MyPlanIQ
401k Investor
British Petroleum Retirement 401K
Investment Options
| Total Available Funds: | 12 |
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| Total Available Funds: | 12 |
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| Total Available Funds: | 12 |
- 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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.14%
* If you find the above investment options have changed, please
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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 | 2.9% | 10.8% | -0.2% | 4.4% | 4.0% | 6.0% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| 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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Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
* 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.
** 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:BP)
The plan consists of 12 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.
BP p.l.c. provides fuel for transportation, energy for heat and light, retail services, and petrochemicals products. The company operates through two segments: Exploration and Production, and Refining and Marketing. The company was founded in 1889 and is headquartered in London, the United Kingdom.
The plan is based on the following table. All of funds are represented by proxy index funds.
| Equity Index Growth | U.S. Fixed Income Short Duration |
| Equity Index Value | U.S. Fixed Income |
| S&P 500 Index | U.S. TIPS Bond Index |
| Russell 2000 Index | World Government Bond Index |
| International Equity Index |
Short-Term Investment Fund |
| Emerging Markets Index | Target Date Funds - 9 Options |
| Income |
British Petroleum Stock |
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