MyPlanIQ 401k Investor TETRA Technologies, Inc. 401(k) Retirement Plan

TETRA Technologies, Inc. 401(k) Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Moderate Allocation DODBX Dodge Cox Balanced Fund
Retirement Income TRRIX T. Rowe Price Retirement Equity Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Retirement T. Rowe Price Retirement Stable Value Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement T. Rowe Price Retirement Growth Stock Fund
MID-CAP VALUE ARTQX Artisan Funds Mid Cap Growth Fund
MID-CAP VALUE VASVX Vanguard Selected Value Fund
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Moderate Allocation DODBX Dodge Cox Balanced Fund
Retirement Income TRRIX T. Rowe Price Retirement Equity Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Retirement T. Rowe Price Retirement Stable Value Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement T. Rowe Price Retirement Growth Stock Fund
MID-CAP VALUE ARTQX Artisan Funds Mid Cap Growth Fund
MID-CAP VALUE VASVX Vanguard Selected Value Fund
SMALL VALUE FRVLX Franklin Small Cap Value Fund
SMALL BLEND SMCEX Columbia Small Cap Fund
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund
Total Available Funds: 11
  • 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 RERFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 3.91%
Others
Moderate Allocation DODBX Dodge Cox Balanced Fund 93% 3 60 0 0.42% 5.82%
Retirement Income TRRIX T. Rowe Price Retirement Equity Income Fund 91% 3 60 0 0.34% 4.38%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.99%
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Retirement T. Rowe Price Retirement Stable Value Fund 16% 3 60 0 NA 29.1%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement T. Rowe Price Retirement Growth Stock Fund 100% 3 60 0 0% 3.9%
MID-CAP VALUE ARTQX Artisan Funds Mid Cap Growth Fund 91% 3 60 0 1.05% 16.82%
MID-CAP VALUE VASVX Vanguard Selected Value Fund 85% 3 60 0 0.43% 18.46%
SMALL VALUE FRVLX Franklin Small Cap Value Fund 55% 3 60 0 1.73% 5.02%
SMALL BLEND SMCEX Columbia Small Cap Fund 0% 3 60 0 1.08% 0.85%
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund 0% 3 60 0 0.51% 12.75%
Average Expense Ratio: 0.72%
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Related Retirement Plans
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 9.7% 27.6% 8.5% 10.9% 7.3% 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 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:TTI)
The plan consists of 12 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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