MyPlanIQ 401k Investor Best Buy Retirement Savings Plan

Best Buy Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional International Equity Fund
Others
Target Date 2026-2030 STLDX BGI Lifepath 2030
Retirement Income STLAX BGI Lifepath Retirement
Target Date 2036-2040 STLEX BGI Lifepath 2040
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH MGRIX Marsico Growth Fund
LARGE BLEND WFSPX Barclays S&P 500 Equity Index Fund
LARGE VALUE HWLAX Hotchkis & Wiley Large-Cap Value Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional International Equity Fund
Others
Target Date 2026-2030 STLDX BGI Lifepath 2030
Retirement Income STLAX BGI Lifepath Retirement
Target Date 2036-2040 STLEX BGI Lifepath 2040
Target Date 2050+ LPRFX BGI Lifepath 2050
ROOT CASH Money market substitute
Target Date 2016-2020 STLCX BGI Lifepath 2020
ROOT STLBX BGI Lifepath 2010
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH MGRIX Marsico Growth Fund
LARGE BLEND WFSPX Barclays S&P 500 Equity Index Fund
LARGE VALUE HWLAX Hotchkis & Wiley Large-Cap Value Fund
SMALL BLEND FMAZX Morgan Stanley Institutional Small Company Growth Fund
SMALL VALUE ARTVX Artisan Small-Cap Value Fund
Total Available Funds: 14
  • 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 MIEIX MFS Institutional International Equity Fund 90% 3 60 0 0.72% 0%
Others
Target Date 2026-2030 STLDX BGI Lifepath 2030 94% 3 60 0 0.34% 3.1%
Retirement Income STLAX BGI Lifepath Retirement 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX BGI Lifepath 2040 92% 3 60 0 1.04% 3.18%
Target Date 2050+ LPRFX BGI Lifepath 2050 89% 3 60 0 0.34% 0.98%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
Target Date 2016-2020 STLCX BGI Lifepath 2020 0% 3 60 0 0.67% 1.74%
ROOT STLBX BGI Lifepath 2010 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE GROWTH MGRIX Marsico Growth Fund 98% 3 60 0 1.21% 0%
LARGE BLEND WFSPX Barclays S&P 500 Equity Index Fund 75% 3 60 0 0.03% 1.52%
LARGE VALUE HWLAX Hotchkis & Wiley Large-Cap Value Fund 34% 3 60 0 1.91% 11.04%
SMALL BLEND FMAZX Morgan Stanley Institutional Small Company Growth Fund 0% 3 60 0 NA 0%
SMALL VALUE ARTVX Artisan Small-Cap Value Fund 0% 3 60 0 1.2% 0%
Average Expense Ratio: 0.83%
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Related Retirement Plans
BEST BUY RETIREMENT SAVINGS PLAN
Model Portfolios

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
The plan consists of 18 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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