MyPlanIQ 401k Investor Valassis Employees’ Retirement Savings Plan

Valassis Employees’ Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International
Others
Target Date 2041-2045 JSAIX JPMorgan Smartrtmt 2045
Target Date 2021-2025 JNSIX JPMorgan Smartrtmt 2025
Target Date 2026-2030 JSMIX JPMorgan Smartrtmt 2030
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond fund
High Yield Bond OHYAX JPMorgan Smartrtmt 2050 fund
High Yield Bond OHYAX JPMorgan Smartrtmt Inc. fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value
LARGE BLEND NYVTX Davis NY Venture
MID-CAP VALUE ARTQX Artisan Mid Cap Value
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International
Others
Target Date 2041-2045 JSAIX JPMorgan Smartrtmt 2045
Target Date 2021-2025 JNSIX JPMorgan Smartrtmt 2025
Target Date 2026-2030 JSMIX JPMorgan Smartrtmt 2030
Target Date 2036-2040 SMTIX JPMorgan Smartrtmt 2040
Target Date 2016-2020 JTTIX JPMorgan Smartrtmt 2020
Target Date 2031-2035 SRJIX JPMorgan Smartrtmt 2035
ROOT CASH JPMorgan Cash in Stock
Target Date 2011-2015 JSFIX JPMorgan Smartrtmt 2015
Target Date 2000-2010 JSWIX JPMorgan Smartrtmt 2010
ROOT CASH JPMorgan Stable Asset Income fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond fund
High Yield Bond OHYAX JPMorgan Smartrtmt 2050 fund
High Yield Bond OHYAX JPMorgan Smartrtmt Inc. fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value
LARGE BLEND NYVTX Davis NY Venture
MID-CAP VALUE ARTQX Artisan Mid Cap Value
LARGE BLEND HLEIX JPMorgan Equity Index fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
SMALL VALUE VSOIX Victory Small Company Opportunity
SMALL BLEND OPMSX Oppenheimer Main Street Small Cap
MID-CAP VALUE MDFAX Morgan Stanley US Mid Cap Value
Mid-Cap Growth THGRx Thornburg Core Growth
Small Growth WFSIX Wells Fargo Adv Sml Cap Growth
Total Available Funds: 24
  • 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 HAINX Harbor International 99% 3 60 0 1.02% 3.47%
Others
Target Date 2041-2045 JSAIX JPMorgan Smartrtmt 2045 82% 3 60 0 0.67% 1.5%
Target Date 2021-2025 JNSIX JPMorgan Smartrtmt 2025 81% 3 60 0 0.63% 2.44%
Target Date 2026-2030 JSMIX JPMorgan Smartrtmt 2030 79% 3 60 0 0.64% 2.16%
Target Date 2036-2040 SMTIX JPMorgan Smartrtmt 2040 74% 3 60 0 0.67% 1.71%
Target Date 2016-2020 JTTIX JPMorgan Smartrtmt 2020 74% 3 60 0 0.62% 2.8%
Target Date 2031-2035 SRJIX JPMorgan Smartrtmt 2035 73% 3 60 0 0.51% 1.85%
ROOT CASH JPMorgan Cash in Stock 0% 1 60 0 NA 4.14%
Target Date 2011-2015 JSFIX JPMorgan Smartrtmt 2015 0% 3 60 0 0.66% 0%
Target Date 2000-2010 JSWIX JPMorgan Smartrtmt 2010 0% 3 60 0 0.61% 2.66%
ROOT CASH JPMorgan Stable Asset Income fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond fund 90% 3 60 0 0.94% 3.26%
High Yield Bond OHYAX JPMorgan Smartrtmt 2050 fund 63% 3 60 0 0.75% 6.22%
High Yield Bond OHYAX JPMorgan Smartrtmt Inc. fund 63% 3 60 0 0.75% 6.22%
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value 98% 3 60 0 0.94% 1.57%
LARGE BLEND NYVTX Davis NY Venture 92% 3 60 0 1.75% 8.07%
MID-CAP VALUE ARTQX Artisan Mid Cap Value 91% 3 60 0 1.05% 17.63%
LARGE BLEND HLEIX JPMorgan Equity Index fund 77% 3 60 0 0.2% 1.24%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
SMALL VALUE VSOIX Victory Small Company Opportunity 65% 3 60 0 0.85% 6.56%
SMALL BLEND OPMSX Oppenheimer Main Street Small Cap 43% 3 60 0 1.32% 0%
MID-CAP VALUE MDFAX Morgan Stanley US Mid Cap Value 0% 3 60 0 NA NA
Mid-Cap Growth THGRx Thornburg Core Growth 0% 3 60 0 NA NA
Small Growth WFSIX Wells Fargo Adv Sml Cap Growth 0% 3 60 0 NA 0%
Average Expense Ratio: 0.83%
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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 5.3% 16.5% 3.9% 7.1% 4.8% 7.2%

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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:VCI)
The plan consists of 26 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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