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MyPlanIQ 401k Investor The Travelers 401(k) Savings Plan

The Travelers 401(k) Savings Plan Investment Model Portfolios

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More retirement plan match, contribution, and login info
THE TRAVELERS 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund Class K
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund Institutional Class
SMALL BLEND NBGEX Neuberger Berman Genesis Fund Institutional Class
SMALL VALUE TASVX Target Small Cap Value Class T
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE SEI Stable Value Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund
Financial FSLBX Fidelity BrokerageLink Investments
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund
Moderate Allocation FPUKX Fidelity Puritan Fund Class K
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
ROOT CASH Vanguard Prime Money Mkt Fund Institutional Class
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund Class K
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund Institutional Class
SMALL BLEND NBGEX Neuberger Berman Genesis Fund Institutional Class
SMALL VALUE TASVX Target Small Cap Value Class T
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund Institutional Class
LARGE BLEND VINIX Vanguard Institutional Index Fund Plus Class
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Class R5
Mid-Cap Growth BGRFX Baron Growth Fund
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Portfolio Institutional Class
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE SEI Stable Value Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index 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
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Target rtmt Income Fund 97% 3 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 3.22%
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund 75% 3 60 0 0.08% 2.36%
Financial FSLBX Fidelity BrokerageLink Investments 72% 3 60 0 0.75% 2.04%
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund 70% 3 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund 69% 3 60 0 0.08% 3.05%
Moderate Allocation FPUKX Fidelity Puritan Fund Class K 68% 3 60 0 0.5% 6.89%
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund 66% 3 60 0 0.08% 8.19%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.94%
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund 0% 3 60 0 0.17% 7.48%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 14.93%
ROOT CASH Vanguard Prime Money Mkt Fund Institutional Class 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund Class K 72% 3 60 0 0.99% 10.79%
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund Institutional Class 97% 3 60 0 0.94% 13.8%
SMALL BLEND NBGEX Neuberger Berman Genesis Fund Institutional Class 96% 3 60 0 0.84% 14.29%
SMALL VALUE TASVX Target Small Cap Value Class T 90% 3 60 0 0.79% 1.55%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund Institutional Class 83% 3 60 0 1.18% 14.16%
LARGE BLEND VINIX Vanguard Institutional Index Fund Plus Class 77% 3 60 0 0.02% 3.04%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Class R5 75% 3 60 0 0.63% 11.46%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 15.52%
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Portfolio Institutional Class 0% 3 60 0 1.26% 13.78%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE SEI Stable Value Fund 16% 3 60 0 NA 20.17%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.17%
Average Expense Ratio: 0.46%
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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 1.0% 23.6% 12.2% 10.9% 8.1% 7.8%

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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 0.9% 13.8% 11.0% 11.8% 8.7% 8.8%

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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:TRV)
The plan consists of 25 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

The Travelers Companies, Inc., through its subsidiaries, provides various commercial and personal property and casualty insurance products and services to businesses, government units, associations, and individuals primarily in the United States.



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