MyPlanIQ 401k Investor MARTIN MARIETTA MATERIALS, INC.SAVINGS and INVESTMENT PLAN

MARTIN MARIETTA MATERIALS, INC.SAVINGS and INVESTMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MAIIX BlackRock Lifepath Index rtmt
Foreign Large Blend VWIGX The Vanguard Group Vanguard International Growth Fund
Others
Target Date 2050+ STLFX BlackRock Lifepath Index 2050
Target Date 2026-2030 STLDX BlackRock Lifepath Index 2030
Target Date 2036-2040 STLEX BlackRock Lifepath Index 2045
US EQUITY
Small Growth VEXPX Vanguard Explorer Fund
LARGE GROWTH HACAX Harbor Funds Harbor Capital app Fund
LARGE VALUE LSGIX Loomis Sayles Value Fund
FIXED INCOME
Short-Term Bond SSHIX Wells Fargo Short Term Investment Fund
Intermediate-Term Bond MBFIX Wells Fargo Adv Total Return Bond Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MAIIX BlackRock Lifepath Index rtmt
Foreign Large Blend VWIGX The Vanguard Group Vanguard International Growth Fund
Others
Target Date 2050+ STLFX BlackRock Lifepath Index 2050
Target Date 2026-2030 STLDX BlackRock Lifepath Index 2030
Target Date 2036-2040 STLEX BlackRock Lifepath Index 2045
Target Date 2036-2040 STLEX BlackRock Lifepath Index 2040
Target Date 2031-2035 LPJIX BlackRock Lifepath Index 2035
Target Date 2021-2025 LPBIX BlackRock Lifepath Index 2025
Target Date 2016-2020 STLCX BlackRock Lifepath Index 2020
Target Date 2011-2015 BIPBX BlackRock Lifepath Index 2015
US EQUITY
Small Growth VEXPX Vanguard Explorer Fund
LARGE GROWTH HACAX Harbor Funds Harbor Capital app Fund
LARGE VALUE LSGIX Loomis Sayles Value Fund
LARGE BLEND MDSRX Wells Fargo S P 500 Index Fund
FIXED INCOME
Short-Term Bond SSHIX Wells Fargo Short Term Investment Fund
Intermediate-Term Bond MBFIX Wells Fargo Adv Total Return Bond 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 Blend MAIIX BlackRock Lifepath Index rtmt 82% 3 60 0 0.34% 3.24%
Foreign Large Blend VWIGX The Vanguard Group Vanguard International Growth Fund 45% 3 60 0 0.45% 1.84%
Others
Target Date 2050+ STLFX BlackRock Lifepath Index 2050 98% 3 60 0 0.34% 1.14%
Target Date 2026-2030 STLDX BlackRock Lifepath Index 2030 96% 3 60 0 0.34% 3.1%
Target Date 2036-2040 STLEX BlackRock Lifepath Index 2045 95% 3 60 0 1.04% 3.18%
Target Date 2036-2040 STLEX BlackRock Lifepath Index 2040 95% 3 60 0 1.04% 3.18%
Target Date 2031-2035 LPJIX BlackRock Lifepath Index 2035 94% 3 60 0 0.34% 1.5%
Target Date 2021-2025 LPBIX BlackRock Lifepath Index 2025 72% 3 60 0 0.59% 1.83%
Target Date 2016-2020 STLCX BlackRock Lifepath Index 2020 0% 3 60 0 0.67% 1.74%
Target Date 2011-2015 BIPBX BlackRock Lifepath Index 2015 0% 3 60 0 0.22% 1.99%
US EQUITY
Small Growth VEXPX Vanguard Explorer Fund 83% 3 60 0 0.45% 4.34%
LARGE GROWTH HACAX Harbor Funds Harbor Capital app Fund 65% 3 60 0 1.04% 0%
LARGE VALUE LSGIX Loomis Sayles Value Fund 0% 3 60 0 0.74% 462.59%
LARGE BLEND MDSRX Wells Fargo S P 500 Index Fund 0% 3 60 0 0.56% 1.58%
FIXED INCOME
Short-Term Bond SSHIX Wells Fargo Short Term Investment Fund 88% 3 60 0 0.25% 3.43%
Intermediate-Term Bond MBFIX Wells Fargo Adv Total Return Bond Fund 69% 3 60 0 0.7% 4.05%
Average Expense Ratio: 0.54%
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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% 13.6% 1.8% 8.4% 6.6% 8.1%

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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:MLM)
The plan consists of 16 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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