MyPlanIQ 401k Investor Agrium U.S. Retail 401(k) Savings Plan

Agrium U.S. Retail 401(k) Savings Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend SEITX SEI International Equity Fund,
Others
Conservative Allocation SMSIX SEI Moderate Strategy Fund,
Conservative Allocation SICIX SEI Conservative Strategy Fund
Moderate Allocation SMGSX SEI Market Growth Strategy Fund,
US EQUITY
LARGE BLEND VINIX SEI S&P 500 Index Fund,
Small Growth SSCGX SEI Small Cap Growth Fund,
MID-CAP BLEND SEMCX SEI Mid Cap Fund,
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset GIC Fund,
Intermediate-Term Bond TRLVX SEI Core Fixed Income Fund,
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend SEITX SEI International Equity Fund,
Others
Conservative Allocation SMSIX SEI Moderate Strategy Fund,
Conservative Allocation SICIX SEI Conservative Strategy Fund
Moderate Allocation SMGSX SEI Market Growth Strategy Fund,
Moderate Allocation SSGAX SEI Aggressive Strategy Fund,
US EQUITY
LARGE BLEND VINIX SEI S&P 500 Index Fund,
Small Growth SSCGX SEI Small Cap Growth Fund,
MID-CAP BLEND SEMCX SEI Mid Cap Fund,
LARGE GROWTH SELCX SEI Large Cap Growth Fund,
SMALL VALUE SESVX SEI Small Cap Value Fund,
LARGE VALUE TRMVX SEI Large Cap Value Fund,
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset GIC Fund,
Intermediate-Term Bond TRLVX SEI Core Fixed Income Fund,
Total Available Funds: 13
  • 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 SEITX SEI International Equity Fund, 64% 3 60 0 0.85% 2.01%
Others
Conservative Allocation SMSIX SEI Moderate Strategy Fund, 39% 3 60 0 1.71% 4.4%
Conservative Allocation SICIX SEI Conservative Strategy Fund 37% 3 60 0 1.03% 3.86%
Moderate Allocation SMGSX SEI Market Growth Strategy Fund, 13% 3 60 0 1.37% 4.71%
Moderate Allocation SSGAX SEI Aggressive Strategy Fund, 2% 3 60 0 1.16% 3.82%
US EQUITY
LARGE BLEND VINIX SEI S&P 500 Index Fund, 86% 3 60 0 0.02% 1.36%
Small Growth SSCGX SEI Small Cap Growth Fund, 49% 3 60 0 1.11% 0.04%
MID-CAP BLEND SEMCX SEI Mid Cap Fund, 43% 3 60 0 1.2% 0.55%
LARGE GROWTH SELCX SEI Large Cap Growth Fund, 36% 3 60 0 1.11% 17.05%
SMALL VALUE SESVX SEI Small Cap Value Fund, 34% 3 60 0 0.89% 3.05%
LARGE VALUE TRMVX SEI Large Cap Value Fund, 27% 3 60 0 0.64% 7.81%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset GIC Fund, 95% 3 60 0 NA 27.03%
Intermediate-Term Bond TRLVX SEI Core Fixed Income Fund, 35% 3 60 0 0.41% 3.52%
Average Expense Ratio: 0.96%
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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 8.3% 24.3% 7.0% 9.2% 6.4% 7.3%

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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:AGU)
The plan consists of 13 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are REITs, US Equity, Fixed Income and Foreign Equity.
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