MyPlanIQ 401k Investor Jabil HSA 2016

Jabil HSA 2016

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
REAL ESTATE
REAL ESTATE FREAX FREAX
INTERNATIONAL EQUITY
Foreign Large Blend AEGFX AEGFX
Foreign Large Blend FDVAX FDVAX
INTERNATIONAL EQUITY VGTSX VGTSX
Others
World Allocation WASAX WASAX
Conservative Allocation GLRBX GLRBX
Moderate Allocation PACLX PACLX
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX
Intermediate-Term Bond VBIIX VBIIX
WORLD BOND TPINX TPINX
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
REAL ESTATE
REAL ESTATE FREAX FREAX
INTERNATIONAL EQUITY
Foreign Large Blend AEGFX AEGFX
Foreign Large Blend FDVAX FDVAX
INTERNATIONAL EQUITY VGTSX VGTSX
WORLD STOCK VTWSX VTWSX
Others
World Allocation WASAX WASAX
Conservative Allocation GLRBX GLRBX
Moderate Allocation PACLX PACLX
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX
Intermediate-Term Bond VBIIX VBIIX
WORLD BOND TPINX TPINX
Intermediate-Term Bond PTRAX PTRAX
US EQUITY
Small Growth VISGX VISGX
SMALL BLEND NAESX NAESX
LARGE BLEND VFINX VFINX
MID-CAP BLEND VIMSX VIMSX
SMALL VALUE NOSGX NOSGX
LARGE GROWTH GFAFX GFAFX
Mid-Cap Growth NMGAX NMGAX
MID-CAP BLEND OMEAX OMEAX
Total Available Funds: 21
  • 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 VEIEX VEIEX 99% 3 60 0 0.08% 3.29%
REAL ESTATE
REAL ESTATE FREAX FREAX 54% 3 60 0 0.97% 8.3%
INTERNATIONAL EQUITY
Foreign Large Blend AEGFX AEGFX 58% 3 60 0 0.9% 3.63%
Foreign Large Blend FDVAX FDVAX 38% 3 60 0 0.91% 4.17%
INTERNATIONAL EQUITY VGTSX VGTSX 16% 3 60 0 0.08% 3.12%
WORLD STOCK VTWSX VTWSX 0% 3 60 0 0.17% 2.2%
Others
World Allocation WASAX WASAX 97% 3 60 0 2.19% 2.57%
Conservative Allocation GLRBX GLRBX 82% 3 60 0 0.96% 2%
Moderate Allocation PACLX PACLX 59% 3 60 0 0.98% 8.01%
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond VBIIX VBIIX 100% 3 60 0 0.07% 3.21%
WORLD BOND TPINX TPINX 73% 3 60 0 0.96% 3.86%
Intermediate-Term Bond PTRAX PTRAX 66% 3 60 0 0.8% 4.94%
US EQUITY
Small Growth VISGX VISGX 100% 3 60 0 0.07% 0.54%
SMALL BLEND NAESX NAESX 99% 3 60 0 0.03% 1.4%
LARGE BLEND VFINX VFINX 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX VIMSX 97% 3 60 0 0.04% 1.35%
SMALL VALUE NOSGX NOSGX 89% 3 60 0 1% 1.46%
LARGE GROWTH GFAFX GFAFX 41% 3 60 0 0.3% 0%
Mid-Cap Growth NMGAX NMGAX 24% 3 60 0 1.31% 0%
MID-CAP BLEND OMEAX OMEAX 0% 3 60 0 0.82% 3.92%
Average Expense Ratio: 0.62%
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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 0.6% 9.2% -0.8% 3.8% 3.9% 6.3%

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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 21 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, REITs, US Equity, Fixed Income and Emerging Market Equity.


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