MyPlanIQ 401k Investor ProLogis 401(k) Savings Plan

ProLogis 401(k) Savings Plan Investment Model Portfolios

This Plan is unrated.
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PROLOGIS 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
REAL ESTATE CSRSX Cohen & Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond Index Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
REAL ESTATE CSRSX Cohen & Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund Investor Shares
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund
ROOT BJBIX Julius Baer International Equity Fund
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond Index Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
Small Growth VISGX Vanguard Small-Cap Growth Index Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE GROWTH VIGRX Vanguard Growth Index Fund Investor Shares
MID-CAP VALUE VMVIX Wells Fargo Advantage C&B Mid Cap Value Portfolio D Shares
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fund
LARGE VALUE VIVAX Vanguard Value Index Fund Investor Shares
LARGE BLEND NYVTX Davis New York Venture Fund
Small Growth TMCGX Turner Mid-Cap Growth Fund
SMALL BLEND TASCX Third Avenue Small-Cap Value Fund
LARGE GROWTH HACAX Harbor Capital Appreciation Fund
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value Fund
MID-CAP BLEND CAAPX Ariel Appreciation Fund
Small Growth TSCEX Turner Small-Cap Growth Fund
LARGE VALUE ICAEX MainStay ICAP Equity Fund
LARGE GROWTH CTGIX Aston ABN AMRO Growth Fund
Mid-Cap Growth PMGIX Allianz CCM Mid-Cap Fund
Small Growth PMCIX Allianz CCM Emerging Companies Fund
Total Available Funds: 34
  • 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
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund 81% 3 60 0 0.12% 2.22%
REAL ESTATE CSRSX Cohen & Steers Realty Shares 76% 3 60 0 0.88% 2.37%
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund 98% 3 60 0 1.97% 0%
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund 97% 3 60 0 1.31% 0%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 3 60 0 0.08% 1.23%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 3 60 0 0.08% 0%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 3 60 0 0.08% 2.49%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 3 60 0 0.08% 1.52%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 3 60 0 0.08% 0%
Moderate Allocation VBINX Vanguard Balanced Index Fund Investor Shares 92% 3 60 0 0.07% 1.1%
ROOT CASH Money market substitute 0% 1 60 0 NA 5.5%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund 0% 3 60 0 NA 2.94%
ROOT BJBIX Julius Baer International Equity Fund 0% 3 60 0 0.9% 0%
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond Index Fund 99% 3 60 0 0.07% 3.3%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 3 60 0 0.83% 3.22%
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund 100% 3 60 0 0.06% 0.97%
Small Growth VISGX Vanguard Small-Cap Growth Index Fund 100% 3 60 0 0.07% 0.22%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 97% 3 60 0 0.14% 1.38%
LARGE GROWTH VIGRX Vanguard Growth Index Fund Investor Shares 97% 3 60 0 0.04% 0.2%
MID-CAP VALUE VMVIX Wells Fargo Advantage C&B Mid Cap Value Portfolio D Shares 96% 3 60 0 0.19% 1.06%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fund 96% 3 60 0 0.19% 1.06%
LARGE VALUE VIVAX Vanguard Value Index Fund Investor Shares 95% 3 60 0 0.05% 1.74%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 1.64%
Small Growth TMCGX Turner Mid-Cap Growth Fund 89% 3 60 0 0.9% 0%
SMALL BLEND TASCX Third Avenue Small-Cap Value Fund 85% 3 60 0 1.4% 0.56%
LARGE GROWTH HACAX Harbor Capital Appreciation Fund 75% 3 60 0 1.04% 11.91%
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value Fund 70% 3 60 0 1.97% 1.17%
MID-CAP BLEND CAAPX Ariel Appreciation Fund 47% 3 60 0 1.1% 0.45%
Small Growth TSCEX Turner Small-Cap Growth Fund 0% 3 60 0 1.25% 2.67%
LARGE VALUE ICAEX MainStay ICAP Equity Fund 0% 3 60 0 0.9% 26.92%
LARGE GROWTH CTGIX Aston ABN AMRO Growth Fund 0% 3 60 0 NA 0%
Mid-Cap Growth PMGIX Allianz CCM Mid-Cap Fund 0% 3 60 0 NA 0%
Small Growth PMCIX Allianz CCM Emerging Companies Fund 0% 3 60 0 NA 2.04%
Average Expense Ratio: 0.62%
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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 2.6% 2.3% 2.5% 6.2% 7.5% 9.0%

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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 for Portfolio Details or Follow 0.3% 7.6% 4.1% 4.0% 6.0% 7.3%

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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*
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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:PLD)
The plan consists of 35 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

ProLogis operates as a real estate investment trust in the United States. It owns, operates, and develops industrial distribution properties in North America, Europe, and Asia. The company operates in three segments: Property Operations, Fund Management, and Corporate Distribution Facilities Services (CDFS).



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