MyPlanIQ 401k Investor Lend Lease 401(k) Plan

Lend Lease 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth VWILX Vanguard International Growth Adm
Foreign Large Blend VTIAX VTIAX
Others
Target Date 2021-2025 VTTVX Target Retire 2025 Tr II
Target Date 2041-2045 VTIVX Target Retire 2045 Tr II
Target Date 2031-2035 VTTHX Target Retire 2035 Tr II
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
FIXED INCOME VITRX VITRX
US EQUITY
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl
LARGE VALUE VWNAX Vanguard Windsor II Adm
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth VWILX Vanguard International Growth Adm
Foreign Large Blend VTIAX VTIAX
Others
Target Date 2021-2025 VTTVX Target Retire 2025 Tr II
Target Date 2041-2045 VTIVX Target Retire 2045 Tr II
Target Date 2031-2035 VTTHX Target Retire 2035 Tr II
Moderate Allocation VBAIX Vanguard Balanced Index Instl
Target Date 2051 VFFVX Target Retire 2055 Tr II
Target Date 2046-2050 VFIFX Target Retire 2050 Tr II
Target Date 2051 VTTSX Target Retire 2060 Tr II
Target Date 2036-2040 VFORX Target Retire 2040 Tr II
Target Date 2026-2030 VTHRX Target Retire 2030 Tr II
Target Date 2016-2020 VTWNX Target Retire 2020 Tr II
Target Date 2061-2065 VSXFX VSXFX
Target Date 2011-2015 VTXVX Target Retire 2015 Tr II
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
FIXED INCOME VITRX VITRX
US EQUITY
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl
LARGE VALUE VWNAX Vanguard Windsor II Adm
Small Growth VEXRX Vanguard Explorer Adm
Mid-Cap Growth APHMX Artisan Mid Cap Instl
SMALL VALUE CRRYX Columbia Small Cap Value Fund II Y
LARGE VALUE SSHVX SSHVX
LARGE GROWTH MLRSX MLRSX
Total Available Funds: 26
  • 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 VWILX Vanguard International Growth Adm 83% 3 60 0 0.45% 1.94%
Foreign Large Blend VTIAX VTIAX 29% 3 60 0 0.07% 3.3%
Others
Target Date 2021-2025 VTTVX Target Retire 2025 Tr II 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Target Retire 2045 Tr II 97% 3 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Target Retire 2035 Tr II 96% 3 60 0 0.08% 2.34%
Moderate Allocation VBAIX Vanguard Balanced Index Instl 85% 3 60 0 0.06% 2.62%
Target Date 2051 VFFVX Target Retire 2055 Tr II 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Target Retire 2050 Tr II 75% 3 60 0 0.08% 2.02%
Target Date 2051 VTTSX Target Retire 2060 Tr II 72% 3 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX Target Retire 2040 Tr II 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Target Retire 2030 Tr II 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Target Retire 2020 Tr II 66% 3 60 0 0.08% 4.48%
Target Date 2061-2065 VSXFX VSXFX 0% 3 60 0 0.09% 1.62%
Target Date 2011-2015 VTXVX Target Retire 2015 Tr II 0% 3 60 0 0.08% 2.59%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.27%
FIXED INCOME VITRX VITRX 0% 3 60 0 0.09% 2.15%
US EQUITY
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 1.22%
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl 82% 3 60 0 0.03% 1.35%
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 3 60 0 0.26% 1.59%
Small Growth VEXRX Vanguard Explorer Adm 76% 3 60 0 0.34% 0.59%
Mid-Cap Growth APHMX Artisan Mid Cap Instl 7% 3 60 0 0.96% 0%
SMALL VALUE CRRYX Columbia Small Cap Value Fund II Y 1% 3 60 0 1.27% 6.97%
LARGE VALUE SSHVX SSHVX 1% 3 60 0 0.94% 4.13%
LARGE GROWTH MLRSX MLRSX 1% 3 60 0 1.33% 0%
Average Expense Ratio: 0.35%
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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 -2.6% -6.6% 13.3% 9.9% 7.1% 6.6%

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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
The plan consists of 26 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income and Foreign Equity.


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