MyPlanIQ 401k Investor VALERO ENERGY CORPORATION THRIFT PLAN

VALERO ENERGY CORPORATION THRIFT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend IGIBX International Growth & Income Fund; Class B Shares
Foreign Large Blend AEGBX EuroPacific Growth Fund; Class B Shares
Others
Target Date 2051+ LIVAX LifePath Index 2055 Portfolio; Investor A Shares
Target Date 2046-2050 LIPAX LifePath Index 2050 Portfolio; Investor A Shares
Target Date 2041-2045 LIHAX LifePath Index 2045 Portfolio; Investor A Shares
US EQUITY
LARGE GROWTH AGRBX Growth Fund of America, Inc; Class B Shares
LARGE BLEND AFIBX Fundamental Investors, Inc; Class B Shares
FIXED INCOME
Short-Term Bond IBFBX Intermediate Bond Fund of America; Class B Shares
WORLD BOND WBFBX Capital World Bond Fund; Class B Shares
Intermediate-Term Bond BFABX Bond Fund of America; B
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend IGIBX International Growth & Income Fund; Class B Shares
Foreign Large Blend AEGBX EuroPacific Growth Fund; Class B Shares
WORLD STOCK CWGBX Capital World Growth & Income Fund; Class B Shares
Others
Target Date 2051+ LIVAX LifePath Index 2055 Portfolio; Investor A Shares
Target Date 2046-2050 LIPAX LifePath Index 2050 Portfolio; Investor A Shares
Target Date 2041-2045 LIHAX LifePath Index 2045 Portfolio; Investor A Shares
Target Date 2031-2035 LIJAX LifePath Index 2035 Portfolio; Investor A Shares
Target Date 2036-2040 LIKAX LifePath Index 2040 Portfolio; Investor A Shares
Target Date 2021-2025 LILAX LifePath Index 2025 Portfolio; Investor A Shares
Target Date 2026-2030 LINAX LifePath Index 2030 Portfolio; Investor A Shares
Retirement Income LIRKX LifePath Index Retirement Portfolio; Class K Shares
Moderate Allocation IFABX Income Fund of America; Class B Shares
World Allocation CIBBX Capital Income Builder; Class B Shares
Target Date 2016-2020 LIQAX LifePath Index 2020 Portfolio; Investor A Shares
US EQUITY
LARGE GROWTH AGRBX Growth Fund of America, Inc; Class B Shares
LARGE BLEND AFIBX Fundamental Investors, Inc; Class B Shares
FIXED INCOME
Short-Term Bond IBFBX Intermediate Bond Fund of America; Class B Shares
WORLD BOND WBFBX Capital World Bond Fund; Class B Shares
Intermediate-Term Bond BFABX Bond Fund of America; B
Total Available Funds: 20
  • 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 AEPGX EuroPacific Growth Fund; Class A Shares 58% 1 60 0 0.9% 3.64%
Foreign Large Blend IGIBX International Growth & Income Fund; Class B Shares 0% 1 60 0 1.68% 0%
Foreign Large Blend AEGBX EuroPacific Growth Fund; Class B Shares 0% 1 60 0 1.58% 0%
WORLD STOCK CWGBX Capital World Growth & Income Fund; Class B Shares 0% 1 60 0 1.56% 0%
Others
Target Date 2051+ LIVAX LifePath Index 2055 Portfolio; Investor A Shares 69% 1 60 0 0.39% 1.42%
Target Date 2046-2050 LIPAX LifePath Index 2050 Portfolio; Investor A Shares 46% 1 60 0 0.39% 1.47%
Target Date 2041-2045 LIHAX LifePath Index 2045 Portfolio; Investor A Shares 37% 1 60 0 0.39% 1.58%
Target Date 2031-2035 LIJAX LifePath Index 2035 Portfolio; Investor A Shares 36% 1 60 0 0.39% 1.81%
Target Date 2036-2040 LIKAX LifePath Index 2040 Portfolio; Investor A Shares 33% 1 60 0 0.39% 1.69%
Target Date 2021-2025 LILAX LifePath Index 2025 Portfolio; Investor A Shares 32% 1 60 0 0.39% 2.06%
Target Date 2026-2030 LINAX LifePath Index 2030 Portfolio; Investor A Shares 31% 1 60 0 0.39% 1.93%
Retirement Income LIRKX LifePath Index Retirement Portfolio; Class K Shares 14% 1 60 0 0.39% 2.39%
Moderate Allocation IFABX Income Fund of America; Class B Shares 0% 1 60 0 1.34% 0.15%
World Allocation CIBBX Capital Income Builder; Class B Shares 0% 1 60 0 1.38% 0.27%
Target Date 2016-2020 LIQAX LifePath Index 2020 Portfolio; Investor A Shares 0% 1 60 0 0.4% 2.05%
US EQUITY
LARGE GROWTH AGRBX Growth Fund of America, Inc; Class B Shares 0% 1 60 0 1.43% 0%
LARGE BLEND AFIBX Fundamental Investors, Inc; Class B Shares 0% 1 60 0 1.4% 0%
FIXED INCOME
Short-Term Bond IBFBX Intermediate Bond Fund of America; Class B Shares 0% 1 60 0 1.36% 0.08%
WORLD BOND WBFBX Capital World Bond Fund; Class B Shares 0% 1 60 0 1.64% 0%
Intermediate-Term Bond BFABX Bond Fund of America; B 0% 1 60 0 1.36% 0.2%
Average Expense Ratio: 0.96%
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Related Retirement Plans
VALERO ENERGY CORPORATION THRIFT 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 4.7% 10.8% 4.6% 7.0% 4.7% 7.2%

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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:VLO)
The plan consists of 20 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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