MyPlanIQ 401k Investor BAIN AND COMPANY INC. 401K SAVINGS PLAN

BAIN AND COMPANY INC. 401K SAVINGS PLAN

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Investment Options
Total Available Funds: 86
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
REAL ESTATE VGSIX Vanguard REIT Index Fund
REAL ESTATE VGRSX Vanguard REIT Index Fund Signal Shares
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity Fund
Foreign Large Blend JIEIX Artio International Equity Fund
Foreign Large Blend VTSNX Vanguard Total International Stock Index Fund Institutional Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Total Available Funds: 86
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
REAL ESTATE VGSIX Vanguard REIT Index Fund
REAL ESTATE VGRSX Vanguard REIT Index Fund Signal Shares
REAL ESTATE VGRSX Vanguard REIT Index Fund Signal Shares
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity Fund
Foreign Large Blend JIEIX Artio International Equity Fund
Foreign Large Blend VTSNX Vanguard Total International Stock Index Fund Institutional Shares
Foreign Large Blend VTSNX Vanguard Total International Stock Index Fund Institutional Shares
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
ROOT CASH Vanguard Prime Money Market Fund
ROOT CASH Vanguard Prime Money Market Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Short-Term Bond VBISX Vanguard Short-Term Bond Index Fund
Short-Term Bond VBISX Vanguard Short-Term Bond Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares
High Yield Bond PHIYX Pimco High Yield Fund
High Yield Bond PHIYX Pimco High Yield Fund
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Fund
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
Small Growth VISGX Vanguard Small-Cap Growth Index Fund
Small Growth VISGX Vanguard Small-Cap Growth Index Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Fund
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Fund
LARGE BLEND VQNPX Vanguard Growth & Income Fund
LARGE BLEND VQNPX Vanguard Growth & Income Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE GROWTH VIGRX Vanguard Growth Index Fund
LARGE GROWTH VIGRX Vanguard Growth Index Fund
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE VIVAX Vanguard Value Index Fund
LARGE VALUE VIVAX Vanguard Value Index Fund
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Fund
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Fund
Mid-Cap Growth NBGIX Neuberger Berman Genesis Trust
Mid-Cap Growth NBGIX Neuberger Berman Genesis Trust
Small Growth VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares
Small Growth VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares
LARGE BLEND VGIAX Vanguard Growth and Income Fund Admiral Shares
LARGE BLEND VGIAX Vanguard Growth and Income Fund Admiral Shares
LARGE VALUE VVISX Vanguard Value Index Fund Signal Shares
LARGE VALUE VVISX Vanguard Value Index Fund Signal Shares
LARGE GROWTH VIGSX Vanguard Growth Index Fund Signal Shares
LARGE GROWTH VIGSX Vanguard Growth Index Fund Signal Shares
Total Available Funds: 86
  • 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 VGSIX Vanguard REIT Index Fund 81% 1 60 0 0.12% 3.94%
REAL ESTATE VGSIX Vanguard REIT Index Fund 81% 1 60 0 0.12% 3.94%
REAL ESTATE VGRSX Vanguard REIT Index Fund Signal Shares 0% 1 60 0 0.1% 3.18%
REAL ESTATE VGRSX Vanguard REIT Index Fund Signal Shares 0% 1 60 0 0.1% 3.18%
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity Fund 93% 1 60 0 0.9% 7.06%
Foreign Large Blend JIEIX Artio International Equity Fund 93% 1 60 0 0.9% 7.06%
Foreign Large Blend VTSNX Vanguard Total International Stock Index Fund Institutional Shares 29% 1 60 0 0.07% 3.33%
Foreign Large Blend VTSNX Vanguard Total International Stock Index Fund Institutional Shares 29% 1 60 0 0.07% 3.33%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 1 60 0 0.08% 3.12%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 1 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 1 60 0 0.08% 2.62%
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 1 60 0 0.08% 2.34%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 1 60 0 0.08% 2.93%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 1 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund 90% 1 60 0 0.17% 12.31%
Moderate Allocation VWELX Vanguard Wellington Fund 90% 1 60 0 0.17% 12.31%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 1 60 0 0.08% 1.85%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 1 60 0 0.08% 2.02%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 70% 1 60 0 0.08% 2.23%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 1 60 0 0.08% 2.21%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 1 60 0 0.08% 4.48%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 1 60 0 0.17% 0%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 1 60 0 0.17% 0%
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 4.14%
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 1 60 0 0.15% 3.15%
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 1 60 0 0.15% 3.15%
Short-Term Bond VBISX Vanguard Short-Term Bond Index Fund 100% 1 60 0 0.07% 2.54%
Short-Term Bond VBISX Vanguard Short-Term Bond Index Fund 100% 1 60 0 0.07% 2.54%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund 98% 1 60 0 0.07% 4.24%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund 98% 1 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 1 60 0 0.83% 3.98%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares 91% 1 60 0 0.07% 4.34%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares 91% 1 60 0 0.07% 4.34%
High Yield Bond PHIYX Pimco High Yield Fund 72% 1 60 0 0.66% 5.61%
High Yield Bond PHIYX Pimco High Yield Fund 72% 1 60 0 0.66% 5.61%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares 0% 1 60 0 0.1% 2.96%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares 0% 1 60 0 0.1% 2.96%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Fund 0% 1 60 0 0.15% 3.31%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Fund 0% 1 60 0 0.15% 3.31%
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund 100% 1 60 0 0.06% 1.97%
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund 100% 1 60 0 0.06% 1.97%
Small Growth VISGX Vanguard Small-Cap Growth Index Fund 100% 1 60 0 0.07% 0.54%
Small Growth VISGX Vanguard Small-Cap Growth Index Fund 100% 1 60 0 0.07% 0.54%
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 1 60 0 0.26% 1.52%
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 1 60 0 0.26% 1.52%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Fund 98% 1 60 0 0.19% 0.58%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Fund 98% 1 60 0 0.19% 0.58%
LARGE BLEND VQNPX Vanguard Growth & Income Fund 98% 1 60 0 0.22% 1.03%
LARGE BLEND VQNPX Vanguard Growth & Income Fund 98% 1 60 0 0.22% 1.03%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 1 60 0 0.14% 1.27%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 1 60 0 0.14% 1.27%
LARGE GROWTH VIGRX Vanguard Growth Index Fund 97% 1 60 0 0.04% 0.43%
LARGE GROWTH VIGRX Vanguard Growth Index Fund 97% 1 60 0 0.04% 0.43%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund 97% 1 60 0 0.06% 1.11%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund 97% 1 60 0 0.06% 1.11%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 4.32%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 4.32%
LARGE VALUE VIVAX Vanguard Value Index Fund 96% 1 60 0 0.05% 2.23%
LARGE VALUE VIVAX Vanguard Value Index Fund 96% 1 60 0 0.05% 2.23%
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Fund 93% 1 60 0 0.91% 1.89%
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Fund 93% 1 60 0 0.91% 1.89%
Mid-Cap Growth NBGIX Neuberger Berman Genesis Trust 91% 1 60 0 1.34% 0.15%
Mid-Cap Growth NBGIX Neuberger Berman Genesis Trust 91% 1 60 0 1.34% 0.15%
Small Growth VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares 87% 1 60 0 0.07% 0.65%
Small Growth VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares 87% 1 60 0 0.07% 0.65%
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares 78% 1 60 0 0.02% 1.36%
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares 78% 1 60 0 0.02% 1.36%
LARGE BLEND VGIAX Vanguard Growth and Income Fund Admiral Shares 71% 1 60 0 0.23% 7.98%
LARGE BLEND VGIAX Vanguard Growth and Income Fund Admiral Shares 71% 1 60 0 0.23% 7.98%
LARGE VALUE VVISX Vanguard Value Index Fund Signal Shares 0% 1 60 0 0.1% 2.49%
LARGE VALUE VVISX Vanguard Value Index Fund Signal Shares 0% 1 60 0 0.1% 2.49%
LARGE GROWTH VIGSX Vanguard Growth Index Fund Signal Shares 0% 1 60 0 0.1% 1.42%
LARGE GROWTH VIGSX Vanguard Growth Index Fund Signal Shares 0% 1 60 0 0.1% 1.42%
Average Expense Ratio: 0.21%
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Related Retirement Plans
BAIN AND COMPANY, INC. 401K 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 0.0% 8.6% -0.1% 4.3% 4.0% 6.4%

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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 44 funds. It covers 4 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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