MyPlanIQ 401k Investor VULCAN MATERIALS COMPANY THRIFT PLAN FOR SALARIED EMPLOYEES

VULCAN MATERIALS COMPANY THRIFT PLAN FOR SALARIED EMPLOYEES

Investment Menu Rating:

Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund
Others
Target Date 2036-2040 MTTIX Manning Napier rtmt Target 2040 Collective trust
Target Date 2026-2030 MTPIX Manning Napier rtmt Target 2030 Collective trust
Target Date 2016-2020 MTNIX Manning Napier rtmt Target 2020 Collective trust
US EQUITY
LARGE GROWTH TWGIX American Century Growth Fund I
MID-CAP VALUE ABYSX AllianceBernstein Small/Mid Cap Value Fund
LARGE BLEND NYVTX Davis NY Venture Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Bond Fund
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund
Others
Target Date 2036-2040 MTTIX Manning Napier rtmt Target 2040 Collective trust
Target Date 2026-2030 MTPIX Manning Napier rtmt Target 2030 Collective trust
Target Date 2016-2020 MTNIX Manning Napier rtmt Target 2020 Collective trust
US EQUITY
LARGE GROWTH TWGIX American Century Growth Fund I
MID-CAP VALUE ABYSX AllianceBernstein Small/Mid Cap Value Fund
LARGE BLEND NYVTX Davis NY Venture Fund
Small Growth AUSAX Columbia Acorn USA Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Bond Fund
Total Available Funds: 9
  • 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 Growth JAOSX Janus Overseas Fund 97% 3 60 0 2.06% 2.7%
Others
Target Date 2036-2040 MTTIX Manning Napier rtmt Target 2040 Collective trust 0% 3 60 0 0.75% 0.98%
Target Date 2026-2030 MTPIX Manning Napier rtmt Target 2030 Collective trust 0% 3 60 0 0.75% 1.23%
Target Date 2016-2020 MTNIX Manning Napier rtmt Target 2020 Collective trust 0% 3 60 0 0.7% 1.52%
US EQUITY
LARGE GROWTH TWGIX American Century Growth Fund I 85% 3 60 0 0% 1.48%
MID-CAP VALUE ABYSX AllianceBernstein Small/Mid Cap Value Fund 28% 3 60 0 1.08% 0.66%
LARGE BLEND NYVTX Davis NY Venture Fund 25% 3 60 0 1.75% 8.07%
Small Growth AUSAX Columbia Acorn USA Fund 0% 3 60 0 1.08% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Bond Fund 79% 3 60 0 0.83% 3.98%
Average Expense Ratio: 1%
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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 4.7% 16.0% 3.9% 8.2% 5.5% 7.3%

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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:VMC)
The plan consists of 12 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Vulcan Materials Company engages in the production and sale of construction aggregates for the infrastructure industry primarily in the United States.



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