
Average Expense Ratio: 0.33%
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Model Portfolios

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*
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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 to Create Model Portfolio

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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
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