MyPlanIQ 401k Investor GENERAL DYNAMICS CORPORATION SAVINGS AND STOCK INVESTMENT PLAN (PLAN 3.0)

GENERAL DYNAMICS CORPORATION SAVINGS AND STOCK INVESTMENT PLAN (PLAN 3.0)

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIEQX INTL EQUITY INDEX
INTERNATIONAL EQUITY VGTSX INTL EQUITY FUND
Others
Target Date 2021-2025 VTTVX TARGET 2025 FUND
Target Date 2041-2045 VTIVX TARGET 2045 FUND
Retirement Income VTINX TARGET RET INCOME
FIXED INCOME
US MUNICIPAL BONDS VWITX FIXED INCOME FUND
Intermediate-Term Bond TIBFX BOND PLUS FUND
Intermediate-Term Bond GDBSX DOMESTIC BOND INDEX
US EQUITY
LARGE GROWTH VWUSX LARGE CAP EQ FUND
SMALL BLEND MASKX SM/MID CAP EQ INDEX
LARGE BLEND SVSPX S&P 500 EQUITY INDEX
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIEQX INTL EQUITY INDEX
INTERNATIONAL EQUITY VGTSX INTL EQUITY FUND
Others
Target Date 2021-2025 VTTVX TARGET 2025 FUND
Target Date 2041-2045 VTIVX TARGET 2045 FUND
Retirement Income VTINX TARGET RET INCOME
Target Date 2031-2035 VTTHX TARGET 2035 FUND
Target Date 2051+ VFFVX TARGET 2055 FUND
Target Date 2046-2050 VFIFX TARGET 2050 FUND
Target Date 2051+ VTTSX TARGET 2060 FUND
Target Date 2036-2040 VFORX TARGET 2040 FUND
Target Date 2026-2030 VTHRX TARGET 2030 FUND
Target Date 2016-2020 VTWNX TARGET 2020 FUND
Moderate Allocation PIRMX INFLATION RESPONSE
Target Date 2011-2015 VTXVX TARGET 2015 FUND
Target Date 2000-2010 VTENX TARGET 2010 FUND
FIXED INCOME
US MUNICIPAL BONDS VWITX FIXED INCOME FUND
Intermediate-Term Bond TIBFX BOND PLUS FUND
Intermediate-Term Bond GDBSX DOMESTIC BOND INDEX
US EQUITY
LARGE GROWTH VWUSX LARGE CAP EQ FUND
SMALL BLEND MASKX SM/MID CAP EQ INDEX
LARGE BLEND SVSPX S&P 500 EQUITY INDEX
SMALL BLEND REBSX SM/MID CAP EQ FUND
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 PIEQX INTL EQUITY INDEX 85% 3 60 0 0.3% 3.08%
INTERNATIONAL EQUITY VGTSX INTL EQUITY FUND 16% 3 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX TARGET 2025 FUND 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX TARGET 2045 FUND 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX TARGET RET INCOME 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX TARGET 2035 FUND 96% 3 60 0 0.08% 2.34%
Target Date 2051+ VFFVX TARGET 2055 FUND 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX TARGET 2050 FUND 75% 3 60 0 0.08% 2.02%
Target Date 2051+ VTTSX TARGET 2060 FUND 72% 3 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX TARGET 2040 FUND 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX TARGET 2030 FUND 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX TARGET 2020 FUND 66% 3 60 0 0.08% 4.48%
Moderate Allocation PIRMX INFLATION RESPONSE 13% 3 60 0 0.71% 5.11%
Target Date 2011-2015 VTXVX TARGET 2015 FUND 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX TARGET 2010 FUND 0% 3 60 0 0.17% 0%
FIXED INCOME
US MUNICIPAL BONDS VWITX FIXED INCOME FUND 97% 3 60 0 0.17% 2.7%
Intermediate-Term Bond TIBFX BOND PLUS FUND 67% 3 60 0 0.55% 3.82%
Intermediate-Term Bond GDBSX DOMESTIC BOND INDEX 0% 3 60 0 0.17% 12.94%
US EQUITY
LARGE GROWTH VWUSX LARGE CAP EQ FUND 99% 3 60 0 0.3% 0.25%
SMALL BLEND MASKX SM/MID CAP EQ INDEX 78% 3 60 0 0.37% 2.98%
LARGE BLEND SVSPX S&P 500 EQUITY INDEX 75% 3 60 0 0.16% 8.53%
SMALL BLEND REBSX SM/MID CAP EQ FUND 0% 3 60 0 0.94% 0%
Average Expense Ratio: 0.22%
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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 3.9% 13.9% 1.7% 19.9% 12.2% 11.8%

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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 23 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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