MyPlanIQ SAVINGS PLAN FOR EMPLOYEES AT ORNL

SAVINGS PLAN FOR EMPLOYEES AT ORNL

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation BALCX American Balanced Fund; Class C Shares
FIXED INCOME
Intermediate-Term Bond MBFIX Wells Fargo Advantage Ttl Return Bond I
WORLD BOND ESIYX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Class A Shares
US EQUITY
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
LARGE BLEND RICFX American Funds Invmt Co of America R5
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation BALCX American Balanced Fund; Class C Shares
FIXED INCOME
Intermediate-Term Bond MBFIX Wells Fargo Advantage Ttl Return Bond I
WORLD BOND ESIYX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Class A Shares
US EQUITY
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
LARGE BLEND RICFX American Funds Invmt Co of America R5
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
Small Growth WEMIX Wells Fargo Advantage Emerging Gr Instl
LARGE GROWTH AGTHX Growth Fund of America
LARGE BLEND AIVSX Investment Company of America; Class A Shares
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares
Total Available Funds: 14
  • 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 RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 1.86%
WORLD STOCK ANWPX New Perspective Fund; Class A Shares 66% 3 60 0 1.47% 5.44%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.64%
Others
Moderate Allocation BALCX American Balanced Fund; Class C Shares 37% 3 60 0 0.31% 1.69%
FIXED INCOME
Intermediate-Term Bond MBFIX Wells Fargo Advantage Ttl Return Bond I 93% 3 60 0 0.7% 4.05%
WORLD BOND ESIYX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Class A Shares 0% 3 60 0 1.78% 100.05%
US EQUITY
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl 87% 3 60 0 1.04% 3.66%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst 86% 3 60 0 1% 0.86%
LARGE BLEND RICFX American Funds Invmt Co of America R5 76% 3 60 0 0.58% 1.52%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 75% 3 60 0 0.63% 0.75%
Small Growth WEMIX Wells Fargo Advantage Emerging Gr Instl 62% 3 60 0 0.85% 0%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
LARGE BLEND AIVSX Investment Company of America; Class A Shares 38% 3 60 0 0.27% 5.04%
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares 0% 3 60 0 1.35% 0%
Average Expense Ratio: 0.86%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
SAVINGS PLAN FOR EMPLOYEES AT ORNL
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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.