MyPlanIQ 401k Investor WINDSTREAM 401(k) PLAN

WINDSTREAM 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American EuroPacific Growth Fund
Foreign Large Blend MDIIX Merrill Lynch International Index Fund
FIXED INCOME
Intermediate-Term Bond CCBBX BlackRock Total Return II Portfolio
High Yield Bond MHYIX MainStay High Yield Corporate Bond Fund
Intermediate-Term Bond MRAIX NTGI-QM Collective Daily Aggregate Bond Index Fund
US EQUITY
MID-CAP BLEND RPFIX Funds for Institutions Premier Institutional Fund
LARGE VALUE PYEQX Pioneer Equity Income Fund
SMALL VALUE CSCZX Columbia Small Cap Value Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American EuroPacific Growth Fund
Foreign Large Blend MDIIX Merrill Lynch International Index Fund
FIXED INCOME
Intermediate-Term Bond CCBBX BlackRock Total Return II Portfolio
High Yield Bond MHYIX MainStay High Yield Corporate Bond Fund
Intermediate-Term Bond MRAIX NTGI-QM Collective Daily Aggregate Bond Index Fund
US EQUITY
MID-CAP BLEND RPFIX Funds for Institutions Premier Institutional Fund
LARGE VALUE PYEQX Pioneer Equity Income Fund
SMALL VALUE CSCZX Columbia Small Cap Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE GROWTH RGAFX American Growth Fund
MID-CAP BLEND VIEIX Merrill Lynch Extended Market Index Trust
Small Growth SIGWX Sentinel Small Company Fund
Total Available Funds: 14
  • 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 RRRRX DWS RREEF Real Estate Securities Fund 83% 3 60 0 0.61% 1.86%
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American EuroPacific Growth Fund 94% 3 60 0 0.9% 3.89%
Foreign Large Blend MDIIX Merrill Lynch International Index Fund 43% 3 60 0 0.34% 3.02%
FIXED INCOME
Intermediate-Term Bond CCBBX BlackRock Total Return II Portfolio 79% 3 60 0 0.69% 3.86%
High Yield Bond MHYIX MainStay High Yield Corporate Bond Fund 73% 3 60 0 0.96% 5.64%
Intermediate-Term Bond MRAIX NTGI-QM Collective Daily Aggregate Bond Index Fund 0% 3 60 0 0.55% 4.73%
US EQUITY
MID-CAP BLEND RPFIX Funds for Institutions Premier Institutional Fund 96% 3 60 0 2.24% 7.07%
LARGE VALUE PYEQX Pioneer Equity Income Fund 90% 3 60 0 0.78% 18.31%
SMALL VALUE CSCZX Columbia Small Cap Value Fund 89% 3 60 0 1.24% 0.68%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 1.36%
LARGE GROWTH RGAFX American Growth Fund 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND VIEIX Merrill Lynch Extended Market Index Trust 74% 3 60 0 0.06% 1.29%
Small Growth SIGWX Sentinel Small Company Fund 63% 3 60 0 0.81% 0.14%
Average Expense Ratio: 0.76%
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Related Retirement Plans
WINDSTREAM 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 -0.2% 6.3% 1.2% 5.7% 5.2% 7.8%

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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:WIN)
The plan consists of 13 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.

Windstream Corporation, together with its subsidiaries, provides various telecommunications services primarily in rural areas in the United States. It offers phone, high-speed Internet, and digital television services.



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