MyPlanIQ 401k Investor Wilmington Trust Corporation Thrift Savings Plan

Wilmington Trust Corporation Thrift Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX AM FDS EUROPACIFIC GROWTH R4 FUND
Foreign Large Blend WMMFX WILMINGTON MULTI-Mgrowth international I FUND
Others
Conservative Allocation WMRIX WILMINGTON REAL ESTATE PTFOLIO
Moderate Allocation RLBEX AM FDS AM BAL R4 FUND
ROOT CASH Northern Institutional Government Money Mkt Mutual Fund
FIXED INCOME
Inflation-Protected Bond AIAVX AMERICAN CENTURY INFLA ADJ BOND ADV FUND
Intermediate Government MFGHX MFS GOVERNMENT SEC R3 FUND
SHORT GOVERNMENT STABLEVALUE METLIFE STABLE VALUE FUND
US EQUITY
LARGE VALUE VWNFX VANGUARD WINDSOR II FUND
Small Growth RYVPX ROYCE VALUE PLUS SERVICE FUND
LARGE GROWTH EQPGX FIDELITY ADV EQ GROWTH INSTL
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX AM FDS EUROPACIFIC GROWTH R4 FUND
Foreign Large Blend WMMFX WILMINGTON MULTI-Mgrowth international I FUND
Others
Conservative Allocation WMRIX WILMINGTON REAL ESTATE PTFOLIO
Moderate Allocation RLBEX AM FDS AM BAL R4 FUND
ROOT CASH Northern Institutional Government Money Mkt Mutual Fund
Conservative Allocation WCAIX WILMINGTON consumer ASSET ALLOC INST FUND
ROOT WLUIX WILMINGTON LARGE-CAP StrategicEGIC
FIXED INCOME
Inflation-Protected Bond AIAVX AMERICAN CENTURY INFLA ADJ BOND ADV FUND
Intermediate Government MFGHX MFS GOVERNMENT SEC R3 FUND
SHORT GOVERNMENT STABLEVALUE METLIFE STABLE VALUE FUND
SHORT GOVERNMENT STABLEVALUE WILMINGTON STABLE VALUE FUND
Intermediate-Term Bond WBRIX WILMINGTON BROAD MARKET BOND FUND
US EQUITY
LARGE VALUE VWNFX VANGUARD WINDSOR II FUND
Small Growth RYVPX ROYCE VALUE PLUS SERVICE FUND
LARGE GROWTH EQPGX FIDELITY ADV EQ GROWTH INSTL
MID-CAP BLEND MPSIX PRIN MID- capital STK IDX SEP ACCT
SMALL BLEND PSSIX PRIN SMALL- capital STK IDX SEP ACCT
LARGE BLEND PLFIX PRIN LARGE- capital STK IDX SEP ACCT
SMALL BLEND WMSIX WILMINGTON SMALL-CAP StrategicEGIC
SMALL VALUE PCVAX ALLIANZ NFJ SMALL- capital VALUE A FUND
LARGE GROWTH FKGRX FRANKLIN GROWTH A FUND
LARGE VALUE CVFCX PIONEER CULLEN VALUE A FUND
LARGE BLEND WAAIX WILMINGTON AGgrowth ASSET ALLOC INST FUND
Total Available Funds: 23
  • 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 Blend REREX AM FDS EUROPACIFIC GROWTH R4 FUND 57% 3 60 0 0.9% 3.74%
Foreign Large Blend WMMFX WILMINGTON MULTI-Mgrowth international I FUND 0% 3 60 0 NA 0.29%
Others
Conservative Allocation WMRIX WILMINGTON REAL ESTATE PTFOLIO 89% 3 60 0 1.08% 5%
Moderate Allocation RLBEX AM FDS AM BAL R4 FUND 42% 3 60 0 0.31% 2.36%
ROOT CASH Northern Institutional Government Money Mkt Mutual Fund 0% 1 60 0 NA 4.14%
Conservative Allocation WCAIX WILMINGTON consumer ASSET ALLOC INST FUND 0% 3 60 0 1.21% 0%
ROOT WLUIX WILMINGTON LARGE-CAP StrategicEGIC 0% 3 60 0 NA NA
FIXED INCOME
Inflation-Protected Bond AIAVX AMERICAN CENTURY INFLA ADJ BOND ADV FUND 60% 3 60 0 0.21% 6%
Intermediate Government MFGHX MFS GOVERNMENT SEC R3 FUND 57% 3 60 0 1.51% 2.96%
SHORT GOVERNMENT STABLEVALUE METLIFE STABLE VALUE FUND 16% 3 60 0 NA 27.03%
SHORT GOVERNMENT STABLEVALUE WILMINGTON STABLE VALUE FUND 16% 3 60 0 NA 27.03%
Intermediate-Term Bond WBRIX WILMINGTON BROAD MARKET BOND FUND 0% 3 60 0 NA 3.76%
US EQUITY
LARGE VALUE VWNFX VANGUARD WINDSOR II FUND 99% 3 60 0 0.26% 1.52%
Small Growth RYVPX ROYCE VALUE PLUS SERVICE FUND 97% 3 60 0 1.24% 0%
LARGE GROWTH EQPGX FIDELITY ADV EQ GROWTH INSTL 82% 3 60 0 0.72% 1.46%
MID-CAP BLEND MPSIX PRIN MID- capital STK IDX SEP ACCT 81% 3 60 0 0.42% 1.23%
SMALL BLEND PSSIX PRIN SMALL- capital STK IDX SEP ACCT 78% 3 60 0 0.54% 10.04%
LARGE BLEND PLFIX PRIN LARGE- capital STK IDX SEP ACCT 76% 3 60 0 0.52% 2.38%
SMALL BLEND WMSIX WILMINGTON SMALL-CAP StrategicEGIC 67% 3 60 0 0.75% 2.45%
SMALL VALUE PCVAX ALLIANZ NFJ SMALL- capital VALUE A FUND 56% 3 60 0 0.89% 16.12%
LARGE GROWTH FKGRX FRANKLIN GROWTH A FUND 50% 3 60 0 0.46% 0%
LARGE VALUE CVFCX PIONEER CULLEN VALUE A FUND 46% 3 60 0 0.45% 2.71%
LARGE BLEND WAAIX WILMINGTON AGgrowth ASSET ALLOC INST FUND 0% 3 60 0 0.48% 0%
Average Expense Ratio: 0.7%
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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 8.0% 23.4% 6.7% 9.9% 6.1% 7.5%

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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 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(Ticker:WL)
The plan consists of 25 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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