MyPlanIQ 401k Investor ABB Inc the Personal Retirement Investment and Savings Management Plan for Employees

ABB Inc the Personal Retirement Investment and Savings Management Plan for Employees

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Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX MSIF EMERGING MKTS I
INTERNATIONAL EQUITY
Foreign Large Growth PRITX TRP INTL STOCK
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU
Others
Target Date 2021-2025 VTTVX TARGET 2025 FUND
Target Date 2041-2045 VTIVX TARGET 2045 FUND
Target Date 2031-2035 VTTHX TARGET 2035 FUND
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond VIPIX VANG INFL PROT INST
LONG GOVERNMENT PGOVX PIM LT US GOVT INST
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX MSIF EMERGING MKTS I
INTERNATIONAL EQUITY
Foreign Large Growth PRITX TRP INTL STOCK
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU
Others
Target Date 2021-2025 VTTVX TARGET 2025 FUND
Target Date 2041-2045 VTIVX TARGET 2045 FUND
Target Date 2031-2035 VTTHX TARGET 2035 FUND
Target Date 2051+ VFFVX TARGET 2055 FUND
Target Date 2046-2050 VFIFX TARGET 2050 FUND
Target Date 2036-2040 VFORX TARGET 2040 FUND
Target Date 2026-2030 VTHRX TARGET 2030 FUND
Target Date 2016-2020 VTWNX TARGET 2020 FUND
Target Date 2011-2015 VTXVX TARGET 2015 FUND
Target Date 2000-2010 VTENX TARGET 2010 FUND
Target Date 2000-2010 VTOVX TARGET 2005 FUND
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond VIPIX VANG INFL PROT INST
LONG GOVERNMENT PGOVX PIM LT US GOVT INST
US EQUITY
LARGE GROWTH PRGFX TRP GROWTH STOCK
Mid-Cap Growth MGOYX MUNDER MDCPCORE GR Y
SMALL BLEND OTCFX TRP SM CAP STOCK
Small Growth VEXRX VANG EXPLORER ADM
LARGE BLEND SLADX SELECTED AMERICAN D
LARGE GROWTH FCAKX FID CAP APPREC K
SMALL VALUE SVUIX GUGGENHEIM MC VAL IS
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE VALUE ABLYX ABF LARGE CAP VAL Y
LARGE VALUE HIAVX HARTFORD SMCO HLS IA
Total Available Funds: 27
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX MSIF EMERGING MKTS I 89% 1 60 0 0.95% 0%
INTERNATIONAL EQUITY
Foreign Large Growth PRITX TRP INTL STOCK 100% 1 60 0 1.4% 1.08%
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU 86% 1 60 0 0.97% 7.62%
Others
Target Date 2021-2025 VTTVX TARGET 2025 FUND 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX TARGET 2045 FUND 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX TARGET 2035 FUND 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX TARGET 2055 FUND 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX TARGET 2050 FUND 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX TARGET 2040 FUND 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX TARGET 2030 FUND 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX TARGET 2020 FUND 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX TARGET 2015 FUND 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX TARGET 2010 FUND 0% 1 60 0 0.17% 0%
Target Date 2000-2010 VTOVX TARGET 2005 FUND 0% 1 60 0 NA 2.78%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.98%
Inflation-Protected Bond VIPIX VANG INFL PROT INST 91% 1 60 0 0.1% 4.92%
LONG GOVERNMENT PGOVX PIM LT US GOVT INST 61% 1 60 0 1.39% 3%
US EQUITY
LARGE GROWTH PRGFX TRP GROWTH STOCK 100% 1 60 0 0% 0%
Mid-Cap Growth MGOYX MUNDER MDCPCORE GR Y 82% 1 60 0 1.57% 4.61%
SMALL BLEND OTCFX TRP SM CAP STOCK 77% 1 60 0 1.17% 0.21%
Small Growth VEXRX VANG EXPLORER ADM 76% 1 60 0 0.34% 0.59%
LARGE BLEND SLADX SELECTED AMERICAN D 70% 1 60 0 0.67% 8.13%
LARGE GROWTH FCAKX FID CAP APPREC K 68% 1 60 0 0.83% 3.45%
SMALL VALUE SVUIX GUGGENHEIM MC VAL IS 65% 1 60 0 1.01% 8.77%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 60% 1 60 0 0.82% 18.74%
LARGE VALUE ABLYX ABF LARGE CAP VAL Y 4% 1 60 0 0.63% 10.59%
LARGE VALUE HIAVX HARTFORD SMCO HLS IA 0% 1 60 0 0.72% 2.02%
Average Expense Ratio: 0.55%
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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 3.6% 12.6% -0.1% 5.0% 3.9% 6.2%

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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 33 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.


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