MyPlanIQ 401k Investor Raytheon Savings and Investment Plan

Raytheon Savings and Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OAKGX HARRIS OAKMRK GLOBAL
Others
ROOT ODVIX OPP DEVELOPING MKT I (ODVIX)
Moderate Allocation JABNX JANUS BALANCED N (JABNX)
ROOT CASH FIMM MONEY MKT INST (FNSXX)
FIXED INCOME
Intermediate-Term Bond AGG NT AGGREG BOND INDEX
FIXED INCOME VBMFX FIXED INCOME FUND
Intermediate-Term Bond PTTRX PIM TOTAL RT INST (PTTRX)
US EQUITY
SMALL BLEND IWM NT RUSSELL 2000 INDX
LARGE BLEND VFINX NT S&P 500 INDEX
LARGE BLEND VITPX VANG IS TL STK MK IP (VITPX)
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OAKGX HARRIS OAKMRK GLOBAL
Others
ROOT ODVIX OPP DEVELOPING MKT I (ODVIX)
Moderate Allocation JABNX JANUS BALANCED N (JABNX)
ROOT CASH FIMM MONEY MKT INST (FNSXX)
FIXED INCOME
Intermediate-Term Bond AGG NT AGGREG BOND INDEX
FIXED INCOME VBMFX FIXED INCOME FUND
Intermediate-Term Bond PTTRX PIM TOTAL RT INST (PTTRX)
Intermediate Government FIBAX SPTN INT TR IDX ADV (FIBAX)
US EQUITY
SMALL BLEND IWM NT RUSSELL 2000 INDX
LARGE BLEND VFINX NT S&P 500 INDEX
LARGE BLEND VITPX VANG IS TL STK MK IP (VITPX)
SMALL BLEND TRSSX TRP INST SM CAP STK (TRSSX)
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
INTERNATIONAL EQUITY
WORLD STOCK OAKGX HARRIS OAKMRK GLOBAL 88% 3 60 0 0.94% 1.61%
Others
ROOT ODVIX OPP DEVELOPING MKT I (ODVIX) 69% 3 60 0 0.84% 0.97%
Moderate Allocation JABNX JANUS BALANCED N (JABNX) 3% 3 60 0 0.58% 3.41%
ROOT CASH FIMM MONEY MKT INST (FNSXX) 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond AGG NT AGGREG BOND INDEX 100% 3 60 0 0.03% 3.24%
FIXED INCOME VBMFX FIXED INCOME FUND 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST (PTTRX) 97% 3 60 0 0.83% 3.98%
Intermediate Government FIBAX SPTN INT TR IDX ADV (FIBAX) 0% 3 60 0 0.07% 2.17%
US EQUITY
SMALL BLEND IWM NT RUSSELL 2000 INDX 99% 3 60 0 0.19% 1.33%
LARGE BLEND VFINX NT S&P 500 INDEX 98% 3 60 0 0.14% 1.27%
LARGE BLEND VITPX VANG IS TL STK MK IP (VITPX) 83% 3 60 0 0.02% 1.36%
SMALL BLEND TRSSX TRP INST SM CAP STK (TRSSX) 78% 3 60 0 0.66% 0.41%
Average Expense Ratio: 0.4%
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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 2.0% 11.4% 2.2% 6.7% 5.7% 8.0%

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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 for Portfolio Details or Follow 1.5% 9.1% 1.2% 5.9% 5.5% 7.9%

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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:RTN)
The plan consists of 14 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Raytheon Company, together with its subsidiaries, provides electronics, mission systems integration, and other capabilities in the areas of sensing, effects, and command, control, communications, and intelligence systems, as well as mission support services in the United States and internationally. The company was founded in 1922 and is based in Waltham, Massachusetts



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