MyPlanIQ 401k Investor Ford Motor 401K

Ford Motor 401K

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Small Cap Equity Trust
Foreign Large Blend MAIIX BlackRock Intl. All Cap Equity Index NL Fund
INTERNATIONAL EQUITY SSGLX SSgA Global All Cap Equity Index
Others
Retirement Income STLAX BlackRock LifePath Index NL Retirement Fund
Target Date 2021-2025 LIBKX BlackRock LifePath Index NL 2025 Fund
Target Date 2041-2045 LIHKX BlackRock LifePath Index NL 2045 Fund
FIXED INCOME
Intermediate-Term Bond BMOIX BlackRock Bond Index Institutional
SHORT GOVERNMENT STABLEVALUE Interest Income Fund
US EQUITY
SMALL BLEND VSCIX Vanguard U.S. Small/Mid Cap Index
LARGE BLEND VLISX Vanguard Large Cap Index Instl
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Small Cap Equity Trust
Foreign Large Blend MAIIX BlackRock Intl. All Cap Equity Index NL Fund
INTERNATIONAL EQUITY SSGLX SSgA Global All Cap Equity Index
Others
Retirement Income STLAX BlackRock LifePath Index NL Retirement Fund
Target Date 2021-2025 LIBKX BlackRock LifePath Index NL 2025 Fund
Target Date 2041-2045 LIHKX BlackRock LifePath Index NL 2045 Fund
Target Date 2026-2030 STLDX BlackRock LifePath Index NL 2030 Fund
Target Date 2051+ LPVIX BlackRock LifePath Index NL 2055 Fund
Target Date 2036-2040 STLEX BlackRock LifePath Index NL 2040 Fund
Target Date 2046-2050 STLFX BlackRockLifePath Index NL 2050 Fund
Target Date 2016-2020 STLCX BlackRock LifePath Index NL 2020 Fund
Target Date 2031-2035 LIJIX BlackRock LifePath Index NL 2035 Fund
Conservative Allocation FSRRX SSgA Real Asset Fund - Class A
FIXED INCOME
Intermediate-Term Bond BMOIX BlackRock Bond Index Institutional
SHORT GOVERNMENT STABLEVALUE Interest Income Fund
US EQUITY
SMALL BLEND VSCIX Vanguard U.S. Small/Mid Cap Index
LARGE BLEND VLISX Vanguard Large Cap Index Instl
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Mid-Cap Growth NRGSX Neuberger Berman Genesis Fund-Institutional Class
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
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Small Cap Equity Trust 96% 3 60 0 1.23% 3.8%
Foreign Large Blend MAIIX BlackRock Intl. All Cap Equity Index NL Fund 53% 3 60 0 0.35% 2.68%
INTERNATIONAL EQUITY SSGLX SSgA Global All Cap Equity Index 0% 3 60 0 0.15% 2.61%
Others
Retirement Income STLAX BlackRock LifePath Index NL Retirement Fund 98% 3 60 0 0.85% 7.2%
Target Date 2021-2025 LIBKX BlackRock LifePath Index NL 2025 Fund 94% 3 60 0 0.16% 2.22%
Target Date 2041-2045 LIHKX BlackRock LifePath Index NL 2045 Fund 93% 3 60 0 0.18% 2.3%
Target Date 2026-2030 STLDX BlackRock LifePath Index NL 2030 Fund 90% 3 60 0 0.85% 10.98%
Target Date 2051+ LPVIX BlackRock LifePath Index NL 2055 Fund 86% 3 60 0 0.85% 8.23%
Target Date 2036-2040 STLEX BlackRock LifePath Index NL 2040 Fund 86% 3 60 0 0.85% 11.72%
Target Date 2046-2050 STLFX BlackRockLifePath Index NL 2050 Fund 82% 3 60 0 0.85% 8.22%
Target Date 2016-2020 STLCX BlackRock LifePath Index NL 2020 Fund 79% 3 60 0 0.85% 6.56%
Target Date 2031-2035 LIJIX BlackRock LifePath Index NL 2035 Fund 78% 3 60 0 0.27% 2.23%
Conservative Allocation FSRRX SSgA Real Asset Fund - Class A 12% 3 60 0 0.76% 0.97%
FIXED INCOME
Intermediate-Term Bond BMOIX BlackRock Bond Index Institutional 56% 3 60 0 0.25% 2.07%
SHORT GOVERNMENT STABLEVALUE Interest Income Fund 32% 1 60 0 NA 1.62%
US EQUITY
SMALL BLEND VSCIX Vanguard U.S. Small/Mid Cap Index 94% 3 60 0 0.14% 1.53%
LARGE BLEND VLISX Vanguard Large Cap Index Instl 94% 3 60 0 0.08% 1.87%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 76% 3 60 0 0.84% 44.04%
Mid-Cap Growth NRGSX Neuberger Berman Genesis Fund-Institutional Class 38% 3 60 0 NA 14%
Average Expense Ratio: 0.56%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 14.2% 18.8% 8.9% 9.1% 7.8% 6.7%

Sign up or Login first to get rebalance emails for this portfolio

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 2.8% 7.3% 6.4% 6.9% 7.3% 7.3%

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:FORD)
The plan consists of 20 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Ford Motor Company (Ticker: F) designs, develops, manufactures, and services cars and trucks worldwide. It operates in two sectors, Automotive and Financial Services. Ford Motor Company was founded in 1903 and is based in Dearborn, Michigan. Ford is one of the pioneers in automobile industry.

7/1/2010: The available funds are updated based on a user's input (thank you).

Discussions
comments powered by Disqus


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
Community Comments

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.