MyPlanIQ 401k Investor Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees

Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZRD EMRG MKTS EQ IS
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5
Foreign Large Blend VDMIX VANG DEV MKTS INDEX
Others
Target Date 2021-2025 VTTVX PYR ACT LFC 2025 V
Target Date 2041-2045 VTIVX PYR ACT LFC 2045 V
Target Date 2031-2035 VTTHX PYR ACT LFC 2035 V
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
SHORT GOVERNMENT STABLEVALUE RR STABLE VALUE
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZRD EMRG MKTS EQ IS
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5
Foreign Large Blend VDMIX VANG DEV MKTS INDEX
Others
Target Date 2021-2025 VTTVX PYR ACT LFC 2025 V
Target Date 2041-2045 VTIVX PYR ACT LFC 2045 V
Target Date 2031-2035 VTTHX PYR ACT LFC 2035 V
Target Date 2051+ VFFVX PYR ACT LFC 2055 V
Target Date 2046-2050 VFIFX PYR ACT LFC 2050 V
Target Date 2036-2040 VFORX PYR ACT LFC 2040 V
Target Date 2026-2030 VTHRX PYR ACT LFC 2030 V
Target Date 2016-2020 VTWNX PYR ACT LFC 2020 V
Target Date 2011-2015 VTXVX PYR ACT LFC 2015 V
Target Date 2000-2010 VTENX PYR ACT LFC 2010 V
Target Date 2000-2010 VTOVX PYR ACT LFC 2005 V
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
SHORT GOVERNMENT STABLEVALUE RR STABLE VALUE
US EQUITY
Small Growth GTSVX INVS SMCP GRTH INST
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
LARGE BLEND CHTVX INVS CHARTER INST
LARGE VALUE DDFIX INVS DIVRS DIVD INST
LARGE BLEND VINIX VANGUARD INST INDEX
LARGE GROWTH FGCKX FID GROWTH CO K
Mid-Cap Growth WFDSX WFA DISCOVERY INST
MID-CAP BLEND FLPKX FID LOW PRICED STK K
SMALL BLEND RLPIX ROYCE LOW PR STK IS
Total Available Funds: 26
  • 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 LZEMX LZRD EMRG MKTS EQ IS 91% 1 60 0 1.07% 4.08%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5 94% 1 60 0 0.84% 3.91%
Foreign Large Blend VDMIX VANG DEV MKTS INDEX 0% 1 60 0 0.2% 2.88%
Others
Target Date 2021-2025 VTTVX PYR ACT LFC 2025 V 97% 1 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX PYR ACT LFC 2045 V 97% 1 60 0 0.08% 2.48%
Target Date 2031-2035 VTTHX PYR ACT LFC 2035 V 96% 1 60 0 0.08% 2.65%
Target Date 2051+ VFFVX PYR ACT LFC 2055 V 80% 1 60 0 0.08% 2.39%
Target Date 2046-2050 VFIFX PYR ACT LFC 2050 V 75% 1 60 0 0.08% 2.42%
Target Date 2036-2040 VFORX PYR ACT LFC 2040 V 70% 1 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX PYR ACT LFC 2030 V 70% 1 60 0 0.08% 2.75%
Target Date 2016-2020 VTWNX PYR ACT LFC 2020 V 66% 1 60 0 0.08% 6.24%
Target Date 2011-2015 VTXVX PYR ACT LFC 2015 V 0% 1 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX PYR ACT LFC 2010 V 0% 1 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX PYR ACT LFC 2005 V 0% 1 60 0 NA 2.94%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.99%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 94% 1 60 0 0.15% 3.28%
SHORT GOVERNMENT STABLEVALUE RR STABLE VALUE 16% 1 60 0 NA 29.1%
US EQUITY
Small Growth GTSVX INVS SMCP GRTH INST 91% 1 60 0 0.91% 0%
MID-CAP VALUE JMVAX PERKINS MID CP VAL I 91% 1 60 0 0.91% 9.9%
LARGE BLEND CHTVX INVS CHARTER INST 89% 1 60 0 0.92% 6.45%
LARGE VALUE DDFIX INVS DIVRS DIVD INST 87% 1 60 0 0.82% 2.17%
LARGE BLEND VINIX VANGUARD INST INDEX 78% 1 60 0 0.02% 3.37%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 1 60 0 0.79% 4.51%
Mid-Cap Growth WFDSX WFA DISCOVERY INST 65% 1 60 0 0.88% 0%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 1 60 0 0.82% 17.32%
SMALL BLEND RLPIX ROYCE LOW PR STK IS 0% 1 60 0 1.19% 0%
Average Expense Ratio: 0.47%
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Related Retirement Plans
ROLLS-ROYCE CORPORATION PERSONAL SAVINGS PLAN FOR HOURLY-RATE EMPLOYEES
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 -7.1% -6.8% 3.5% 1.4% 5.6% 5.5%

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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 27 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income and Foreign Equity.



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