MyPlanIQ 401k Investor BAE SYSTEMS EMPLOYEES` SAVINGS AND INVESTMENT PLAN

BAE SYSTEMS EMPLOYEES` SAVINGS AND INVESTMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Growth HLMNX HLMNX
Foreign Large Blend VTPSX VTPSX
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Moderate Allocation VWENX Vanguard Wellington Adm
US EQUITY
Small Growth NVSOX Wells Fargo Advantage Small Cap Opp Adm
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Growth HLMNX HLMNX
Foreign Large Blend VTPSX VTPSX
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Moderate Allocation VWENX Vanguard Wellington Adm
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005
ROOT CASH Vanguard Prime Money Market
US EQUITY
Small Growth NVSOX Wells Fargo Advantage Small Cap Opp Adm
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
MID-CAP BLEND WHGMX WHG SMidCap Inst
MID-CAP BLEND CRIAX CRM Small/Mid Cap Value Inst
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
MID-CAP BLEND VEMPX VEMPX
Mid-Cap Growth GMSPX GMO Small/Mid
Small Growth CMSSX Time Square Capital Management Small/Mid
FIXED INCOME
Intermediate-Term Bond VBTIX VBTIX
Intermediate-Term Bond DODIX Dodge & Cox Income
SHORT GOVERNMENT STABLEVALUE BAE Systems Stable Value
Total Available Funds: 26
  • 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 DFEVX DFA Emerging Markets Value I 96% 3 60 0 0.44% 4.53%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
Foreign Large Growth HLMNX HLMNX 62% 3 60 0 0.79% 0%
Foreign Large Blend VTPSX VTPSX 3% 3 60 0 0.07% 3.34%
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 2.93%
Moderate Allocation VWENX Vanguard Wellington Adm 90% 3 60 0 0.17% 12.42%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 4.48%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 0% 3 60 0 NA 2.78%
ROOT CASH Vanguard Prime Money Market 0% 0 60 0 NA 4.14%
US EQUITY
Small Growth NVSOX Wells Fargo Advantage Small Cap Opp Adm 96% 3 60 0 0.92% 0.11%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
MID-CAP BLEND WHGMX WHG SMidCap Inst 89% 3 60 0 0.68% 0.93%
MID-CAP BLEND CRIAX CRM Small/Mid Cap Value Inst 89% 3 60 0 1.02% 0.74%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 3 60 0 0.02% 1.37%
MID-CAP BLEND VEMPX VEMPX 4% 3 60 0 0.06% 1.3%
Mid-Cap Growth GMSPX GMO Small/Mid 0% 3 60 0 NA 18.31%
Small Growth CMSSX Time Square Capital Management Small/Mid 0% 3 60 0 1.54% 0.88%
FIXED INCOME
Intermediate-Term Bond VBTIX VBTIX 94% 3 60 0 0.15% 3.27%
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 3.91%
SHORT GOVERNMENT STABLEVALUE BAE Systems Stable Value 16% 1 60 0 NA 27.03%
Average Expense Ratio: 0.39%
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Related Retirement Plans
BAE SYSTEMS EMPLOYEES' SAVINGS AND INVESTMENT 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 7.0% 22.2% 11.1% 11.9% 8.0% 9.0%

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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:BAL)
The plan consists of 26 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.

BAE Systems plc, through its subsidiaries, operates as a defense and security company worldwide. The company is based in London, the United Kingdom.



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