MyPlanIQ 401k Investor Alcatel Lucent Savings Plan

Alcatel Lucent Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX INTERNATIONAL EQUITY
Others
Target Date 2021-2025 VTTVX RETIREMENT DATE 2025
Target Date 2041-2045 VTIVX RETIREMENT DATE 2045
Retirement Income VTINX RETIREMENT INCOME
US EQUITY
LARGE GROWTH VWUSX US LARGE CAP GRTH EQ
US Mid Cap VIMSX US SMALL CAP FUND
LARGE VALUE VIVAX US LARGE CAP VAL EQ
FIXED INCOME
FIXED INCOME VBMFX BOND FUND
High Yield Bond VWEHX HIGH YIELD BOND FUND
Intermediate-Term Bond PGBOX CORE BOND FUND
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX INTERNATIONAL EQUITY
Others
Target Date 2021-2025 VTTVX RETIREMENT DATE 2025
Target Date 2041-2045 VTIVX RETIREMENT DATE 2045
Retirement Income VTINX RETIREMENT INCOME
Target Date 2031-2035 VTTHX RETIREMENT DATE 2035
Target Date 2046-2050 VFIFX RETIREMENT DATE 2050
Target Date 2036-2040 VFORX RETIREMENT DATE 2040
Target Date 2026-2030 VTHRX RETIREMENT DATE 2030
Target Date 2016-2020 VTWNX RETIREMENT DATE 2020
Target Date 2011-2015 VTXVX RETIREMENT DATE 2015
Target Date 2000-2010 VTENX RETIREMENT DATE 2010
ROOT CASH MONEY MARKET FUND
US EQUITY
LARGE GROWTH VWUSX US LARGE CAP GRTH EQ
US Mid Cap VIMSX US SMALL CAP FUND
LARGE VALUE VIVAX US LARGE CAP VAL EQ
US EQUITY VTSMX EQUITY INDEX FUND
MID-CAP BLEND RMCAX US MIDCAP EQUITY FUND
MID-CAP BLEND GTAGX US MIDCAP CORE
FIXED INCOME
FIXED INCOME VBMFX BOND FUND
High Yield Bond VWEHX HIGH YIELD BOND FUND
Intermediate-Term Bond PGBOX CORE BOND FUND
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
Total Available Funds: 22
  • 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
INTERNATIONAL EQUITY VGTSX INTERNATIONAL EQUITY 16% 1 60 0 0.08% 3.18%
Others
Target Date 2021-2025 VTTVX RETIREMENT DATE 2025 97% 1 60 0 0.08% 3.84%
Target Date 2041-2045 VTIVX RETIREMENT DATE 2045 97% 1 60 0 0.08% 2.16%
Retirement Income VTINX RETIREMENT INCOME 97% 1 60 0 0.08% 4.09%
Target Date 2031-2035 VTTHX RETIREMENT DATE 2035 96% 1 60 0 0.08% 2.37%
Target Date 2046-2050 VFIFX RETIREMENT DATE 2050 75% 1 60 0 0.08% 2.09%
Target Date 2036-2040 VFORX RETIREMENT DATE 2040 70% 1 60 0 0.08% 2.27%
Target Date 2026-2030 VTHRX RETIREMENT DATE 2030 70% 1 60 0 0.08% 2.5%
Target Date 2016-2020 VTWNX RETIREMENT DATE 2020 66% 1 60 0 0.08% 6.08%
Target Date 2011-2015 VTXVX RETIREMENT DATE 2015 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX RETIREMENT DATE 2010 0% 1 60 0 0.17% 0%
ROOT CASH MONEY MARKET FUND 0% 1 60 0 NA 3.73%
US EQUITY
LARGE GROWTH VWUSX US LARGE CAP GRTH EQ 99% 1 60 0 0.3% 0.25%
US Mid Cap VIMSX US SMALL CAP FUND 98% 1 60 0 0.04% 1.42%
LARGE VALUE VIVAX US LARGE CAP VAL EQ 96% 1 60 0 0.05% 2.31%
US EQUITY VTSMX EQUITY INDEX FUND 94% 1 60 0 0.03% 1.28%
MID-CAP BLEND RMCAX US MIDCAP EQUITY FUND 0% 1 60 0 1.22% 10.56%
MID-CAP BLEND GTAGX US MIDCAP CORE 0% 1 60 0 1.23% 0.32%
FIXED INCOME
FIXED INCOME VBMFX BOND FUND 100% 1 60 0 0.15% 3.28%
High Yield Bond VWEHX HIGH YIELD BOND FUND 95% 1 60 0 0.13% 5.93%
Intermediate-Term Bond PGBOX CORE BOND FUND 65% 1 60 0 1.1% 3.49%
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND 16% 1 60 0 NA 27.03%
Average Expense Ratio: 0.26%
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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 8.3% 25.1% 9.9% 11.5% 7.8% 8.4%

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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 23 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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