MyPlanIQ 401k Investor Financial Engines 401(k) Plan

Financial Engines 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Mkts Stock Idx Signal
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Inv
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Signal
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Mkts Stock Idx Signal
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Inv
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Signal
EUROPE STOCK VESSX Vanguard European Stock Index Signal
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Short-Term Bond VBSSX Vanguard Short-Term Bond Index Signal
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
Small Growth VEXPX Vanguard Explorer Inv
SMALL BLEND VSISX Vanguard Small Cap Index Signal
LARGE VALUE VVISX Vanguard Value Index Signal
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal
LARGE GROWTH VIGSX Vanguard Growth Index Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv
Total Available Funds: 23
  • 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 VERSX Vanguard Emerging Mkts Stock Idx Signal 0% 3 60 0 0.2% 0%
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Inv 87% 3 60 0 0.09% 2.98%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv 19% 3 60 0 0.08% 2.88%
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Signal 0% 3 60 0 0.14% 3.07%
EUROPE STOCK VESSX Vanguard European Stock Index Signal 0% 3 60 0 0.14% 3.32%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 98% 3 60 0 0.07% 4.24%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 3 60 0 0.07% 4.34%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv 0% 3 60 0 0.15% 3.31%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 3 60 0 0.1% 2.96%
Short-Term Bond VBSSX Vanguard Short-Term Bond Index Signal 0% 3 60 0 0.11% 1.67%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 3 60 0 0.03% 1.4%
LARGE BLEND VFINX Vanguard 500 Index Investor 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv 97% 3 60 0 0.06% 1.11%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv 94% 3 60 0 0.03% 1.26%
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm 88% 3 60 0 0.31% 7.88%
Small Growth VEXPX Vanguard Explorer Inv 76% 3 60 0 0.45% 4.34%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.67%
LARGE VALUE VVISX Vanguard Value Index Signal 0% 3 60 0 0.1% 2.49%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 3 60 0 0.14% 1.48%
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal 0% 3 60 0 0.06% 1.99%
LARGE GROWTH VIGSX Vanguard Growth Index Signal 0% 3 60 0 0.1% 1.42%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.03%
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv 0% 3 60 0 0.18% 1.44%
Average Expense Ratio: 0.13%
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EDELMAN FINANCIAL ENGINES 401(K) PLAN
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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