MyPlanIQ 401k Investor Continental Airlines Inc 401K Savings Plan

Continental Airlines Inc 401K Savings Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Wilmington Target Date 2025
Target Date 2041-2045 VTIVX Wilmington Target Date 2045
Retirement Income VTINX Wilmington Target Date Income
INTERNATIONAL EQUITY
Foreign Large Blend WMIIX Wilmington International Equity
US EQUITY
LARGE GROWTH VWUSX Wilmington Large-Cap Growth
LARGE VALUE VIVAX Wilmington Large-Cap Value
LARGE BLEND VLACX Wilmington Large-Cap Core
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Wilmington Stable Value
Intermediate-Term Bond WBRIX Wilmington Fixed Income
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Wilmington Target Date 2025
Target Date 2041-2045 VTIVX Wilmington Target Date 2045
Retirement Income VTINX Wilmington Target Date Income
Target Date 2031-2035 VTTHX Wilmington Target Date 2035
Target Date 2050+ VFIFX Wilmington Target Date 2050
Target Date 2026-2030 VTHRX Wilmington Target Date 2030
Target Date 2036-2040 VFORX Wilmington Target Date 2040
Target Date 2016-2020 VTWNX Wilmington Target Date 2020
ROOT CASH Wilmington Prime MM Fund
Target Date 2011-2015 VTXVX Wilmington Target Date 2015
Target Date 2000-2010 VTENX Wilmington Target Date 2010
INTERNATIONAL EQUITY
Foreign Large Blend WMIIX Wilmington International Equity
US EQUITY
LARGE GROWTH VWUSX Wilmington Large-Cap Growth
LARGE VALUE VIVAX Wilmington Large-Cap Value
LARGE BLEND VLACX Wilmington Large-Cap Core
Small Growth WSLIX Wilmington Small Mid Cap
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Wilmington Stable Value
Intermediate-Term Bond WBRIX Wilmington Fixed Income
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
Others
Target Date 2021-2025 VTTVX Wilmington Target Date 2025 97% 3 60 0 0.08% 7.52%
Target Date 2041-2045 VTIVX Wilmington Target Date 2045 97% 3 60 0 0.08% 2.76%
Retirement Income VTINX Wilmington Target Date Income 97% 3 60 0 0.08% 5.13%
Target Date 2031-2035 VTTHX Wilmington Target Date 2035 96% 3 60 0 0.08% 3.2%
Target Date 2050+ VFIFX Wilmington Target Date 2050 75% 3 60 0 0.08% 2.34%
Target Date 2026-2030 VTHRX Wilmington Target Date 2030 70% 3 60 0 0.08% 4.29%
Target Date 2036-2040 VFORX Wilmington Target Date 2040 69% 3 60 0 0.08% 3.03%
Target Date 2016-2020 VTWNX Wilmington Target Date 2020 66% 3 60 0 0.08% 8.16%
ROOT CASH Wilmington Prime MM Fund 0% 0 60 0 NA 2.53%
Target Date 2011-2015 VTXVX Wilmington Target Date 2015 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Wilmington Target Date 2010 0% 3 60 0 0.17% 7.48%
INTERNATIONAL EQUITY
Foreign Large Blend WMIIX Wilmington International Equity 0% 3 60 0 NA 1.21%
US EQUITY
LARGE GROWTH VWUSX Wilmington Large-Cap Growth 99% 3 60 0 0.3% 9.6%
LARGE VALUE VIVAX Wilmington Large-Cap Value 95% 3 60 0 0.05% 2.18%
LARGE BLEND VLACX Wilmington Large-Cap Core 81% 3 60 0 0.04% 1.1%
Small Growth WSLIX Wilmington Small Mid Cap 0% 3 60 0 NA 0%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Wilmington Stable Value 16% 1 60 0 NA 19.62%
Intermediate-Term Bond WBRIX Wilmington Fixed Income 0% 3 60 0 NA 5.17%
Average Expense Ratio: 0.1%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 0.7% 27.1% 15.7% 14.1% 8.3% 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:UAL)
The plan consists of 18 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

United Continental Holdings, Inc., through its subsidiaries, engages in the air transportation of persons, property, and mail. As of October 1, 2010, it operated a total of approximately 5,800 flights a day to 371 airports in the Americas, Europe, and Asia from its hubs in Chicago, Cleveland, Denver, Guam, Houston, Los Angeles, New York, San Francisco, Tokyo, and Washington, D.C. The company was formerly known as UAL Corporation and changed its name to United Continental Holdings, Inc. on October 1, 2010. United Continental Holdings, Inc. was founded in 1934 and is headquartered in Chicago, Illinois. United Ailines merged with Continental Airlines in October, 2010.



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