MyPlanIQ 401k Investor The Bank of America 401(k) Plan

The Bank of America 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX MFS INTL GRTH
Foreign Large Blend VTPSX VANG TOT INTL STK IP (VTPSX)
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU (TFEQX)
Others
Retirement Income STLAX BTC LIFEPATH RET
Target Date 2041-2045 LPHKX BTC LIFEPATH 2045
Target Date 2051+ LPVKX BTC LIFEPATH 2055
FIXED INCOME
Intermediate-Term Bond WACSX WA CORE BOND IS (WACSX)
Intermediate-Term Bond PTTRX PIM TOTAL RT INST (PTTRX)
Inflation-Protected Bond VIPIX VANG INFL PROT INST (VIPIX)
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX MFS INTL GRTH
Foreign Large Blend VTPSX VANG TOT INTL STK IP (VTPSX)
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU (TFEQX)
Others
Retirement Income STLAX BTC LIFEPATH RET
Target Date 2041-2045 LPHKX BTC LIFEPATH 2045
Target Date 2051+ LPVKX BTC LIFEPATH 2055
Target Date 2031-2035 LPJKX BTC LIFEPATH 2035
Target Date 2026-2030 LPSDX BTC LIFEPATH 2030
Target Date 2021-2025 LPBKX BTC LIFEPATH 2025
Target Date 2036-2040 LPSFX BTC LIFEPATH 2040
Target Date 2046-2050 LPSGX BTC LIFEPATH 2050
Target Date 2016-2020 LPSCX BTC LIFEPATH 2020
World Allocation MALOX BLKRK GLOBAL ALLOC I (MALOX)
World Allocation PAAIX PIM ALL ASSET INST (PAAIX)
Target Date 2011-2015 VTXVX BTC LIFEPATH 2015
FIXED INCOME
Intermediate-Term Bond WACSX WA CORE BOND IS (WACSX)
Intermediate-Term Bond PTTRX PIM TOTAL RT INST (PTTRX)
Inflation-Protected Bond VIPIX VANG INFL PROT INST (VIPIX)
Intermediate-Term Bond VBMPX VANG TOT BD MK IS PL (VBMPX)
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
US EQUITY
MID-CAP BLEND VEMPX VANG EXT MKT IDX ISP (VEMPX)
LARGE BLEND VIIIX VANG INST INDEX PLUS (VIIIX)
LARGE GROWTH TRLGX TRP INST LGCAP GRTH (TRLGX)
LARGE VALUE DODGX DODGE & COX STOCK (DODGX)
LARGE VALUE MADVX BLACKROCK EQ DIVD
MID-CAP BLEND GMSMX PYR SM MID CORE
SMALL BLEND LMBMX LM BFM US SM CP IS (LMBMX)
Total Available Funds: 27
  • 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 Growth MQGIX MFS INTL GRTH 86% 1 60 0 1.12% 2.36%
Foreign Large Blend VTPSX VANG TOT INTL STK IP (VTPSX) 63% 1 60 0 0.1% 2.71%
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU (TFEQX) 25% 1 60 0 0.8% 4.4%
Others
Retirement Income STLAX BTC LIFEPATH RET 98% 1 60 0 0.85% 7.2%
Target Date 2041-2045 LPHKX BTC LIFEPATH 2045 94% 1 60 0 0.5% 9.89%
Target Date 2051+ LPVKX BTC LIFEPATH 2055 93% 1 60 0 0.5% 10.01%
Target Date 2031-2035 LPJKX BTC LIFEPATH 2035 88% 1 60 0 0.5% 9.36%
Target Date 2026-2030 LPSDX BTC LIFEPATH 2030 88% 1 60 0 0.5% 11.15%
Target Date 2021-2025 LPBKX BTC LIFEPATH 2025 88% 1 60 0 0.5% 8.09%
Target Date 2036-2040 LPSFX BTC LIFEPATH 2040 85% 1 60 0 0.5% 11.8%
Target Date 2046-2050 LPSGX BTC LIFEPATH 2050 75% 1 60 0 0.5% 8.26%
Target Date 2016-2020 LPSCX BTC LIFEPATH 2020 70% 1 60 0 0.5% 6.74%
World Allocation MALOX BLKRK GLOBAL ALLOC I (MALOX) 66% 1 60 0 0.89% 5.42%
World Allocation PAAIX PIM ALL ASSET INST (PAAIX) 53% 1 60 0 0.9% 3.84%
Target Date 2011-2015 VTXVX BTC LIFEPATH 2015 4% 1 60 0 0.17% 2.11%
FIXED INCOME
Intermediate-Term Bond WACSX WA CORE BOND IS (WACSX) 97% 1 60 0 0.45% 2.93%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST (PTTRX) 86% 1 60 0 0.46% 2.62%
Inflation-Protected Bond VIPIX VANG INFL PROT INST (VIPIX) 85% 1 60 0 0.07% 3.4%
Intermediate-Term Bond VBMPX VANG TOT BD MK IS PL (VBMPX) 66% 1 60 0 0.05% 2.67%
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND 32% 1 60 0 NA 1.62%
US EQUITY
MID-CAP BLEND VEMPX VANG EXT MKT IDX ISP (VEMPX) 97% 1 60 0 0.1% 1.26%
LARGE BLEND VIIIX VANG INST INDEX PLUS (VIIIX) 89% 1 60 0 0.02% 1.92%
LARGE GROWTH TRLGX TRP INST LGCAP GRTH (TRLGX) 85% 1 60 0 0.57% 8.31%
LARGE VALUE DODGX DODGE & COX STOCK (DODGX) 69% 1 60 0 0.52% 5.95%
LARGE VALUE MADVX BLACKROCK EQ DIVD 67% 1 60 0 0.76% 5.54%
MID-CAP BLEND GMSMX PYR SM MID CORE 66% 1 60 0 1.68% 34.55%
SMALL BLEND LMBMX LM BFM US SM CP IS (LMBMX) 32% 1 60 0 0.75% 9.16%
Average Expense Ratio: 0.55%
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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 5.2% 11.0% 7.4% 7.9% 6.6% 6.4%

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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 3.6% 7.9% 7.3% 8.4% 8.2% 8.4%

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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 30 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Bank of America Corporation (Ticker: BAC), a financial holding company, provides banking and nonbanking financial services and products to individual consumers, small- and middle-market businesses, large corporations, and governments in the United States and internationally. Bank of America acquired Merill Lynch in 2008.

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