MyPlanIQ 401k Investor AT and T Long Term Savings and Security Plan new

AT and T Long Term Savings and Security Plan new

Investment Menu Rating:

Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
WORLD STOCK CWGIX Capital World Growth and Income
Foreign Large Blend VGTSX International Stock Market Index
Others
Moderate Allocation VBINX Asset Allocation Strategy Balanced
Conservative Allocation VASIX Asset Allocation Strategy Income
Aggressive Allocation VASGX Asset Allocation Strategy Growth
FIXED INCOME
Intermediate-Term Bond VBTIX US Bond Market Index
High Yield Bond SPHIX Fidelity High Income
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth
LARGE VALUE FEQIX Fidelity Equity Income
LARGE BLEND VFINX S&P 500 Index Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
WORLD STOCK CWGIX Capital World Growth and Income
Foreign Large Blend VGTSX International Stock Market Index
Foreign Large Blend INLAX Morgan Stanley International Equity
Others
Moderate Allocation VBINX Asset Allocation Strategy Balanced
Conservative Allocation VASIX Asset Allocation Strategy Income
Aggressive Allocation VASGX Asset Allocation Strategy Growth
FIXED INCOME
Intermediate-Term Bond VBTIX US Bond Market Index
High Yield Bond SPHIX Fidelity High Income
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth
LARGE VALUE FEQIX Fidelity Equity Income
LARGE BLEND VFINX S&P 500 Index Fund
LARGE BLEND VTSMX Total US Stock Market Index
LARGE VALUE VWNAX Vanguard Windsor II Admin
SMALL BLEND TRSSX T Rowe Price Small Cap Stock
LARGE GROWTH FMAGX Fidelity Magellan
MID-CAP BLEND VIEIX Extended US Stock Market Index
LARGE GROWTH VWUAX Vanguard US Growth Admin
Mid-Cap Growth RRMGX T Rowe Price Mid Cap Growth
LARGE BLEND LMVFX Legg Mason Value Trust Inst
MID-CAP BLEND FLPSX Fidelity Low Price Stock
Total Available Funds: 21
  • 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 FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
WORLD STOCK CWGIX Capital World Growth and Income 65% 3 60 0 0.53% 3.47%
Foreign Large Blend VGTSX International Stock Market Index 16% 3 60 0 0.08% 3.12%
Foreign Large Blend INLAX Morgan Stanley International Equity 0% 3 60 0 1.58% 0%
Others
Moderate Allocation VBINX Asset Allocation Strategy Balanced 93% 3 60 0 0.07% 1.83%
Conservative Allocation VASIX Asset Allocation Strategy Income 91% 3 60 0 0.11% 3.18%
Aggressive Allocation VASGX Asset Allocation Strategy Growth 89% 3 60 0 0.14% 1.97%
FIXED INCOME
Intermediate-Term Bond VBTIX US Bond Market Index 94% 3 60 0 0.15% 3.27%
High Yield Bond SPHIX Fidelity High Income 92% 3 60 0 1.16% 4.08%
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth 99% 3 60 0 0.77% 1.31%
LARGE VALUE FEQIX Fidelity Equity Income 98% 3 60 0 0.57% 1.67%
LARGE BLEND VFINX S&P 500 Index Fund 98% 3 60 0 0.14% 1.27%
LARGE BLEND VTSMX Total US Stock Market Index 94% 3 60 0 0.03% 1.26%
LARGE VALUE VWNAX Vanguard Windsor II Admin 81% 3 60 0 0.26% 1.59%
SMALL BLEND TRSSX T Rowe Price Small Cap Stock 78% 3 60 0 0.66% 0.41%
LARGE GROWTH FMAGX Fidelity Magellan 75% 3 60 0 0.52% 0.34%
MID-CAP BLEND VIEIX Extended US Stock Market Index 74% 3 60 0 0.06% 1.29%
LARGE GROWTH VWUAX Vanguard US Growth Admin 71% 3 60 0 0.33% 0%
Mid-Cap Growth RRMGX T Rowe Price Mid Cap Growth 57% 3 60 0 1.29% 6.76%
LARGE BLEND LMVFX Legg Mason Value Trust Inst 25% 3 60 0 0.7% 10.24%
MID-CAP BLEND FLPSX Fidelity Low Price Stock 1% 3 60 0 0.92% 1.69%
Average Expense Ratio: 0.51%
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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 4.0% 11.2% 3.4% 8.1% 6.5% 7.8%

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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:T)
The plan consists of 22 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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