MyPlanIQ 401k Investor AARP EMPLOYEES 401K PLAN

AARP EMPLOYEES 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate TAREX Third Avenue Real Estate Value Fund
INTERNATIONAL EQUITY
Foreign Large Blend FSGEX SSgA Global Equity Ex US Index C
Others
Target Date 2021-2025 VTTVX RETIREMENT 2025 FUND
Target Date 2041-2045 VTIVX RETIREMENT 2045 FUND
Target Date 2031-2035 VTTHX RETIREMENT 2035 FUND
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE VALUE TRVLX T. Rowe Price Prime Reserve Fund
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
SHORT GOVERNMENT STABLEVALUE AARP Stable Value Fund
Intermediate-Term Bond FBIDX SSgA US Bond Index Class C
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate TAREX Third Avenue Real Estate Value Fund
INTERNATIONAL EQUITY
Foreign Large Blend FSGEX SSgA Global Equity Ex US Index C
Others
Target Date 2021-2025 VTTVX RETIREMENT 2025 FUND
Target Date 2041-2045 VTIVX RETIREMENT 2045 FUND
Target Date 2031-2035 VTTHX RETIREMENT 2035 FUND
Target Date 2051+ VFFVX RETIREMENT 2055 FUND
Target Date 2046-2050 VFIFX RETIREMENT 2050 FUND
Target Date 2036-2040 VFORX RETIREMENT 2040 FUND
Target Date 2026-2030 VTHRX RETIREMENT 2030 FUND
ROOT ODVIX Oppeneheimer Developing Markets Fund
Target Date 2016-2020 VTWNX RETIREMENT 2020 FUND
Target Date 2011-2015 VTXVX RETIREMENT 2015 FUND
Target Date 2000-2010 VTENX RETIREMENT 2010 FUND
Target Date 2000-2010 VTOVX RETIREMENT 2005 FUND
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE VALUE TRVLX T. Rowe Price Prime Reserve Fund
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value Fund
LARGE BLEND SVSPX SSgA S&P 500 Index Class C
Mid-Cap Growth BGRFX Baron Growth Fund
LARGE BLEND PRGIX T. Rowe Price International Growth & Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
SHORT GOVERNMENT STABLEVALUE AARP Stable Value Fund
Intermediate-Term Bond FBIDX SSgA US Bond Index Class C
Total Available Funds: 25
  • 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
Global Real Estate TAREX Third Avenue Real Estate Value Fund 89% 1 60 0 1.05% 1.29%
INTERNATIONAL EQUITY
Foreign Large Blend FSGEX SSgA Global Equity Ex US Index C 5% 1 60 0 0.01% 2.98%
Others
Target Date 2021-2025 VTTVX RETIREMENT 2025 FUND 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX RETIREMENT 2045 FUND 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX RETIREMENT 2035 FUND 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX RETIREMENT 2055 FUND 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX RETIREMENT 2050 FUND 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX RETIREMENT 2040 FUND 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX RETIREMENT 2030 FUND 70% 1 60 0 0.08% 2.21%
ROOT ODVIX Oppeneheimer Developing Markets Fund 69% 1 60 0 0.84% 0.97%
Target Date 2016-2020 VTWNX RETIREMENT 2020 FUND 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX RETIREMENT 2015 FUND 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX RETIREMENT 2010 FUND 0% 1 60 0 0.17% 0%
Target Date 2000-2010 VTOVX RETIREMENT 2005 FUND 0% 1 60 0 NA 2.78%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund 100% 1 60 0 1.23% 0%
LARGE VALUE TRVLX T. Rowe Price Prime Reserve Fund 98% 1 60 0 0.57% 1.23%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index 96% 1 60 0 0.19% 2.11%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund 87% 1 60 0 1.29% 6.44%
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value Fund 85% 1 60 0 1.17% 3.33%
LARGE BLEND SVSPX SSgA S&P 500 Index Class C 75% 1 60 0 0.16% 8.53%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 1 60 0 1.3% 1.84%
LARGE BLEND PRGIX T. Rowe Price International Growth & Income Fund 0% 1 60 0 0.64% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 1 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE AARP Stable Value Fund 16% 1 60 0 NA 27.03%
Intermediate-Term Bond FBIDX SSgA US Bond Index Class C 0% 1 60 0 0.13% 2.67%
Average Expense Ratio: 0.45%
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Related Retirement Plans
AARP EMPLOYEES 401K 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 5.1% 19.4% 7.3% 8.2% 6.0% 7.6%

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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
The plan consists of 26 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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