MyPlanIQ 401k Investor PNM RESOURCES INC. RETIREMENT SAVINGS PLAN

PNM RESOURCES INC. RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific R5 Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific R5 Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
Small Growth VEXPX Vanguard Explorer Fund
SMALL BLEND RSPFX RS Partners
Total Available Funds: 15
  • 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 R5 Fund 94% 3 60 0 0.84% 1.86%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Income Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund 90% 3 60 0 0.17% 12.31%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.78%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 2.59%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund 95% 3 60 0 0.31% 7.81%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 4.34%
SMALL BLEND RSPFX RS Partners 40% 3 60 0 1.12% 5.35%
Average Expense Ratio: 0.35%
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Related Retirement Plans
PNM RESOURCES, INC. EMPLOYEES' RETIREMENT PLAN
PNM RESOURCES, INC. RETIREMENT SAVINGS PLAN
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:PNM)
The plan consists of 16 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.
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