MyPlanIQ 401k Investor ATT Alascom Savings Plan for Teamsters Represented Employees

ATT Alascom Savings Plan for Teamsters Represented Employees

Investment Menu Rating:

Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Investments,Europacific Growth Fund
Others
Moderate Allocation JBALX Janus Investments,Balanced Fund
Moderate Allocation FGTRX Franklin Templeton Investments Growth Fund
Target Date 2050+ WFQFX Wells Fargo Funds Management Advantage Dow Jones Target 2050 Fund
US EQUITY
Small Growth JISGX JP Morgan Investments,Small Cap Growth Fund
LARGE VALUE MABAX MFS Basic Value Fund
LARGE GROWTH MIGKX MFS,Massachusetts Investors Growth Stock Fund
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Funds Management Advantage Government Securities Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Investments,Europacific Growth Fund
Others
Moderate Allocation JBALX Janus Investments,Balanced Fund
Moderate Allocation FGTRX Franklin Templeton Investments Growth Fund
Target Date 2050+ WFQFX Wells Fargo Funds Management Advantage Dow Jones Target 2050 Fund
Target Date 2041-2045 WFQPX Wells Fargo Funds Management Advantage Dow Jones Target 2045 Fund
Target Date 2036-2040 WFOSX Wells Fargo Funds Management Advantage Dow Jones Target 2040 Fund
Target Date 2031-2035 WFQRX Wells Fargo Funds Management Advantage Dow Jones Target 2035 Fund
Target Date 2026-2030 WFOOX Wells Fargo Funds Management Advantage Dow Jones Target 2030 Fund
Target Date 2021-2025 WFTYX Wells Fargo Funds Management Advantage Dow Jones Target 2025 Fund
Target Date 2016-2020 WFOBX Wells Fargo Funds Management Advantage Dow Jones Target 2020 Fund
Target Date 2011-2015 WFSCX Wells Fargo Funds Management Advantage Dow Jones Target 2015 Fund
Target Date 2000-2010 WFOAX Wells Fargo Funds Management Advantage Dow Jones Target 2010 Fund
Retirement Income WOTDX Wells Fargo Funds Management Advantage Dow Jones Target Today Fund
US EQUITY
Small Growth JISGX JP Morgan Investments,Small Cap Growth Fund
LARGE VALUE MABAX MFS Basic Value Fund
LARGE GROWTH MIGKX MFS,Massachusetts Investors Growth Stock Fund
Small Growth WFSIX Wells Fargo Funds Management Advantage Small Cap Growth Fund
LARGE BLEND WFVEX Wells Fargo Funds Management Advantage Index Fund
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Funds Management Advantage Government Securities Fund
Total Available Funds: 19
  • 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 RERFX American Funds Investments,Europacific Growth Fund 94% 3 60 0 0.84% 1.86%
Others
Moderate Allocation JBALX Janus Investments,Balanced Fund 92% 3 60 0 0.7% 3.29%
Moderate Allocation FGTRX Franklin Templeton Investments Growth Fund 71% 3 60 0 0.89% 3.37%
Target Date 2050+ WFQFX Wells Fargo Funds Management Advantage Dow Jones Target 2050 Fund 0% 3 60 0 0.85% 1.87%
Target Date 2041-2045 WFQPX Wells Fargo Funds Management Advantage Dow Jones Target 2045 Fund 0% 3 60 0 0.6% 1.98%
Target Date 2036-2040 WFOSX Wells Fargo Funds Management Advantage Dow Jones Target 2040 Fund 0% 3 60 0 0.49% 1.85%
Target Date 2031-2035 WFQRX Wells Fargo Funds Management Advantage Dow Jones Target 2035 Fund 0% 3 60 0 0.49% 1.93%
Target Date 2026-2030 WFOOX Wells Fargo Funds Management Advantage Dow Jones Target 2030 Fund 0% 3 60 0 0.29% 1.91%
Target Date 2021-2025 WFTYX Wells Fargo Funds Management Advantage Dow Jones Target 2025 Fund 0% 3 60 0 0.29% 1.98%
Target Date 2016-2020 WFOBX Wells Fargo Funds Management Advantage Dow Jones Target 2020 Fund 0% 3 60 0 0.49% 2.06%
Target Date 2011-2015 WFSCX Wells Fargo Funds Management Advantage Dow Jones Target 2015 Fund 0% 3 60 0 0.6% 2.13%
Target Date 2000-2010 WFOAX Wells Fargo Funds Management Advantage Dow Jones Target 2010 Fund 0% 3 60 0 1.35% 2.15%
Retirement Income WOTDX Wells Fargo Funds Management Advantage Dow Jones Target Today Fund 0% 3 60 0 0.6% 2.16%
US EQUITY
Small Growth JISGX JP Morgan Investments,Small Cap Growth Fund 89% 3 60 0 1.24% 0%
LARGE VALUE MABAX MFS Basic Value Fund 86% 3 60 0 0.54% 4.93%
LARGE GROWTH MIGKX MFS,Massachusetts Investors Growth Stock Fund 78% 3 60 0 0.71% 0%
Small Growth WFSIX Wells Fargo Funds Management Advantage Small Cap Growth Fund 0% 3 60 0 NA 0%
LARGE BLEND WFVEX Wells Fargo Funds Management Advantage Index Fund 0% 3 60 0 NA NA
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Funds Management Advantage Government Securities Fund 87% 3 60 0 0.84% 3.28%
Average Expense Ratio: 0.69%
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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 2.5% 8.8% 0.5% 6.6% 5.8% 6.6%

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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 21 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

ATT Alascom Savings Plan for Teamsters Represented Employees is a defined contribution plan with a profit-sharing component and 401k feature.



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