MyPlanIQ 401k Investor ProLogis 401(k) Savings Plan

ProLogis 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
REAL ESTATE VGSIX Vanguard REIT Index Fund
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
ROOT BJBIX Julius Baer International Equity Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond Index Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
REAL ESTATE VGSIX Vanguard REIT Index Fund
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
ROOT BJBIX Julius Baer International Equity Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund Investor Shares
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond Index Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
Small Growth VISGX Vanguard Small-Cap Growth Index Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE GROWTH VIGRX Vanguard Growth Index Fund Investor Shares
MID-CAP VALUE VMVIX Wells Fargo Advantage C&B Mid Cap Value Portfolio D Shares
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fund
LARGE VALUE VIVAX Vanguard Value Index Fund Investor Shares
LARGE BLEND NYVTX Davis New York Venture Fund
Small Growth TMCGX Turner Mid-Cap Growth Fund
SMALL BLEND TASCX Third Avenue Small-Cap Value Fund
LARGE GROWTH HACAX Harbor Capital Appreciation Fund
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value Fund
MID-CAP BLEND CAAPX Ariel Appreciation Fund
Small Growth TSCEX Turner Small-Cap Growth Fund
LARGE VALUE ICAEX MainStay ICAP Equity Fund
LARGE GROWTH CTGIX Aston ABN AMRO Growth Fund
Mid-Cap Growth PMGIX Allianz CCM Mid-Cap Fund
Small Growth PMCIX Allianz CCM Emerging Companies Fund
Total Available Funds: 34
  • 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 CSRSX Cohen & Steers Realty Shares 94% 3 60 0 0.88% 3.83%
REAL ESTATE VGSIX Vanguard REIT Index Fund 81% 3 60 0 0.12% 4.12%
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund 98% 3 60 0 1.97% 4.96%
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund 97% 3 60 0 1.31% 0%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 3 60 0 0.08% 3.45%
Others
ROOT BJBIX Julius Baer International Equity Fund 98% 3 60 0 0.9% 0%
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 3 60 0 0.08% 2.48%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 3 60 0 0.08% 4.21%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 3 60 0 0.08% 2.65%
Moderate Allocation VBINX Vanguard Balanced Index Fund Investor Shares 93% 3 60 0 0.07% 4.75%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.67%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund 0% 3 60 0 NA 2.94%
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond Index Fund 99% 3 60 0 0.07% 3.35%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 4.03%
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund 100% 3 60 0 0.06% 2.35%
Small Growth VISGX Vanguard Small-Cap Growth Index Fund 100% 3 60 0 0.07% 0.66%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 98% 3 60 0 0.14% 1.56%
LARGE GROWTH VIGRX Vanguard Growth Index Fund Investor Shares 97% 3 60 0 0.04% 0.57%
MID-CAP VALUE VMVIX Wells Fargo Advantage C&B Mid Cap Value Portfolio D Shares 96% 3 60 0 0.19% 2.41%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fund 96% 3 60 0 0.19% 2.41%
LARGE VALUE VIVAX Vanguard Value Index Fund Investor Shares 96% 3 60 0 0.05% 2.67%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.72%
Small Growth TMCGX Turner Mid-Cap Growth Fund 89% 3 60 0 0.9% 0%
SMALL BLEND TASCX Third Avenue Small-Cap Value Fund 85% 3 60 0 1.4% 15.04%
LARGE GROWTH HACAX Harbor Capital Appreciation Fund 75% 3 60 0 1.04% 0%
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value Fund 70% 3 60 0 1.97% 0.34%
MID-CAP BLEND CAAPX Ariel Appreciation Fund 46% 3 60 0 1.1% 6.6%
Small Growth TSCEX Turner Small-Cap Growth Fund 0% 3 60 0 1.25% 2.67%
LARGE VALUE ICAEX MainStay ICAP Equity Fund 0% 3 60 0 0.9% 26.92%
LARGE GROWTH CTGIX Aston ABN AMRO Growth Fund 0% 3 60 0 NA 0%
Mid-Cap Growth PMGIX Allianz CCM Mid-Cap Fund 0% 3 60 0 NA 0%
Small Growth PMCIX Allianz CCM Emerging Companies Fund 0% 3 60 0 NA 2.04%
Average Expense Ratio: 0.62%
Sign up to get fund ranking change alerts

* 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
PROLOGIS 401(K) 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 2.6% 2.3% 2.5% 6.2% 7.5% 9.0%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:PLD)
The plan consists of 35 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

ProLogis operates as a real estate investment trust in the United States. It owns, operates, and develops industrial distribution properties in North America, Europe, and Asia. The company operates in three segments: Property Operations, Fund Management, and Corporate Distribution Facilities Services (CDFS).



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.