MyPlanIQ 401k Investor Belk 401 K Savings Plan

Belk 401 K Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg International Value I
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Moderate Allocation ABALX American Funds American Balanced A
US EQUITY
LARGE VALUE LSVEX LSV Value Equity
LARGE BLEND BTIIX DWS Equity 500 Index Inst
Mid-Cap Growth ACRNX Columbia Acorn Z
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Short-Term Bond MWLIX Metropolitan West Low Duration Bond I
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg International Value I
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Moderate Allocation ABALX American Funds American Balanced A
US EQUITY
LARGE VALUE LSVEX LSV Value Equity
LARGE BLEND BTIIX DWS Equity 500 Index Inst
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE BLEND ANCFX American Funds Fundamental Investors A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE VALUE ANDAX Allianz NFJ Dividend Value Admin
SMALL BLEND ICSCX ICM Small Company
LARGE BLEND VIFSX Vanguard 500 Index Signal
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Short-Term Bond MWLIX Metropolitan West Low Duration Bond I
Total Available Funds: 14
  • 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 Growth TGVIX Thornburg International Value I 94% 3 60 0 1.36% 2.17%
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 57% 3 60 0 0.9% 3.64%
Others
Moderate Allocation ABALX American Funds American Balanced A 43% 3 60 0 0.31% 2.39%
US EQUITY
LARGE VALUE LSVEX LSV Value Equity 93% 3 60 0 0.66% 7.04%
LARGE BLEND BTIIX DWS Equity 500 Index Inst 78% 3 60 0 0.2% 24.03%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
LARGE BLEND ANCFX American Funds Fundamental Investors A 53% 3 60 0 0.28% 1.65%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 0%
LARGE VALUE ANDAX Allianz NFJ Dividend Value Admin 33% 3 60 0 1.72% 15.58%
SMALL BLEND ICSCX ICM Small Company 0% 3 60 0 0.89% 0%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.03%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 4.1%
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I 90% 3 60 0 0.52% 4.37%
Short-Term Bond MWLIX Metropolitan West Low Duration Bond I 76% 3 60 0 0.72% 4.35%
Average Expense Ratio: 0.76%
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Related Retirement Plans
BELK 401K SAVINGS 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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