MyPlanIQ 401k Investor Jabil 401k 2016

Jabil 401k 2016

Investment Menu Rating:

Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GTDIX GTDIX
INTERNATIONAL EQUITY
Foreign Large Blend RERGX RERGX
Foreign Large Blend VTSNX VTSNX
Foreign Small/Mid Value TFSCX TFSCX
Others
Target Date 2051 VFFVX VFFVX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2051 VTTSX VTTSX
FIXED INCOME
Multisector Bond PIMIX PIMIX
Intermediate-Term Bond PTTRX PTTRX
Intermediate-Term Bond VBTIX VBTIX
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GTDIX GTDIX
INTERNATIONAL EQUITY
Foreign Large Blend RERGX RERGX
Foreign Large Blend VTSNX VTSNX
Foreign Small/Mid Value TFSCX TFSCX
Others
Target Date 2051 VFFVX VFFVX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2051 VTTSX VTTSX
Retirement Income VTINX VTINX
Target Date 2021-2025 VTTVX VTTVX
Target Date 2046-2050 VFIFX VFIFX
Target Date 2031-2035 VTTHX VTTHX
Target Date 2041-2045 VTIVX VTIVX
Target Date 2016-2020 VTWNX VTWNX
Target Date 2036-2040 VFORX VFORX
Target Date 2011-2015 VTXVX VTXVX
Target Date 2000-2010 VTENX VTENX
FIXED INCOME
Multisector Bond PIMIX PIMIX
Intermediate-Term Bond PTTRX PTTRX
Intermediate-Term Bond VBTIX VBTIX
High Yield Bond AHIYX AHIYX
US EQUITY
LARGE GROWTH JLGMX JLGMX
LARGE BLEND VINIX VINIX
LARGE VALUE VEIRX VEIRX
MID-CAP VALUE FLMVX FLMVX
SMALL BLEND PRSVX PRSVX
Mid-Cap Growth POAGX POAGX
MID-CAP BLEND VIEIX VIEIX
Total Available Funds: 27
  • 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 GTDIX GTDIX 40% 3 60 0 1.34% 1.85%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX RERGX 41% 3 60 0 0.9% 4.03%
Foreign Large Blend VTSNX VTSNX 33% 3 60 0 0.07% 3.33%
Foreign Small/Mid Value TFSCX TFSCX 7% 3 60 0 1.02% 2.35%
Others
Target Date 2051 VFFVX VFFVX 74% 3 60 0 0.08% 1.85%
Target Date 2026-2030 VTHRX VTHRX 73% 3 60 0 0.08% 2.21%
Target Date 2051 VTTSX VTTSX 72% 3 60 0 0.08% 1.77%
Retirement Income VTINX VTINX 65% 3 60 0 0.08% 2.93%
Target Date 2021-2025 VTTVX VTTVX 61% 3 60 0 0.08% 2.62%
Target Date 2046-2050 VFIFX VFIFX 59% 3 60 0 0.08% 2.02%
Target Date 2031-2035 VTTHX VTTHX 55% 3 60 0 0.08% 2.34%
Target Date 2041-2045 VTIVX VTIVX 47% 3 60 0 0.08% 2.34%
Target Date 2016-2020 VTWNX VTWNX 46% 3 60 0 0.08% 4.48%
Target Date 2036-2040 VFORX VFORX 36% 3 60 0 0.08% 2.23%
Target Date 2011-2015 VTXVX VTXVX 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX VTENX 0% 3 60 0 0.17% 0%
FIXED INCOME
Multisector Bond PIMIX PIMIX 91% 3 60 0 0.51% 7.22%
Intermediate-Term Bond PTTRX PTTRX 79% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX VBTIX 53% 3 60 0 0.15% 3.27%
High Yield Bond AHIYX AHIYX 38% 3 60 0 1.04% 6.06%
US EQUITY
LARGE GROWTH JLGMX JLGMX 98% 3 60 0 0.69% 0.46%
LARGE BLEND VINIX VINIX 85% 3 60 0 0.02% 1.36%
LARGE VALUE VEIRX VEIRX 76% 3 60 0 0.28% 1.95%
MID-CAP VALUE FLMVX FLMVX 59% 3 60 0 1.14% 1.22%
SMALL BLEND PRSVX PRSVX 38% 3 60 0 1.17% 3.33%
Mid-Cap Growth POAGX POAGX 32% 3 60 0 0.64% 0%
MID-CAP BLEND VIEIX VIEIX 24% 3 60 0 0.06% 1.29%
Average Expense Ratio: 0.4%
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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 2.4% 9.7% 0.2% 4.9% 4.5% 7.2%

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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:JBL)
The plan consists of 27 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Emerging Market Equity and Foreign Equity.


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