It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ BUNZL USA INC. DEFERRED SAVINGS PLAN

BUNZL USA INC. DEFERRED SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
ROOT VMRXX Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares
Moderate Allocation MAMAX MFS Series Trust X: MFS Moderate Allocation Fund; Class A Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Investment Fund: Janus Overseas Fund; Class T Shares
Foreign Large Blend ARTIX Artisan Partners Funds
Foreign Large Blend FILFX Fidelity Rutland Square Trust II: Strategic Advisers International Fund
US EQUITY
LARGE BLEND VQNPX Vanguard Quantitative Funds: Vanguard Growth & Income Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
ROOT VMRXX Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares
Moderate Allocation MAMAX MFS Series Trust X: MFS Moderate Allocation Fund; Class A Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Investment Fund: Janus Overseas Fund; Class T Shares
Foreign Large Blend ARTIX Artisan Partners Funds
Foreign Large Blend FILFX Fidelity Rutland Square Trust II: Strategic Advisers International Fund
US EQUITY
LARGE BLEND VQNPX Vanguard Quantitative Funds: Vanguard Growth & Income Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
MID-CAP BLEND VSEQX Vanguard Horizon Funds: Vanguard Strategic Equity Fund; Investor Class Shares
LARGE GROWTH STRFX Wells Fargo Funds Trust: Wells Fargo Advantage Large Cap Growth Fund; Investor Class Shares
FIXED INCOME
Long-Term Bond VWESX Vanguard Fixed Income Securities Funds: Vanguard Long-Term Investment-Grade Fund; Investor Shares
Long-Term Bond VBLTX Vanguard Bond Index Funds: Vanguard Long-Term Bond Index Fund; Investor Shares
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
Others
ROOT VMRXX Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares 100% 3 60 0 0.09% 0%
Moderate Allocation MAMAX MFS Series Trust X: MFS Moderate Allocation Fund; Class A Shares 59% 3 60 0 0.65% 7.81%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 3 60 0 0.17% 7.48%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Investment Fund: Janus Overseas Fund; Class T Shares 95% 3 60 0 2.06% 1.34%
Foreign Large Blend ARTIX Artisan Partners Funds 92% 3 60 0 0.97% 20.5%
Foreign Large Blend FILFX Fidelity Rutland Square Trust II: Strategic Advisers International Fund 14% 3 60 0 0.5% 7.03%
US EQUITY
LARGE BLEND VQNPX Vanguard Quantitative Funds: Vanguard Growth & Income Fund; Investor Shares 98% 3 60 0 0.22% 11.29%
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 97% 3 60 0 0.14% 1.19%
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares 95% 3 60 0 0.31% 17.92%
MID-CAP BLEND VSEQX Vanguard Horizon Funds: Vanguard Strategic Equity Fund; Investor Class Shares 65% 3 60 0 0.33% 11.8%
LARGE GROWTH STRFX Wells Fargo Funds Trust: Wells Fargo Advantage Large Cap Growth Fund; Investor Class Shares 0% 3 60 0 0.36% 5.32%
FIXED INCOME
Long-Term Bond VWESX Vanguard Fixed Income Securities Funds: Vanguard Long-Term Investment-Grade Fund; Investor Shares 83% 3 60 0 0.22% 5.18%
Long-Term Bond VBLTX Vanguard Bond Index Funds: Vanguard Long-Term Bond Index Fund; Investor Shares 0% 3 60 0 0.15% 3.98%
Average Expense Ratio: 0.47%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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
The investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.