MyPlanIQ 401k Investor Reynolds American Capital Investment Plan

Reynolds American Capital Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Capital Guardian International Fund
Foreign Large Blend VGTSX Vanguard Total International Fund
Others
Conservative Allocation VSCGX Vanguard Conservative Growth Fund
Moderate Allocation VSMGX Vanguard Moderate Growth Fund
ROOT CASH Money market substitute
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH VUG Vanguard Growth Fund
LARGE BLEND VTI Vanguard Total Stock Fund
LARGE VALUE DODGX Dodge and Cox Stock Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Capital Guardian International Fund
Foreign Large Blend VGTSX Vanguard Total International Fund
Others
Conservative Allocation VSCGX Vanguard Conservative Growth Fund
Moderate Allocation VSMGX Vanguard Moderate Growth Fund
ROOT CASH Money market substitute
ROOT CASH Fidelity Retire Money Market
EQUITY RAI Reynolds Stock Fund
ROOT CASH Brokeragelink Money Market Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH VUG Vanguard Growth Fund
LARGE BLEND VTI Vanguard Total Stock Fund
LARGE VALUE DODGX Dodge and Cox Stock Fund
Small Growth VEXPX Vanguard Explorer Fund
LARGE BLEND SVSPX SSGA S&P 500 Index Fund
SMALL VALUE HRTVX Heartland Value Fund
US Small Cap ^RUT SSGA Russell 2000
LARGE GROWTH JCGIX Intech Large Capital Growth
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 Large Blend VGTSX Capital Guardian International Fund 16% 3 60 0 0.08% 3.43%
Foreign Large Blend VGTSX Vanguard Total International Fund 16% 3 60 0 0.08% 3.43%
Others
Conservative Allocation VSCGX Vanguard Conservative Growth Fund 89% 3 60 0 0.12% 5.46%
Moderate Allocation VSMGX Vanguard Moderate Growth Fund 84% 3 60 0 0.13% 4.19%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.67%
ROOT CASH Fidelity Retire Money Market 0% 3 60 0 NA 2.67%
EQUITY RAI Reynolds Stock Fund 0% 3 60 0 NA 0%
ROOT CASH Brokeragelink Money Market Fund 0% 3 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.99%
US EQUITY
LARGE GROWTH VUG Vanguard Growth Fund 99% 3 60 0 0.04% 0.72%
LARGE BLEND VTI Vanguard Total Stock Fund 96% 3 60 0 0.03% 1.73%
LARGE VALUE DODGX Dodge and Cox Stock Fund 93% 3 60 0 0.52% 6.05%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 0.9%
LARGE BLEND SVSPX SSGA S&P 500 Index Fund 75% 3 60 0 0.16% 12.81%
SMALL VALUE HRTVX Heartland Value Fund 50% 3 60 0 0.98% 6.25%
US Small Cap ^RUT SSGA Russell 2000 0% 3 60 0 NA 0%
LARGE GROWTH JCGIX Intech Large Capital Growth 0% 3 60 0 1.08% 0.38%
Average Expense Ratio: 0.4%
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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 5.6% 16.9% 3.8% 7.9% 5.8% 7.6%

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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:RAI)
The plan consists of 21 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.

Reynolds American Inc., through its subsidiaries, manufactures and sells cigarette and other tobacco products in the United States.



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