MyPlanIQ 401k Investor Tetra Pak 401K

Tetra Pak 401K

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FREAX FREAX
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
INTERNATIONAL EQUITY
Foreign Large Blend RERGX RERGX
Foreign Large Blend VTSNX VTSNX
Others
EQUITY LINVX LINVX
EQUITY RILFX RILFX
EQUITY ANODX ANODX
FIXED INCOME
WORLD BOND OIBYX OIBYX
Intermediate-Term Bond VBIMX VBIMX
Intermediate-Term Bond MWTRX MWTRX
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FREAX FREAX
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
INTERNATIONAL EQUITY
Foreign Large Blend RERGX RERGX
Foreign Large Blend VTSNX VTSNX
Others
EQUITY LINVX LINVX
EQUITY RILFX RILFX
EQUITY ANODX ANODX
EQUITY BGHAX BGHAX
ROOT CASH CASH
FIXED INCOME
WORLD BOND OIBYX OIBYX
Intermediate-Term Bond VBIMX VBIMX
Intermediate-Term Bond MWTRX MWTRX
US EQUITY
Mid-Cap Growth ARTMX ARTMX
SMALL VALUE DEVIX DEVIX
MID-CAP VALUE WFPAX WFPAX
MID-CAP BLEND FSMDX FSMDX
LARGE BLEND FXAIX FXAIX
LARGE VALUE DHLYX DHLYX
LARGE GROWTH JLGMX JLGMX
SMALL BLEND FSSNX FSSNX
Total Available Funds: 20
  • 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
REAL ESTATE FREAX FREAX 54% 3 60 0 0.97% 8.3%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX 89% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX RERGX 32% 3 60 0 0.9% 4.03%
Foreign Large Blend VTSNX VTSNX 28% 3 60 0 0.07% 3.33%
Others
EQUITY LINVX LINVX 68% 3 60 0 1.01% 1.71%
EQUITY RILFX RILFX 53% 3 60 0 0.35% 6.5%
EQUITY ANODX ANODX 36% 3 60 0 0.97% 0.03%
EQUITY BGHAX BGHAX 1% 3 60 0 1.66% 6.28%
ROOT CASH CASH 0% 3 60 0 NA 4.14%
FIXED INCOME
WORLD BOND OIBYX OIBYX 94% 3 60 0 0.71% 4.58%
Intermediate-Term Bond VBIMX VBIMX 92% 3 60 0 0.07% 3.31%
Intermediate-Term Bond MWTRX MWTRX 88% 3 60 0 0.52% 4.08%
US EQUITY
Mid-Cap Growth ARTMX ARTMX 88% 3 60 0 0.96% 0%
SMALL VALUE DEVIX DEVIX 78% 3 60 0 1.36% 1.29%
MID-CAP VALUE WFPAX WFPAX 8% 3 60 0 1.04% 4.45%
MID-CAP BLEND FSMDX FSMDX 4% 3 60 0 0.03% 0.3%
LARGE BLEND FXAIX FXAIX 4% 3 60 0 0.02% 1.04%
LARGE VALUE DHLYX DHLYX 3% 3 60 0 0.67% 3.79%
LARGE GROWTH JLGMX JLGMX 3% 3 60 0 0.69% 0.46%
SMALL BLEND FSSNX FSSNX 2% 3 60 0 0.03% 0.35%
Average Expense Ratio: 0.68%
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Related Retirement Plans
TETRA PAK RETIREMENT SAVINGS 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 -0.6% 6.0% 1.1% 5.2% 5.2% 8.5%

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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 -0.4% 1.8% -4.9% 1.8% 2.3% 4.0%

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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 15 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income, Emerging Market Equity and Foreign Equity.
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