MyPlanIQ 401k Investor Whole Foods Market Growing Your Future 401(k) Plan

Whole Foods Market Growing Your Future 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
WORLD STOCK RNPFX American Funds New Perspective Fund Class R5,,,
EUROPE STOCK FECAX Fidelity Capital Appreciation Fund,,,
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2010 Fund,
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund,,,
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Fund,,,
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund,
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL BLEND ASCIX American Beacon Small Cap Value Fund,,,
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
WORLD STOCK RNPFX American Funds New Perspective Fund Class R5,,,
EUROPE STOCK FECAX Fidelity Capital Appreciation Fund,,,
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2010 Fund,
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund,,,
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Fund,,,
Retirement Income FFFAX Fidelity Freedom Income Fund,,,
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund,,,
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund,
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund,,
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund,,,
Financial FSLBX Fidelity Brokerage Link Fund,,,
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund,
ROOT CASH Fidelity Retirement Government Money Market Fund,,
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund,
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL BLEND ASCIX American Beacon Small Cap Value Fund,,,
LARGE BLEND VINIX Vanguard Institutional Index Fund,,,
Small Growth VEXPX Vanguard Explorer Fund Admiral Shares Fund,,,
MID-CAP BLEND USMIX Spartan Extended Market Index,,,
Mid-Cap Growth WGSIX Winslow Green Growth Institutional Fund,,,
LARGE BLEND PGNIX Fidelity Capital and Income Fund,,,
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund,,,
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Total Available Funds: 27
  • 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 Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
WORLD STOCK RNPFX American Funds New Perspective Fund Class R5,,, 91% 3 60 0 1.47% 5.72%
EUROPE STOCK FECAX Fidelity Capital Appreciation Fund,,, 0% 3 60 0 1.02% 1.57%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2010 Fund, 98% 3 60 0 0.58% 3.41%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund,,, 98% 3 60 0 0.58% 3.41%
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Fund,,, 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund,,, 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund,,, 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund, 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund,, 95% 3 60 0 0.7% 1.55%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund,,, 87% 3 60 0 0.42% 2.92%
Financial FSLBX Fidelity Brokerage Link Fund,,, 71% 3 60 0 0.75% 0%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund, 0% 3 60 0 0.44% 0%
ROOT CASH Fidelity Retirement Government Money Market Fund,, 0% 3 60 0 NA 4.14%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund, 97% 3 60 0 1.23% 1.94%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
SMALL BLEND ASCIX American Beacon Small Cap Value Fund,,, 83% 3 60 0 0.26% 7.33%
LARGE BLEND VINIX Vanguard Institutional Index Fund,,, 78% 3 60 0 0.02% 1.36%
Small Growth VEXPX Vanguard Explorer Fund Admiral Shares Fund,,, 76% 3 60 0 0.45% 4.34%
MID-CAP BLEND USMIX Spartan Extended Market Index,,, 73% 3 60 0 0.38% 4.48%
Mid-Cap Growth WGSIX Winslow Green Growth Institutional Fund,,, 0% 3 60 0 NA NA
LARGE BLEND PGNIX Fidelity Capital and Income Fund,,, 0% 3 60 0 NA 0%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund,,, 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.6%
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Related Retirement Plans
WHOLE FOODS MARKET GROWING YOUR FUTURE 401(K) 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 1.5% 3.2% 5.2% 5.6% 5.7%

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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:WFMI)
The plan consists of 30 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Whole Foods Market, Inc. engages in the ownership and operation of natural and organic food supermarkets.



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