MyPlanIQ 401k Investor Bunge Savings Plan

Bunge Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Fund – Investor Class,
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Total Bond Fund
Long-Term Bond VBLLX Vanguard Long-Term Bond Index Fund – Investor Shares,
US EQUITY
LARGE VALUE TRVLX T. Rowe Price Value Fund
Mid-Cap Growth TWHIX American Century Heritage Fund – Investor Class,
LARGE GROWTH JCAPX Janus Adviser Forty Fund – Class S
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Fund – Investor Class,
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
ROOT CASH Vanguard Prime Money Market Fund
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Total Bond Fund
Long-Term Bond VBLLX Vanguard Long-Term Bond Index Fund – Investor Shares,
US EQUITY
LARGE VALUE TRVLX T. Rowe Price Value Fund
Mid-Cap Growth TWHIX American Century Heritage Fund – Investor Class,
LARGE GROWTH JCAPX Janus Adviser Forty Fund – Class S
LARGE BLEND VIIIX Vanguard Institutional Index Fund – Institutional Shares,
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund – Institutional Shares,
SMALL BLEND VSISX Vanguard Small-Cap Index Fund SignalTM Shares,
Total Available Funds: 21
  • 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
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Fund – Investor Class, 69% 3 60 0 0.8% 2.41%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund 90% 3 60 0 0.99% 1.95%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 2.73%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 2.69%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.87%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.19%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 2%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 2.78%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 2.01%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.96%
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 2.66%
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Total Bond Fund 81% 3 60 0 0.5% 4.17%
Long-Term Bond VBLLX Vanguard Long-Term Bond Index Fund – Investor Shares, 63% 3 60 0 0.04% 4.17%
US EQUITY
LARGE VALUE TRVLX T. Rowe Price Value Fund 98% 3 60 0 0.57% 3.21%
Mid-Cap Growth TWHIX American Century Heritage Fund – Investor Class, 96% 3 60 0 0.01% 0.88%
LARGE GROWTH JCAPX Janus Adviser Forty Fund – Class S 95% 3 60 0 1.64% 9.35%
LARGE BLEND VIIIX Vanguard Institutional Index Fund – Institutional Shares, 78% 3 60 0 0.02% 3.38%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund – Institutional Shares, 72% 3 60 0 0.04% 1.81%
SMALL BLEND VSISX Vanguard Small-Cap Index Fund SignalTM Shares, 0% 3 60 0 0.16% 1.34%
Average Expense Ratio: 0.53%
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Related Retirement Plans
BUNGE SAVINGS PLAN - SUPPLEMENTAL PLAN A
BUNGE SAVINGS PLAN
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 0.1% 9.7% 3.1% 6.4% 5.2% 7.9%

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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:BG)
The plan consists of 22 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.


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