MyPlanIQ 401k Investor Kroger Co 401K RSA Plan

Kroger Co 401K RSA Plan

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend EFA Northern Tr Cl EAFE Indx (NTDET)
Foreign Large Value DODFX Dodge & Cox International St
Others
World Allocation MALOX Blackrock Global Allocation Fund
ROOT CASH MAGXX (Fixed Income Fund)
FIXED INCOME
Intermediate-Term Bond NOBOX Northern Tr Cl AGG Bd Idx II (NTCAT)
US EQUITY
SMALL BLEND IWM Northern Tr Cl Russell 2000 II (NTCDT)
LARGE BLEND VFINX Northern Tr Cl S&P 500 Idx II (NTCST)
LARGE BLEND VLACX Large Cap Equity (KRX01)
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend EFA Northern Tr Cl EAFE Indx (NTDET)
Foreign Large Value DODFX Dodge & Cox International St
Others
World Allocation MALOX Blackrock Global Allocation Fund
ROOT CASH MAGXX (Fixed Income Fund)
FIXED INCOME
Intermediate-Term Bond NOBOX Northern Tr Cl AGG Bd Idx II (NTCAT)
US EQUITY
SMALL BLEND IWM Northern Tr Cl Russell 2000 II (NTCDT)
LARGE BLEND VFINX Northern Tr Cl S&P 500 Idx II (NTCST)
LARGE BLEND VLACX Large Cap Equity (KRX01)
MID-CAP BLEND MPSIX Northern Tr CL S&P 400 Idx II (NTDPT)
SMALL BLEND REBSX Small & Mid Cap Equity Fund
Total Available Funds: 11
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Fund 77% 3 60 0 1.1% 1.75%
INTERNATIONAL EQUITY
Foreign Large Blend EFA Northern Tr Cl EAFE Indx (NTDET) 100% 3 60 0 0.33% 2.9%
Foreign Large Value DODFX Dodge & Cox International St 99% 3 60 0 0.52% 2.33%
Others
World Allocation MALOX Blackrock Global Allocation Fund 90% 3 60 0 0.84% 0.44%
ROOT CASH MAGXX (Fixed Income Fund) 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond NOBOX Northern Tr Cl AGG Bd Idx II (NTCAT) 68% 3 60 0 0.07% 2.68%
US EQUITY
SMALL BLEND IWM Northern Tr Cl Russell 2000 II (NTCDT) 99% 3 60 0 0.19% 1.33%
LARGE BLEND VFINX Northern Tr Cl S&P 500 Idx II (NTCST) 98% 3 60 0 0.14% 1.27%
LARGE BLEND VLACX Large Cap Equity (KRX01) 81% 3 60 0 0.04% 1.21%
MID-CAP BLEND MPSIX Northern Tr CL S&P 400 Idx II (NTDPT) 81% 3 60 0 0.42% 1.23%
SMALL BLEND REBSX Small & Mid Cap Equity Fund 0% 3 60 0 0.94% 0%
Average Expense Ratio: 0.46%
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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 3.0% 13.1% 1.2% 6.1% 4.9% 7.0%

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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:KR)
The plan consists of 11 funds. It covers 4 major asset classes and 9 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity and Fixed Income.

This plan is created based on a user's request. Some of funds are separately managed accounts (SMAs) and proxy funds are used.



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