MyPlanIQ 401k Investor Albertson LLC 401K Plan

Albertson LLC 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia/Acorn INTL Z
Foreign Large Value TEMFX TEMPLETON FOREIGN A
Foreign Large Blend BDOKX BTC ACWI EX US IMI M
Others
Target Date 2051+ LPVKX BTC LIFEPATH 2055 Q
Target Date 2046-2050 LPSGX BTC LIFEPATH 2050 Q
Target Date 2036-2040 LPSFX BTC LIFEPATH 2040 Q
FIXED INCOME
Inflation-Protected Bond BPLBX BTC US TIPS K
Intermediate-Term Bond WFBIX BTC US DEBT INDEX W
Intermediate-Term Bond TGCFX TCW CORE FIXED INC I
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia/Acorn INTL Z
Foreign Large Value TEMFX TEMPLETON FOREIGN A
Foreign Large Blend BDOKX BTC ACWI EX US IMI M
Others
Target Date 2051+ LPVKX BTC LIFEPATH 2055 Q
Target Date 2046-2050 LPSGX BTC LIFEPATH 2050 Q
Target Date 2036-2040 LPSFX BTC LIFEPATH 2040 Q
Target Date 2026-2030 LPSDX BTC LIFEPATH 2030 Q
Retirement Income LPSAX BTC LIFEPATH RET Q
Target Date 2041-2045 LPHKX BTC LIFEPATH 2045 Q
Target Date 2031-2035 LPJKX BTC LIFEPATH 2035 Q
Target Date 2021-2025 LPBKX BTC LIFEPATH 2025 Q
ROOT CASH Fidelity RETIRE MMKT
Target Date 2016-2020 LPSCX BTC LIFEPATH 2020 Q
Target Date 2011-2015 BIPBX BTC LIFEPATH 2015 Q
FIXED INCOME
Inflation-Protected Bond BPLBX BTC US TIPS K
Intermediate-Term Bond WFBIX BTC US DEBT INDEX W
Intermediate-Term Bond TGCFX TCW CORE FIXED INC I
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
US EQUITY
SMALL BLEND IWM BTC RSSLL 2000 IDX T
LARGE GROWTH NBSRX Neuberger SOCIALLY RESP I
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
LARGE VALUE MEIJX MFS VALUE R4
SMALL VALUE NOSGX NORTHERN SM CAP VAL
Mid-Cap Growth RPMGX T.Rowe Price MID CAP GROWTH
Small Growth HSCYX HARTFORD SMALL CO Y
LARGE GROWTH FCNKX Fidelity CONTRAFUND K
MID-CAP BLEND FLPKX Fidelity LOW PRICED STK K
LARGE BLEND BRGKX BTC RSSLL 1000 IDX M
Total Available Funds: 28
  • 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 SMALL/MID GROWTH ACINX Columbia/Acorn INTL Z 99% 3 60 0 1.48% 0%
Foreign Large Value TEMFX TEMPLETON FOREIGN A 55% 3 60 0 0.85% 1.01%
Foreign Large Blend BDOKX BTC ACWI EX US IMI M 26% 3 60 0 0.1% 3.02%
Others
Target Date 2051+ LPVKX BTC LIFEPATH 2055 Q 90% 3 60 0 0.59% 1.29%
Target Date 2046-2050 LPSGX BTC LIFEPATH 2050 Q 88% 3 60 0 0.34% 2.67%
Target Date 2036-2040 LPSFX BTC LIFEPATH 2040 Q 79% 3 60 0 1.04% 4.49%
Target Date 2026-2030 LPSDX BTC LIFEPATH 2030 Q 76% 3 60 0 0.34% 2.94%
Retirement Income LPSAX BTC LIFEPATH RET Q 61% 3 60 0 1.04% 7.98%
Target Date 2041-2045 LPHKX BTC LIFEPATH 2045 Q 55% 3 60 0 0.34% 1.41%
Target Date 2031-2035 LPJKX BTC LIFEPATH 2035 Q 55% 3 60 0 0.34% 1.64%
Target Date 2021-2025 LPBKX BTC LIFEPATH 2025 Q 54% 3 60 0 0.59% 2.03%
ROOT CASH Fidelity RETIRE MMKT 0% 0 60 0 NA 3.73%
Target Date 2016-2020 LPSCX BTC LIFEPATH 2020 Q 0% 3 60 0 0.47% 1.97%
Target Date 2011-2015 BIPBX BTC LIFEPATH 2015 Q 0% 3 60 0 0.22% 1.99%
FIXED INCOME
Inflation-Protected Bond BPLBX BTC US TIPS K 97% 3 60 0 0.81% 3.67%
Intermediate-Term Bond WFBIX BTC US DEBT INDEX W 96% 3 60 0 0.1% 3.42%
Intermediate-Term Bond TGCFX TCW CORE FIXED INC I 94% 3 60 0 0.44% 4.06%
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND 16% 3 60 0 NA 27.03%
US EQUITY
SMALL BLEND IWM BTC RSSLL 2000 IDX T 99% 3 60 0 0.19% 1.27%
LARGE GROWTH NBSRX Neuberger SOCIALLY RESP I 99% 3 60 0 1.06% 8.66%
MID-CAP VALUE JMVAX PERKINS MID CP VAL I 91% 3 60 0 0.91% 9.06%
LARGE VALUE MEIJX MFS VALUE R4 91% 3 60 0 0.8% 8.07%
SMALL VALUE NOSGX NORTHERN SM CAP VAL 89% 3 60 0 1% 6.93%
Mid-Cap Growth RPMGX T.Rowe Price MID CAP GROWTH 87% 3 60 0 1.29% 6.08%
Small Growth HSCYX HARTFORD SMALL CO Y 84% 3 60 0 1.61% 0%
LARGE GROWTH FCNKX Fidelity CONTRAFUND K 68% 3 60 0 0.55% 2.82%
MID-CAP BLEND FLPKX Fidelity LOW PRICED STK K 61% 3 60 0 0.82% 17.14%
LARGE BLEND BRGKX BTC RSSLL 1000 IDX M 12% 3 60 0 0.07% 1.53%
Average Expense Ratio: 0.67%
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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 8.2% 24.1% 8.5% 10.5% 6.9% 8.1%

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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 29 funds. It covers 3 major asset classes and 26 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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