MyPlanIQ 401k Investor The Bank of America 401(k) Plan for Legacy Companies

The Bank of America 401(k) Plan for Legacy Companies

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVESTMENT PORTFOLIO
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX FIDELITY DIVERSIFIED INTERNATIONAL FUND
Foreign Large Blend NIIAX COLUMBIA MULTI-ADVISOR INTERNATIONAL EQUITIES FUND
Others
Target Date 2026-2030 STLDX BLACKROCK LIFEPATH INDEX 2030 FUND
Retirement Income STLAX BLACKROCK LIFEPATH INDEX RETIREMENT FUND
Target Date 2036-2040 STLEX BLACKROCK LIFEPATH INDEX 2040 FUND
FIXED INCOME
Inflation-Protected Bond VIPSX VANGUARD INFLATION PROTECTED SECURITIES FUND
Intermediate-Term Bond WATFX WESTERN ASSET CORE BOND PORT FUND
Intermediate-Term Bond RBFGX American Funds Bond Fund of Amer R6
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVESTMENT PORTFOLIO
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX FIDELITY DIVERSIFIED INTERNATIONAL FUND
Foreign Large Blend NIIAX COLUMBIA MULTI-ADVISOR INTERNATIONAL EQUITIES FUND
Others
Target Date 2026-2030 STLDX BLACKROCK LIFEPATH INDEX 2030 FUND
Retirement Income STLAX BLACKROCK LIFEPATH INDEX RETIREMENT FUND
Target Date 2036-2040 STLEX BLACKROCK LIFEPATH INDEX 2040 FUND
Target Date 2050+ LPVIX BLACKROCK LIFEPATH INDEX 2055 FUND
Target Date 2050+ STLFX BLACKROCK LIFEPATH INDEX 2050 FUND
Target Date 2021-2025 LPBIX BLACKROCK LIFEPATH INDEX 2025 FUND
Target Date 2041-2045 LPHIX BLACKROCK LIFEPATH INDEX 2045 FUND
Target Date 2031-2035 LPJIX BLACKROCK LIFEPATH INDEX 2035 FUND
Target Date 2016-2020 STLCX BLACKROCK LIFEPATH INDEX 2020 FUND
Target Date 2011-2015 BIPBX BLACKROCK LIFEPATH INDEX 2015 FUND
ROOT CASH COLUMBIA CASH RESERVES CAPITAL CLASS,,,
FIXED INCOME
Inflation-Protected Bond VIPSX VANGUARD INFLATION PROTECTED SECURITIES FUND
Intermediate-Term Bond WATFX WESTERN ASSET CORE BOND PORT FUND
Intermediate-Term Bond RBFGX American Funds Bond Fund of Amer R6
US EQUITY
LARGE BLEND VTSMX VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
LARGE VALUE DODGX DODGE & COX STOCK FUND
SMALL BLEND LMSIX LEGG MASON BATTERYMARCH US SMALL CAP EQUITY PORTFOLIO INSTITUTIONAL FUND
MID-CAP BLEND NTIAX COLUMBIA MID CAP INDEX FUND
SMALL BLEND NMSAX COLUMBIA SMALL CAP INDEX FUND
LARGE GROWTH NFEAX COLUMBIA MARSICO FOCUSED EQUITIES FUND
LARGE BLEND NEIAX COLUMBIA LARGE CAP INDEX FUND
LARGE GROWTH RGAGX GROWTH FUND OF AMERICA,
LARGE VALUE NVLEX COLUMBIA LARGE CAP VALUE FUND
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
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVESTMENT PORTFOLIO 97% 3 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX FIDELITY DIVERSIFIED INTERNATIONAL FUND 98% 3 60 0 0.65% 1.59%
Foreign Large Blend NIIAX COLUMBIA MULTI-ADVISOR INTERNATIONAL EQUITIES FUND 0% 3 60 0 1.29% 1.59%
Others
Target Date 2026-2030 STLDX BLACKROCK LIFEPATH INDEX 2030 FUND 94% 3 60 0 0.34% 3.1%
Retirement Income STLAX BLACKROCK LIFEPATH INDEX RETIREMENT FUND 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX BLACKROCK LIFEPATH INDEX 2040 FUND 92% 3 60 0 1.04% 3.18%
Target Date 2050+ LPVIX BLACKROCK LIFEPATH INDEX 2055 FUND 85% 3 60 0 0.59% 1.16%
Target Date 2050+ STLFX BLACKROCK LIFEPATH INDEX 2050 FUND 81% 3 60 0 0.34% 1.14%
Target Date 2021-2025 LPBIX BLACKROCK LIFEPATH INDEX 2025 FUND 56% 3 60 0 0.59% 1.83%
Target Date 2041-2045 LPHIX BLACKROCK LIFEPATH INDEX 2045 FUND 54% 3 60 0 0.34% 1.27%
Target Date 2031-2035 LPJIX BLACKROCK LIFEPATH INDEX 2035 FUND 53% 3 60 0 0.34% 1.5%
Target Date 2016-2020 STLCX BLACKROCK LIFEPATH INDEX 2020 FUND 0% 3 60 0 0.67% 1.74%
Target Date 2011-2015 BIPBX BLACKROCK LIFEPATH INDEX 2015 FUND 0% 3 60 0 0.22% 1.99%
ROOT CASH COLUMBIA CASH RESERVES CAPITAL CLASS,,, 0% 3 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond VIPSX VANGUARD INFLATION PROTECTED SECURITIES FUND 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond WATFX WESTERN ASSET CORE BOND PORT FUND 76% 3 60 0 0.42% 3.96%
Intermediate-Term Bond RBFGX American Funds Bond Fund of Amer R6 33% 3 60 0 0.33% 3.89%
US EQUITY
LARGE BLEND VTSMX VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 94% 3 60 0 0.03% 1.26%
LARGE VALUE DODGX DODGE & COX STOCK FUND 93% 3 60 0 0.52% 4.95%
SMALL BLEND LMSIX LEGG MASON BATTERYMARCH US SMALL CAP EQUITY PORTFOLIO INSTITUTIONAL FUND 65% 3 60 0 0.94% 1.09%
MID-CAP BLEND NTIAX COLUMBIA MID CAP INDEX FUND 44% 3 60 0 0.2% 7.77%
SMALL BLEND NMSAX COLUMBIA SMALL CAP INDEX FUND 41% 3 60 0 0.45% 5.38%
LARGE GROWTH NFEAX COLUMBIA MARSICO FOCUSED EQUITIES FUND 40% 3 60 0 0.8% 0%
LARGE BLEND NEIAX COLUMBIA LARGE CAP INDEX FUND 36% 3 60 0 0.2% 8.76%
LARGE GROWTH RGAGX GROWTH FUND OF AMERICA, 25% 3 60 0 0.3% 0%
LARGE VALUE NVLEX COLUMBIA LARGE CAP VALUE FUND 0% 3 60 0 1.18% 1.43%
Average Expense Ratio: 0.54%
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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 0.3% 12.5% 3.1% 6.6% 6.1% 8.3%

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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:BAC)
The plan consists of 28 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.
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