MyPlanIQ JetBlue Airways Customized Retirement Plan

JetBlue Airways Customized Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 77
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
DIVERSIFIED EMERGING MKTS TREMX TREMX
INTERNATIONAL EQUITY
JAPAN STOCK PRJPX PRJPX
Foreign Large Growth PRITX PRITX
WORLD STOCK PRGSX PRGSX
Others
Target Date 2011-2015 TRRGX TRRGX
Target Date 2000-2010 TRRFX TRRFX
Target Date 2036-2040 TRRDX TRRDX
Total Available Funds: 77
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
DIVERSIFIED EMERGING MKTS TREMX TREMX
DIVERSIFIED EMERGING MKTS TRAMX TRAMX
INTERNATIONAL EQUITY
JAPAN STOCK PRJPX PRJPX
Foreign Large Growth PRITX PRITX
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
WORLD STOCK TRGFX TRGFX
Others
Target Date 2011-2015 TRRGX TRRGX
Target Date 2000-2010 TRRFX TRRFX
Target Date 2036-2040 TRRDX TRRDX
Target Date 2026-2030 TRRCX TRRCX
Target Date 2016-2020 TRRBX TRRBX
Moderate Allocation PRWCX PRWCX
Target Date 2031-2035 TRRJX TRRJX
Target Date 2000-2010 TRRAX TRRAX
Target Date 2021-2025 TRRHX TRRHX
Target Date 2041-2045 TRRKX TRRKX
Target Date 2050+ TRRNX TRRNX
Conservative Allocation PRSIX PRSIX
Retirement Income TRRIX TRRIX
Aggressive Allocation TRSGX TRSGX
Moderate Allocation RPBAX RPBAX
Moderate Allocation TRPBX TRPBX
Target Date 2050+ TRRMX TRRMX
Health PRHSX PRHSX
Natural Resources PRNEX PRNEX
Communications PRMTX PRMTX
Technology PRSCX PRSCX
Technology PRGTX PRGTX
Financial PRISX PRISX
ROOT CASH CASH
FIXED INCOME
WORLD BOND RPIBX RPIBX
High Yield Bond PRHYX PRHYX
Intermediate-Term Bond PBDIX PBDIX
Short-Term Bond PRWBX PRWBX
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
Intermediate Government PRGMX PRGMX
LONG GOVERNMENT PRULX PRULX
Multisector Bond PRSNX PRSNX
Intermediate Government PRSUX PRSUX
US EQUITY
LARGE GROWTH PRGFX PRGFX
LARGE GROWTH TRBCX TRBCX
LARGE BLEND PRSGX PRSGX
LARGE BLEND PRDGX PRDGX
LARGE VALUE TRVLX TRVLX
LARGE VALUE PRFDX PRFDX
LARGE GROWTH PRWAX PRWAX
Mid-Cap Growth RPMGX RPMGX
SMALL BLEND PRSVX PRSVX
LARGE BLEND PRCOX PRCOX
MID-CAP VALUE TRMCX TRMCX
Small Growth PRDSX PRDSX
LARGE BLEND POMIX POMIX
Small Growth PRNHX PRNHX
LARGE GROWTH PREFX PREFX
SMALL BLEND OTCFX OTCFX
Mid-Cap Growth PRDMX PRDMX
MID-CAP BLEND PEXMX PEXMX
LARGE BLEND PREIX PREIX
LARGE BLEND TRULX TRULX
LARGE BLEND PRGIX PRGIX
Total Available Funds: 77
  • 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% 3 60 0 1.09% 11.77%
Global Real Estate TRGRX TRGRX 63% 3 60 0 0.95% 1.93%
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX PRMSX 82% 3 60 0 0% 1.1%
Latin America Stock PRLAX PRLAX 71% 3 60 0 1.44% 2.55%
DIVERSIFIED EMERGING MKTS TREMX TREMX 48% 3 60 0 1.41% 0.89%
DIVERSIFIED EMERGING MKTS TRAMX TRAMX 45% 3 60 0 1.3% 2.49%
INTERNATIONAL EQUITY
JAPAN STOCK PRJPX PRJPX 100% 3 60 0 1.02% 1.78%
Foreign Large Growth PRITX PRITX 100% 3 60 0 1.4% 1.08%
WORLD STOCK PRGSX PRGSX 91% 3 60 0 1.08% 0%
FOREIGN SMALL/MID GROWTH PRIDX PRIDX 88% 3 60 0 1.23% 2.12%
Foreign Large Blend PSILX PSILX 85% 3 60 0 0.89% 6.04%
Foreign Large Blend PIEQX PIEQX 85% 3 60 0 0.3% 3.08%
Foreign Large Value TRIGX TRIGX 77% 3 60 0 0% 2.64%
PACIFIC/ASIA EX-JAPAN STK PRASX PRASX 77% 3 60 0 0.84% 1.82%
EUROPE STOCK PRESX PRESX 76% 3 60 0 0% 1.73%
WORLD STOCK RPGEX RPGEX 72% 3 60 0 0.69% 0%
Foreign Large Blend TROSX TROSX 63% 3 60 0 0.88% 2.34%
WORLD STOCK TRGFX TRGFX 0% 3 60 0 1.1% 2.16%
Others
Target Date 2011-2015 TRRGX TRRGX 100% 3 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX TRRFX 100% 3 60 0 0.34% 2.74%
Target Date 2036-2040 TRRDX TRRDX 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX TRRCX 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX TRRBX 100% 3 60 0 0.78% 11.87%
Moderate Allocation PRWCX PRWCX 99% 3 60 0 0.98% 2%
Target Date 2031-2035 TRRJX TRRJX 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX TRRAX 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX TRRHX 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX TRRKX 96% 3 60 0 1.12% 6.6%
Target Date 2050+ TRRNX TRRNX 93% 3 60 0 1.14% 5.91%
Conservative Allocation PRSIX PRSIX 92% 3 60 0 0.67% 3.7%
Retirement Income TRRIX TRRIX 91% 3 60 0 0.34% 2.96%
Aggressive Allocation TRSGX TRSGX 88% 3 60 0 0.76% 6.57%
Moderate Allocation RPBAX RPBAX 86% 3 60 0 0.47% 1.96%
Moderate Allocation TRPBX TRPBX 84% 3 60 0 0.71% 7.06%
Target Date 2050+ TRRMX TRRMX 78% 3 60 0 0.63% 6.57%
Health PRHSX PRHSX 63% 3 60 0 0.8% 5.33%
Natural Resources PRNEX PRNEX 63% 3 60 0 0.74% 11.63%
Communications PRMTX PRMTX 62% 3 60 0 0.77% 0.16%
Technology PRSCX PRSCX 58% 3 60 0 0.84% 0%
Technology PRGTX PRGTX 58% 3 60 0 0.95% 0%
Financial PRISX PRISX 54% 3 60 0 0.98% 2.02%
ROOT CASH CASH 0% 3 60 0 NA 4.14%
FIXED INCOME
WORLD BOND RPIBX RPIBX 98% 3 60 0 0.67% 2.72%
High Yield Bond PRHYX PRHYX 94% 3 60 0 1.03% 6.34%
Intermediate-Term Bond PBDIX PBDIX 93% 3 60 0 0.12% 3.66%
Short-Term Bond PRWBX PRWBX 93% 3 60 0 0.46% 3.32%
Intermediate Government PRTIX PRTIX 91% 3 60 0 0.27% 3.44%
Intermediate-Term Bond PRCIX PRCIX 90% 3 60 0 1.08% 4.01%
Inflation-Protected Bond PRIPX PRIPX 87% 3 60 0 0.38% 0.54%
Emerging Markets Bond PREMX PREMX 87% 3 60 0 0.99% 5.13%
Multisector Bond RPSIX RPSIX 85% 3 60 0 0.62% 4.4%
Long-Term Bond PRPIX PRPIX 75% 3 60 0 0% 4.33%
Intermediate Government PRGMX PRGMX 74% 3 60 0 0% 3.25%
LONG GOVERNMENT PRULX PRULX 74% 3 60 0 0.29% 3.55%
Multisector Bond PRSNX PRSNX 38% 3 60 0 0.93% 4.46%
Intermediate Government PRSUX PRSUX 0% 3 60 0 0.64% 3.17%
US EQUITY
LARGE GROWTH PRGFX PRGFX 100% 3 60 0 0% 0%
LARGE GROWTH TRBCX TRBCX 100% 3 60 0 1.23% 0%
LARGE BLEND PRSGX PRSGX 99% 3 60 0 0.73% 0.83%
LARGE BLEND PRDGX PRDGX 98% 3 60 0 0.64% 1.09%
LARGE VALUE TRVLX TRVLX 98% 3 60 0 0.57% 1.23%
LARGE VALUE PRFDX PRFDX 97% 3 60 0 1.23% 1.94%
LARGE GROWTH PRWAX PRWAX 90% 3 60 0 1.06% 5.16%
Mid-Cap Growth RPMGX RPMGX 87% 3 60 0 1.29% 6.44%
SMALL BLEND PRSVX PRSVX 85% 3 60 0 1.17% 3.33%
LARGE BLEND PRCOX PRCOX 85% 3 60 0 0.82% 1.18%
MID-CAP VALUE TRMCX TRMCX 81% 3 60 0 0.83% 7.78%
Small Growth PRDSX PRDSX 81% 3 60 0 0.8% 2.48%
LARGE BLEND POMIX POMIX 80% 3 60 0 0.21% 1.12%
Small Growth PRNHX PRNHX 80% 3 60 0 0.79% 0%
LARGE GROWTH PREFX PREFX 78% 3 60 0 0.76% 0.61%
SMALL BLEND OTCFX OTCFX 78% 3 60 0 1.17% 0.21%
Mid-Cap Growth PRDMX PRDMX 77% 3 60 0 0.87% 6.93%
MID-CAP BLEND PEXMX PEXMX 76% 3 60 0 0.25% 3.71%
LARGE BLEND PREIX PREIX 74% 3 60 0 0.3% 1.34%
LARGE BLEND TRULX TRULX 21% 3 60 0 0.58% 0.46%
LARGE BLEND PRGIX PRGIX 0% 3 60 0 0.64% 0%
Average Expense Ratio: 0.75%
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Model Portfolios

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*
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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 78 funds. It covers 6 major asset classes and 49 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity, REITs and Commodity.
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