MyPlanIQ 401k Investor Group 1 Automotive, Inc. 401(k) Savings Plan

Group 1 Automotive, Inc. 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MGRVX MFS International Growth Fund
Foreign Large Blend JEIEX Merrill Lynch Equity Index Trust II Fund
Foreign Large Value NIIVX ING International Value Fund
Others
Moderate Allocation OAKBX The Oakmark Equity & Income Fund
EQUITY PSS Common/Collective Trust Funds
ROOT CASH Premier institutional Money Market Fund
US EQUITY
LARGE VALUE ACGMX Van Kampen Growth & Income Fund
LARGE GROWTH RGAFX American Growth Fund of America
LARGE GROWTH ACARX Alger Capital Appreciation Institutional Portfolio Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MGRVX MFS International Growth Fund
Foreign Large Blend JEIEX Merrill Lynch Equity Index Trust II Fund
Foreign Large Value NIIVX ING International Value Fund
Others
Moderate Allocation OAKBX The Oakmark Equity & Income Fund
EQUITY PSS Common/Collective Trust Funds
ROOT CASH Premier institutional Money Market Fund
US EQUITY
LARGE VALUE ACGMX Van Kampen Growth & Income Fund
LARGE GROWTH RGAFX American Growth Fund of America
LARGE GROWTH ACARX Alger Capital Appreciation Institutional Portfolio Fund
MID-CAP VALUE CMVRX Columbia Mid-Cap Value Fund
Small Growth VISCX Van Kampen Small Cap Growth Fund
Mid-Cap Growth MMSRX Munder Mid-Cap Core Growth Fund
SMALL VALUE PNVRX Allianz NFJ Small-Cap Value Fund
FIXED INCOME
Inflation-Protected Bond AIANX American Century Inflation Adjusted Fund
Intermediate-Term Bond MPHQX Blackrock Total Return Portfolio Fund
Intermediate-Term Bond RBFFX American Bond Fund of America
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 MGRVX MFS International Growth Fund 67% 3 60 0 0.7% 2.71%
Foreign Large Blend JEIEX Merrill Lynch Equity Index Trust II Fund 0% 3 60 0 0.63% 0%
Foreign Large Value NIIVX ING International Value Fund 0% 3 60 0 1.28% 3.53%
Others
Moderate Allocation OAKBX The Oakmark Equity & Income Fund 91% 3 60 0 0.83% 3.14%
EQUITY PSS Common/Collective Trust Funds 0% 3 60 0 NA 0%
ROOT CASH Premier institutional Money Market Fund 0% 1 60 0 NA 2.67%
US EQUITY
LARGE VALUE ACGMX Van Kampen Growth & Income Fund 81% 3 60 0 0.79% 13.71%
LARGE GROWTH RGAFX American Growth Fund of America 75% 3 60 0 0.63% 8.75%
LARGE GROWTH ACARX Alger Capital Appreciation Institutional Portfolio Fund 62% 3 60 0 0.85% 11.66%
MID-CAP VALUE CMVRX Columbia Mid-Cap Value Fund 40% 3 60 0 1.13% 1.17%
Small Growth VISCX Van Kampen Small Cap Growth Fund 0% 3 60 0 1.08% 20.78%
Mid-Cap Growth MMSRX Munder Mid-Cap Core Growth Fund 0% 3 60 0 1.57% 9.44%
SMALL VALUE PNVRX Allianz NFJ Small-Cap Value Fund 0% 3 60 0 1.43% 1.79%
FIXED INCOME
Inflation-Protected Bond AIANX American Century Inflation Adjusted Fund 93% 3 60 0 0.76% 4.43%
Intermediate-Term Bond MPHQX Blackrock Total Return Portfolio Fund 76% 3 60 0 0.75% 4.37%
Intermediate-Term Bond RBFFX American Bond Fund of America 75% 3 60 0 0.33% 4.15%
Average Expense Ratio: 0.91%
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Model Portfolios

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:GPI)
The plan consists of 18 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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