MyPlanIQ 401k Investor AARONS INC. EMPLOYEES RETIREMENT PLAN AND TRUST

AARONS INC. EMPLOYEES RETIREMENT PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSHX MFS Research International R3
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE BLEND VFIAX Vanguard 500 Index Admiral
FIXED INCOME
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSHX MFS Research International R3
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE BLEND VFIAX Vanguard 500 Index Admiral
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
Mid-Cap Growth GGOAX Goldman Sachs Growth Opportunities A
LARGE GROWTH EKJAX Wells Fargo Advantage Prem Lg Co Gr A
LARGE GROWTH MITHX MFS Massachusetts Investors Tr R3
LARGE VALUE OIERX JPMorgan Equity Income R5
FIXED INCOME
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl
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
INTERNATIONAL EQUITY
Foreign Large Blend MRSHX MFS Research International R3 47% 3 60 0 0.75% 0%
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 2.93%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A 93% 3 60 0 1.18% 0.54%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 3 60 0 0.05% 1.55%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 3 60 0 0.14% 1.35%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm 72% 3 60 0 0.04% 1.5%
Mid-Cap Growth GGOAX Goldman Sachs Growth Opportunities A 63% 3 60 0 1.41% 0%
LARGE GROWTH EKJAX Wells Fargo Advantage Prem Lg Co Gr A 60% 3 60 0 1.11% 40.51%
LARGE GROWTH MITHX MFS Massachusetts Investors Tr R3 44% 3 60 0 0.95% 0.95%
LARGE VALUE OIERX JPMorgan Equity Income R5 2% 3 60 0 0.95% 2.97%
FIXED INCOME
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl 96% 3 60 0 0.81% 3.45%
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 94% 3 60 0 0.15% 3.25%
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl 90% 3 60 0 0.94% 3.26%
Average Expense Ratio: 0.5%
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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% 7.6% 0.3% 4.9% 4.1% 6.3%

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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*
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
The plan consists of 18 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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