MyPlanIQ 401k Investor TERRA INDUSTRIES INC.EMPLOYEES’ SAVINGS AND INVESTMENT PLAN

TERRA INDUSTRIES INC.EMPLOYEES’ SAVINGS AND INVESTMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds Europacific Growth
Others
Moderate Allocation VWELX Vanguard Wellington
Target Date 2050+ WFQFX Wells Fargo Dow Jones Target 2050 Fund
Target Date 2036-2040 WFOSX Wells Fargo Dow Jones Target 2040 Fund
US EQUITY
Small Growth NVSOX Wells Fargo Small Cap Opportunities
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE BLEND NYVTX Davis New York Venture
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds Total Return Fund
Short-Term Bond SSHIX Wells Fargo Short Term Investment Fund
SHORT GOVERNMENT STABLEVALUE Wells Fargo Collective Stable Return
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds Europacific Growth
Others
Moderate Allocation VWELX Vanguard Wellington
Target Date 2050+ WFQFX Wells Fargo Dow Jones Target 2050 Fund
Target Date 2036-2040 WFOSX Wells Fargo Dow Jones Target 2040 Fund
Target Date 2026-2030 WFOOX Wells Fargo Dow Jones Target 2030 Fund
Target Date 2016-2020 WFOBX Wells Fargo Dow Jones Target 2020 Fund
Target Date 2000-2010 WFOAX Wells Fargo Dow Jones Target 2010 Fund
Retirement Income WFBTX Wells Fargo Dow Jones Target Today Fund
US EQUITY
Small Growth NVSOX Wells Fargo Small Cap Opportunities
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE BLEND NYVTX Davis New York Venture
MID-CAP VALUE ARTQX Artisan Mid Cap Value
MID-CAP BLEND ABMIX ABN AMRO Mid Cap
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE BLEND WFSPX Wells Fargo Collective/BGI S&P 500 Index High Balance
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds Total Return Fund
Short-Term Bond SSHIX Wells Fargo Short Term Investment Fund
SHORT GOVERNMENT STABLEVALUE Wells Fargo Collective Stable Return
Total Available Funds: 18
  • 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 CEUFX American Funds Europacific Growth 94% 3 60 0 0.9% 3.89%
Others
Moderate Allocation VWELX Vanguard Wellington 90% 3 60 0 0.17% 12.31%
Target Date 2050+ WFQFX Wells Fargo Dow Jones Target 2050 Fund 0% 3 60 0 0.85% 1.87%
Target Date 2036-2040 WFOSX Wells Fargo Dow Jones Target 2040 Fund 0% 3 60 0 0.49% 1.85%
Target Date 2026-2030 WFOOX Wells Fargo Dow Jones Target 2030 Fund 0% 3 60 0 0.29% 1.91%
Target Date 2016-2020 WFOBX Wells Fargo Dow Jones Target 2020 Fund 0% 3 60 0 0.49% 2.06%
Target Date 2000-2010 WFOAX Wells Fargo Dow Jones Target 2010 Fund 0% 3 60 0 1.35% 2.15%
Retirement Income WFBTX Wells Fargo Dow Jones Target Today Fund 0% 3 60 0 0.86% 0%
US EQUITY
Small Growth NVSOX Wells Fargo Small Cap Opportunities 96% 3 60 0 0.92% 0.11%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
LARGE BLEND NYVTX Davis New York Venture 92% 3 60 0 1.75% 8.07%
MID-CAP VALUE ARTQX Artisan Mid Cap Value 91% 3 60 0 1.05% 17.63%
MID-CAP BLEND ABMIX ABN AMRO Mid Cap 86% 3 60 0 0.76% 0.64%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 0.75%
LARGE BLEND WFSPX Wells Fargo Collective/BGI S&P 500 Index High Balance 75% 3 60 0 0.03% 1.52%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds Total Return Fund 97% 3 60 0 0.83% 3.98%
Short-Term Bond SSHIX Wells Fargo Short Term Investment Fund 88% 3 60 0 0.25% 3.43%
SHORT GOVERNMENT STABLEVALUE Wells Fargo Collective Stable Return 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.71%
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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 7.4% 22.9% 8.8% 10.1% 7.6% 8.3%

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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(Ticker:TRA)
The plan consists of 18 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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