MyPlanIQ 401k Investor Patriot Coal Corporation 401(k) Retirement Plan

Patriot Coal Corporation 401(k) Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emrg Mkts Stk Idx Inv
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox Intl Stock
Foreign Large Blend VWIGX Vanguard Int l Growth Fund Inv
Foreign Large Blend VDMIX Vanguard Devel Mkts Idx
Others
Target Date 2021-2025 VTTVX Vanguard Tgt rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Tgt rtmt 2045
Retirement Income VTINX Vanguard Target rtmt income
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv
LARGE VALUE SSHFX Sound Shore Fund
LARGE BLEND VFINX Vanguard 500 Index Inv
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emrg Mkts Stk Idx Inv
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox Intl Stock
Foreign Large Blend VWIGX Vanguard Int l Growth Fund Inv
Foreign Large Blend VDMIX Vanguard Devel Mkts Idx
Others
Target Date 2021-2025 VTTVX Vanguard Tgt rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Tgt rtmt 2045
Retirement Income VTINX Vanguard Target rtmt income
Target Date 2031-2035 VTTHX Vanguard Tgt rtmt 2035
Target Date 2050+ VFIFX Vanguard Tgt rtmt 2050
Target Date 2036-2040 VFORX Vanguard Tgt rtmt 2040
Target Date 2026-2030 VTHRX Vanguard Tgt rtmt 2030
Target Date 2016-2020 VTWNX Vanguard Tgt rtmt 2020
Target Date 2011-2015 VTXVX Vanguard Tgt rtmt 2015
Target Date 2000-2010 VTENX Vanguard Tgt rtmt 2010
Target Date 2000-2010 VTOVX Vanguard Tgt rtmt 2005
ROOT CASH Vanguard Prime Money Mkt Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv
LARGE VALUE SSHFX Sound Shore Fund
LARGE BLEND VFINX Vanguard 500 Index Inv
MID-CAP BLEND VEXMX Vanguard Extend Mkt Index Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Inv
LARGE BLEND VTSMX Vanguard Total Stock Mkt Inv
SMALL VALUE TASVX TARGET Small Cap Value
Small Growth VEXPX Vanguard Explorer Fund Inv
LARGE GROWTH HCAIX Harbor Capital Apprec Instit
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bd Mkt Indx Inv
High Yield Bond VWEHX Vanguard High-Yield Corp Inv
Inflation-Protected Bond ABTPX AmBeacon TIPS Fund
Total Available Funds: 29
  • 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 VGSIX Vanguard REIT Index Fund Inv 81% 3 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emrg Mkts Stk Idx Inv 99% 3 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox Intl Stock 99% 3 60 0 0.52% 2.33%
Foreign Large Blend VWIGX Vanguard Int l Growth Fund Inv 83% 3 60 0 0.45% 1.84%
Foreign Large Blend VDMIX Vanguard Devel Mkts Idx 0% 3 60 0 0.2% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Tgt rtmt 2025 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Tgt rtmt 2045 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt income 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Tgt rtmt 2035 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard Tgt rtmt 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Tgt rtmt 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Tgt rtmt 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Tgt rtmt 2020 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Tgt rtmt 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Tgt rtmt 2010 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Tgt rtmt 2005 0% 3 60 0 NA 2.78%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv 99% 3 60 0 0.26% 1.52%
LARGE VALUE SSHFX Sound Shore Fund 99% 3 60 0 0.94% 0.6%
LARGE BLEND VFINX Vanguard 500 Index Inv 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VEXMX Vanguard Extend Mkt Index Inv 97% 3 60 0 0.06% 1.11%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Inv 95% 3 60 0 0.31% 7.81%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Inv 94% 3 60 0 0.03% 1.26%
SMALL VALUE TASVX TARGET Small Cap Value 90% 3 60 0 0.79% 3.5%
Small Growth VEXPX Vanguard Explorer Fund Inv 76% 3 60 0 0.45% 4.34%
LARGE GROWTH HCAIX Harbor Capital Apprec Instit 46% 3 60 0 0.67% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bd Mkt Indx Inv 100% 3 60 0 0.15% 3.15%
High Yield Bond VWEHX Vanguard High-Yield Corp Inv 95% 3 60 0 0.13% 5.68%
Inflation-Protected Bond ABTPX AmBeacon TIPS Fund 0% 3 60 0 0.69% 0%
Average Expense Ratio: 0.25%
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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 7.6% 7.7% 3.7% 5.3% 4.6% 6.7%

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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:PCX)
The plan consists of 30 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity, Emerging Market Equity and REITs.
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