MyPlanIQ Shell Provident Fund (401K)

Shell Provident Fund (401K)

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate BKRDX BlackRock Developed Real Estate Index
Emerging Market
DIVERSIFIED EMERGING MKTS MADCX Emerging Markets Index Non-Lend
INTERNATIONAL EQUITY
Foreign Large Blend MAIIX BlackRock EAFE Equity Index
Others
Target Date 2051 LIVKX BlackRock Lifepath Index 2055 K
Target Date 2046-2050 LIPKX BlackRock Lifepath Index 2050 K
Target Date 2041-2045 LIHKX BlackRock Lifepath Index 2045 K
US EQUITY
LARGE BLEND SPY U.S. Equity Index Fund
MID-CAP BLEND MDY Mid-Cap Equity Index Fund
SMALL BLEND IWM Russell 2000® Equity Index Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate BKRDX BlackRock Developed Real Estate Index
Emerging Market
DIVERSIFIED EMERGING MKTS MADCX Emerging Markets Index Non-Lend
INTERNATIONAL EQUITY
Foreign Large Blend MAIIX BlackRock EAFE Equity Index
Others
Target Date 2051 LIVKX BlackRock Lifepath Index 2055 K
Target Date 2046-2050 LIPKX BlackRock Lifepath Index 2050 K
Target Date 2041-2045 LIHKX BlackRock Lifepath Index 2045 K
Target Date 2031-2035 LIJKX BlackRock Lifepath Index 2035 K
Target Date 2021-2025 LIBKX BlackRock Lifepath Index 2025 K
Target Date 2036-2040 LIKKX BlackRock Lifepath Index 2040 K
Target Date 2026-2030 LINKX BlackRock Lifepath Index 2030 K
Retirement Income LIRKX BlackRock Lifepath Index Retirement K
ROOT CASH Thrift Fund
Target Date 2056-2060 LIZKX BlackRock Lifepath Index 2060 K
US EQUITY
LARGE BLEND SPY U.S. Equity Index Fund
MID-CAP BLEND MDY Mid-Cap Equity Index Fund
SMALL BLEND IWM Russell 2000® Equity Index Fund
FIXED INCOME
SHORT GOVERNMENT SHY 1-3 Year Govt/Credit Bond Index
Intermediate-Term Bond WFBIX US Debt Index Fund
LONG GOVERNMENT TLT 20 Treasury Bond Index Fund
Total Available Funds: 19
  • 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
REAL ESTATE
Global Real Estate BKRDX BlackRock Developed Real Estate Index 1% 0 60 0 0.19% 3.1%
Emerging Market
DIVERSIFIED EMERGING MKTS MADCX Emerging Markets Index Non-Lend 83% 0 60 0 1.12% 1.71%
INTERNATIONAL EQUITY
Foreign Large Blend MAIIX BlackRock EAFE Equity Index 81% 0 60 0 0.34% 3.24%
Others
Target Date 2051 LIVKX BlackRock Lifepath Index 2055 K 66% 0 60 0 0.39% 1.69%
Target Date 2046-2050 LIPKX BlackRock Lifepath Index 2050 K 44% 0 60 0 0.39% 1.74%
Target Date 2041-2045 LIHKX BlackRock Lifepath Index 2045 K 35% 0 60 0 0.39% 1.84%
Target Date 2031-2035 LIJKX BlackRock Lifepath Index 2035 K 33% 0 60 0 0.39% 2.08%
Target Date 2021-2025 LIBKX BlackRock Lifepath Index 2025 K 33% 0 60 0 0.39% 2.35%
Target Date 2036-2040 LIKKX BlackRock Lifepath Index 2040 K 30% 0 60 0 0.39% 1.96%
Target Date 2026-2030 LINKX BlackRock Lifepath Index 2030 K 29% 0 60 0 0.39% 2.22%
Retirement Income LIRKX BlackRock Lifepath Index Retirement K 14% 0 60 0 0.39% 2.39%
ROOT CASH Thrift Fund 0% 0 60 0 NA 4.14%
Target Date 2056-2060 LIZKX BlackRock Lifepath Index 2060 K 0% 0 60 0 0.39% 1.66%
US EQUITY
LARGE BLEND SPY U.S. Equity Index Fund 100% 0 60 0 0.09% 1.3%
MID-CAP BLEND MDY Mid-Cap Equity Index Fund 100% 0 60 0 0.24% 1.16%
SMALL BLEND IWM Russell 2000® Equity Index Fund 99% 0 60 0 0.19% 1.33%
FIXED INCOME
SHORT GOVERNMENT SHY 1-3 Year Govt/Credit Bond Index 98% 0 60 0 0.15% 3.11%
Intermediate-Term Bond WFBIX US Debt Index Fund 96% 0 60 0 0.1% 3.31%
LONG GOVERNMENT TLT 20 Treasury Bond Index Fund 91% 0 60 0 0.15% 3.59%
Average Expense Ratio: 0.34%
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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 2.8% 12.7% 1.2% 4.8% 4.3% 6.9%

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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 for Portfolio Details or Follow 3.6% 13.6% -0.9% 5.1% 4.8% 7.1%

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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 20 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are REITs, US Equity, Emerging Market Equity, Foreign Equity and Fixed Income.
Need to add LIWKX  LifePath 2065+ and update LIZKX LifePath 2060-2065.  


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