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MyPlanIQ 401k Investor Lockheed Martin 401k Plan

Lockheed Martin 401k Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NOEMX Emerging Market Equity
INTERNATIONAL EQUITY
Foreign Large Blend EFA MSCI EAFE Index Equity
WORLD STOCK ACWI International Developed Markets Equity Fund
WORLD STOCK ACIM Global Equity Fund
US EQUITY
LARGE BLEND IWV Russell 3000 TR USD
SMALL BLEND MASKX Small/Mid Cap Equity Index
LARGE BLEND SVSPX S&P 500 Index
REAL ESTATE
Global Real Estate IRGIX Global Real Estate
FIXED INCOME
Inflation-Protected Bond BPRIX Inflation Protected Bonds
Intermediate-Term Bond NOBOX Broad Mkt Bond Index
SHORT GOVERNMENT STABLEVALUE Stable Value fund
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NOEMX Emerging Market Equity
INTERNATIONAL EQUITY
Foreign Large Blend EFA MSCI EAFE Index Equity
WORLD STOCK ACWI International Developed Markets Equity Fund
WORLD STOCK ACIM Global Equity Fund
US EQUITY
LARGE BLEND IWV Russell 3000 TR USD
SMALL BLEND MASKX Small/Mid Cap Equity Index
LARGE BLEND SVSPX S&P 500 Index
REAL ESTATE
Global Real Estate IRGIX Global Real Estate
FIXED INCOME
Inflation-Protected Bond BPRIX Inflation Protected Bonds
Intermediate-Term Bond NOBOX Broad Mkt Bond Index
SHORT GOVERNMENT STABLEVALUE Stable Value fund
SHORT GOVERNMENT HSJYX Government Short Term Fund
COMMODITIES
COMMODITIES BROAD BASKET PCRIX Commodities
Total Available Funds: 13
  • 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 NOEMX Emerging Market Equity 69% 1 60 0 0.15% 3.01%
INTERNATIONAL EQUITY
Foreign Large Blend EFA MSCI EAFE Index Equity 100% 1 60 0 0.33% 3.66%
WORLD STOCK ACWI International Developed Markets Equity Fund 96% 3 60 0 0.32% 1.77%
WORLD STOCK ACIM Global Equity Fund 0% 3 60 0 0.25% 2%
US EQUITY
LARGE BLEND IWV Russell 3000 TR USD 96% 3 60 0 0.2% 1.09%
SMALL BLEND MASKX Small/Mid Cap Equity Index 78% 1 60 0 0.37% 3.66%
LARGE BLEND SVSPX S&P 500 Index 75% 1 60 0 0.16% 8.93%
REAL ESTATE
Global Real Estate IRGIX Global Real Estate 94% 1 60 0 1.47% 7.25%
FIXED INCOME
Inflation-Protected Bond BPRIX Inflation Protected Bonds 96% 1 60 0 0.81% 3.88%
Intermediate-Term Bond NOBOX Broad Mkt Bond Index 69% 1 60 0 0.07% 3.72%
SHORT GOVERNMENT STABLEVALUE Stable Value fund 16% 1 60 0 NA 20.17%
SHORT GOVERNMENT HSJYX Government Short Term Fund 0% 1 60 0 0.68% 0.39%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX Commodities 78% 1 60 0 1.96% 7.43%
Average Expense Ratio: 0.56%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 20.8% 11.2% 21.1% 13.1% 10.8%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.7% 21.6% 13.8% 13.6% 8.5% 8.9%

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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 for Portfolio Details or Follow 5.6% 6.0% 4.4% 5.6% 6.3%

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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:LMT)
The plan consists of 13 funds. It covers 6 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, REITs, US Equity, Emerging Market Equity and Commodity.

Lockheed Martin (Ticker: LMT) 401K plan is last updated on 1/17/2011 based on a user's info.



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