MyPlanIQ 401k Investor WEATHERFORD INTERNATIONAL, INC. 401(k) SAVINGS PLAN

WEATHERFORD INTERNATIONAL, INC. 401(k) SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Thornburg International
FOREIGN SMALL/MID GROWTH MWNIX MFS Investment Management MFS International New Discovery Fund
Others
Moderate Allocation ACETX Van Kampen Investments Van Kampen Equity Income Fund
World Allocation MDLOX BlackRock Inc. BlackRock Global Allocation Fund
ROOT ASOIX American Beacon Funds American Beacon Small Cap Value Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Vanguard Inflation
Intermediate-Term Bond PTTRX Pacific Investment Management Company Mutual Funds Pimco Total Return Fund
High Yield Bond GSHIX Goldman Sachs Goldman Sachs High Yield Instl
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Goldman Sachs Mid Cap Value Fund
LARGE BLEND NYVTX Davis Venture Group Davis NY Venture Fund
Small Growth FCPGX Fidelity Investments Fidelity Advisors Small Cap Growth Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Thornburg International
FOREIGN SMALL/MID GROWTH MWNIX MFS Investment Management MFS International New Discovery Fund
Others
Moderate Allocation ACETX Van Kampen Investments Van Kampen Equity Income Fund
World Allocation MDLOX BlackRock Inc. BlackRock Global Allocation Fund
ROOT ASOIX American Beacon Funds American Beacon Small Cap Value Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Vanguard Inflation
Intermediate-Term Bond PTTRX Pacific Investment Management Company Mutual Funds Pimco Total Return Fund
High Yield Bond GSHIX Goldman Sachs Goldman Sachs High Yield Instl
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Goldman Sachs Mid Cap Value Fund
LARGE BLEND NYVTX Davis Venture Group Davis NY Venture Fund
Small Growth FCPGX Fidelity Investments Fidelity Advisors Small Cap Growth Fund
LARGE VALUE MALVX Bank of Amer N.A. BlackRock Large Cap Value
LARGE GROWTH RGAFX American Funds American Funds Growth Fund of Amer
Mid-Cap Growth BGRFX Baron Growth Fund Baron Growth Fund class N
Mid-Cap Growth GGOBX Goldman Sachs Goldman Sachs Growth Opportunities Fund
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 TGVIX Thornburg Thornburg International 94% 3 60 0 1.36% 0.4%
FOREIGN SMALL/MID GROWTH MWNIX MFS Investment Management MFS International New Discovery Fund 91% 3 60 0 2.03% 0%
Others
Moderate Allocation ACETX Van Kampen Investments Van Kampen Equity Income Fund 76% 3 60 0 0.78% 2.09%
World Allocation MDLOX BlackRock Inc. BlackRock Global Allocation Fund 74% 3 60 0 0.84% 0.2%
ROOT ASOIX American Beacon Funds American Beacon Small Cap Value Fund 0% 3 60 0 NA 0%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Vanguard Inflation 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Mutual Funds Pimco Total Return Fund 97% 3 60 0 0.83% 3.98%
High Yield Bond GSHIX Goldman Sachs Goldman Sachs High Yield Instl 73% 3 60 0 0.98% 6.02%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Goldman Sachs Mid Cap Value Fund 93% 3 60 0 1.18% 0.54%
LARGE BLEND NYVTX Davis Venture Group Davis NY Venture Fund 92% 3 60 0 1.75% 8.07%
Small Growth FCPGX Fidelity Investments Fidelity Advisors Small Cap Growth Fund 87% 3 60 0 1.32% 0%
LARGE VALUE MALVX Bank of Amer N.A. BlackRock Large Cap Value 83% 3 60 0 0.79% 2.87%
LARGE GROWTH RGAFX American Funds American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth BGRFX Baron Growth Fund Baron Growth Fund class N 40% 3 60 0 1.3% 1.84%
Mid-Cap Growth GGOBX Goldman Sachs Goldman Sachs Growth Opportunities Fund 0% 3 60 0 2.1% 7.56%
Average Expense Ratio: 1.14%
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 4.3% 12.4% 0.0% 4.3% 4.4% 6.9%

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:WFT)
The plan consists of 17 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US 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.