MyPlanIQ 401k Investor BEST BUY RETIREMENT SAVINGS PLAN

BEST BUY RETIREMENT SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional International Equity Fund
Foreign Large Value AAIPX American Beacon Institutional Equity Fund
Others
Target Date 2041-2045 LPHRX BGI LIFEPATH 2045
Target Date 2050+ LPRPX BGI LIFEPATH 2050
Target Date 2036-2040 LPRKX BGI LIFEPATH 2040
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE BLEND WFSPX BARCLAYS S&P 500 EQUITY INDEX FUND
LARGE GROWTH MGRIX Marsico Growth Fund
Small Growth MSSGX Morgan Stanley Institutional Small Company Growth Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional International Equity Fund
Foreign Large Value AAIPX American Beacon Institutional Equity Fund
Others
Target Date 2041-2045 LPHRX BGI LIFEPATH 2045
Target Date 2050+ LPRPX BGI LIFEPATH 2050
Target Date 2036-2040 LPRKX BGI LIFEPATH 2040
Target Date 2026-2030 LPRNX BGI LIFEPATH 2030
Target Date 2031-2035 LPJRX BGI LIFEPATH 2035
Retirement Income STLAX BGI LIFEPATH RETIREMENT
Target Date 2021-2025 LPBRX BGI LIFEPATH 2025
Target Date 2016-2020 LPRMX BGI LIFEPATH 2020
Target Date 2011-2015 BIPBX BGI LIFEPATH 2015
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE BLEND WFSPX BARCLAYS S&P 500 EQUITY INDEX FUND
LARGE GROWTH MGRIX Marsico Growth Fund
Small Growth MSSGX Morgan Stanley Institutional Small Company Growth Fund
SMALL VALUE ARTVX Artisan Small-Cap Value Fund
Total Available Funds: 16
  • 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 Growth MIEIX MFS Institutional International Equity Fund 92% 3 60 0 0.72% 0%
Foreign Large Value AAIPX American Beacon Institutional Equity Fund 54% 3 60 0 1.97% 2.74%
Others
Target Date 2041-2045 LPHRX BGI LIFEPATH 2045 91% 3 60 0 0.34% 1.03%
Target Date 2050+ LPRPX BGI LIFEPATH 2050 87% 3 60 0 0.34% 0.88%
Target Date 2036-2040 LPRKX BGI LIFEPATH 2040 83% 3 60 0 1.04% 0.97%
Target Date 2026-2030 LPRNX BGI LIFEPATH 2030 72% 3 60 0 0.34% 1.36%
Target Date 2031-2035 LPJRX BGI LIFEPATH 2035 71% 3 60 0 0.34% 1.23%
Retirement Income STLAX BGI LIFEPATH RETIREMENT 51% 3 60 0 0.84% 3.62%
Target Date 2021-2025 LPBRX BGI LIFEPATH 2025 48% 3 60 0 0.59% 1.58%
Target Date 2016-2020 LPRMX BGI LIFEPATH 2020 0% 3 60 0 1.12% 1.44%
Target Date 2011-2015 BIPBX BGI LIFEPATH 2015 0% 3 60 0 0.22% 1.99%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 76% 3 60 0 0.83% 3.98%
US EQUITY
LARGE BLEND WFSPX BARCLAYS S&P 500 EQUITY INDEX FUND 91% 3 60 0 0.03% 1.52%
LARGE GROWTH MGRIX Marsico Growth Fund 67% 3 60 0 1.21% 0%
Small Growth MSSGX Morgan Stanley Institutional Small Company Growth Fund 39% 3 60 0 2.1% 0%
SMALL VALUE ARTVX Artisan Small-Cap Value Fund 0% 3 60 0 1.2% 0%
Average Expense Ratio: 0.83%
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Related Retirement Plans
BEST BUY 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 4.3% 17.8% 3.6% 9.5% 7.1% 8.6%

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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 16 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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