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MyPlanIQ AUTOZONE INC. 401K PLAN

AUTOZONE INC. 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
AUTOZONE, INC. 401(K) PLAN
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares
US EQUITY
LARGE BLEND VTSMX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Investor Class Shares
SMALL VALUE TASVX Target Portfolio Trust: Small Capitalization Value Portfolio; Class T Shares
LARGE BLEND VTSAX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Admiral Class Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Intermediate-Term Bond VBTLX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Admiral Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares
US EQUITY
LARGE BLEND VTSMX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Investor Class Shares
SMALL VALUE TASVX Target Portfolio Trust: Small Capitalization Value Portfolio; Class T Shares
LARGE BLEND VTSAX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Admiral Class Shares
Mid-Cap Growth PEEAX Prudential Jennison Mid-Cap Growth Fund
SMALL VALUE TSVRX Target Portfolio Trust: Small Capitalization Value Portfolio; Class R Shares
LARGE BLEND EIVAX Wells Fargo Funds Trust: Wells Fargo Advantage Intrinsic Value Fund; Class A Shares
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
LARGE VALUE LSGIX Loomis Sayles Funds II: Natixis Loomis Sayles Value Fund; Class Y Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Intermediate-Term Bond VBTLX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Admiral 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
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares 57% 3 60 0 0.9% 14.16%
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares 0% 3 60 0 0.2% 2.88%
US EQUITY
LARGE BLEND VTSMX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Investor Class Shares 94% 3 60 0 0.03% 1.2%
SMALL VALUE TASVX Target Portfolio Trust: Small Capitalization Value Portfolio; Class T Shares 90% 3 60 0 0.79% 1.55%
LARGE BLEND VTSAX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Admiral Class Shares 80% 3 60 0 0.03% 1.29%
Mid-Cap Growth PEEAX Prudential Jennison Mid-Cap Growth Fund 55% 3 60 0 1.08% 11.04%
SMALL VALUE TSVRX Target Portfolio Trust: Small Capitalization Value Portfolio; Class R Shares 51% 3 60 0 0.79% 1.03%
LARGE BLEND EIVAX Wells Fargo Funds Trust: Wells Fargo Advantage Intrinsic Value Fund; Class A Shares 49% 3 60 0 1.36% 7.44%
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares 39% 3 60 0 1.31% 8.98%
LARGE VALUE LSGIX Loomis Sayles Funds II: Natixis Loomis Sayles Value Fund; Class Y Shares 0% 3 60 0 0.74% 90.74%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 3.9%
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.37%
Intermediate-Term Bond VBTLX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Admiral Shares 0% 3 60 0 0.15% 4%
Average Expense Ratio: 0.64%
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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*
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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 to Create Model Portfolio

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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
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