MyPlanIQ 401k Investor ATT Savings Master Trust

ATT Savings Master Trust

Investment Menu Rating:

Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA DAILY EAFE FD SER T
WORLD STOCK RWIFX CAPITAL WORLD GROWTH & INCOME FD CL R-5
Foreign Large Blend FDVIX FIDELITY INVT TR DIVERSIFIED INTL FD
Others
Financial LPEIX US EQUITY FD GROUP TRUST MTU
HYBRID ASSETS T AT & T INC COM
US EQUITY
LARGE BLEND FDGFX FIDELITY SECS FD DIVIDEND GROWTH FD
LARGE VALUE FEQIX FIDELITY EQUITY INCOME FD SH BEN INT
LARGE BLEND FSTMX US TOTAL MKT INDEX SECS LEND
FIXED INCOME
Intermediate-Term Bond VBTIX Passive BD MKT INDEX SECS LEND
High Yield Bond SPHIX FIDELITY HIGH INCOME
Intermediate-Term Bond ITBIX TOTAL RT BD FD GROUP MTU
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA DAILY EAFE FD SER T
WORLD STOCK RWIFX CAPITAL WORLD GROWTH & INCOME FD CL R-5
Foreign Large Blend FDVIX FIDELITY INVT TR DIVERSIFIED INTL FD
Foreign Large Value IVQAX MORGAN STANLEY INSTL FD INC INTL EQUITY PORTFOLIO CL A
Foreign Large Blend GOVernment PASSIVE WORLD GOVT EX US IN
Others
Financial LPEIX US EQUITY FD GROUP TRUST MTU
HYBRID ASSETS T AT & T INC COM
US EQUITY
LARGE BLEND FDGFX FIDELITY SECS FD DIVIDEND GROWTH FD
LARGE VALUE FEQIX FIDELITY EQUITY INCOME FD SH BEN INT
LARGE BLEND FSTMX US TOTAL MKT INDEX SECS LEND
LARGE BLEND IVV S&P 500 FLAGSHIP FD SER A
Mid-Cap Growth RPMGX ROWE T PRICE MID CAP GROWTH FD INC COM
LARGE VALUE VWNAX VANGUARD/WINDSOR FD INC II FUND ADML SH
SMALL BLEND OTCFX ROWE T PRICE SMALL CAP STK FD INC COM
LARGE GROWTH FMAGX FIDELITY MAGELLAN FD INC COM
MID-CAP BLEND VIEIX US EXTENDED MKT INDEX SECS
LARGE GROWTH VWUAX VANGUARD WORLD FD US GROWTH FD ADMIRAL SHS
LARGE BLEND LMNVX LEGG MASON CAPITAL MANAGEMENT VALUE TRUST, INC. CLASS I
LARGE GROWTH FAEGX INTERNATIONAL EQ FD GR TR MTU
MID-CAP BLEND FLPSX FIDELITY LOW PRICED STK FD
FIXED INCOME
Intermediate-Term Bond VBTIX Passive BD MKT INDEX SECS LEND
High Yield Bond SPHIX FIDELITY HIGH INCOME
Intermediate-Term Bond ITBIX TOTAL RT BD FD GROUP MTU
Total Available Funds: 23
  • 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 EFA DAILY EAFE FD SER T 100% 3 60 0 0.33% 2.9%
WORLD STOCK RWIFX CAPITAL WORLD GROWTH & INCOME FD CL R-5 92% 3 60 0 0.75% 1.99%
Foreign Large Blend FDVIX FIDELITY INVT TR DIVERSIFIED INTL FD 75% 3 60 0 0.91% 4.31%
Foreign Large Value IVQAX MORGAN STANLEY INSTL FD INC INTL EQUITY PORTFOLIO CL A 0% 3 60 0 1.47% 0%
Foreign Large Blend GOVernment PASSIVE WORLD GOVT EX US IN 0% 3 60 0 NA NA
Others
Financial LPEIX US EQUITY FD GROUP TRUST MTU 50% 3 60 0 1.88% 5.55%
HYBRID ASSETS T AT & T INC COM 0% 3 60 0 NA 6.78%
US EQUITY
LARGE BLEND FDGFX FIDELITY SECS FD DIVIDEND GROWTH FD 99% 3 60 0 0.77% 1.31%
LARGE VALUE FEQIX FIDELITY EQUITY INCOME FD SH BEN INT 98% 3 60 0 0.57% 1.67%
LARGE BLEND FSTMX US TOTAL MKT INDEX SECS LEND 94% 3 60 0 0.09% 1.62%
LARGE BLEND IVV S&P 500 FLAGSHIP FD SER A 93% 3 60 0 0.03% 1.35%
Mid-Cap Growth RPMGX ROWE T PRICE MID CAP GROWTH FD INC COM 87% 3 60 0 1.29% 6.44%
LARGE VALUE VWNAX VANGUARD/WINDSOR FD INC II FUND ADML SH 81% 3 60 0 0.26% 1.59%
SMALL BLEND OTCFX ROWE T PRICE SMALL CAP STK FD INC COM 77% 3 60 0 1.17% 0.21%
LARGE GROWTH FMAGX FIDELITY MAGELLAN FD INC COM 75% 3 60 0 0.52% 0.34%
MID-CAP BLEND VIEIX US EXTENDED MKT INDEX SECS 74% 3 60 0 0.06% 1.29%
LARGE GROWTH VWUAX VANGUARD WORLD FD US GROWTH FD ADMIRAL SHS 71% 3 60 0 0.33% 0%
LARGE BLEND LMNVX LEGG MASON CAPITAL MANAGEMENT VALUE TRUST, INC. CLASS I 66% 3 60 0 0.7% 10.17%
LARGE GROWTH FAEGX INTERNATIONAL EQ FD GR TR MTU 30% 3 60 0 0.72% 1.76%
MID-CAP BLEND FLPSX FIDELITY LOW PRICED STK FD 1% 3 60 0 0.92% 1.69%
FIXED INCOME
Intermediate-Term Bond VBTIX Passive BD MKT INDEX SECS LEND 94% 3 60 0 0.15% 3.27%
High Yield Bond SPHIX FIDELITY HIGH INCOME 92% 3 60 0 1.16% 4.08%
Intermediate-Term Bond ITBIX TOTAL RT BD FD GROUP MTU 70% 3 60 0 0.74% 3.43%
Average Expense Ratio: 0.71%
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Related Retirement Plans
AT&T SAVINGS PLAN MASTER TRUST
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 3.4% 10.1% 2.5% 7.5% 6.4% 8.3%

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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:T)
The plan consists of 25 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and US Equity.

ATT Savings Master Trust is a defined contribution plan with a profit-sharing component and 401k feature.



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