MyPlanIQ Northern Trust Co 401K

Northern Trust Co 401K

Investment Menu Rating:

Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX abemx
INTERNATIONAL EQUITY
Foreign Large Blend VEA vea
Foreign Large Blend BIGAX bigax
Others
Target Date 2021-2025 VTTVX vttvx
Target Date 2041-2045 VTIVX vtivx
Retirement Income VTINX vtinx
FIXED INCOME
Inflation-Protected Bond TIP tip
Intermediate-Term Bond CIU ciu
Intermediate-Term Bond BBPAX bbpax
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX abemx
INTERNATIONAL EQUITY
Foreign Large Blend VEA vea
Foreign Large Blend BIGAX bigax
Others
Target Date 2021-2025 VTTVX vttvx
Target Date 2041-2045 VTIVX vtivx
Retirement Income VTINX vtinx
Target Date 2031-2035 VTTHX vtthx
Moderate Allocation PAAIX paaix
Target Date 2051+ VFFVX vffvx
Target Date 2046-2050 VFIFX vfifx
Target Date 2026-2030 VTHRX vthrx
Target Date 2036-2040 VFORX vforx
Target Date 2016-2020 VTWNX vtwnx
Target Date 2011-2015 VTXVX vtxvx
Target Date 2000-2010 VTOVX vtovx
Target Date 2000-2010 VTENX vtenx
ROOT CASH cash
EQUITY NTRS ntrs
FIXED INCOME
Inflation-Protected Bond TIP tip
Intermediate-Term Bond CIU ciu
Intermediate-Term Bond BBPAX bbpax
US EQUITY
LARGE BLEND SPY spy
MID-CAP BLEND MDY mdy
SMALL BLEND IWM iwm
MID-CAP BLEND IWR iwr
MID-CAP BLEND NMMCX nmmcx
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
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX abemx 76% 3 60 0 1.1% 0.95%
INTERNATIONAL EQUITY
Foreign Large Blend VEA vea 97% 3 60 0 0.05% 3.07%
Foreign Large Blend BIGAX bigax 0% 3 60 0 1.06% 0%
Others
Target Date 2021-2025 VTTVX vttvx 97% 3 60 0 0.08% 7.33%
Target Date 2041-2045 VTIVX vtivx 97% 3 60 0 0.08% 2.39%
Retirement Income VTINX vtinx 97% 3 60 0 0.08% 5.11%
Target Date 2031-2035 VTTHX vtthx 96% 3 60 0 0.08% 3.13%
Moderate Allocation PAAIX paaix 96% 3 60 0 1.84% 6.33%
Target Date 2051+ VFFVX vffvx 80% 3 60 0 0.08% 2.27%
Target Date 2046-2050 VFIFX vfifx 75% 3 60 0 0.08% 2.26%
Target Date 2026-2030 VTHRX vthrx 70% 3 60 0 0.08% 3.62%
Target Date 2036-2040 VFORX vforx 69% 3 60 0 0.08% 2.68%
Target Date 2016-2020 VTWNX vtwnx 66% 3 60 0 0.08% 8.81%
Target Date 2011-2015 VTXVX vtxvx 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTOVX vtovx 0% 3 60 0 NA 2.94%
Target Date 2000-2010 VTENX vtenx 0% 3 60 0 0.17% 7.48%
ROOT CASH cash 0% 3 60 0 NA 2.61%
EQUITY NTRS ntrs 0% 3 60 0 NA 3.55%
FIXED INCOME
Inflation-Protected Bond TIP tip 97% 3 60 0 0.19% 2.5%
Intermediate-Term Bond CIU ciu 5% 3 60 0 0.2% 2.59%
Intermediate-Term Bond BBPAX bbpax 0% 3 60 0 0.37% 2.87%
US EQUITY
LARGE BLEND SPY spy 100% 3 60 0 0.09% 1.3%
MID-CAP BLEND MDY mdy 100% 3 60 0 0.24% 1.28%
SMALL BLEND IWM iwm 99% 3 60 0 0.19% 1.23%
MID-CAP BLEND IWR iwr 94% 3 60 0 0.19% 1.51%
MID-CAP BLEND NMMCX nmmcx 0% 3 60 0 1% 10.82%
Average Expense Ratio: 0.33%
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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% 8.6% 1.9% 4.9% 4.9% 5.6%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.3% 7.7% -0.0% 6.9% 4.8% 4.8%

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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
This plan consists of 26 funds, some of them are: ABEMX, BIGAX, SPY, IWR, MDY, NMMCX.

This is based on information provided by an employee of Northern Trust Co ( NTRS).



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