MyPlanIQ ROSS STORES INC. 401K SAVINGS PLAN

ROSS STORES INC. 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend HRINX Harbor Funds: Harbor International Fund; Administrative Class Shares
Others
Target Date 2036-2040 WFOSX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2040 Fund; Institutional Class Shares
Target Date 2026-2030 WFOOX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2030 Fund; Institutional Class Shares
Target Date 2046-2050 WFQFX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2050 Fund; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Intermediate-Term Bond VBTSX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Signal Shares
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
SMALL VALUE GSSIX Goldman Sachs Trust: Goldman Sachs Small Cap Value Fund; Institutional Shares
LARGE GROWTH RGAFX Growth Fund of America
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend HRINX Harbor Funds: Harbor International Fund; Administrative Class Shares
Others
Target Date 2036-2040 WFOSX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2040 Fund; Institutional Class Shares
Target Date 2026-2030 WFOOX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2030 Fund; Institutional Class Shares
Target Date 2046-2050 WFQFX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2050 Fund; Institutional Class Shares
Target Date 2000-2010 WFOAX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2010 Fund; Institutional Class Shares
Target Date 2016-2020 WFOBX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2020 Fund; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Intermediate-Term Bond VBTSX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Signal Shares
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
SMALL VALUE GSSIX Goldman Sachs Trust: Goldman Sachs Small Cap Value Fund; Institutional Shares
LARGE GROWTH RGAFX Growth Fund of America
LARGE BLEND SOAVX Spirit of America Investment Fund
Mid-Cap Growth BGRIX Baron Investment Funds Trust: Baron Growth Fund; Institutional Class Shares
MID-CAP BLEND VEMSX Vanguard Index Funds: Vanguard Extended Market Index Fund; Signal Shares
SMALL BLEND RLPHX Royce Fund: Royce Low-Priced Stock Fund; Investment Class Shares
Total Available Funds: 17
  • 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 Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 3.91%
Foreign Large Blend HRINX Harbor Funds: Harbor International Fund; Administrative Class Shares 60% 3 60 0 0.69% 3.24%
Others
Target Date 2036-2040 WFOSX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2040 Fund; Institutional Class Shares 0% 3 60 0 0.49% 18.78%
Target Date 2026-2030 WFOOX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2030 Fund; Institutional Class Shares 0% 3 60 0 0.29% 16.45%
Target Date 2046-2050 WFQFX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2050 Fund; Institutional Class Shares 0% 3 60 0 0.85% 23.55%
Target Date 2000-2010 WFOAX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2010 Fund; Institutional Class Shares 0% 3 60 0 1.35% 9.97%
Target Date 2016-2020 WFOBX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2020 Fund; Institutional Class Shares 0% 3 60 0 0.49% 14.03%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.99%
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 3.74%
Intermediate-Term Bond VBTSX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Signal Shares 0% 3 60 0 0.1% 2.71%
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 98% 3 60 0 0.94% 6.17%
SMALL VALUE GSSIX Goldman Sachs Trust: Goldman Sachs Small Cap Value Fund; Institutional Shares 86% 3 60 0 1% 4.64%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 8.75%
LARGE BLEND SOAVX Spirit of America Investment Fund 31% 3 60 0 1.21% 5.89%
Mid-Cap Growth BGRIX Baron Investment Funds Trust: Baron Growth Fund; Institutional Class Shares 27% 3 60 0 1.3% 1.78%
MID-CAP BLEND VEMSX Vanguard Index Funds: Vanguard Extended Market Index Fund; Signal Shares 0% 3 60 0 0.14% 1.15%
SMALL BLEND RLPHX Royce Fund: Royce Low-Priced Stock Fund; Investment Class Shares 0% 3 60 0 1.26% 15.81%
Average Expense Ratio: 0.78%
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Related Retirement Plans
ROSS STORES, INC. 401(K) SAVINGS PLAN
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 7.4% 17.3% 4.1% 8.5% 5.9% 7.2%

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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
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