MyPlanIQ 401k Investor GE SAVINGS AND SECURITY PROGRAM PLAN

GE SAVINGS AND SECURITY PROGRAM PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX NON-US EQUITY INDEX
Others
Target Date 2021-2025 VTTVX 2025 TARGET RET FUND
Target Date 2041-2045 VTIVX 2045 TARGET RET FUND
Target Date 2031-2035 VTTHX 2035 TARGET RET FUND
US EQUITY
SMALL BLEND NAESX US SMALLCAP EQ INDEX
MID-CAP BLEND VIMSX US MID CAP EQ INDEX
LARGE BLEND VLACX US LARGECAP EQ INDEX
FIXED INCOME
Intermediate-Term Bond AGG US AGG BOND INDEX
FIXED INCOME VBMFX US SAVINGS BONDS
Inflation-Protected Bond VIPSX US TIPS INDEX
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX NON-US EQUITY INDEX
Others
Target Date 2021-2025 VTTVX 2025 TARGET RET FUND
Target Date 2041-2045 VTIVX 2045 TARGET RET FUND
Target Date 2031-2035 VTTHX 2035 TARGET RET FUND
Target Date 2051+ VFFVX 2055 TARGET RET FUND
Target Date 2046-2050 VFIFX 2050 TARGET RET FUND
Target Date 2036-2040 VFORX 2040 TARGET RET FUND
Target Date 2026-2030 VTHRX 2030 TARGET RET FUND
Target Date 2016-2020 VTWNX 2020 TARGET RET FUND
Moderate Allocation GESRX GE STRATEGIC FUND
ROOT CASH GE S&S MONEY MARKET
Target Date 2011-2015 VTXVX 2015 TARGET RET FUND
Target Date 2000-2010 VTENX 2010 TARGET RET FUND
Target Date 2000-2010 VTOVX 2005 TARGET RET FUND
US EQUITY
SMALL BLEND NAESX US SMALLCAP EQ INDEX
MID-CAP BLEND VIMSX US MID CAP EQ INDEX
LARGE BLEND VLACX US LARGECAP EQ INDEX
SMALL BLEND GSVIX GE SMALL CAP EQ FUND
LARGE GROWTH GESSX GE S&S US EQTY FUND
FIXED INCOME
Intermediate-Term Bond AGG US AGG BOND INDEX
FIXED INCOME VBMFX US SAVINGS BONDS
Inflation-Protected Bond VIPSX US TIPS INDEX
SHORT GOVERNMENT GGVCX GE S&S SHORT TERM
Intermediate-Term Bond GESLX GE S&S INCOME FUND
Total Available Funds: 24
  • 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
INTERNATIONAL EQUITY VGTSX NON-US EQUITY INDEX 16% 1 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX 2025 TARGET RET FUND 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX 2045 TARGET RET FUND 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX 2035 TARGET RET FUND 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX 2055 TARGET RET FUND 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX 2050 TARGET RET FUND 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX 2040 TARGET RET FUND 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX 2030 TARGET RET FUND 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX 2020 TARGET RET FUND 66% 1 60 0 0.08% 4.48%
Moderate Allocation GESRX GE STRATEGIC FUND 0% 1 60 0 NA NA
ROOT CASH GE S&S MONEY MARKET 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX 2015 TARGET RET FUND 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX 2010 TARGET RET FUND 0% 1 60 0 0.17% 0%
Target Date 2000-2010 VTOVX 2005 TARGET RET FUND 0% 1 60 0 NA 2.78%
US EQUITY
SMALL BLEND NAESX US SMALLCAP EQ INDEX 99% 1 60 0 0.03% 1.4%
MID-CAP BLEND VIMSX US MID CAP EQ INDEX 98% 1 60 0 0.04% 1.35%
LARGE BLEND VLACX US LARGECAP EQ INDEX 81% 1 60 0 0.04% 1.21%
SMALL BLEND GSVIX GE SMALL CAP EQ FUND 0% 1 60 0 0.89% 0%
LARGE GROWTH GESSX GE S&S US EQTY FUND 0% 1 60 0 0.16% 9.09%
FIXED INCOME
Intermediate-Term Bond AGG US AGG BOND INDEX 100% 1 60 0 0.03% 3.24%
FIXED INCOME VBMFX US SAVINGS BONDS 100% 1 60 0 0.15% 3.15%
Inflation-Protected Bond VIPSX US TIPS INDEX 98% 1 60 0 0.07% 4.24%
SHORT GOVERNMENT GGVCX GE S&S SHORT TERM 0% 1 60 0 NA 0%
Intermediate-Term Bond GESLX GE S&S INCOME FUND 0% 1 60 0 0.19% 1.3%
Average Expense Ratio: 0.13%
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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 5.5% 6.2% 2.9% 6.2% 4.4% 5.8%

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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(Ticker:GE)
The plan consists of 27 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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