MyPlanIQ 401k Investor BRIDGEWATER ASSOCIATES LP 401K PLAN

BRIDGEWATER ASSOCIATES LP 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX Vanguard REIT Index Signal
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Investor Class Shares
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Mkts Stock Idx Si
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard International Equity Index Funds: Vanguard Pacific Stock Index Fund; Signal Shares
EUROPE STOCK VESSX Vanguard European Stock Index Signa
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat D
US EQUITY
LARGE BLEND SNXFX Schwab 1000 Index
MID-CAP BLEND VMISX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Signal Shares
LARGE BLEND VIFSX Vanguard 500 Index Signal
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX Vanguard REIT Index Signal
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Investor Class Shares
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Mkts Stock Idx Si
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard International Equity Index Funds: Vanguard Pacific Stock Index Fund; Signal Shares
EUROPE STOCK VESSX Vanguard European Stock Index Signa
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat D
US EQUITY
LARGE BLEND SNXFX Schwab 1000 Index
MID-CAP BLEND VMISX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Signal Shares
LARGE BLEND VIFSX Vanguard 500 Index Signal
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs A
Emerging Markets Bond PYEMX Payden & Rygel Investment Group: Payden Emerging Markets Bond Fund; Investor Class Shares
WORLD BOND GSGIX Goldman Sachs Trust: Goldman Sachs Global Income Fund; Class A Shares
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv
WORLD BOND BEGBX American Century International Bond Funds: International Bond Fund; Investor Class Shares
Total Available Funds: 14
  • 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
REAL ESTATE VGRSX Vanguard REIT Index Signal 0% 1 60 0 0.1% 3.18%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Investor Class Shares 99% 1 60 0 0.08% 3.29%
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Mkts Stock Idx Si 0% 1 60 0 0.2% 0%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard International Equity Index Funds: Vanguard Pacific Stock Index Fund; Signal Shares 0% 1 60 0 0.14% 3.07%
EUROPE STOCK VESSX Vanguard European Stock Index Signa 0% 1 60 0 0.14% 3.32%
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat D 66% 1 60 0 1.19% 5.32%
US EQUITY
LARGE BLEND SNXFX Schwab 1000 Index 97% 1 60 0 0.05% 1.32%
MID-CAP BLEND VMISX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Signal Shares 0% 1 60 0 0.1% 1.26%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 1 60 0 0.05% 2.03%
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs A 91% 1 60 0 0.07% 4.34%
Emerging Markets Bond PYEMX Payden & Rygel Investment Group: Payden Emerging Markets Bond Fund; Investor Class Shares 88% 1 60 0 0.73% 7.57%
WORLD BOND GSGIX Goldman Sachs Trust: Goldman Sachs Global Income Fund; Class A Shares 68% 1 60 0 1.11% 2.5%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv 0% 1 60 0 0.15% 3.31%
WORLD BOND BEGBX American Century International Bond Funds: International Bond Fund; Investor Class Shares 0% 1 60 0 0.6% 0%
Average Expense Ratio: 0.34%
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Related Retirement Plans
BRIDGEWATER ASSOCIATES, LP 401(K) 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 4.1% 11.0% 12.7% 12.8% 8.9% 9.8%

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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 14 funds. It covers 6 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, Commodity, US Equity, Emerging Market Equity, Foreign Equity and REITs.


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