MyPlanIQ 401k Investor FEDERAL HOME LOAN MORTGAGE CORP THRIFT/401K SAVINGS PLAN

FEDERAL HOME LOAN MORTGAGE CORP THRIFT/401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX AF EUROPACIFIC GTH A
Others
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
Retirement Income VTINX VANG TARGET RET INC
US EQUITY
LARGE VALUE LSVEX LSV VALUE EQUITY
MID-CAP VALUE TRMCX TRP MID CAP VALUE
SMALL BLEND TRSSX TRP INST SM CAP STK
FIXED INCOME
Inflation-Protected Bond BPLBX BLACKROCK U.S. TIPS
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX AF EUROPACIFIC GTH A
Others
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
Retirement Income VTINX VANG TARGET RET INC
Target Date 2031-2035 VTTHX VANG TARGET RET 2035
Target Date 2051+ VFFVX VANG TARGET RET 2055
Target Date 2046-2050 VFIFX VANG TARGET RET 2050
Target Date 2051+ VTTSX VANG TARGET RET 2060
Target Date 2036-2040 VFORX VANG TARGET RET 2040
Target Date 2026-2030 VTHRX VANG TARGET RET 2030
Target Date 2016-2020 VTWNX VANG TARGET RET 2020
Target Date 2011-2015 VTXVX VANG TARGET RET 2015
Target Date 2000-2010 VTENX VANG TARGET RET 2010
ROOT CASH VANG PRIME MM INST
US EQUITY
LARGE VALUE LSVEX LSV VALUE EQUITY
MID-CAP VALUE TRMCX TRP MID CAP VALUE
SMALL BLEND TRSSX TRP INST SM CAP STK
SMALL BLEND OTCFX TRP SM CAP STOCK
LARGE GROWTH VMRAX VANG MORGAN GRTH ADM
LARGE BLEND FXSIX SPTN 500 INDEX INST
FIXED INCOME
Inflation-Protected Bond BPLBX BLACKROCK U.S. TIPS
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
Total Available Funds: 22
  • 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 AEPGX AF EUROPACIFIC GTH A 58% 1 60 0 0.9% 3.64%
Others
Target Date 2021-2025 VTTVX VANG TARGET RET 2025 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VANG TARGET RET 2045 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX VANG TARGET RET INC 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX VANG TARGET RET 2035 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX VANG TARGET RET 2055 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX VANG TARGET RET 2050 75% 1 60 0 0.08% 2.02%
Target Date 2051+ VTTSX VANG TARGET RET 2060 72% 1 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX VANG TARGET RET 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VANG TARGET RET 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX VANG TARGET RET 2020 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX VANG TARGET RET 2015 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX VANG TARGET RET 2010 0% 1 60 0 0.17% 0%
ROOT CASH VANG PRIME MM INST 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE LSVEX LSV VALUE EQUITY 93% 1 60 0 0.66% 13.03%
MID-CAP VALUE TRMCX TRP MID CAP VALUE 81% 1 60 0 0.83% 7.78%
SMALL BLEND TRSSX TRP INST SM CAP STK 78% 1 60 0 0.66% 0.41%
SMALL BLEND OTCFX TRP SM CAP STOCK 77% 1 60 0 1.17% 0.21%
LARGE GROWTH VMRAX VANG MORGAN GRTH ADM 0% 1 60 0 0.3% 0%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 0%
FIXED INCOME
Inflation-Protected Bond BPLBX BLACKROCK U.S. TIPS 97% 1 60 0 0.81% 3.49%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 94% 1 60 0 0.15% 3.27%
Average Expense Ratio: 0.31%
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Related Retirement Plans
FEDERAL HOME LOAN MORTGAGE CORP THRIFT/401(K) SAVINGS 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 2.7% 9.7% -0.5% 5.5% 5.1% 6.7%

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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 22 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income and US Equity.


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