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MyPlanIQ Winn-Dixie Distribution Centers Stores Inc,

Winn-Dixie Distribution Centers Stores Inc,

Investment Menu Rating:

Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX EMERGING MKTS VALUE FUND
Others
EQUITY TRARX T. ROWE PRICE TARGET 2005 FUND
EQUITY TRROX T. ROWE PRICE TARGET 2010 FUND
EQUITY TRRTX T. ROWE PRICE TARGET 2015 FUND
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL STOCK FUND
Foreign Large Blend RERFX AMERICAN FUNDS EUROPACIFIC GROWTH FUND R5
US EQUITY
LARGE GROWTH TRBCX T. ROWE PRICE BLUE CHIP GROWTH FUND INC
LARGE VALUE AADEX AMERICAN BEACON LARGE CAP VALUE FUND INSTI
LARGE BLEND SVSPX SSGA S&P 500 INDEX FUND
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX EMERGING MKTS VALUE FUND
Others
EQUITY TRARX T. ROWE PRICE TARGET 2005 FUND
EQUITY TRROX T. ROWE PRICE TARGET 2010 FUND
EQUITY TRRTX T. ROWE PRICE TARGET 2015 FUND
EQUITY TRRUX T. ROWE PRICE TARGET 2020 FUND
EQUITY TRRVX T. ROWE PRICE TARGET 2025 FUND
EQUITY TRRWX T. ROWE PRICE TARGET 2030 FUND
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL STOCK FUND
Foreign Large Blend RERFX AMERICAN FUNDS EUROPACIFIC GROWTH FUND R5
US EQUITY
LARGE GROWTH TRBCX T. ROWE PRICE BLUE CHIP GROWTH FUND INC
LARGE VALUE AADEX AMERICAN BEACON LARGE CAP VALUE FUND INSTI
LARGE BLEND SVSPX SSGA S&P 500 INDEX FUND
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOTAL RETURN FUND ADMIN
ULTRASHORT BOND PSFAX PIMCO SHORT-TERM FUND ADMIN
Total Available Funds: 14
  • 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 DFEVX EMERGING MKTS VALUE FUND 96% 95 60 0 0.44% 4.28%
Others
EQUITY TRARX T. ROWE PRICE TARGET 2005 FUND 44% 45 60 0 0.3% 6.04%
EQUITY TRROX T. ROWE PRICE TARGET 2010 FUND 43% 45 60 0 0.3% 5.27%
EQUITY TRRTX T. ROWE PRICE TARGET 2015 FUND 43% 45 60 0 0.32% 5.95%
EQUITY TRRUX T. ROWE PRICE TARGET 2020 FUND 43% 45 60 0 0.34% 7.16%
EQUITY TRRVX T. ROWE PRICE TARGET 2025 FUND 43% 45 60 0 0.77% 7.18%
EQUITY TRRWX T. ROWE PRICE TARGET 2030 FUND 43% 45 60 0 0.38% 7.51%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL STOCK FUND 99% 3 60 0 0.52% 1.4%
Foreign Large Blend RERFX AMERICAN FUNDS EUROPACIFIC GROWTH FUND R5 0% 93 60 0 NA NA
US EQUITY
LARGE GROWTH TRBCX T. ROWE PRICE BLUE CHIP GROWTH FUND INC 100% 3 60 0 1.23% 5.83%
LARGE VALUE AADEX AMERICAN BEACON LARGE CAP VALUE FUND INSTI 78% 78 60 0 0.94% 12.08%
LARGE BLEND SVSPX SSGA S&P 500 INDEX FUND 75% 75 60 0 0.16% 8.93%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOTAL RETURN FUND ADMIN 66% 3 60 0 0.8% 4.37%
ULTRASHORT BOND PSFAX PIMCO SHORT-TERM FUND ADMIN 63% 3 60 0 0.55% 4.28%
Average Expense Ratio: 0.56%
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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 5.1% 23.9% 13.1% 7.9% 9.6% 7.5%

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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 6.6% 24.9% 13.0% 8.0% 8.8% 6.5%

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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
This plan consists of 14 funds, some of them are: TRARX, TRROX, TRRTX, TRRUX, TRRVX, TRRWX.


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