MyPlanIQ INGRAM 401K PLAN

INGRAM 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Target Date 2046-2050 LPRFX BlackRock Funds III: LifePath 2050 Portfolio; Investor A Shares
Target Date 2026-2030 LPRDX BlackRock Funds III: LifePath 2030 Portfolio; Investor A Shares
US EQUITY
LARGE GROWTH AGTHX Growth Fund of America
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
Small Growth BSFIX Baron Investment Funds Trust: Baron Small Cap Fund; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond MIXIX MainStay Funds Trust: MainStay Indexed Bond Fund; Class I Shares
Intermediate-Term Bond MIXAX MainStay Funds Trust: MainStay Indexed Bond Fund; Class A Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Target Date 2046-2050 LPRFX BlackRock Funds III: LifePath 2050 Portfolio; Investor A Shares
Target Date 2026-2030 LPRDX BlackRock Funds III: LifePath 2030 Portfolio; Investor A Shares
Target Date 2036-2040 LPREX BlackRock Funds III: LifePath 2040 Portfolio; Investor A Shares
Retirement Income LPRAX BlackRock Funds III: LifePath Retirement Portfolio; Investor A Shares
Target Date 2016-2020 LPRCX BlackRock Funds III: LifePath 2020 Portfolio; Investor A Shares
US EQUITY
LARGE GROWTH AGTHX Growth Fund of America
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
Small Growth BSFIX Baron Investment Funds Trust: Baron Small Cap Fund; Institutional Class Shares
MID-CAP BLEND GTAGX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond MIXIX MainStay Funds Trust: MainStay Indexed Bond Fund; Class I Shares
Intermediate-Term Bond MIXAX MainStay Funds Trust: MainStay Indexed Bond Fund; Class A Shares
Total Available Funds: 13
  • 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 ARTIX Artisan Partners Funds 91% 3 60 0 0.97% 1.67%
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.73%
Target Date 2046-2050 LPRFX BlackRock Funds III: LifePath 2050 Portfolio; Investor A Shares 89% 3 60 0 0.34% 2.4%
Target Date 2026-2030 LPRDX BlackRock Funds III: LifePath 2030 Portfolio; Investor A Shares 55% 3 60 0 0.34% 1.55%
Target Date 2036-2040 LPREX BlackRock Funds III: LifePath 2040 Portfolio; Investor A Shares 51% 3 60 0 1.04% 1.29%
Retirement Income LPRAX BlackRock Funds III: LifePath Retirement Portfolio; Investor A Shares 41% 3 60 0 1.04% 1.89%
Target Date 2016-2020 LPRCX BlackRock Funds III: LifePath 2020 Portfolio; Investor A Shares 0% 3 60 0 0.92% 1.73%
US EQUITY
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares 39% 3 60 0 1.31% 3.11%
Small Growth BSFIX Baron Investment Funds Trust: Baron Small Cap Fund; Institutional Class Shares 6% 3 60 0 1.04% 2.88%
MID-CAP BLEND GTAGX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class A Shares 0% 3 60 0 1.23% 0.32%
FIXED INCOME
Intermediate-Term Bond MIXIX MainStay Funds Trust: MainStay Indexed Bond Fund; Class I Shares 95% 3 60 0 0.75% 5.01%
Intermediate-Term Bond MIXAX MainStay Funds Trust: MainStay Indexed Bond Fund; Class A Shares 62% 3 60 0 1.17% 4.7%
Average Expense Ratio: 0.87%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
INGRAM 401(K) PLAN
Model Portfolios

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.