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MyPlanIQ 401k Investor Ford Tax-Efficient Savings Plan for Hourly Employees

Ford Tax-Efficient Savings Plan for Hourly Employees

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Institutional
Retirement Income STLAX BlackRock LifePath Retirement Instl
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Institutional
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA Global Equity Index Fund - Class A
Foreign Large Blend EFA BlackRock EAFE Equity Index Fund - Class M
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth NBGIX Neuberger Berman Genesis Instl
LARGE GROWTH FDGRX Fidelity Growth Company
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Institutional
Retirement Income STLAX BlackRock LifePath Retirement Instl
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Institutional
Target Date 2046-2050 STLFX BlackRock LifePath 2050 Institutional
Target Date 2021-2025 LPBIX BlackRock LifePath 2025 Institutional
Target Date 2041-2045 LPHIX BlackRock LifePath 2045 Institutional
Target Date 2031-2035 LPJIX BlackRock LifePath 2035 Institutional
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA Global Equity Index Fund - Class A
Foreign Large Blend EFA BlackRock EAFE Equity Index Fund - Class M
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth NBGIX Neuberger Berman Genesis Instl
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE BLEND VINIX Vanguard US Equity Index Fund
MID-CAP BLEND VEMPX Vanguard Extended Market Idx Instl Plus
SMALL BLEND RLPIX Royce Low Priced Stock Instl
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate Port I
FIXED INCOME
Intermediate-Term Bond VBMFX Bond Index Fund NL
Inflation-Protected Bond TIP SSgA U.S. Inflation Protected Bond Index Fund - Class A
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
SHORT GOVERNMENT STABLEVALUE Interest Income Fund
Total Available Funds: 21
  • 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 2026-2030 STLDX BlackRock LifePath 2030 Institutional 94% 1 60 0 0.34% 4.3%
Retirement Income STLAX BlackRock LifePath Retirement Instl 92% 1 60 0 0.84% 4.98%
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Institutional 92% 1 60 0 1.04% 6.47%
Target Date 2046-2050 STLFX BlackRock LifePath 2050 Institutional 81% 1 60 0 0.34% 6.68%
Target Date 2021-2025 LPBIX BlackRock LifePath 2025 Institutional 56% 1 60 0 0.59% 6.63%
Target Date 2041-2045 LPHIX BlackRock LifePath 2045 Institutional 55% 1 60 0 0.34% 6.19%
Target Date 2031-2035 LPJIX BlackRock LifePath 2035 Institutional 53% 1 60 0 0.34% 4.24%
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA Global Equity Index Fund - Class A 100% 1 60 0 0.75% 10.91%
Foreign Large Blend EFA BlackRock EAFE Equity Index Fund - Class M 100% 1 60 0 0.33% 3.66%
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery 87% 1 60 0 1.23% 5.26%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 5.18%
Mid-Cap Growth NBGIX Neuberger Berman Genesis Instl 91% 1 60 0 1.34% 14.4%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 1 60 0 0.79% 6.05%
LARGE BLEND VINIX Vanguard US Equity Index Fund 77% 1 60 0 0.02% 3.04%
MID-CAP BLEND VEMPX Vanguard Extended Market Idx Instl Plus 4% 1 60 0 0.06% 1.33%
SMALL BLEND RLPIX Royce Low Priced Stock Instl 0% 1 60 0 1.19% 0%
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate Port I 94% 1 60 0 1.47% 7.25%
FIXED INCOME
Intermediate-Term Bond VBMFX Bond Index Fund NL 100% 1 60 0 0.15% 3.9%
Inflation-Protected Bond TIP SSgA U.S. Inflation Protected Bond Index Fund - Class A 97% 1 60 0 0.19% 2.86%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 1 60 0 0.83% 4.63%
SHORT GOVERNMENT STABLEVALUE Interest Income Fund 16% 1 60 0 NA 20.17%
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*
Click for Portfolio Details or Follow -19.5% -19.0% -2.2% -0.1% 5.8% 4.7%

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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 -16.0% -15.8% -0.3% -1.2% 3.2% 5.0%

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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:)
The plan consists of 23 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs and Fixed Income.

Boston Scientific Corporation develops, manufactures, and markets medical devices used in various interventional medical specialties worldwide. It offers cardiac rhythm management products, which monitor the heart and deliver electricity to treat cardiac abnormalities; and RF generators, intracardiac ultrasound and steerable ablation catheters, and diagnostic catheters for the diagnosis and treatment of cardiac arrhythmias.



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