MyPlanIQ 401k Investor Aon Hewitt Associates Retirement and Savings Plan

Aon Hewitt Associates Retirement and Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSLX VGSLX
INTERNATIONAL EQUITY
Foreign Large Blend VTIAX VTIAX
INTERNATIONAL EQUITY VGTSX VGTSX
Others
Target Date 2041-2045 VTIVX VTIVX
Target Date 2036-2040 VFORX VFORX
Moderate Allocation VWELX VWELX
FIXED INCOME
WORLD BOND VTABX VTABX
Intermediate-Term Bond VBTLX VBTLX
Intermediate-Term Bond VBMFX VBMFX
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSLX VGSLX
INTERNATIONAL EQUITY
Foreign Large Blend VTIAX VTIAX
INTERNATIONAL EQUITY VGTSX VGTSX
Others
Target Date 2041-2045 VTIVX VTIVX
Target Date 2036-2040 VFORX VFORX
Moderate Allocation VWELX VWELX
FIXED INCOME
WORLD BOND VTABX VTABX
Intermediate-Term Bond VBTLX VBTLX
Intermediate-Term Bond VBMFX VBMFX
US EQUITY
MID-CAP BLEND VEXMX VEXMX
SMALL BLEND VSMAX VSMAX
MID-CAP BLEND VIMAX VIMAX
LARGE BLEND VFINX VFINX
LARGE BLEND VFIAX VFIAX
LARGE BLEND VTSAX VTSAX
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
REAL ESTATE
REAL ESTATE VGSLX VGSLX 51% 3 60 0 0.12% 3.43%
INTERNATIONAL EQUITY
Foreign Large Blend VTIAX VTIAX 60% 3 60 0 0.18% 2.68%
INTERNATIONAL EQUITY VGTSX VGTSX 16% 3 60 0 0.22% 3%
Others
Target Date 2041-2045 VTIVX VTIVX 59% 3 60 0 0.19% 1.94%
Target Date 2036-2040 VFORX VFORX 53% 3 60 0 0.19% 1.95%
Moderate Allocation VWELX VWELX 49% 3 60 0 0.27% 2.65%
FIXED INCOME
WORLD BOND VTABX VTABX 96% 3 60 0 0.19% 2.25%
Intermediate-Term Bond VBTLX VBTLX 55% 3 60 0 0.1% 2.63%
Intermediate-Term Bond VBMFX VBMFX 48% 3 60 0 0.2% 2.65%
US EQUITY
MID-CAP BLEND VEXMX VEXMX 95% 3 60 0 0.28% 0.69%
SMALL BLEND VSMAX VSMAX 95% 3 60 0 0.16% 1.52%
MID-CAP BLEND VIMAX VIMAX 91% 3 60 0 0.1% 1.63%
LARGE BLEND VFINX VFINX 88% 3 60 0 0.17% 1.78%
LARGE BLEND VFIAX VFIAX 85% 3 60 0 0.05% 1.85%
LARGE BLEND VTSAX VTSAX 81% 3 60 0 0.06% 1.83%
Average Expense Ratio: 0.17%
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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 2.6% 5.3% 5.4% 5.3% 5.2% 5.8%

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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:AON)
The plan consists of 12 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.

Aon Hewitt Associates is the leading provider of human resources outsourcing and consulting services. It is also one of the largest retirement platform providers. 

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