MyPlanIQ JetBlue Airways Brokerage Retirement Plan

JetBlue Airways Brokerage Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 58
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX TRREX
Global Real Estate TRGRX TRGRX
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX PRMSX
Latin America Stock PRLAX PRLAX
INTERNATIONAL EQUITY
Foreign Large Growth PRITX PRITX
JAPAN STOCK PRJPX PRJPX
WORLD STOCK PRGSX PRGSX
Others
Conservative Allocation PRSIX PRSIX
Aggressive Allocation TRSGX TRSGX
Moderate Allocation RPBAX RPBAX
Total Available Funds: 58
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX TRREX
Global Real Estate TRGRX TRGRX
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX PRMSX
Latin America Stock PRLAX PRLAX
INTERNATIONAL EQUITY
Foreign Large Growth PRITX PRITX
JAPAN STOCK PRJPX PRJPX
WORLD STOCK PRGSX PRGSX
FOREIGN SMALL/MID GROWTH PRIDX PRIDX
Foreign Large Blend PSILX PSILX
Foreign Large Blend PIEQX PIEQX
Foreign Large Value TRIGX TRIGX
PACIFIC/ASIA EX-JAPAN STK PRASX PRASX
EUROPE STOCK PRESX PRESX
WORLD STOCK RPGEX RPGEX
Foreign Large Blend TROSX TROSX
Miscellaneous Region TREMX TREMX
Miscellaneous Region TRAMX TRAMX
WORLD STOCK PRAFX PRAFX
Others
Conservative Allocation PRSIX PRSIX
Aggressive Allocation TRSGX TRSGX
Moderate Allocation RPBAX RPBAX
Moderate Allocation TRPBX TRPBX
Health PRHSX PRHSX
Natural Resources PRNEX PRNEX
Communications PRMTX PRMTX
Technology PRSCX PRSCX
Technology PRGTX PRGTX
Financial PRISX PRISX
World Allocation RPGAX RPGAX
ROOT CASH CASH
FIXED INCOME
WORLD BOND RPIBX RPIBX
High Yield Bond PRHYX PRHYX
Intermediate-Term Bond PBDIX PBDIX
Intermediate Government PRTIX PRTIX
Intermediate-Term Bond PRCIX PRCIX
Inflation-Protected Bond PRIPX PRIPX
Emerging Markets Bond PREMX PREMX
Multisector Bond RPSIX RPSIX
Long-Term Bond PRPIX PRPIX
LONG GOVERNMENT PRULX PRULX
Multisector Bond PRSNX PRSNX
Emerging Markets Bond PRELX PRELX
Emerging Markets Bond TRECX TRECX
Bank Loan PRFRX PRFRX
ULTRASHORT BOND TRBUX TRBUX
US EQUITY
LARGE GROWTH TRBCX TRBCX
LARGE GROWTH PRSGX PRSGX
LARGE BLEND PRDGX PRDGX
LARGE VALUE TRVLX TRVLX
LARGE GROWTH PRWAX PRWAX
LARGE BLEND PRCOX PRCOX
Small Growth PRDSX PRDSX
LARGE BLEND POMIX POMIX
Mid-Cap Growth PRDMX PRDMX
MID-CAP BLEND PEXMX PEXMX
LARGE BLEND PREIX PREIX
LARGE BLEND TRULX TRULX
LARGE GROWTH PRGIX PRGIX
Total Available Funds: 58
  • 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 TRREX TRREX 67% 1 60 0 1.09% 11.77%
Global Real Estate TRGRX TRGRX 63% 1 60 0 0.95% 1.93%
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX PRMSX 82% 1 60 0 0% 1.1%
Latin America Stock PRLAX PRLAX 71% 1 60 0 1.44% 2.55%
INTERNATIONAL EQUITY
Foreign Large Growth PRITX PRITX 100% 1 60 0 1.4% 1.08%
JAPAN STOCK PRJPX PRJPX 100% 1 60 0 1.02% 1.78%
WORLD STOCK PRGSX PRGSX 91% 1 60 0 1.08% 0%
FOREIGN SMALL/MID GROWTH PRIDX PRIDX 88% 1 60 0 1.23% 2.12%
Foreign Large Blend PSILX PSILX 85% 1 60 0 0.89% 6.04%
Foreign Large Blend PIEQX PIEQX 85% 1 60 0 0.3% 3.08%
Foreign Large Value TRIGX TRIGX 77% 1 60 0 0% 2.64%
PACIFIC/ASIA EX-JAPAN STK PRASX PRASX 77% 1 60 0 0.84% 1.82%
EUROPE STOCK PRESX PRESX 76% 1 60 0 0% 1.73%
WORLD STOCK RPGEX RPGEX 72% 1 60 0 0.69% 0%
Foreign Large Blend TROSX TROSX 63% 1 60 0 0.88% 2.34%
Miscellaneous Region TREMX TREMX 48% 1 60 0 1.41% 0.89%
Miscellaneous Region TRAMX TRAMX 45% 1 60 0 1.3% 2.49%
WORLD STOCK PRAFX PRAFX 5% 1 60 0 0.01% 1.55%
Others
Conservative Allocation PRSIX PRSIX 92% 1 60 0 0.67% 3.7%
Aggressive Allocation TRSGX TRSGX 88% 1 60 0 0.76% 6.57%
Moderate Allocation RPBAX RPBAX 86% 1 60 0 0.47% 1.96%
Moderate Allocation TRPBX TRPBX 84% 1 60 0 0.71% 7.06%
Health PRHSX PRHSX 63% 1 60 0 0.8% 5.33%
Natural Resources PRNEX PRNEX 63% 1 60 0 0.74% 11.63%
Communications PRMTX PRMTX 62% 1 60 0 0.77% 0.16%
Technology PRSCX PRSCX 58% 1 60 0 0.84% 0%
Technology PRGTX PRGTX 58% 1 60 0 0.95% 0%
Financial PRISX PRISX 54% 1 60 0 0.98% 2.02%
World Allocation RPGAX RPGAX 3% 1 60 0 0.74% 2.84%
ROOT CASH CASH 0% 1 60 0 NA 4.14%
FIXED INCOME
WORLD BOND RPIBX RPIBX 98% 1 60 0 0.67% 2.72%
High Yield Bond PRHYX PRHYX 94% 1 60 0 1.03% 6.34%
Intermediate-Term Bond PBDIX PBDIX 93% 1 60 0 0.12% 3.66%
Intermediate Government PRTIX PRTIX 91% 1 60 0 0.27% 3.44%
Intermediate-Term Bond PRCIX PRCIX 90% 1 60 0 1.08% 4.01%
Inflation-Protected Bond PRIPX PRIPX 87% 1 60 0 0.38% 0.54%
Emerging Markets Bond PREMX PREMX 87% 1 60 0 0.99% 5.13%
Multisector Bond RPSIX RPSIX 85% 1 60 0 0.62% 4.4%
Long-Term Bond PRPIX PRPIX 75% 1 60 0 0% 4.33%
LONG GOVERNMENT PRULX PRULX 74% 1 60 0 0.29% 3.55%
Multisector Bond PRSNX PRSNX 38% 1 60 0 0.93% 4.46%
Emerging Markets Bond PRELX PRELX 34% 1 60 0 0% 5.79%
Emerging Markets Bond TRECX TRECX 12% 1 60 0 0.75% 4.8%
Bank Loan PRFRX PRFRX 7% 1 60 0 0.62% 8.25%
ULTRASHORT BOND TRBUX TRBUX 2% 1 60 0 0.18% 3.86%
US EQUITY
LARGE GROWTH TRBCX TRBCX 100% 1 60 0 1.23% 0%
LARGE GROWTH PRSGX PRSGX 99% 1 60 0 0.73% 0.83%
LARGE BLEND PRDGX PRDGX 98% 1 60 0 0.64% 1.09%
LARGE VALUE TRVLX TRVLX 98% 1 60 0 0.57% 1.23%
LARGE GROWTH PRWAX PRWAX 90% 1 60 0 1.06% 5.16%
LARGE BLEND PRCOX PRCOX 85% 1 60 0 0.82% 1.18%
Small Growth PRDSX PRDSX 81% 1 60 0 0.8% 2.48%
LARGE BLEND POMIX POMIX 80% 1 60 0 0.21% 1.12%
Mid-Cap Growth PRDMX PRDMX 77% 1 60 0 0.87% 6.93%
MID-CAP BLEND PEXMX PEXMX 76% 1 60 0 0.25% 3.71%
LARGE BLEND PREIX PREIX 74% 1 60 0 0.3% 1.34%
LARGE BLEND TRULX TRULX 21% 1 60 0 0.58% 0.46%
LARGE GROWTH PRGIX PRGIX 0% 1 60 0 0.64% 0%
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 1.5% 10.2% 2.1% 5.3% 5.0% 6.9%

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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
The plan consists of 55 funds. It covers 5 major asset classes and 37 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.

This plan is available to all JetBlue Employees who have opened a Tradelink account.  This plan is comprised of TRowe price funds and has a overall rating of Great.



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