MyPlanIQ 401k Investor JETBLUE AIRWAYS RETIREMENT PLAN

JETBLUE AIRWAYS RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Adm
Foreign Large Blend RERGX American Funds EuroPacific Gr R5
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation
FIXED INCOME
Short-Term Bond PRWBX T. Rowe Price Short-Term Bond
Intermediate Government PRGMX T. Rowe Price GNMA
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE VALUE PRFDX T. Rowe Price Equity Income
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Adm
Foreign Large Blend RERGX American Funds EuroPacific Gr R5
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Retirement Income TRRIX T. Rowe Price Retirement Income
Moderate Allocation RPBAX T. Rowe Price Balanced
Technology PRSCX T. Rowe Price Science & Tech
ROOT CASH TSCXX Money Market
FIXED INCOME
Short-Term Bond PRWBX T. Rowe Price Short-Term Bond
Intermediate Government PRGMX T. Rowe Price GNMA
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE VALUE PRFDX T. Rowe Price Equity Income
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value
Small Growth PRNHX T. Rowe Price New Horizons
LARGE BLEND VINIX Vanguard Inst Index
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock
Total Available Funds: 20
  • 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 HAINX Harbor International Adm 99% 3 60 1 1.02% 3.47%
Foreign Large Blend RERGX American Funds EuroPacific Gr R5 32% 3 60 1 0.9% 4.03%
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 1 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 1 0.78% 11.87%
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation 99% 3 60 1 0.98% 2%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 1 0.99% 10.65%
Retirement Income TRRIX T. Rowe Price Retirement Income 91% 3 60 1 0.34% 2.96%
Moderate Allocation RPBAX T. Rowe Price Balanced 86% 3 60 1 0.47% 1.96%
Technology PRSCX T. Rowe Price Science & Tech 58% 3 60 1 0.84% 0%
ROOT CASH TSCXX Money Market 0% 0 0 0 NA 4.14%
FIXED INCOME
Short-Term Bond PRWBX T. Rowe Price Short-Term Bond 93% 3 60 1 0.46% 3.32%
Intermediate Government PRGMX T. Rowe Price GNMA 74% 3 60 1 0% 3.25%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 3 60 1 0% 0%
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 3 60 1 1.23% 1.94%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 3 60 1 1.29% 6.44%
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value 85% 3 60 1 1.17% 3.33%
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value 81% 3 60 1 0.83% 7.78%
Small Growth PRNHX T. Rowe Price New Horizons 80% 3 60 1 0.79% 0%
LARGE BLEND VINIX Vanguard Inst Index 78% 3 60 0 0.02% 1.36%
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock 78% 3 60 1 1.17% 0.21%
Average Expense Ratio: 0.76%
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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:JBLU)
The plan consists of 29 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.
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