MyPlanIQ 401k Investor Veolia Transportation Inc. 401 K Plan For Collectively Bargained Employees

Veolia Transportation Inc. 401 K Plan For Collectively Bargained Employees

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2046-2050 MSRLX MainStay Retirement 2050 A
Target Date 2016-2020 MYROX MainStay Retirement 2020 A
Target Date 2026-2030 MRTTX MainStay Retirement 2030 A
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
Small Growth BSCFX Baron Small Cap Retail
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2046-2050 MSRLX MainStay Retirement 2050 A
Target Date 2016-2020 MYROX MainStay Retirement 2020 A
Target Date 2026-2030 MRTTX MainStay Retirement 2030 A
Target Date 2036-2040 MSRUX MainStay Retirement 2040 Inv
Target Date 2000-2010 MYRAX MainStay Retirement 2010 A
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
Small Growth BSCFX Baron Small Cap Retail
MID-CAP VALUE JDPAX Perkins Mid Cap Value A
LARGE VALUE ICSLX MainStay ICAP Select Equity I
Total Available Funds: 10
  • 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
Others
Target Date 2046-2050 MSRLX MainStay Retirement 2050 A 0% 3 60 0 1.31% 0%
Target Date 2016-2020 MYROX MainStay Retirement 2020 A 0% 3 60 0 1.2% 0%
Target Date 2026-2030 MRTTX MainStay Retirement 2030 A 0% 3 60 0 1.28% 0%
Target Date 2036-2040 MSRUX MainStay Retirement 2040 Inv 0% 3 60 0 1.39% 0%
Target Date 2000-2010 MYRAX MainStay Retirement 2010 A 0% 3 60 0 1.13% 0%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 0%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A 56% 3 60 0 0.89% 16.12%
Small Growth BSCFX Baron Small Cap Retail 39% 3 60 0 1.31% 3.11%
MID-CAP VALUE JDPAX Perkins Mid Cap Value A 27% 3 60 0 0.5% 14.98%
LARGE VALUE ICSLX MainStay ICAP Select Equity I 0% 3 60 0 0.9% 0%
Average Expense Ratio: 1.11%
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Model Portfolios

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
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