MyPlanIQ 401k Investor ROCKWELL COLLINS RETIREMENT SAVINGS PLAN

ROCKWELL COLLINS RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Value MINJX minjx
Foreign Large Blend VFWPX VANG FTSE AW IS PL
Others
Conservative Allocation FSRRX FID STRAT REAL RET
US EQUITY
LARGE GROWTH VPMAX VANG PRIMECAP ADM
LARGE BLEND VIIIX viiix
LARGE VALUE MEIKX meikx
FIXED INCOME
High Yield Bond FAGIX FID CAPITAL & INCOME
Intermediate-Term Bond VBMPX vbmpx
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Value MINJX minjx
Foreign Large Blend VFWPX VANG FTSE AW IS PL
Others
Conservative Allocation FSRRX FID STRAT REAL RET
US EQUITY
LARGE GROWTH VPMAX VANG PRIMECAP ADM
LARGE BLEND VIIIX viiix
LARGE VALUE MEIKX meikx
MID-CAP BLEND FSEVX fsevx
FIXED INCOME
High Yield Bond FAGIX FID CAPITAL & INCOME
Intermediate-Term Bond VBMPX vbmpx
Total Available Funds: 10
  • 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 FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 4.47%
Foreign Large Value MINJX minjx 4% 3 60 0 0.61% 11.44%
Foreign Large Blend VFWPX VANG FTSE AW IS PL 3% 1 60 0 0.08% 3.61%
Others
Conservative Allocation FSRRX FID STRAT REAL RET 94% 1 60 0 0.95% 5.23%
US EQUITY
LARGE GROWTH VPMAX VANG PRIMECAP ADM 89% 1 60 0 0.31% 15.98%
LARGE BLEND VIIIX viiix 78% 3 60 0 0.02% 3.38%
LARGE VALUE MEIKX meikx 3% 3 60 0 0.8% 8.72%
MID-CAP BLEND FSEVX fsevx 0% 3 60 0 0.07% 4.47%
FIXED INCOME
High Yield Bond FAGIX FID CAPITAL & INCOME 91% 1 60 0 0.93% 5.59%
Intermediate-Term Bond VBMPX vbmpx 35% 3 60 0 0.03% 3.29%
Average Expense Ratio: 0.48%
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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 5.1% 14.3% 4.5% 7.6% 5.7% 7.4%

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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:COL)
The plan consists of 32 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Rockwell Collins, Inc. engages in the design, production, and support of communications and aviation electronics for commercial and military customers worldwide.



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