MyPlanIQ 401k Investor General Electric 401K

General Electric 401K

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Non US Equity Index
INTERNATIONAL EQUITY MNCEX Mercer GE International
Others
Target Date 2051 LIVKX Target Retirement 2055
Target Date 2046-2050 LIPKX Target Retirement2050
Target Date 2041-2045 LIHKX Target Retirement 2045
FIXED INCOME
SHORT GOVERNMENT SHY Short Term Govt Income Fund
Inflation-Protected Bond TIP US TIPS Index
Intermediate-Term Bond BMOIX US Aggregate Bond Index Fund
US EQUITY
LARGE BLEND SPY US Large Cap Index
MID-CAP BLEND MDY US Mid Cap Index
SMALL BLEND IWM US Small Cap Index
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Non US Equity Index
INTERNATIONAL EQUITY MNCEX Mercer GE International
Others
Target Date 2051 LIVKX Target Retirement 2055
Target Date 2046-2050 LIPKX Target Retirement2050
Target Date 2041-2045 LIHKX Target Retirement 2045
Target Date 2031-2035 LIJKX Target Retirement 2035
Target Date 2021-2025 LIBKX Target Retirement 2025
Target Date 2036-2040 LIKKX Target Retirement 2040
Target Date 2026-2030 LINKX Target Retirement 2030
Retirement Income LIRKX Target Retirement Income
EQUITY SSASX SSGA Income Fund
EQUITY SSAQX SSGA Equity Fund
Target Date 2056-2060 LIZKX Target Retirement 2060
ROOT CASH GE Money Market Fund
FIXED INCOME
SHORT GOVERNMENT SHY Short Term Govt Income Fund
Inflation-Protected Bond TIP US TIPS Index
Intermediate-Term Bond BMOIX US Aggregate Bond Index Fund
US EQUITY
LARGE BLEND SPY US Large Cap Index
MID-CAP BLEND MDY US Mid Cap Index
SMALL BLEND IWM US Small Cap Index
SMALL BLEND SIVIX SSGA Institutional Small-Cap Equity Fund Investment Class
Total Available Funds: 21
  • 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 ACWX Non US Equity Index 97% 0 60 0 0.34% 2.92%
INTERNATIONAL EQUITY MNCEX Mercer GE International 0% 0 60 0 0.64% 0.5%
Others
Target Date 2051 LIVKX Target Retirement 2055 66% 0 60 0 0.39% 1.69%
Target Date 2046-2050 LIPKX Target Retirement2050 44% 0 60 0 0.39% 1.74%
Target Date 2041-2045 LIHKX Target Retirement 2045 35% 0 60 0 0.39% 1.84%
Target Date 2031-2035 LIJKX Target Retirement 2035 33% 0 60 0 0.39% 2.08%
Target Date 2021-2025 LIBKX Target Retirement 2025 33% 0 60 0 0.39% 2.35%
Target Date 2036-2040 LIKKX Target Retirement 2040 30% 0 60 0 0.39% 1.96%
Target Date 2026-2030 LINKX Target Retirement 2030 29% 0 60 0 0.39% 2.22%
Retirement Income LIRKX Target Retirement Income 14% 0 60 0 0.39% 2.39%
EQUITY SSASX SSGA Income Fund 1% 0 60 0 0.2% 3.24%
EQUITY SSAQX SSGA Equity Fund 0% 0 60 0 0.16% 1.24%
Target Date 2056-2060 LIZKX Target Retirement 2060 0% 0 60 0 0.39% 1.66%
ROOT CASH GE Money Market Fund 0% 0 60 0 NA 4.14%
FIXED INCOME
SHORT GOVERNMENT SHY Short Term Govt Income Fund 98% 0 60 0 0.15% 3.11%
Inflation-Protected Bond TIP US TIPS Index 97% 0 60 0 0.19% 2.76%
Intermediate-Term Bond BMOIX US Aggregate Bond Index Fund 12% 0 60 0 0.35% 2.84%
US EQUITY
LARGE BLEND SPY US Large Cap Index 100% 0 60 0 0.09% 1.3%
MID-CAP BLEND MDY US Mid Cap Index 100% 0 60 0 0.24% 1.16%
SMALL BLEND IWM US Small Cap Index 99% 0 60 0 0.19% 1.33%
SMALL BLEND SIVIX SSGA Institutional Small-Cap Equity Fund Investment Class 0% 0 60 0 NA 0%
Average Expense Ratio: 0.32%
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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 3.1% 10.9% 2.2% 8.3% 10.5% 12.9%

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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 2.0% 10.1% -1.8% 5.7% 4.5% 6.6%

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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:GE)
The plan consists of 9 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

The General Electric Company, or GE (NYSE: GE, is an mutlinational conglomerate  corporation incorporated in the State of New York. In 2010, Forbes ranked GE as the world's second largest company, based on a formula that compared the total sales, profits, assets, and market value of several multinational companies.The company has 304,000 employees around the world.

GE's 401k plan consists of funds that are managed by GE capital.



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