MyPlanIQ 401k Investor TD AMERITRADE HOLDING CORPORATION ASSOCIATES 401(k) PROFIT SHARING PLAN

TD AMERITRADE HOLDING CORPORATION ASSOCIATES 401(k) PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Open Fund
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt 2015 Fund
Target Date 2000-2010 TRRFX T. Rowe Price Retirement rtmt 2005 Fund
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt 2035 Fund
FIXED INCOME
WORLD BOND RPIBX T. Rowe Price Retirement International Bond Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Institutional Fund
Intermediate-Term Bond VBTSX Vanguard Total Bond Mkt Index Signal Fund
US EQUITY
SMALL BLEND PRSVX T. Rowe Price Retirement Small Cap Value Fund
LARGE VALUE GSLIX Goldman Sachs Large Cap Value Institutional Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Open Fund
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt 2015 Fund
Target Date 2000-2010 TRRFX T. Rowe Price Retirement rtmt 2005 Fund
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt 2035 Fund
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt 2025 Fund
Target Date 2041-2045 TRRKX T. Rowe Price Retirement rtmt 2045 Fund
Target Date 2050+ TRRNX T. Rowe Price Retirement rtmt 2055 Fund
Retirement Income TRRIX T. Rowe Price Retirement rtmt Income Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Fund
Target Date 2000-2010 RRTAX T. Rowe Price Retirement rtmt 2010 Fund
Target Date 2036-2040 RRTDX T. Rowe Price Retirement rtmt 2040 Fund
Target Date 2026-2030 RRTCX T. Rowe Price Retirement rtmt 2030 Fund
Target Date 2016-2020 RRTBX T. Rowe Price Retirement rtmt 2020 Fund
ROOT CASH Vanguard Reserve Prime Money Mkt Institutional Fund
FIXED INCOME
WORLD BOND RPIBX T. Rowe Price Retirement International Bond Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Institutional Fund
Intermediate-Term Bond VBTSX Vanguard Total Bond Mkt Index Signal Fund
US EQUITY
SMALL BLEND PRSVX T. Rowe Price Retirement Small Cap Value Fund
LARGE VALUE GSLIX Goldman Sachs Large Cap Value Institutional Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
Mid-Cap Growth RRMGX T. Rowe Price Retirement Mid Cap Growth Fund
LARGE BLEND VTSSX Vanguard Total Stock Mkt Index Signal Fund
Total Available Funds: 24
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Open Fund 61% 3 60 0 1.07% 4.6%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 3 60 0 0.08% 3.12%
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt 2015 Fund 100% 3 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement rtmt 2005 Fund 100% 3 60 0 0.34% 2.74%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt 2035 Fund 97% 3 60 0 0.84% 8.3%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt 2025 Fund 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement rtmt 2045 Fund 96% 3 60 0 1.12% 6.6%
Target Date 2050+ TRRNX T. Rowe Price Retirement rtmt 2055 Fund 93% 3 60 0 1.14% 5.91%
Retirement Income TRRIX T. Rowe Price Retirement rtmt Income Fund 91% 3 60 0 0.34% 2.96%
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Fund 78% 3 60 0 0.63% 6.57%
Target Date 2000-2010 RRTAX T. Rowe Price Retirement rtmt 2010 Fund 67% 3 60 0 0.99% 10.25%
Target Date 2036-2040 RRTDX T. Rowe Price Retirement rtmt 2040 Fund 65% 3 60 0 0.6% 7.3%
Target Date 2026-2030 RRTCX T. Rowe Price Retirement rtmt 2030 Fund 63% 3 60 0 1.08% 10.31%
Target Date 2016-2020 RRTBX T. Rowe Price Retirement rtmt 2020 Fund 60% 3 60 0 0.78% 11.68%
ROOT CASH Vanguard Reserve Prime Money Mkt Institutional Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
WORLD BOND RPIBX T. Rowe Price Retirement International Bond Fund 98% 3 60 0 0.67% 2.72%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Institutional Fund 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTSX Vanguard Total Bond Mkt Index Signal Fund 0% 3 60 0 0.1% 2.96%
US EQUITY
SMALL BLEND PRSVX T. Rowe Price Retirement Small Cap Value Fund 85% 3 60 0 1.17% 3.33%
LARGE VALUE GSLIX Goldman Sachs Large Cap Value Institutional Fund 83% 3 60 0 1.29% 4.86%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 1.36%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth RRMGX T. Rowe Price Retirement Mid Cap Growth Fund 57% 3 60 0 1.29% 6.76%
LARGE BLEND VTSSX Vanguard Total Stock Mkt Index Signal Fund 0% 3 60 0 0.06% 1.99%
Average Expense Ratio: 0.73%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 -0.4% 9.4% 3.2% 6.6% 4.7% 6.8%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:AMTD)
The plan consists of 24 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income and Foreign Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.