MyPlanIQ 401k Investor Continental Airlines Pilots Plans Master Trust

Continental Airlines Pilots Plans Master Trust

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
ROOT CASH Schwab Value Adv Money Market
ROOT JHNIX John Hancock Classic Value
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Equity Global Fund
Foreign Large Growth WIIEX William Blair Intl Core Equity
Foreign Large Value SDIEX Boston Company ACWI Ex-US Value
US EQUITY
LARGE VALUE TWEIX American Century Equity Income
SMALL BLEND IWM Russell 2000 Index
LARGE BLEND VFINX Equity Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Insl
Long-Term Bond LSIGX Loomis Sales Investment Grade
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
ROOT CASH Schwab Value Adv Money Market
ROOT JHNIX John Hancock Classic Value
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Equity Global Fund
Foreign Large Growth WIIEX William Blair Intl Core Equity
Foreign Large Value SDIEX Boston Company ACWI Ex-US Value
US EQUITY
LARGE VALUE TWEIX American Century Equity Income
SMALL BLEND IWM Russell 2000 Index
LARGE BLEND VFINX Equity Index Fund
LARGE GROWTH JACAX Janus Aspen Forty
LARGE VALUE LSVEX LSV Value
Small Growth SSETX Boston Co Small Cap
LARGE BLEND VITSX Vanguard Total Stock Market Index
LARGE GROWTH TRLGX T. Rowe Price Inst Large Cap Growth
LARGE GROWTH SAGYX Smith Barney AGG Growth
Small Growth SIGWX Sentinal Small Co
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Insl
Long-Term Bond LSIGX Loomis Sales Investment Grade
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value
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
Others
ROOT CASH Schwab Value Adv Money Market 0% 0 60 0 NA 2.53%
ROOT JHNIX John Hancock Classic Value 0% 3 60 0 NA 2.6%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Equity Global Fund 16% 3 60 0 0.08% 3.25%
Foreign Large Growth WIIEX William Blair Intl Core Equity 0% 3 60 0 0.9% 0%
Foreign Large Value SDIEX Boston Company ACWI Ex-US Value 0% 3 60 0 NA 1.98%
US EQUITY
LARGE VALUE TWEIX American Century Equity Income 100% 3 60 0 1.18% 10.27%
SMALL BLEND IWM Russell 2000 Index 99% 3 60 0 0.19% 1.22%
LARGE BLEND VFINX Equity Index Fund 97% 3 60 0 0.14% 1.18%
LARGE GROWTH JACAX Janus Aspen Forty 95% 3 60 0 0.55% 12.64%
LARGE VALUE LSVEX LSV Value 93% 3 60 0 0.66% 18.95%
Small Growth SSETX Boston Co Small Cap 85% 3 60 0 1% 0.75%
LARGE BLEND VITSX Vanguard Total Stock Market Index 82% 3 60 0 0.03% 1.29%
LARGE GROWTH TRLGX T. Rowe Price Inst Large Cap Growth 77% 3 60 0 0.7% 13.74%
LARGE GROWTH SAGYX Smith Barney AGG Growth 70% 3 60 0 1.24% 14.49%
Small Growth SIGWX Sentinal Small Co 62% 3 60 0 0.81% 5.29%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Insl 96% 3 60 0 0.83% 4.63%
Long-Term Bond LSIGX Loomis Sales Investment Grade 78% 3 60 0 0.52% 5.19%
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value 16% 1 60 0 NA 19.62%
Average Expense Ratio: 0.63%
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 - 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 to Create Model Portfolio

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 9.7% 10.5% 7.6% 4.8% 5.5% 6.4%

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(Ticker:UAL)
The plan consists of 20 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

United Continental Holdings, Inc., through its subsidiaries, engages in the air transportation of persons, property, and mail. As of October 1, 2010, it operated a total of approximately 5,800 flights a day to 371 airports in the Americas, Europe, and Asia from its hubs in Chicago, Cleveland, Denver, Guam, Houston, Los Angeles, New York, San Francisco, Tokyo, and Washington, D.C. The company was formerly known as UAL Corporation and changed its name to United Continental Holdings, Inc. on October 1, 2010. United Continental Holdings, Inc. was founded in 1934 and is headquartered in Chicago, Illinois. United Ailines merged with Continental Airlines in October, 2010.



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.