MyPlanIQ 401k Investor VALERO ENERGY CORPORATION SAVINGS PLAN

VALERO ENERGY CORPORATION SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Retirement Income STLAX BlackRock LifePath Retirement Portfolio
Target Date 2050+ LPRPX BlackRock LifePath 2050 Portfolio
Target Date 2041-2045 LPHRX BlackRock LifePath 2045 Portfolio
FIXED INCOME
Intermediate-Term Bond PBFRX Pioneer Bond Fund
US EQUITY
MID-CAP BLEND ARGFX Ariel Fund
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fund (Investor Class)
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Retirement Income STLAX BlackRock LifePath Retirement Portfolio
Target Date 2050+ LPRPX BlackRock LifePath 2050 Portfolio
Target Date 2041-2045 LPHRX BlackRock LifePath 2045 Portfolio
Target Date 2031-2035 LPJRX BlackRock LifePath 2035 Portfolio
Target Date 2021-2025 LPBRX BlackRock LifePath 2025 Portfolio
Target Date 2036-2040 LPRKX BlackRock LifePath 2040 Portfolio
Target Date 2026-2030 LPRNX BlackRock LifePath 2030 Portfolio
Target Date 2016-2020 LPRMX BlackRock LifePath 2020 Portfolio
Target Date 2011-2015 BRPBX BlackRock LifePath 2015 Portfolio
ROOT BRPAX BlackRock LifePath 2010 Portfolio
FIXED INCOME
Intermediate-Term Bond PBFRX Pioneer Bond Fund
US EQUITY
MID-CAP BLEND ARGFX Ariel Fund
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fund (Investor Class)
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund (Admiral Class)
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE VALUE MRBVX BlackRock Basic Value Fund, Inc.
Total Available Funds: 18
  • 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% 1.86%
Others
Retirement Income STLAX BlackRock LifePath Retirement Portfolio 92% 3 60 0 0.84% 3.62%
Target Date 2050+ LPRPX BlackRock LifePath 2050 Portfolio 64% 3 60 0 0.34% 0.88%
Target Date 2041-2045 LPHRX BlackRock LifePath 2045 Portfolio 59% 3 60 0 0.34% 1.03%
Target Date 2031-2035 LPJRX BlackRock LifePath 2035 Portfolio 54% 3 60 0 0.34% 1.23%
Target Date 2021-2025 LPBRX BlackRock LifePath 2025 Portfolio 52% 3 60 0 0.59% 1.58%
Target Date 2036-2040 LPRKX BlackRock LifePath 2040 Portfolio 44% 3 60 0 1.04% 0.97%
Target Date 2026-2030 LPRNX BlackRock LifePath 2030 Portfolio 43% 3 60 0 0.34% 1.36%
Target Date 2016-2020 LPRMX BlackRock LifePath 2020 Portfolio 0% 3 60 0 1.12% 1.44%
Target Date 2011-2015 BRPBX BlackRock LifePath 2015 Portfolio 0% 3 60 0 0.81% 1.75%
ROOT BRPAX BlackRock LifePath 2010 Portfolio 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PBFRX Pioneer Bond Fund 55% 3 60 0 0.44% 2.99%
US EQUITY
MID-CAP BLEND ARGFX Ariel Fund 100% 3 60 0 0.68% 0.39%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fund (Investor Class) 96% 3 60 0 0.19% 2.11%
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio 93% 3 60 0 1% 0.25%
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund (Admiral Class) 88% 3 60 0 0.31% 7.88%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 0.75%
LARGE VALUE MRBVX BlackRock Basic Value Fund, Inc. 46% 3 60 0 0.54% 5.52%
Average Expense Ratio: 0.61%
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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 3.8% 11.8% 0.7% 5.8% 5.2% 6.8%

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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:VLO)
The plan consists of 20 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Valero Energy Corporation operates as an independent petroleum refining and marketing company.



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