MyPlanIQ
401k Investor
Weingarten Savings and Investment Plan
Investment Options
| Total Available Funds: | 19 |
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| Total Available Funds: | 19 |
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| Total Available Funds: | 19 |
- 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: 0.66%
* If you find the above investment options have changed, please
email us the latest change or directly
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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 | 0.5% | 22.3% | 11.7% | 10.9% | 7.7% | 8.0% |
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| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
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Click for Portfolio Details or Follow | 0.9% | 25.2% | 14.1% | 12.2% | 8.9% | 8.7% |
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| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
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Click for Portfolio Details or Follow | 1.2% | 21.4% | 10.4% | 10.8% | 7.2% | 7.5% |
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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* |
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Click for Portfolio Details or Follow | 3.6% | 19.2% | 15.1% | 13.1% | 9.0% | 9.4% |
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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.
** 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:WRI)
The plan consists of 19 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.
Weingarten Realty Investors operates as a real estate investment trust (REIT). The company engages in the management, acquisition, and development of real estate. Weingarten Realty Investors qualifies as a REIT for federal income tax purposes. As a REIT, it would not be taxed on the portion of its income, which is distributed to shareholders, provided it distributes at least 90% of its taxable income. The company was founded in 1948 and is based in Houston, Texas.
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