MyPlanIQ 401k Investor TERADATA SAVINGS PLAN

TERADATA SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Equity Instl CL
INTERNATIONAL EQUITY
Foreign Large Growth JIGRX Janus Overseas CL S
Others
Target Date 2021-2025 VTTVX 2025 Retirement Strategy
Target Date 2041-2045 VTIVX 2045 Retirement Strategy
Target Date 2031-2035 VTTHX 2035 Retirement Strategy
FIXED INCOME
Intermediate-Term Bond AGG Northern Trust Barclays Capital Aggregate Index Fund
Intermediate-Term Bond PTTPX PIMCO Total Return Inst CL
US EQUITY
SMALL BLEND IWM Northern Trust Russell 2000® Index Fund
LARGE VALUE SSHFX Sound Shore Fund
LARGE VALUE FEQIX Fidelity Managed Income
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Equity Instl CL
INTERNATIONAL EQUITY
Foreign Large Growth JIGRX Janus Overseas CL S
Others
Target Date 2021-2025 VTTVX 2025 Retirement Strategy
Target Date 2041-2045 VTIVX 2045 Retirement Strategy
Target Date 2031-2035 VTTHX 2035 Retirement Strategy
Target Date 2050+ VFIFX 2050 Retirement Strategy
Target Date 2036-2040 VFORX 2040 Retirement Strategy
Target Date 2026-2030 VTHRX 2030 Retirement Strategy
Target Date 2016-2020 VTWNX 2020 Retirement Strategy
ROOT CASH Total money market funds
ROOT CASH Fidelity Institutional Money Market
ROOT CASH Fidelity U.S. Treasury Money Market Fund
Target Date 2011-2015 VTXVX 2015 Retirement Strategy
Target Date 2000-2010 VTENX 2010 Retirement Strategy
FIXED INCOME
Intermediate-Term Bond AGG Northern Trust Barclays Capital Aggregate Index Fund
Intermediate-Term Bond PTTPX PIMCO Total Return Inst CL
US EQUITY
SMALL BLEND IWM Northern Trust Russell 2000® Index Fund
LARGE VALUE SSHFX Sound Shore Fund
LARGE VALUE FEQIX Fidelity Managed Income
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Fund Administrative Class
LARGE BLEND NOSIX Northern Trust S&P 500® Index Fund
LARGE BLEND NOSIX Northern Trust EAFE Index Fund
Small Growth WFSIX Wells Fargo Small Cap Growth Instl CL
LARGE VALUE IWW Northern Trust Russell 3000® Index Fund
Total Available Funds: 25
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Equity Instl CL 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Growth JIGRX Janus Overseas CL S 28% 3 60 0 2.06% 2.21%
Others
Target Date 2021-2025 VTTVX 2025 Retirement Strategy 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX 2045 Retirement Strategy 97% 3 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX 2035 Retirement Strategy 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX 2050 Retirement Strategy 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX 2040 Retirement Strategy 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX 2030 Retirement Strategy 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX 2020 Retirement Strategy 66% 3 60 0 0.08% 4.48%
ROOT CASH Total money market funds 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity Institutional Money Market 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity U.S. Treasury Money Market Fund 0% 3 60 0 NA 4.14%
Target Date 2011-2015 VTXVX 2015 Retirement Strategy 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX 2010 Retirement Strategy 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond AGG Northern Trust Barclays Capital Aggregate Index Fund 100% 3 60 0 0.03% 3.24%
Intermediate-Term Bond PTTPX PIMCO Total Return Inst CL 68% 3 60 0 0.8% 5.08%
US EQUITY
SMALL BLEND IWM Northern Trust Russell 2000® Index Fund 99% 3 60 0 0.19% 1.33%
LARGE VALUE SSHFX Sound Shore Fund 99% 3 60 0 0.94% 0.6%
LARGE VALUE FEQIX Fidelity Managed Income 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Fund Administrative Class 93% 3 60 0 0.91% 1.89%
LARGE BLEND NOSIX Northern Trust S&P 500® Index Fund 74% 3 60 0 0.05% 1.06%
LARGE BLEND NOSIX Northern Trust EAFE Index Fund 74% 3 60 0 0.05% 1.06%
Small Growth WFSIX Wells Fargo Small Cap Growth Instl CL 0% 3 60 0 NA 0%
LARGE VALUE IWW Northern Trust Russell 3000® Index Fund 0% 3 60 0 0.25% 0%
Average Expense Ratio: 0.41%
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
Related Retirement Plans
TERADATA SAVINGS PLAN
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 4.5% 15.4% 4.2% 7.6% 5.4% 6.9%

Sign up or Login first 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:TDC)
The plan consists of 314 funds. It covers 5 major asset classes and 63 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.

Teradata Corporation provides enterprise data warehousing solutions, including enterprise analytic technologies and services.



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.