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MyPlanIQ 401k Investor CHIQUITA SAVINGS and INVESTMENT PLAN

CHIQUITA SAVINGS and INVESTMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Equity Instl Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Euro Pacific Growth Mutual Fund
US EQUITY
LARGE BLEND VFINX Wells Fargo S P 500 Index Common Collective Tr
LARGE VALUE DODGX Dodge Cox Stock
Small Growth HIASX Hartford Small Company HLS Mutual Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge Cox Income
Intermediate Government SGVIX Wells Fargo Adv Government Securities Mutual Fund
High Yield Bond PHIYX Pimco High Yield Mutual Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Equity Instl Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Mutual Fund
Moderate Allocation DODBX Dodge Cox Balance
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Mutual Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Mutual Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Mutual Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Mutual Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Mutual Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Mutual Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Mutual Fund
ROOT CASH Wells Fargo Cash Investment Money Mkt Money Mkt Fund
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Euro Pacific Growth Mutual Fund
US EQUITY
LARGE BLEND VFINX Wells Fargo S P 500 Index Common Collective Tr
LARGE VALUE DODGX Dodge Cox Stock
Small Growth HIASX Hartford Small Company HLS Mutual Fund
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid Cap Growth Mutual Fund
MID-CAP VALUE VASVX Vanguard Selected Value Mutual Fund
LARGE GROWTH SGRAX Wells Fargo Adv Growth Mutual Fund
LARGE GROWTH AGTHX American Growth
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value Mutual Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge Cox Income
Intermediate Government SGVIX Wells Fargo Adv Government Securities Mutual Fund
High Yield Bond PHIYX Pimco High Yield Mutual Fund
Total Available Funds: 25
  • 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 LZEMX Lazard Emerging Mkts Equity Instl Mutual Fund 91% 3 60 0 1.07% 2.46%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual Fund 97% 3 60 0 0.08% 7.52%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual Fund 97% 3 60 0 0.08% 2.76%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Mutual Fund 96% 3 60 0 0.08% 3.2%
Moderate Allocation DODBX Dodge Cox Balance 92% 3 60 0 0.42% 1.66%
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Mutual Fund 75% 3 60 0 0.08% 2.34%
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Mutual Fund 70% 3 60 0 0.08% 4.29%
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Mutual Fund 69% 3 60 0 0.08% 3.03%
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Mutual Fund 66% 3 60 0 0.08% 8.16%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Mutual Fund 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Mutual Fund 0% 3 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Mutual Fund 0% 3 60 0 NA 2.94%
ROOT CASH Wells Fargo Cash Investment Money Mkt Money Mkt Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Euro Pacific Growth Mutual Fund 57% 3 60 0 0.9% 13.66%
US EQUITY
LARGE BLEND VFINX Wells Fargo S P 500 Index Common Collective Tr 97% 3 60 0 0.14% 1.18%
LARGE VALUE DODGX Dodge Cox Stock 93% 3 60 0 0.52% 1.38%
Small Growth HIASX Hartford Small Company HLS Mutual Fund 88% 3 60 0 1.04% 0.46%
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid Cap Growth Mutual Fund 87% 3 60 0 1.29% 6.27%
MID-CAP VALUE VASVX Vanguard Selected Value Mutual Fund 84% 3 60 0 0.43% 13.05%
LARGE GROWTH SGRAX Wells Fargo Adv Growth Mutual Fund 61% 3 60 0 1.91% 35.02%
LARGE GROWTH AGTHX American Growth 41% 3 60 0 0.3% 11.06%
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value Mutual Fund 0% 3 60 0 1.28% 36.67%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge Cox Income 87% 3 60 0 0.33% 4.33%
Intermediate Government SGVIX Wells Fargo Adv Government Securities Mutual Fund 87% 3 60 0 0.84% 3.14%
High Yield Bond PHIYX Pimco High Yield Mutual Fund 72% 3 60 0 0.66% 6.38%
Average Expense Ratio: 0.52%
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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 to Create Model Portfolio

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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 0.9% -1.0% -0.9% 2.3% 2.2% 3.3%

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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:CQB)
The plan consists of 25 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.


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