MyPlanIQ 401k Investor American Airlines Inc A 401k Capital Accumulation Plan

American Airlines Inc A 401k Capital Accumulation Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DRPEX Dreyfus Emerging Markets Option
DIVERSIFIED EMERGING MKTS AEMFX American Beacon Emerging Markets Option
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Option
Foreign Large Value AAIEX American Beacon International Equity Option
Foreign Large Blend AIIIX American Beacon International Equity Index Option
Others
Moderate Allocation FPURX Fidelity Puritan Option
Moderate Allocation AADBX American Beacon Balanced Option
Technology PRSCX T Rowe Price Science & Technology Option
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Option
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Option
SMALL BLEND ASCIX American Beacon Small Cap Index Option
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DRPEX Dreyfus Emerging Markets Option
DIVERSIFIED EMERGING MKTS AEMFX American Beacon Emerging Markets Option
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Option
Foreign Large Value AAIEX American Beacon International Equity Option
Foreign Large Blend AIIIX American Beacon International Equity Index Option
Others
Moderate Allocation FPURX Fidelity Puritan Option
Moderate Allocation AADBX American Beacon Balanced Option
Technology PRSCX T Rowe Price Science & Technology Option
not found no ticker American Airlines Federal Credit Union Option
not found no ticker Aggressive Pre-Mixed Portfolio Option
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Option
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Option
SMALL BLEND ASCIX American Beacon Small Cap Index Option
SMALL VALUE JSCOX Perkins Small Cap Value Option
SMALL VALUE AVFIX American Beacon Small Cap Value Option
Small Growth PRNHX T. Rowe Price New Horizons Option
LARGE VALUE AADEX American Beacon Large Cap Value Option
MID-CAP BLEND DMCVX Dreyfus Opportunistic Midcap Value Option
LARGE GROWTH JGROX Janus Option
LARGE BLEND AASPX American Beacon S&P 500 Index Option
MID-CAP VALUE AMDIX American Beacon Mid-Cap Value Option
FIXED INCOME
High Yield Bond PRHYX T Rowe Price High Yield Option
Intermediate-Term Bond FSITX Spartan US Bond Index Option
Inflation-Protected Bond ATPIX American Beacon Treasury Inf Protected Sec Option
Short-Term Bond AASBX American Beacon Short-Term Bond Option
Intermediate-Term Bond AABDX American Beacon Intermediate Bond Option
High Yield Bond AYBFX American Beacon High Yield Bond Option
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 DRPEX Dreyfus Emerging Markets Option 0% 1 60 0 2.5% 3.18%
DIVERSIFIED EMERGING MKTS AEMFX American Beacon Emerging Markets Option 0% 1 60 0 1.35% 0%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Option 98% 1 60 0 0.65% 4.36%
Foreign Large Value AAIEX American Beacon International Equity Option 79% 1 60 0 0.72% 5.46%
Foreign Large Blend AIIIX American Beacon International Equity Index Option 0% 1 60 0 0.24% 0.11%
Others
Moderate Allocation FPURX Fidelity Puritan Option 82% 1 60 0 0.5% 5.7%
Moderate Allocation AADBX American Beacon Balanced Option 77% 1 60 0 1.03% 2.54%
Technology PRSCX T Rowe Price Science & Technology Option 58% 1 60 0 0.84% 0%
not found no ticker American Airlines Federal Credit Union Option 0% 1 60 0 NA NA
not found no ticker Aggressive Pre-Mixed Portfolio Option 0% 1 60 0 NA NA
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Option 93% 1 60 0 0.52% 5.96%
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Option 87% 1 60 0 1.29% 6.74%
SMALL BLEND ASCIX American Beacon Small Cap Index Option 83% 1 60 0 0.26% 8.14%
SMALL VALUE JSCOX Perkins Small Cap Value Option 83% 1 60 0 1.36% 5.79%
SMALL VALUE AVFIX American Beacon Small Cap Value Option 81% 1 60 0 1.28% 5.53%
Small Growth PRNHX T. Rowe Price New Horizons Option 80% 1 60 0 0.79% 0%
LARGE VALUE AADEX American Beacon Large Cap Value Option 78% 1 60 0 0.94% 5.73%
MID-CAP BLEND DMCVX Dreyfus Opportunistic Midcap Value Option 50% 1 60 0 1.14% 4.35%
LARGE GROWTH JGROX Janus Option 0% 1 60 0 0.73% 5.35%
LARGE BLEND AASPX American Beacon S&P 500 Index Option 0% 1 60 0 0.16% 1.45%
MID-CAP VALUE AMDIX American Beacon Mid-Cap Value Option 0% 1 60 0 0.84% 0%
FIXED INCOME
High Yield Bond PRHYX T Rowe Price High Yield Option 94% 1 60 0 1.03% 6.73%
Intermediate-Term Bond FSITX Spartan US Bond Index Option 0% 1 60 0 0.11% 2.65%
Inflation-Protected Bond ATPIX American Beacon Treasury Inf Protected Sec Option 0% 1 60 0 0.26% 0%
Short-Term Bond AASBX American Beacon Short-Term Bond Option 0% 1 60 0 0.38% 0.94%
Intermediate-Term Bond AABDX American Beacon Intermediate Bond Option 0% 1 60 0 0.36% 2.12%
High Yield Bond AYBFX American Beacon High Yield Bond Option 0% 1 60 0 0.89% 5.39%
Average Expense Ratio: 0.81%
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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 -2.7% -2.8% 2.9% 3.8% 8.1%

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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:)
The plan consists of 28 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.

Amazon.com (Ticker: AMZN) is the largest online book and goods seller.



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