MyPlanIQ 401k Investor DOMINION HOURLY SAVINGS PLAN

DOMINION HOURLY SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REFDX Morgan Stanley Investment Management Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Capital Research & Management Co.International Equity Fund
Others
Target Date 2021-2025 VTTVX Vanguard Group Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Group Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Group Target Retirement Income Fund
US EQUITY
Small Growth VISGX Vanguard Group Small Cap Growth Fund
MID-CAP BLEND VIEIX The Bank of New York Mellon Wilshire 4500 Index Fund
LARGE VALUE VMVLX Key Bank N.A.Large Cap Value Fund
FIXED INCOME
Intermediate-Term Bond MIIDX The Bank of New York Mellon Intermediate Bond Fund
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REFDX Morgan Stanley Investment Management Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Capital Research & Management Co.International Equity Fund
Others
Target Date 2021-2025 VTTVX Vanguard Group Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Group Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Group Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Group Target Retirement 2035 Fund
Target Date 2050+ VFIFX Vanguard Group Target Retirement 2050 Fund
Target Date 2036-2040 VFORX Vanguard Group Target Retirement 2040 Fund
Target Date 2026-2030 VTHRX Vanguard Group Target Retirement 2030 Fund
Target Date 2016-2020 VTWNX Vanguard Group Target Retirement 2020 Fund
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX Vanguard Group Target Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Group Target Retirement 2010 Fund
Target Date 2000-2010 VTOVX Vanguard Group Target Retirement 2005 Fund
ROOT CASH Lehman Brothers Holdings Inc.EB Temporary Investment Fund
ROOT CASH The Bank of New York Mellon EB Temporary Investment Fund
US EQUITY
Small Growth VISGX Vanguard Group Small Cap Growth Fund
MID-CAP BLEND VIEIX The Bank of New York Mellon Wilshire 4500 Index Fund
LARGE VALUE VMVLX Key Bank N.A.Large Cap Value Fund
Small Growth SWOSX Laudus Fund Group Small Cap Value Fund
LARGE BLEND MILCX The Bank of New York Mellon S&P 500 Index Fund
FIXED INCOME
Intermediate-Term Bond MIIDX The Bank of New York Mellon Intermediate Bond Fund
Total Available Funds: 22
  • 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 REFDX Morgan Stanley Investment Management Real Estate Fund 0% 3 60 0 NA 0%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Capital Research & Management Co.International Equity Fund 16% 3 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX Vanguard Group Target Retirement 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Group Target Retirement 2045 Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Group Target Retirement Income Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Group Target Retirement 2035 Fund 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard Group Target Retirement 2050 Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Group Target Retirement 2040 Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Group Target Retirement 2030 Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Group Target Retirement 2020 Fund 66% 3 60 0 0.08% 4.48%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Vanguard Group Target Retirement 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Group Target Retirement 2010 Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Group Target Retirement 2005 Fund 0% 3 60 0 NA 2.78%
ROOT CASH Lehman Brothers Holdings Inc.EB Temporary Investment Fund 0% 1 60 0 NA 4.14%
ROOT CASH The Bank of New York Mellon EB Temporary Investment Fund 0% 1 60 0 NA 4.14%
US EQUITY
Small Growth VISGX Vanguard Group Small Cap Growth Fund 100% 3 60 0 0.07% 0.54%
MID-CAP BLEND VIEIX The Bank of New York Mellon Wilshire 4500 Index Fund 74% 3 60 0 0.06% 1.29%
LARGE VALUE VMVLX Key Bank N.A.Large Cap Value Fund 62% 3 60 0 0.07% 2.43%
Small Growth SWOSX Laudus Fund Group Small Cap Value Fund 0% 3 60 0 1.36% 13.83%
LARGE BLEND MILCX The Bank of New York Mellon S&P 500 Index Fund 0% 3 60 0 1.11% 0.3%
FIXED INCOME
Intermediate-Term Bond MIIDX The Bank of New York Mellon Intermediate Bond Fund 95% 3 60 0 0.83% 2.47%
Average Expense Ratio: 0.26%
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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 22 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.


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