MyPlanIQ WERNER ENTERPRISES INC. AND SUBSIDIARIES EMPLOYEE` 401K RETIREMENT SAVINGS PLAN

WERNER ENTERPRISES INC. AND SUBSIDIARIES EMPLOYEE` 401K RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Moderate Allocation FMTIX Franklin Templeton Fund Allocator Series: Franklin Templeton Moderate Allocation Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares
US EQUITY
LARGE GROWTH MLAAX MainStay Funds: MainStay Large Cap Growth Fund; Class A Shares
LARGE VALUE MFUAX MassMutual Select Funds: MassMutual Select Fundamental Value Fund; Class A Shares
LARGE BLEND VITSX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Class Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Moderate Allocation FMTIX Franklin Templeton Fund Allocator Series: Franklin Templeton Moderate Allocation Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares
US EQUITY
LARGE GROWTH MLAAX MainStay Funds: MainStay Large Cap Growth Fund; Class A Shares
LARGE VALUE MFUAX MassMutual Select Funds: MassMutual Select Fundamental Value Fund; Class A Shares
LARGE BLEND VITSX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Class Shares
MID-CAP VALUE JDPAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class A Shares
LARGE BLEND MFVAX MassMutual Select Funds: MassMutual Select Focused Value Fund; Class A Shares
SMALL VALUE DEVLX Delaware Group Equity Funds V: Delaware Small Cap Value Fund; Class A Shares
Mid-Cap Growth MEFAX MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class A Shares
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares
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
Moderate Allocation FMTIX Franklin Templeton Fund Allocator Series: Franklin Templeton Moderate Allocation Fund; Class A Shares 47% 3 60 0 0.6% 1.99%
FIXED INCOME
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares 4% 3 60 0 0.64% 3.5%
US EQUITY
LARGE GROWTH MLAAX MainStay Funds: MainStay Large Cap Growth Fund; Class A Shares 75% 3 60 0 1.33% 0%
LARGE VALUE MFUAX MassMutual Select Funds: MassMutual Select Fundamental Value Fund; Class A Shares 72% 3 60 0 0.86% 9.52%
LARGE BLEND VITSX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Class Shares 52% 3 60 0 0.03% 1.35%
MID-CAP VALUE JDPAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class A Shares 38% 3 60 0 0.5% 14.98%
LARGE BLEND MFVAX MassMutual Select Funds: MassMutual Select Focused Value Fund; Class A Shares 38% 3 60 0 1.04% 4.77%
SMALL VALUE DEVLX Delaware Group Equity Funds V: Delaware Small Cap Value Fund; Class A Shares 33% 3 60 0 0.86% 0%
Mid-Cap Growth MEFAX MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class A Shares 33% 3 60 0 0.76% 7.73%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.7%
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Related Retirement Plans
WERNER ENTERPRISES, INC. AND SUBSIDIARIES EMPLOYEES 401(K) RETIREMENT SAVINGS 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

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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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