MyPlanIQ 401k Investor WellPoint 401(k) Retirement Savings Plan

WellPoint 401(k) Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX Dimensional Fund Advisors US Vector Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund,
Foreign Large Growth VIFIX Van Kampen International Growth,
Others
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,
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund,
Intermediate-Term Bond PTTRX PIMCO Total Return,
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund,
MID-CAP BLEND VIMSX Vanguard Mid Cap Index,
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund,
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX Dimensional Fund Advisors US Vector Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund,
Foreign Large Growth VIFIX Van Kampen International Growth,
Others
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 VWELX Vanguard Wellington Fund,
Target Date 2050+ WFQFX Wells Fargo Advantage Dow Jones Target 2050,
Retirement Income WFBTX Wells Fargo Advantage Dow Jones Target Today,
Target Date 2000-2010 WFOAX Wells Fargo Advantage Dow Jones Target 2010,
Target Date 2036-2040 WFOSX Wells Fargo Advantage Dow Jones Target 2040,
Target Date 2026-2030 WFOOX Wells Fargo Advantage Dow Jones Target 2030,
Target Date 2016-2020 WFOBX Wells Fargo Advantage Dow Jones Target 2020,
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund,
ROOT CASH Vanguard Prime Money Market Fund,
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund,
Intermediate-Term Bond PTTRX PIMCO Total Return,
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund,
MID-CAP BLEND VIMSX Vanguard Mid Cap Index,
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund,
MID-CAP BLEND VXF Vanguard Extended Market Index Fund,
SMALL VALUE GSSIX Goldman Sachs Small Cap Value,
LARGE VALUE AADEX American Beacon Large Cap Value,,
LARGE BLEND VINIX Vanguard Institutional Index Fund,
Small Growth VEXPX Vanguard Explorer Fund,
LARGE GROWTH RGAFX American Growth Fund of America,
LARGE GROWTH CFSIX Touchstone Sands Capital Select Growth Fund Class Y
Small Growth WFSIX Wells Fargo Advantage Small Cap Growth,
LARGE BLEND NVINX Wells Fargo Advantage Index,
Total Available Funds: 30
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX Dimensional Fund Advisors US Vector Portfolio 91% 3 60 0 0.61% 3.43%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund, 16% 3 60 0 0.08% 3.12%
Foreign Large Growth VIFIX Van Kampen International Growth, 0% 3 60 0 NA NA
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund, 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund, 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Fund, 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund, 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund, 90% 3 60 0 0.17% 12.31%
Target Date 2050+ WFQFX Wells Fargo Advantage Dow Jones Target 2050, 0% 3 60 0 0.85% 1.87%
Retirement Income WFBTX Wells Fargo Advantage Dow Jones Target Today, 0% 3 60 0 0.86% 0%
Target Date 2000-2010 WFOAX Wells Fargo Advantage Dow Jones Target 2010, 0% 3 60 0 1.35% 2.15%
Target Date 2036-2040 WFOSX Wells Fargo Advantage Dow Jones Target 2040, 0% 3 60 0 0.49% 1.85%
Target Date 2026-2030 WFOOX Wells Fargo Advantage Dow Jones Target 2030, 0% 3 60 0 0.29% 1.91%
Target Date 2016-2020 WFOBX Wells Fargo Advantage Dow Jones Target 2020, 0% 3 60 0 0.49% 2.06%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund, 0% 3 60 0 0.08% 2.59%
ROOT CASH Vanguard Prime Money Market Fund, 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund, 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTRX PIMCO Total Return, 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund, 99% 3 60 0 0.26% 1.52%
MID-CAP BLEND VIMSX Vanguard Mid Cap Index, 97% 3 60 0 0.04% 1.35%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund, 95% 3 60 0 0.31% 7.81%
MID-CAP BLEND VXF Vanguard Extended Market Index Fund, 93% 3 60 0 0.06% 1.22%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value, 86% 3 60 0 1% 0.86%
LARGE VALUE AADEX American Beacon Large Cap Value,, 78% 3 60 0 0.94% 1.65%
LARGE BLEND VINIX Vanguard Institutional Index Fund, 78% 3 60 0 0.02% 1.36%
Small Growth VEXPX Vanguard Explorer Fund, 76% 3 60 0 0.45% 4.34%
LARGE GROWTH RGAFX American Growth Fund of America, 75% 3 60 0 0.63% 0.75%
LARGE GROWTH CFSIX Touchstone Sands Capital Select Growth Fund Class Y 73% 3 60 0 1.78% 0%
Small Growth WFSIX Wells Fargo Advantage Small Cap Growth, 0% 3 60 0 NA 0%
LARGE BLEND NVINX Wells Fargo Advantage Index, 0% 3 60 0 NA NA
Average Expense Ratio: 0.46%
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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 5.0% 16.8% 3.5% 7.2% 5.8% 7.1%

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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:WLP)
The plan consists of 19 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

WellPoint, Inc., through its subsidiaries, operates as a health benefits company in the United States. It offers various network-based managed care plans to large and small employer, individual, Medicaid, and senior markets.



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