MyPlanIQ 401k Investor United Airlines 401K Plan 2010

United Airlines 401K Plan 2010

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Class Z
Foreign Large Blend TIVRX Thornburg International Value Fund Class R5
Others
Target Date 2021-2025 VTTVX Vanguard Target Date 2025 Portfolio
Target Date 2041-2045 VTIVX Vanguard Target Date 2045 Portfolio
Retirement Income VTINX Vanguard Target Date Income Portfolio
US EQUITY
Mid-Cap Growth SDSCX Dreyfus/The Boston Company Small/Mid Cap Growth Class I
LARGE GROWTH TWGIX American Century Growth Fund Institutional Class
SMALL VALUE JSCOX Perkins Small Cap Value Fund Class I
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund Admiral Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Bond Portfolio
WORLD BOND TGBAX Templeton Global Bond Fund Advisor Class
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Class Z
Foreign Large Blend TIVRX Thornburg International Value Fund Class R5
Others
Target Date 2021-2025 VTTVX Vanguard Target Date 2025 Portfolio
Target Date 2041-2045 VTIVX Vanguard Target Date 2045 Portfolio
Retirement Income VTINX Vanguard Target Date Income Portfolio
Target Date 2031-2035 VTTHX Vanguard Target Date 2035 Portfolio
Target Date 2011-2015 VTXVX Vanguard Target Date 2015 Portfolio
Target Date 2000-2010 VTOVX Vanguard Target Date 2005 Portfolio
ROOT CASH Vanguard Prime Money Market Fund Institutional Shares
US EQUITY
Mid-Cap Growth SDSCX Dreyfus/The Boston Company Small/Mid Cap Growth Class I
LARGE GROWTH TWGIX American Century Growth Fund Institutional Class
SMALL VALUE JSCOX Perkins Small Cap Value Fund Class I
LARGE BLEND VFIAX Vanguard US Equity Index Portfolio
LARGE GROWTH FGCKX Fidelity Growth Company Fund Class K
LARGE VALUE LSGIX Loomis Sayles Value Fund Class Y
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund Admiral Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Bond Portfolio
WORLD BOND TGBAX Templeton Global Bond Fund Advisor Class
Total Available Funds: 18
  • 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 SMALL/MID GROWTH ACINX Columbia Acorn International Class Z 99% 3 60 0 1.48% 0%
Foreign Large Blend TIVRX Thornburg International Value Fund Class R5 94% 3 60 0 1.16% 1.89%
Others
Target Date 2021-2025 VTTVX Vanguard Target Date 2025 Portfolio 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Date 2045 Portfolio 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Date Income Portfolio 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Date 2035 Portfolio 96% 3 60 0 0.08% 2.34%
Target Date 2011-2015 VTXVX Vanguard Target Date 2015 Portfolio 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTOVX Vanguard Target Date 2005 Portfolio 0% 3 60 0 NA 2.78%
ROOT CASH Vanguard Prime Money Market Fund Institutional Shares 0% 3 60 0 NA 4.14%
US EQUITY
Mid-Cap Growth SDSCX Dreyfus/The Boston Company Small/Mid Cap Growth Class I 94% 3 60 0 0.76% 0%
LARGE GROWTH TWGIX American Century Growth Fund Institutional Class 89% 3 60 0 0% 1.48%
SMALL VALUE JSCOX Perkins Small Cap Value Fund Class I 83% 3 60 0 1.36% 9.94%
LARGE BLEND VFIAX Vanguard US Equity Index Portfolio 78% 3 60 0 0.14% 1.35%
LARGE GROWTH FGCKX Fidelity Growth Company Fund Class K 68% 3 60 0 0.79% 4.92%
LARGE VALUE LSGIX Loomis Sayles Value Fund Class Y 0% 3 60 0 0.74% 462.59%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund Admiral Shares 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX PIMCO Total Return Bond Portfolio 97% 3 60 0 0.83% 3.98%
WORLD BOND TGBAX Templeton Global Bond Fund Advisor Class 52% 3 60 0 0.64% 4.14%
Average Expense Ratio: 0.52%
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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 5.2% 17.9% 3.6% 9.0% 6.4% 11.7%

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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:UAUA)
The plan consists of 21 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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