MyPlanIQ 401k Investor LEND LEASE 401K PLAN

LEND LEASE 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth VWILX VWILX
Foreign Large Blend VTIAX VTIAX
Others
Moderate Allocation VBAIX VBAIX
Target Date 2061-2065 VSXFX VSXFX
Target Date 2056-2060 VILVX VILVX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
Intermediate-Term Bond VBTIX VBTIX
FIXED INCOME VITRX VITRX
US EQUITY
MID-CAP VALUE FLMVX FLMVX
LARGE BLEND VITSX VITSX
LARGE VALUE VWNAX VWNAX
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth VWILX VWILX
Foreign Large Blend VTIAX VTIAX
Others
Moderate Allocation VBAIX VBAIX
Target Date 2061-2065 VSXFX VSXFX
Target Date 2056-2060 VILVX VILVX
Target Date 2051-2055 VIVLX VIVLX
Target Date 2046-2050 VTRLX VTRLX
Target Date 2041-2045 VITLX VITLX
Target Date 2036-2040 VIRSX VIRSX
Target Date 2031-2035 VITFX VITFX
Target Date 2026-2030 VTTWX VTTWX
Target Date 2021-2025 VRIVX VRIVX
Target Date 2016-2020 VITWX VITWX
Target Date 2011-2015 VITVX VITVX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
Intermediate-Term Bond VBTIX VBTIX
FIXED INCOME VITRX VITRX
US EQUITY
MID-CAP VALUE FLMVX FLMVX
LARGE BLEND VITSX VITSX
LARGE VALUE VWNAX VWNAX
Small Growth VEXRX VEXRX
Mid-Cap Growth APHMX APHMX
SMALL VALUE CRRYX CRRYX
LARGE VALUE SSHVX SSHVX
LARGE GROWTH MLRSX MLRSX
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
INTERNATIONAL EQUITY
Foreign Large Growth VWILX VWILX 83% 3 60 0 0.45% 1.94%
Foreign Large Blend VTIAX VTIAX 29% 3 60 0 0.07% 3.3%
Others
Moderate Allocation VBAIX VBAIX 85% 3 60 0 0.06% 2.62%
Target Date 2061-2065 VSXFX VSXFX 0% 3 60 0 0.09% 1.62%
Target Date 2056-2060 VILVX VILVX 0% 3 60 0 0.09% 1.73%
Target Date 2051-2055 VIVLX VIVLX 0% 3 60 0 0.09% 1.78%
Target Date 2046-2050 VTRLX VTRLX 0% 3 60 0 0.09% 1.81%
Target Date 2041-2045 VITLX VITLX 0% 3 60 0 0.09% 1.81%
Target Date 2036-2040 VIRSX VIRSX 0% 3 60 0 0.09% 1.77%
Target Date 2031-2035 VITFX VITFX 0% 3 60 0 0.09% 1.74%
Target Date 2026-2030 VTTWX VTTWX 0% 3 60 0 0.09% 1.69%
Target Date 2021-2025 VRIVX VRIVX 0% 3 60 0 0.09% 1.76%
Target Date 2016-2020 VITWX VITWX 0% 3 60 0 0.09% 2.01%
Target Date 2011-2015 VITVX VITVX 0% 3 60 0 0.09% 2.18%
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX VBTIX 94% 3 60 0 0.15% 3.27%
FIXED INCOME VITRX VITRX 0% 3 60 0 0.09% 2.15%
US EQUITY
MID-CAP VALUE FLMVX FLMVX 86% 3 60 0 1.14% 1.22%
LARGE BLEND VITSX VITSX 82% 3 60 0 0.03% 1.35%
LARGE VALUE VWNAX VWNAX 81% 3 60 0 0.26% 1.59%
Small Growth VEXRX VEXRX 76% 3 60 0 0.34% 0.59%
Mid-Cap Growth APHMX APHMX 7% 3 60 0 0.96% 0%
SMALL VALUE CRRYX CRRYX 1% 3 60 0 1.27% 6.97%
LARGE VALUE SSHVX SSHVX 1% 3 60 0 0.94% 4.13%
LARGE GROWTH MLRSX MLRSX 1% 3 60 0 1.33% 0%
Average Expense Ratio: 0.36%
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Related Retirement Plans
LENDLEASE 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 -3.2% 18.3% 6.9% 6.7% 5.7% 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
The plan consists of 16 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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