MyPlanIQ 401k Investor BLACKROCK RETIREMENT SAVINGS PLAN

BLACKROCK RETIREMENT SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MADCX BLACKROCK EMER MARK INDEX CL F
INTERNATIONAL EQUITY
Foreign Large Blend ACWX BLACKROCK MSCI ACWI EX US CL F
Foreign Large Blend RERGX AMERICAN EURO PACIFIC
Others
Target Date 2021-2025 VTTVX BLACKROCK LIFEPATH 2025 INDEX
Target Date 2041-2045 VTIVX BLACKROCK LIFEPATH 2045 INDEX
Target Date 2031-2035 VTTHX BLACKROCK LIFEPATH 2035 INDEX
FIXED INCOME
Inflation-Protected Bond BPLBX BLACKROCK US TIPS FUND F
Intermediate-Term Bond WFBIX BLACKROCK US DEBT INDEX FUND
Short-Term Bond CLDBX BLACKROCK LOW DURATION BOND
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MADCX BLACKROCK EMER MARK INDEX CL F
INTERNATIONAL EQUITY
Foreign Large Blend ACWX BLACKROCK MSCI ACWI EX US CL F
Foreign Large Blend RERGX AMERICAN EURO PACIFIC
Others
Target Date 2021-2025 VTTVX BLACKROCK LIFEPATH 2025 INDEX
Target Date 2041-2045 VTIVX BLACKROCK LIFEPATH 2045 INDEX
Target Date 2031-2035 VTTHX BLACKROCK LIFEPATH 2035 INDEX
World Allocation MALOX BLACKROCK GLOBAL ALLOC I
Target Date 2051+ VFFVX BLACKROCK LIFEPATH 2055 INDEX
Target Date 2046-2050 VFIFX BLACKROCK LIFEPATH 2050 INDEX
Target Date 2036-2040 VFORX BLACKROCK LIFEPATH 2040 INDEX
Target Date 2026-2030 VTHRX BLACKROCK LIFEPATH 2030 INDEX
Target Date 2016-2020 VTWNX BLACKROCK LIFEPATH 2020 INDEX
Retirement Income LIRKX BLACKROCK LIFEPATH RETIREMENT INDEX
ROOT CASH FFI PREMIER INSTITUTIONAL FUND
ROOT CASH FFI GOVERNMENT FUND
Target Date 2011-2015 VTXVX BLACKROCK LIFEPATH 2015 INDEX
FIXED INCOME
Inflation-Protected Bond BPLBX BLACKROCK US TIPS FUND F
Intermediate-Term Bond WFBIX BLACKROCK US DEBT INDEX FUND
Short-Term Bond CLDBX BLACKROCK LOW DURATION BOND
Intermediate-Term Bond MAHQX BLACKROCK TOTAL RETURN FUND
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK FUND
LARGE BLEND MALRX BLACKROCK LG CAP CORE
LARGE GROWTH HACAX HARBOR CAPITAL APPRECIATION IN
LARGE BLEND BRGNX BLACKROCK RUSSELL 1000 FD F
Small Growth ATSIX ASTON/TAMRO SMALL CAP (CT)
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 MADCX BLACKROCK EMER MARK INDEX CL F 83% 1 60 0 1.12% 1.71%
INTERNATIONAL EQUITY
Foreign Large Blend ACWX BLACKROCK MSCI ACWI EX US CL F 97% 1 60 0 0.34% 2.92%
Foreign Large Blend RERGX AMERICAN EURO PACIFIC 32% 1 60 0 0.9% 4.03%
Others
Target Date 2021-2025 VTTVX BLACKROCK LIFEPATH 2025 INDEX 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX BLACKROCK LIFEPATH 2045 INDEX 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX BLACKROCK LIFEPATH 2035 INDEX 96% 1 60 0 0.08% 2.34%
World Allocation MALOX BLACKROCK GLOBAL ALLOC I 90% 1 60 0 0.84% 0.44%
Target Date 2051+ VFFVX BLACKROCK LIFEPATH 2055 INDEX 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX BLACKROCK LIFEPATH 2050 INDEX 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX BLACKROCK LIFEPATH 2040 INDEX 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX BLACKROCK LIFEPATH 2030 INDEX 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX BLACKROCK LIFEPATH 2020 INDEX 66% 1 60 0 0.08% 4.48%
Retirement Income LIRKX BLACKROCK LIFEPATH RETIREMENT INDEX 14% 1 60 0 0.39% 2.39%
ROOT CASH FFI PREMIER INSTITUTIONAL FUND 0% 1 60 0 NA 4.14%
ROOT CASH FFI GOVERNMENT FUND 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX BLACKROCK LIFEPATH 2015 INDEX 0% 1 60 0 0.08% 2.59%
FIXED INCOME
Inflation-Protected Bond BPLBX BLACKROCK US TIPS FUND F 97% 1 60 0 0.81% 3.49%
Intermediate-Term Bond WFBIX BLACKROCK US DEBT INDEX FUND 96% 1 60 0 0.1% 3.31%
Short-Term Bond CLDBX BLACKROCK LOW DURATION BOND 80% 1 60 0 0.65% 4.2%
Intermediate-Term Bond MAHQX BLACKROCK TOTAL RETURN FUND 69% 1 60 0 0.6% 4.07%
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK FUND 93% 1 60 0 0.52% 4.95%
LARGE BLEND MALRX BLACKROCK LG CAP CORE 79% 1 60 0 0.73% 0.91%
LARGE GROWTH HACAX HARBOR CAPITAL APPRECIATION IN 75% 1 60 0 1.04% 0%
LARGE BLEND BRGNX BLACKROCK RUSSELL 1000 FD F 11% 1 60 0 0.07% 1.45%
Small Growth ATSIX ASTON/TAMRO SMALL CAP (CT) 0% 1 60 0 1% 0%
Average Expense Ratio: 0.43%
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Related Retirement Plans
BLACKROCK RETIREMENT SAVINGS PLAN
BLACK ROCK 401(K) 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 2.9% 10.2% -0.3% 5.0% 4.5% 6.4%

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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 28 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.


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