MyPlanIQ 401k Investor KEYCORP 401(k) SAVINGS PLAN

KEYCORP 401(k) SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Growth HLMIX Harding Loevner International
INTERNATIONAL EQUITY VDIPX Vanguard Developed Markets Idx InstlPls
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Inst
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Inst
Target Date 2051+ LPVIX BlackRock LifePath 2055 Inst
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth
Mid-Cap Growth PEGZX Jennison Large Cap Growth
LARGE VALUE BPAIX Boston Partners Large Cap Value Equity
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Growth HLMIX Harding Loevner International
INTERNATIONAL EQUITY VDIPX Vanguard Developed Markets Idx InstlPls
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Inst
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Inst
Target Date 2051+ LPVIX BlackRock LifePath 2055 Inst
Target Date 2046-2050 STLFX BlackRock LifePath 2050 Inst
Target Date 2021-2025 LPBIX BlackRock LifePath 2025 Inst
Target Date 2041-2045 LPHIX BlackRock LifePath 2045 Inst
Target Date 2031-2035 LPJIX BlackRock LifePath 2035 Inst
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Inst
ROOT CASH Fed Govt Obl Fund Inst (GOIXX)
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth
Mid-Cap Growth PEGZX Jennison Large Cap Growth
LARGE VALUE BPAIX Boston Partners Large Cap Value Equity
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
SMALL VALUE VSOIX Victory Small Company Opportunity I
MID-CAP BLEND VEMPX Vanguard Extended Market Idx Instl Plus
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Inflation-Protected Bond PRAIX PIMCO Diversified Real Asset
SHORT GOVERNMENT STABLEVALUE KeyBank EB MaGIC 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
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
Foreign Large Growth HLMIX Harding Loevner International 87% 3 60 0 0.79% 0%
INTERNATIONAL EQUITY VDIPX Vanguard Developed Markets Idx InstlPls 0% 3 60 0 0.05% 3.25%
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Inst 94% 3 60 0 0.34% 3.1%
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Inst 92% 3 60 0 1.04% 3.18%
Target Date 2051+ LPVIX BlackRock LifePath 2055 Inst 85% 3 60 0 0.59% 1.16%
Target Date 2046-2050 STLFX BlackRock LifePath 2050 Inst 81% 3 60 0 0.34% 1.14%
Target Date 2021-2025 LPBIX BlackRock LifePath 2025 Inst 56% 3 60 0 0.59% 1.83%
Target Date 2041-2045 LPHIX BlackRock LifePath 2045 Inst 54% 3 60 0 0.34% 1.27%
Target Date 2031-2035 LPJIX BlackRock LifePath 2035 Inst 53% 3 60 0 0.34% 1.5%
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Inst 0% 3 60 0 0.67% 1.74%
ROOT CASH Fed Govt Obl Fund Inst (GOIXX) 0% 0 60 0 NA 4.14%
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth 96% 3 60 0 1.27% 0%
Mid-Cap Growth PEGZX Jennison Large Cap Growth 89% 3 60 0 1.08% 3.11%
LARGE VALUE BPAIX Boston Partners Large Cap Value Equity 88% 3 60 0 0.8% 1.5%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 3 60 0 0.02% 1.37%
SMALL VALUE VSOIX Victory Small Company Opportunity I 65% 3 60 0 0.85% 6.56%
MID-CAP BLEND VEMPX Vanguard Extended Market Idx Instl Plus 4% 3 60 0 0.06% 1.3%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.27%
Inflation-Protected Bond PRAIX PIMCO Diversified Real Asset 78% 3 60 0 0.54% 4.73%
SHORT GOVERNMENT STABLEVALUE KeyBank EB MaGIC Fund 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.56%
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Related Retirement Plans
KEYCORP 401K 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 5.3% 21.0% 8.4% 10.1% 6.7% 8.2%

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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(Ticker:KEY)
The plan consists of 23 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

KeyCorp operates as a holding company for KeyBank National Association that provides various banking services in the United States.



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