MyPlanIQ 401k Investor PETCO ANIMAL SUPPLIES STORES INC. 401K PLAN

PETCO ANIMAL SUPPLIES STORES INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Target Date 2000-2010 FFFBX FID FREEDOM 2000
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund
LARGE BLEND FUSEX Fidelity Spartan 500 Index Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE BLEND FUSVX SPTN 500 INDEX ADV
SMALL VALUE ASVAX Columbia Multi-Advisor Small Cap Value Fund
Total Available Funds: 24
  • 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 Value AAIPX American Beacon International Equity Fund 98% 1 60 0 1.97% 2.74%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 1 60 0 0.58% 3.41%
Retirement Income FFFAX FID FREEDOM INCOME 98% 1 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 1 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 96% 1 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 1 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 1 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 1 60 0 0.7% 1.55%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 1 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 1 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 1 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 1 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 1 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM 66% 1 60 0 0.8% 4.94%
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth Fund 97% 1 60 0 1.27% 0%
SMALL BLEND NBGEX Neuberger Berman Genesis Fund 96% 1 60 0 0.84% 0%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 1 60 0 0.52% 4.95%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 1 60 0 0.79% 4.95%
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund 88% 1 60 0 1.16% 1.08%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Fund 79% 1 60 0 0.09% 1.79%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 1 60 0 0.92% 1.69%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 1 60 0 0.04% 1.84%
SMALL VALUE ASVAX Columbia Multi-Advisor Small Cap Value Fund 0% 1 60 0 1.4% 0.55%
Average Expense Ratio: 0.72%
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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 1.0% 11.4% 7.0% 9.7% 5.7% 7.8%

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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 25 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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