MyPlanIQ 401k Investor KIRBY 401(k) PLAN

KIRBY 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLIX ING Funds ING Global Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Investments Pioneer Emerging Mkts Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Thornburg International Value Fund
Foreign Large Blend MDIIX Merrill Lynch Merrill Lynch International Index Tr Fund
Others
Target Date 2026-2030 TRRCX T. Rowe Price T. Rowe Price rtmt 2030 Fund
Target Date 2000-2010 TRRAX T. Rowe Price T. Rowe Price rtmt 2010 Fund
Target Date 2021-2025 TRRHX T. Rowe Price T. Rowe Price rtmt 2025 Fund
FIXED INCOME
Intermediate-Term Bond RBFFX American Funds American Funds Bond Fund of Amer
US EQUITY
LARGE BLEND MIGYX Oppenheimer Funds Oppenheimer Main Street Small Cap Fund
LARGE GROWTH PTWZX JennisonDryden Jennison 20/20 Focus Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLIX ING Funds ING Global Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Investments Pioneer Emerging Mkts Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Thornburg International Value Fund
Foreign Large Blend MDIIX Merrill Lynch Merrill Lynch International Index Tr Fund
Others
Target Date 2026-2030 TRRCX T. Rowe Price T. Rowe Price rtmt 2030 Fund
Target Date 2000-2010 TRRAX T. Rowe Price T. Rowe Price rtmt 2010 Fund
Target Date 2021-2025 TRRHX T. Rowe Price T. Rowe Price rtmt 2025 Fund
Target Date 2011-2015 TRRGX T. Rowe Price T. Rowe Price rtmt 2015 Fund
Target Date 2016-2020 TRRBX T. Rowe Price T. Rowe Price rtmt 2020 Fund
Target Date 2031-2035 TRRJX T. Rowe Price T. Rowe Price rtmt 2035 Fund
Target Date 2036-2040 TRRDX T. Rowe Price T. Rowe Price rtmt 2040 Fund
Target Date 2041-2045 TRRKX T. Rowe Price T. Rowe Price rtmt 2045 Fund
Target Date 2050+ TRRMX T. Rowe Price T. Rowe Price rtmt 2050 Fund
ROOT CASH Blackrock Blackrock FFI Treasury Fund
FIXED INCOME
Intermediate-Term Bond RBFFX American Funds American Funds Bond Fund of Amer
US EQUITY
LARGE BLEND MIGYX Oppenheimer Funds Oppenheimer Main Street Small Cap Fund
LARGE GROWTH PTWZX JennisonDryden Jennison 20/20 Focus Fund
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
REAL ESTATE
Global Real Estate IGLIX ING Funds ING Global Real Estate Fund 0% 3 60 0 1.01% 5.21%
Emerging Market
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Investments Pioneer Emerging Mkts Fund 0% 3 60 0 1.4% 0%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Thornburg International Value Fund 86% 3 60 0 1.36% 0.4%
Foreign Large Blend MDIIX Merrill Lynch Merrill Lynch International Index Tr Fund 76% 3 60 0 0.34% 3.02%
Others
Target Date 2026-2030 TRRCX T. Rowe Price T. Rowe Price rtmt 2030 Fund 100% 3 60 0 1.08% 10.48%
Target Date 2000-2010 TRRAX T. Rowe Price T. Rowe Price rtmt 2010 Fund 100% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price T. Rowe Price rtmt 2025 Fund 99% 3 60 0 1.05% 11.24%
Target Date 2011-2015 TRRGX T. Rowe Price T. Rowe Price rtmt 2015 Fund 98% 3 60 0 0.76% 11.16%
Target Date 2016-2020 TRRBX T. Rowe Price T. Rowe Price rtmt 2020 Fund 96% 3 60 0 0.78% 11.87%
Target Date 2031-2035 TRRJX T. Rowe Price T. Rowe Price rtmt 2035 Fund 95% 3 60 0 0.84% 8.3%
Target Date 2036-2040 TRRDX T. Rowe Price T. Rowe Price rtmt 2040 Fund 91% 3 60 0 0.6% 7.59%
Target Date 2041-2045 TRRKX T. Rowe Price T. Rowe Price rtmt 2045 Fund 87% 3 60 0 1.12% 6.6%
Target Date 2050+ TRRMX T. Rowe Price T. Rowe Price rtmt 2050 Fund 84% 3 60 0 0.63% 6.57%
ROOT CASH Blackrock Blackrock FFI Treasury Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond RBFFX American Funds American Funds Bond Fund of Amer 70% 3 60 0 0.33% 3.84%
US EQUITY
LARGE BLEND MIGYX Oppenheimer Funds Oppenheimer Main Street Small Cap Fund 40% 3 60 0 0.8% 0.18%
LARGE GROWTH PTWZX JennisonDryden Jennison 20/20 Focus Fund 0% 3 60 0 0.89% 0.22%
Average Expense Ratio: 0.87%
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Related Retirement Plans
KIRBY 401K 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 13.4% 15.1% 6.6% 6.3% 4.2% 8.0%

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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:KEX)
The plan consists of 19 funds. It covers 5 major asset classes and 15 minor asset classes. The major asset classes it covers are Foreign Equity, Emerging Market Equity, US Equity, REITs and Fixed Income.

The symbol of the complany is KEX.



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