MyPlanIQ 401k Investor Amazon.com 401(k) Plan

Amazon.com 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity A
Foreign Large Value ANJIX Allianz NFJ International Value Instl
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE VALUE VWNAX Vanguard Windsor II Adm
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity A
Foreign Large Value ANJIX Allianz NFJ International Value Instl
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE VALUE VWNAX Vanguard Windsor II Adm
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth
Small Growth VEXRX Vanguard Explorer Adm
Small Growth VEXPX Vanguard Explorer Inv
LARGE GROWTH VFTNX Vanguard FTSE Social Index Instl
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv
Total Available Funds: 19
  • 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
Foreign Large Blend BJBIX Artio International Equity A 98% 3 60 0 0.9% 0%
Foreign Large Value ANJIX Allianz NFJ International Value Instl 87% 3 60 0 1.3% 1.87%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 29% 3 60 0 0.07% 3.53%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 3 60 0 0.08% 3.45%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.2%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 4.03%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.31%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Investor 99% 3 60 0 0.26% 10.3%
LARGE BLEND VFINX Vanguard 500 Index Investor 98% 3 60 0 0.14% 1.56%
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 3 60 0 0.26% 10.43%
SMALL VALUE AVFIX American Beacon Small Cp Val Inst 81% 3 60 0 1.28% 5.53%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 3 60 0 0.02% 3.35%
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth 77% 3 60 0 0.7% 2.43%
Small Growth VEXRX Vanguard Explorer Adm 76% 3 60 0 0.34% 1%
Small Growth VEXPX Vanguard Explorer Inv 76% 3 60 0 0.45% 0.89%
LARGE GROWTH VFTNX Vanguard FTSE Social Index Instl 70% 3 60 0 0.14% 1.35%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv 65% 3 60 0 0.33% 13.55%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 8.36%
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv 0% 3 60 0 0.18% 1.64%
Average Expense Ratio: 0.41%
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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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