MyPlanIQ 401k Investor NATIONAL RAILROAD PASSENGER CORPORATION SAVINGS PLAN

NATIONAL RAILROAD PASSENGER CORPORATION SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX VANGUARD INTL VALUE
Others
Target Date 2031-2035 FKTHX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2035 Fund
Target Date 2026-2030 FFKEX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2030 Fund
Target Date 2021-2025 FKTWX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2025 Fund
FIXED INCOME
Intermediate-Term Bond FTBFX ,FID TOTAL BOND
US EQUITY
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
LARGE BLEND VINIX VANGUARD INST INDEX
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX VANGUARD INTL VALUE
Others
Target Date 2031-2035 FKTHX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2035 Fund
Target Date 2026-2030 FFKEX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2030 Fund
Target Date 2021-2025 FKTWX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2025 Fund
Target Date 2016-2020 FFKDX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2020 Fund
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund
Target Date 2000-2010 FFKVX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
FIXED INCOME
Intermediate-Term Bond FTBFX ,FID TOTAL BOND
US EQUITY
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
LARGE BLEND VINIX VANGUARD INST INDEX
LARGE GROWTH RGAFX Growth Fund of America, Inc; Class R-5 Shares
LARGE BLEND DNVYX Davis New York Venture Fund, Inc: Davis New York Venture Fund; Class Y Shares
LARGE GROWTH FCNKX FID CONTRAFUND K
Total Available Funds: 15
  • 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 VTRIX VANGUARD INTL VALUE 99% 1 60 0 0.39% 2.76%
Others
Target Date 2031-2035 FKTHX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2035 Fund 0% 1 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2030 Fund 0% 1 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2025 Fund 0% 1 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2020 Fund 0% 1 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund 0% 1 60 0 0.51% 2.06%
Target Date 2000-2010 FFKVX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2005 Fund 0% 1 60 0 0.46% 1.44%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 1 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond FTBFX ,FID TOTAL BOND 81% 1 60 0 0.5% 3.24%
US EQUITY
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I 81% 1 60 0 0.74% 0%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 1 60 0 0.94% 1.65%
LARGE BLEND VINIX VANGUARD INST INDEX 78% 1 60 0 0.02% 1.36%
LARGE GROWTH RGAFX Growth Fund of America, Inc; Class R-5 Shares 75% 1 60 0 0.63% 0.75%
LARGE BLEND DNVYX Davis New York Venture Fund, Inc: Davis New York Venture Fund; Class Y Shares 69% 1 60 0 1.75% 8.03%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 4.38%
Average Expense Ratio: 0.62%
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Related Retirement Plans
NATIONAL RAILROAD PASSENGER CORPORATION SAVINGS PLAN
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 4.4% 13.7% 3.2% 7.5% 6.0% 7.6%

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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 15 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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