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MyPlanIQ THE GREAT ATLANTIC and PACIFIC TEA COMPANY SAVINGS PLAN TRUST

THE GREAT ATLANTIC and PACIFIC TEA COMPANY SAVINGS PLAN TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Moderate Allocation FBAKX Fidelity Puritan Trust: Fidelity Balanced Fund; Class K Shares
US EQUITY
Small Growth RVPIX Royce Fund: Royce Value Plus Fund; Institutional Class Shares
LARGE BLEND NYVTX Davis New York Venture Fund
MID-CAP VALUE ARTQX Artisan Partners Funds
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Moderate Allocation FBAKX Fidelity Puritan Trust: Fidelity Balanced Fund; Class K Shares
US EQUITY
Small Growth RVPIX Royce Fund: Royce Value Plus Fund; Institutional Class Shares
LARGE BLEND NYVTX Davis New York Venture Fund
MID-CAP VALUE ARTQX Artisan Partners Funds
Mid-Cap Growth MGOYX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class Y Shares
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
LARGE GROWTH RGAGX Growth Fund of America
SMALL BLEND WFSVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Institutional Class Shares
LARGE VALUE ANDAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Administrative Class Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 11
  • 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
Moderate Allocation FBAKX Fidelity Puritan Trust: Fidelity Balanced Fund; Class K Shares 69% 3 60 0 0.5% 6.11%
US EQUITY
Small Growth RVPIX Royce Fund: Royce Value Plus Fund; Institutional Class Shares 98% 3 60 0 1.24% 16.97%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 12.2%
MID-CAP VALUE ARTQX Artisan Partners Funds 91% 3 60 0 1.05% 7.14%
Mid-Cap Growth MGOYX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class Y Shares 82% 3 60 0 1.57% 14.47%
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares 78% 3 60 0 0.02% 3.04%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 77% 3 60 0 0.02% 3.02%
LARGE GROWTH RGAGX Growth Fund of America 25% 3 60 0 0.3% 11.35%
SMALL BLEND WFSVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Institutional Class Shares 0% 3 60 0 0.88% 33.33%
LARGE VALUE ANDAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Administrative Class Shares 0% 3 60 0 1.72% 13.64%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 0.9%
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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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