MyPlanIQ TESORO CORPORATION THRIFT PLAN

TESORO CORPORATION THRIFT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSPNX SPTN INTL INDEX INS
Others
Target Date 2046-2050 FIPFX FID FRDM INDX 2050 W
US EQUITY
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund
SMALL VALUE RYPNX Royce Fund: Royce Opportunity Fund; Investment Class Shares
MID-CAP BLEND WHGMX WW SMID CAP INST
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
Inflation-Protected Bond AIANX AMCENT INFL ADJBD IS
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSPNX SPTN INTL INDEX INS
Others
Target Date 2046-2050 FIPFX FID FRDM INDX 2050 W
US EQUITY
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund
SMALL VALUE RYPNX Royce Fund: Royce Opportunity Fund; Investment Class Shares
MID-CAP BLEND WHGMX WW SMID CAP INST
LARGE BLEND RFNFX Fundamental Investors
MID-CAP BLEND FLVCX Fidelity Securities Fund: Fidelity Leveraged Company Stock Fund
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
LARGE GROWTH FCNKX FID CONTRAFUND K
SMALL BLEND LRSCX Lord Abbett Research Fund
Mid-Cap Growth ASMZX ALGER SMIDCAP GRTH Z
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE BLEND FXSIX SPTN 500 INDEX INST
LARGE BLEND FUSVX Fidelity Concord Street Trust: Spartan 500 Index Fund; Fidelity Advantage Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
Inflation-Protected Bond AIANX AMCENT INFL ADJBD IS
Intermediate Government FGOVX Fidelity Income Fund: Fidelity Government Income Fund
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 19
  • 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 FSPNX SPTN INTL INDEX INS 0% 3 60 0 0.05% 2.63%
Others
Target Date 2046-2050 FIPFX FID FRDM INDX 2050 W 54% 3 60 0 0.12% 1.66%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund 99% 3 60 0 0.76% 0.99%
SMALL VALUE RYPNX Royce Fund: Royce Opportunity Fund; Investment Class Shares 95% 3 60 0 1.85% 4.65%
MID-CAP BLEND WHGMX WW SMID CAP INST 89% 3 60 0 0.68% 0.93%
LARGE BLEND RFNFX Fundamental Investors 88% 3 60 0 0.6% 1.27%
MID-CAP BLEND FLVCX Fidelity Securities Fund: Fidelity Leveraged Company Stock Fund 84% 3 60 0 0.74% 8.83%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 1.65%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 4.38%
SMALL BLEND LRSCX Lord Abbett Research Fund 48% 3 60 0 1.48% 3.22%
Mid-Cap Growth ASMZX ALGER SMIDCAP GRTH Z 7% 3 60 0 0.91% 0%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 3 60 0 0.04% 0%
LARGE BLEND FUSVX Fidelity Concord Street Trust: Spartan 500 Index Fund; Fidelity Advantage Class Shares 0% 3 60 0 0.04% 1.84%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 94% 3 60 0 0.15% 3.27%
Inflation-Protected Bond AIANX AMCENT INFL ADJBD IS 93% 3 60 0 0.76% 4.69%
Intermediate Government FGOVX Fidelity Income Fund: Fidelity Government Income Fund 91% 3 60 0 0.76% 1.87%
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.94%
Average Expense Ratio: 0.68%
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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*
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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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