MyPlanIQ PUBLIX SUPER MARKETS INC. 401K SMART PLAN

PUBLIX SUPER MARKETS INC. 401K SMART PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2046-2050 AALTX American Funds Target Date Retirement Series: American Funds 2050 Target Date Retirement Fund; Class A Shares
Target Date 2041-2045 AAHTX American Funds Target Date Retirement Series: American Funds 2045 Target Date Retirement Fund; Class A Shares
Target Date 2051+ AAMTX American Funds Target Date Retirement Series: American Funds 2055 Target Date Retirement Fund; Class A Share
US EQUITY
LARGE GROWTH PGGAX American Funds Portfolio Series: American Funds Global Growth Portfolio; Class A Shares
LARGE VALUE PPVAX American Funds Portfolio Series: American Funds Preservation Portfolio; Class A Shares
FIXED INCOME
Muni National Interm TEPAX American Funds Portfolio Series: American Funds Tax-Exempt Preservation Portfolio; Class A Series
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2046-2050 AALTX American Funds Target Date Retirement Series: American Funds 2050 Target Date Retirement Fund; Class A Shares
Target Date 2041-2045 AAHTX American Funds Target Date Retirement Series: American Funds 2045 Target Date Retirement Fund; Class A Shares
Target Date 2051+ AAMTX American Funds Target Date Retirement Series: American Funds 2055 Target Date Retirement Fund; Class A Share
Aggressive Allocation GAIOX American Funds Portfolio Series: American Funds Growth & Income Portfolio; Class A Shares
Conservative Allocation INPAX American Funds Portfolio Series: American Funds Income Portfolio; Class A Shares
Aggressive Allocation GWPAX American Funds Portfolio Series: American Funds Growth Portfolio; Class A Shares
Conservative Allocation TAIAX American Funds Portfolio Series: American Funds Tax-Advantaged Income Portfolio; Class A Shares
US EQUITY
LARGE GROWTH PGGAX American Funds Portfolio Series: American Funds Global Growth Portfolio; Class A Shares
LARGE VALUE PPVAX American Funds Portfolio Series: American Funds Preservation Portfolio; Class A Shares
FIXED INCOME
Muni National Interm TEPAX American Funds Portfolio Series: American Funds Tax-Exempt Preservation Portfolio; Class A Series
Total Available Funds: 10
  • 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
Others
Target Date 2046-2050 AALTX American Funds Target Date Retirement Series: American Funds 2050 Target Date Retirement Fund; Class A Shares 60% 3 60 0 0.73% 3.36%
Target Date 2041-2045 AAHTX American Funds Target Date Retirement Series: American Funds 2045 Target Date Retirement Fund; Class A Shares 52% 3 60 0 0.72% 3.4%
Target Date 2051+ AAMTX American Funds Target Date Retirement Series: American Funds 2055 Target Date Retirement Fund; Class A Share 31% 3 60 0 0.38% 3.24%
Aggressive Allocation GAIOX American Funds Portfolio Series: American Funds Growth & Income Portfolio; Class A Shares 10% 3 60 0 0.4% 4.41%
Conservative Allocation INPAX American Funds Portfolio Series: American Funds Income Portfolio; Class A Shares 7% 3 60 0 1.39% 3.09%
Aggressive Allocation GWPAX American Funds Portfolio Series: American Funds Growth Portfolio; Class A Shares 7% 3 60 0 1.03% 5.82%
Conservative Allocation TAIAX American Funds Portfolio Series: American Funds Tax-Advantaged Income Portfolio; Class A Shares 5% 3 60 0 0.63% 1.8%
US EQUITY
LARGE GROWTH PGGAX American Funds Portfolio Series: American Funds Global Growth Portfolio; Class A Shares 52% 3 60 0 0.58% 4.29%
LARGE VALUE PPVAX American Funds Portfolio Series: American Funds Preservation Portfolio; Class A Shares 36% 3 60 0 0.3% 3.72%
FIXED INCOME
Muni National Interm TEPAX American Funds Portfolio Series: American Funds Tax-Exempt Preservation Portfolio; Class A Series 16% 3 60 0 1.27% 2.34%
Average Expense Ratio: 0.74%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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
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