MyPlanIQ 401k Investor WAMU SAVINGS PLAN

WAMU SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BTAEX BGI EAFE EQUITY INDEX FUND
Others
Target Date 2026-2030 STLDX BGI LIFEPATH INDEX 2030
Retirement Income STLAX BGI LIFEPATH INDEX RETIREMENT
Target Date 2036-2040 STLEX BGI LIFEPATH INDEX 2040
US EQUITY
SMALL BLEND IWM BGI RUSSELL 2000 VALUE FUND
LARGE GROWTH IWF RUSSELL 1000 GROWTH FUND
LARGE VALUE IWD RUSSELL 1000 VALUE FUND
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BTAEX BGI EAFE EQUITY INDEX FUND
Others
Target Date 2026-2030 STLDX BGI LIFEPATH INDEX 2030
Retirement Income STLAX BGI LIFEPATH INDEX RETIREMENT
Target Date 2036-2040 STLEX BGI LIFEPATH INDEX 2040
Target Date 2050+ STLFX BGI LIFEPATH INDEX 2050
Target Date 2041-2045 BIPJX BGI LIFEPATH INDEX 2045
Target Date 2031-2035 BIPGX BGI LIFEPATH INDEX 2035
Target Date 2021-2025 BIPDX BGI LIFEPATH INDEX 2025
Target Date 2016-2020 STLCX BGI LIFEPATH INDEX 2020
Target Date 2011-2015 BIPBX BGI LIFEPATH INDEX 2015
US EQUITY
SMALL BLEND IWM BGI RUSSELL 2000 VALUE FUND
LARGE GROWTH IWF RUSSELL 1000 GROWTH FUND
LARGE VALUE IWD RUSSELL 1000 VALUE FUND
LARGE BLEND VFINX BGI S&P 500 INDEX FUND
LARGE GROWTH MFGIX BARCLAYS RUSSEL 2000 GROWTH FUND
Total Available Funds: 15
  • 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 BTAEX BGI EAFE EQUITY INDEX FUND 0% 3 60 0 0.27% 2.79%
Others
Target Date 2026-2030 STLDX BGI LIFEPATH INDEX 2030 94% 3 60 0 0.34% 3.1%
Retirement Income STLAX BGI LIFEPATH INDEX RETIREMENT 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX BGI LIFEPATH INDEX 2040 92% 3 60 0 1.04% 3.18%
Target Date 2050+ STLFX BGI LIFEPATH INDEX 2050 81% 3 60 0 0.34% 1.14%
Target Date 2041-2045 BIPJX BGI LIFEPATH INDEX 2045 0% 3 60 0 0.23% 3.02%
Target Date 2031-2035 BIPGX BGI LIFEPATH INDEX 2035 0% 3 60 0 0.23% 3.35%
Target Date 2021-2025 BIPDX BGI LIFEPATH INDEX 2025 0% 3 60 0 0.22% 3.3%
Target Date 2016-2020 STLCX BGI LIFEPATH INDEX 2020 0% 3 60 0 0.67% 1.74%
Target Date 2011-2015 BIPBX BGI LIFEPATH INDEX 2015 0% 3 60 0 0.22% 1.99%
US EQUITY
SMALL BLEND IWM BGI RUSSELL 2000 VALUE FUND 99% 3 60 0 0.19% 1.33%
LARGE GROWTH IWF RUSSELL 1000 GROWTH FUND 99% 3 60 0 0.19% 0.61%
LARGE VALUE IWD RUSSELL 1000 VALUE FUND 98% 3 60 0 0.19% 1.95%
LARGE BLEND VFINX BGI S&P 500 INDEX FUND 98% 3 60 0 0.14% 1.27%
LARGE GROWTH MFGIX BARCLAYS RUSSEL 2000 GROWTH FUND 0% 3 60 0 1.37% 0.38%
Average Expense Ratio: 0.43%
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Model Portfolios

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 17 funds. It covers 2 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity and Foreign Equity.


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