MyPlanIQ GENERAL ATOMICS 401K RETIREMENT SAVINGS PLAN

GENERAL ATOMICS 401K RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds
Others
Moderate Allocation JABAX Janus Investment Fund: Janus Balanced Fund; Class T Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
US EQUITY
LARGE VALUE VEIPX Vanguard Fenway Funds: Vanguard Equity Income Fund; Investor Shares
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE VALUE VWNDX Vanguard Windsor Funds: Vanguard Windsor Fund; Investor Shares
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds
Others
Moderate Allocation JABAX Janus Investment Fund: Janus Balanced Fund; Class T Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
US EQUITY
LARGE VALUE VEIPX Vanguard Fenway Funds: Vanguard Equity Income Fund; Investor Shares
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE VALUE VWNDX Vanguard Windsor Funds: Vanguard Windsor Fund; Investor Shares
LARGE BLEND SNXFX Schwab Investments: Schwab 1000 Index Fund
LARGE VALUE VIVAX Vanguard Index Funds: Vanguard Value Index Fund; Investor Shares
SMALL BLEND RSEIX Royce Fund: Royce Special Equity Fund; Institutional Class Shares
LARGE VALUE HDGYX Hartford Mutual Funds
LARGE VALUE VEIRX Vanguard Fenway Funds: Vanguard Equity Income Fund; Admiral Shares
LARGE VALUE VWNEX Vanguard Windsor Funds: Vanguard Windsor Fund; Admiral Shares
LARGE VALUE VMVLX Vanguard World Funds: Vanguard Mega Cap 300 Value Index Fund; Institutional Shares
Mid-Cap Growth TEGAX Touchstone Strategic Trust: Mid Cap Growth Fund; Class A Shares
LARGE GROWTH RGAEX Growth Fund of America
LARGE VALUE VHDYX Vanguard Whitehall Funds: Vanguard High Dividend Yield Index Fund; Investor Shares
LARGE VALUE VVISX Vanguard Index Funds: Vanguard Value Index Fund; Signal Shares
Total Available Funds: 18
  • 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% 1.83%
Others
Moderate Allocation JABAX Janus Investment Fund: Janus Balanced Fund; Class T Shares 91% 3 60 0 0.7% 3.12%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 3 60 0 0.08% 2.59%
US EQUITY
LARGE VALUE VEIPX Vanguard Fenway Funds: Vanguard Equity Income Fund; Investor Shares 99% 3 60 0 0.27% 2.74%
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares 99% 3 60 0 0.26% 1.52%
LARGE VALUE VWNDX Vanguard Windsor Funds: Vanguard Windsor Fund; Investor Shares 97% 3 60 0 0.32% 1.77%
LARGE BLEND SNXFX Schwab Investments: Schwab 1000 Index Fund 97% 3 60 0 0.05% 1.32%
LARGE VALUE VIVAX Vanguard Index Funds: Vanguard Value Index Fund; Investor Shares 96% 3 60 0 0.05% 2.23%
SMALL BLEND RSEIX Royce Fund: Royce Special Equity Fund; Institutional Class Shares 95% 3 60 0 2.24% 0%
LARGE VALUE HDGYX Hartford Mutual Funds 90% 3 60 0 1.04% 1.76%
LARGE VALUE VEIRX Vanguard Fenway Funds: Vanguard Equity Income Fund; Admiral Shares 85% 3 60 0 0.28% 1.95%
LARGE VALUE VWNEX Vanguard Windsor Funds: Vanguard Windsor Fund; Admiral Shares 72% 3 60 0 0.38% 13.82%
LARGE VALUE VMVLX Vanguard World Funds: Vanguard Mega Cap 300 Value Index Fund; Institutional Shares 62% 3 60 0 0.07% 2.43%
Mid-Cap Growth TEGAX Touchstone Strategic Trust: Mid Cap Growth Fund; Class A Shares 46% 3 60 0 0.99% 0%
LARGE GROWTH RGAEX Growth Fund of America 39% 3 60 0 0.3% 0%
LARGE VALUE VHDYX Vanguard Whitehall Funds: Vanguard High Dividend Yield Index Fund; Investor Shares 0% 3 60 0 0.14% 3.05%
LARGE VALUE VVISX Vanguard Index Funds: Vanguard Value Index Fund; Signal Shares 0% 3 60 0 0.1% 2.49%
Average Expense Ratio: 0.46%
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
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 5.2% 12.2% 3.3% 5.3% 4.5% 6.1%

Sign up or Login first to get rebalance emails for this portfolio

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 >>

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.