MyPlanIQ 401k Investor Schneider National Inc 401K Savings Retirement Plan

Schneider National Inc 401K Savings Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX First American Real Estate Secs Y
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Instl Foreign Eq Ser Primary
Foreign Large Blend PIEQX T. Rowe Price International Eq Index
US EQUITY
LARGE GROWTH SGRKX Wells Fargo Advantage Growth Adm
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
Small Growth JISGX JPMorgan Small Cap Growth Inst
FIXED INCOME
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl
Intermediate-Term Bond PTTDX PIMCO Total Return D
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX First American Real Estate Secs Y
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Instl Foreign Eq Ser Primary
Foreign Large Blend PIEQX T. Rowe Price International Eq Index
US EQUITY
LARGE GROWTH SGRKX Wells Fargo Advantage Growth Adm
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
Small Growth JISGX JPMorgan Small Cap Growth Inst
LARGE VALUE TILCX T. Rowe Price Instl Large Cap Value
SMALL BLEND TSFIX Touchstone Small Cap Core Inst
LARGE GROWTH NLDAX Neuberger Berman LgCp Discp Gr A
SMALL BLEND WFSVX Wells Fargo Advantage Small Cp Val Instl
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
FIXED INCOME
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl
Intermediate-Term Bond PTTDX PIMCO Total Return D
Total Available Funds: 13
  • 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 FARCX First American Real Estate Secs Y 88% 3 60 0 1.22% 3.2%
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Instl Foreign Eq Ser Primary 86% 3 60 0 0.97% 7.62%
Foreign Large Blend PIEQX T. Rowe Price International Eq Index 85% 3 60 0 0.3% 3.08%
US EQUITY
LARGE GROWTH SGRKX Wells Fargo Advantage Growth Adm 94% 3 60 0 1.9% 0%
MID-CAP VALUE JMVAX Perkins Mid Cap Value I 90% 3 60 0 0.91% 1.13%
Small Growth JISGX JPMorgan Small Cap Growth Inst 89% 3 60 0 1.24% 0%
LARGE VALUE TILCX T. Rowe Price Instl Large Cap Value 82% 3 60 0 0.56% 8.52%
SMALL BLEND TSFIX Touchstone Small Cap Core Inst 19% 3 60 0 1% 3.22%
LARGE GROWTH NLDAX Neuberger Berman LgCp Discp Gr A 0% 3 60 0 1.11% 0%
SMALL BLEND WFSVX Wells Fargo Advantage Small Cp Val Instl 0% 3 60 0 0.88% 0%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 1.84%
FIXED INCOME
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl 96% 3 60 0 0.81% 3.45%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 3 60 0 0.75% 4.84%
Average Expense Ratio: 0.9%
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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 5.9% 5.9% 4.2% 7.0% 6.0% 7.9%

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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:)
The plan consists of 13 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 REITs.

This plan is created upon a user's request.



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