MyPlanIQ 401k Investor Bank of America 401(k) Plan

Bank of America 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Instl Foreign Eq Ser Primary
Foreign Large Blend VTPSX Vanguard Total Intl Stock Idx Instl Pls
Others
World Allocation PAAIX PIMCO All Asset Instl
World Allocation MALOX BlackRock Global Allocation Instl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond WACSX Western Asset Core Bond IS
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
LARGE GROWTH MAFGX BlackRock Capital Appreciation Instl
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Instl Foreign Eq Ser Primary
Foreign Large Blend VTPSX Vanguard Total Intl Stock Idx Instl Pls
Others
World Allocation PAAIX PIMCO All Asset Instl
World Allocation MALOX BlackRock Global Allocation Instl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond WACSX Western Asset Core Bond IS
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
LARGE GROWTH MAFGX BlackRock Capital Appreciation Instl
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth
MID-CAP BLEND VEMPX Vanguard Extended Market Idx Instl Plus
Total Available Funds: 13
  • 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 Value TFEQX Templeton Instl Foreign Eq Ser Primary 86% 3 60 0 0.97% 7.62%
Foreign Large Blend VTPSX Vanguard Total Intl Stock Idx Instl Pls 3% 3 60 0 0.07% 3.34%
Others
World Allocation PAAIX PIMCO All Asset Instl 96% 3 60 0 1.84% 3.53%
World Allocation MALOX BlackRock Global Allocation Instl 90% 3 60 0 0.84% 0.44%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 91% 3 60 0 0.1% 4.92%
Intermediate-Term Bond WACSX Western Asset Core Bond IS 66% 3 60 0 0.42% 3.99%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls 35% 3 60 0 0.03% 2.81%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
LARGE GROWTH MAFGX BlackRock Capital Appreciation Instl 83% 3 60 0 1.33% 3.35%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 3 60 0 0.02% 1.37%
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth 77% 3 60 0 0.7% 2.07%
MID-CAP BLEND VEMPX Vanguard Extended Market Idx Instl Plus 4% 3 60 0 0.06% 1.3%
Average Expense Ratio: 0.59%
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Related Retirement Plans
THE BANK OF AMERICA 401(K) PLAN
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 4.5% 18.6% 2.4% 7.1% 6.1% 7.9%

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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
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