MyPlanIQ 401k Investor BASF CORPORATION RETIREMENT SAVINGS PLAN

BASF CORPORATION RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund; Admiral Shares
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund; Investor Shares
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund; Admiral Shares
MID-CAP VALUE VASVX Vanguard Selected Value Fund; Investor Shares
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Fund; Institutional Class Shares
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Securities Fund; Institutional Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund; Admiral Shares
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund; Investor Shares
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund; Admiral Shares
MID-CAP VALUE VASVX Vanguard Selected Value Fund; Investor Shares
LARGE VALUE VWNAX Vanguard Windsor II Fund; Admiral Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund; Institutional Shares
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund; Institutional Shares
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Fund; Institutional Class Shares
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Securities Fund; Institutional Shares
High Yield Bond VWEAX Vanguard High-Yield Corporate Fund; Admiral Shares
Total Available Funds: 11
  • 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 Blend VWILX Vanguard International Growth Fund; Admiral Shares 83% 1 60 0 0.45% 1.94%
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund; Investor Shares 97% 1 60 0 0.06% 1.11%
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund; Admiral Shares 88% 1 60 0 0.31% 7.88%
MID-CAP VALUE VASVX Vanguard Selected Value Fund; Investor Shares 84% 1 60 0 0.43% 1.58%
LARGE VALUE VWNAX Vanguard Windsor II Fund; Admiral Shares 81% 1 60 0 0.26% 1.59%
LARGE BLEND VINIX Vanguard Institutional Index Fund; Institutional Shares 78% 1 60 0 0.02% 1.36%
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund; Institutional Shares 74% 1 60 0 0.06% 1.29%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund; Investor Shares 98% 1 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund; Institutional Class Shares 97% 1 60 0 0.83% 3.98%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Securities Fund; Institutional Shares 91% 1 60 0 0.1% 4.92%
High Yield Bond VWEAX Vanguard High-Yield Corporate Fund; Admiral Shares 85% 1 60 0 0.13% 5.78%
Average Expense Ratio: 0.25%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
BASF CORPORATION RETIREMENT SAVINGS PLAN
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 2.5% 12.7% -0.7% 7.4% 6.7% 8.6%

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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
The plan consists of 11 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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