MyPlanIQ 401k Investor WEA TRUST EMPLOYEES 401 K PLAN

WEA TRUST EMPLOYEES 401 K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX VANG REIT IDX SIG
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTL I
Foreign Large Growth OIGYX OPPHMR INTL GRTH Y
Foreign Large Value DFIEX DFA INTL CORE EQ I
Others
Natural Resources FSDPX FID SEL MATERIALS
FIXED INCOME
Inflation-Protected Bond BPRAX BLKRK INFL PROTEC IS
High Yield Bond LHYAX LD ABBETT HIGH YLD A
SHORT GOVERNMENT STABLEVALUE Stable Value
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX VANG REIT IDX SIG
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTL I
Foreign Large Growth OIGYX OPPHMR INTL GRTH Y
Foreign Large Value DFIEX DFA INTL CORE EQ I
WORLD STOCK CGOLX COL DIVIDEND OPP R4
Others
Natural Resources FSDPX FID SEL MATERIALS
FIXED INCOME
Inflation-Protected Bond BPRAX BLKRK INFL PROTEC IS
High Yield Bond LHYAX LD ABBETT HIGH YLD A
SHORT GOVERNMENT STABLEVALUE Stable Value
Intermediate-Term Bond WBFIX WM BLAIR BOND I
US EQUITY
LARGE GROWTH TRBCX TRP BLUE CHIP GRTH
Small Growth TSCIX TIMESSQ SM CAP GR PR
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
Small Growth NEAGX AGGRESSIVE GROWTH
MID-CAP VALUE HIMVX HARBOR MDCP VAL INV
SMALL BLEND VSISX VANG SM CAP IDX SIG
SMALL VALUE ABBYX ABF SM CAP VAL II Y
MID-CAP BLEND VMISX VANG MID CAP IDX SIG
LARGE BLEND VLCSX VANG LG CAP IDX SIG
Total Available Funds: 20
  • 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 VANG REIT IDX SIG 0% 3 60 0 0.1% 3.18%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y 89% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTL I 100% 3 60 0 0.75% 1.9%
Foreign Large Growth OIGYX OPPHMR INTL GRTH Y 92% 3 60 0 1.1% 0.87%
Foreign Large Value DFIEX DFA INTL CORE EQ I 76% 3 60 0 0.23% 3.33%
WORLD STOCK CGOLX COL DIVIDEND OPP R4 1% 3 60 0 1.02% 2.52%
Others
Natural Resources FSDPX FID SEL MATERIALS 75% 3 60 0 0.76% 4.14%
FIXED INCOME
Inflation-Protected Bond BPRAX BLKRK INFL PROTEC IS 65% 3 60 0 0.56% 2.6%
High Yield Bond LHYAX LD ABBETT HIGH YLD A 64% 3 60 0 0.6% 4.78%
SHORT GOVERNMENT STABLEVALUE Stable Value 16% 3 60 0 NA 27.03%
Intermediate-Term Bond WBFIX WM BLAIR BOND I 0% 3 60 0 0.6% 2.61%
US EQUITY
LARGE GROWTH TRBCX TRP BLUE CHIP GRTH 100% 3 60 0 1.23% 0%
Small Growth TSCIX TIMESSQ SM CAP GR PR 94% 3 60 0 1.19% 0%
Mid-Cap Growth ARTMX ARTISAN MID CAP INV 88% 3 60 0 0.96% 0%
Small Growth NEAGX AGGRESSIVE GROWTH 61% 3 60 0 1.88% 0%
MID-CAP VALUE HIMVX HARBOR MDCP VAL INV 49% 3 60 0 1.21% 6.79%
SMALL BLEND VSISX VANG SM CAP IDX SIG 0% 3 60 0 0.16% 1.67%
SMALL VALUE ABBYX ABF SM CAP VAL II Y 0% 3 60 0 1.34% 0%
MID-CAP BLEND VMISX VANG MID CAP IDX SIG 0% 3 60 0 0.1% 1.26%
LARGE BLEND VLCSX VANG LG CAP IDX SIG 0% 3 60 0 0.1% 1.96%
Average Expense Ratio: 0.78%
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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 6.8% 18.2% 7.6% 9.7% 7.4% 9.0%

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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 25 funds. It covers 5 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.
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