MyPlanIQ 401k Investor TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN

TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Growth R4
Foreign Large Blend THVRX Thornburg International Value R4
Others
Target Date 2050+ JTSSX JPMorgan Smart rtmt 2050 Select
Target Date 2041-2045 JSASX JPMorgan Smart rtmt 2045 Select
Target Date 2021-2025 JNSSX JPMorgan Smart rtmt 2025 Select
US EQUITY
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
LARGE BLEND NINDX Columbia Large Cap index Z
FIXED INCOME
Intermediate-Term Bond PTTAX Pacific Investment Management Company Funds Total Return Fund A
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Asset Income Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Growth R4
Foreign Large Blend THVRX Thornburg International Value R4
Others
Target Date 2050+ JTSSX JPMorgan Smart rtmt 2050 Select
Target Date 2041-2045 JSASX JPMorgan Smart rtmt 2045 Select
Target Date 2021-2025 JNSSX JPMorgan Smart rtmt 2025 Select
Target Date 2026-2030 JSMSX JPMorgan Smart rtmt 2030 Select
Target Date 2036-2040 SMTSX JPMorgan Smart rtmt 2040 Select
Target Date 2016-2020 JTTSX JPMorgan Smart rtmt 2020 Select
Target Date 2031-2035 SRJSX JPMorgan Smart rtmt 2035 Select
Retirement Income JSRSX JPMorgan Smart rtmt Income Select
Target Date 2011-2015 JSFSX JPMorgan Smart rtmt 2015 Select
Target Date 2000-2010 JSWSX JPMorgan Smart rtmt 2010 Select
US EQUITY
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
LARGE BLEND NINDX Columbia Large Cap index Z
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
Small Growth VASCX Van Kampen Small Cap Growth A
FIXED INCOME
Intermediate-Term Bond PTTAX Pacific Investment Management Company Funds Total Return Fund A
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Asset Income Fund
Total Available Funds: 21
  • 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 American Funds EuroPacific Growth R4 56% 3 60 0 0.9% 3.73%
Foreign Large Blend THVRX Thornburg International Value R4 25% 3 60 0 1.36% 2.3%
Others
Target Date 2050+ JTSSX JPMorgan Smart rtmt 2050 Select 90% 3 60 0 0.67% 1.73%
Target Date 2041-2045 JSASX JPMorgan Smart rtmt 2045 Select 81% 3 60 0 0.67% 1.82%
Target Date 2021-2025 JNSSX JPMorgan Smart rtmt 2025 Select 79% 3 60 0 0.63% 3.03%
Target Date 2026-2030 JSMSX JPMorgan Smart rtmt 2030 Select 77% 3 60 0 0.64% 2.69%
Target Date 2036-2040 SMTSX JPMorgan Smart rtmt 2040 Select 73% 3 60 0 0.67% 2.05%
Target Date 2016-2020 JTTSX JPMorgan Smart rtmt 2020 Select 72% 3 60 0 0.62% 3.33%
Target Date 2031-2035 SRJSX JPMorgan Smart rtmt 2035 Select 71% 3 60 0 0.51% 2.29%
Retirement Income JSRSX JPMorgan Smart rtmt Income Select 62% 3 60 0 0.86% 3.34%
Target Date 2011-2015 JSFSX JPMorgan Smart rtmt 2015 Select 0% 3 60 0 0.81% 1.6%
Target Date 2000-2010 JSWSX JPMorgan Smart rtmt 2010 Select 0% 3 60 0 0.76% 2.76%
US EQUITY
LARGE VALUE EILVX Eaton Vance Large-Cap Value I 90% 3 60 0 0.77% 3.25%
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I 80% 3 60 0 0.74% 0%
LARGE BLEND NINDX Columbia Large Cap index Z 76% 3 60 0 0.45% 9.09%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z 76% 3 60 0 1.13% 1.63%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A 56% 3 60 0 0.89% 11.62%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 8.07%
Small Growth VASCX Van Kampen Small Cap Growth A 0% 3 60 0 1.33% 22.38%
FIXED INCOME
Intermediate-Term Bond PTTAX Pacific Investment Management Company Funds Total Return Fund A 65% 3 60 0 0.8% 3.44%
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Asset Income Fund 16% 3 60 0 NA 29.52%
Average Expense Ratio: 0.78%
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Related Retirement Plans
TREDEGAR CORPORATION 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 13.8% 26.8% 8.3% 11.2% 7.2% 7.7%

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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:TG)
The plan consists of 21 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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