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MyPlanIQ 401k Investor TRW Automotive Retirement Savings Plan

TRW Automotive Retirement Savings Plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
TRW AUTOMOTIVE RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES
TRW AUTOMOTIVE RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES
TRW AUTOMOTIVE RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund Class R5
Foreign Large Blend AIZAX AllianceBernstein International Value Fund Class A
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value Fund Class A
LARGE VALUE DODGX Dodge Cox Stock Fund
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Moderate Allocation DODBX Dodge Cox Balanced Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
ROOT CASH Other Interest-bearing cash
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund Class R5
Foreign Large Blend AIZAX AllianceBernstein International Value Fund Class A
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value Fund Class A
LARGE VALUE DODGX Dodge Cox Stock Fund
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
LARGE GROWTH FDCAX Fidelity Capital app Fund
LARGE BLEND SRVEX Victory Diversified Stock Class A
SMALL BLEND LRSCX Lord Abbett Small-Cap Value Fund Class A
Mid-Cap Growth ARTMX Artisan Mid-Cap Fund
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Fund
FIXED INCOME
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return Fund Administrative Class
Total Available Funds: 24
  • 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 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 8.24%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 6.93%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.21%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.91%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.66%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 7.58%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 6.84%
Moderate Allocation DODBX Dodge Cox Balanced Fund 92% 3 60 0 0.42% 1.67%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 5.01%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 3.49%
ROOT CASH Other Interest-bearing cash 0% 1 60 0 NA 2.53%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund Class R5 94% 3 60 0 0.84% 14.02%
Foreign Large Blend AIZAX AllianceBernstein International Value Fund Class A 0% 3 60 0 1.27% 0.35%
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value Fund Class A 93% 3 60 0 0.86% 7.32%
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 1.38%
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 14.95%
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.32%
LARGE GROWTH FDCAX Fidelity Capital app Fund 73% 3 60 0 0.83% 8.59%
LARGE BLEND SRVEX Victory Diversified Stock Class A 50% 3 60 0 0.78% 12.7%
SMALL BLEND LRSCX Lord Abbett Small-Cap Value Fund Class A 48% 3 60 0 1.48% 6.95%
Mid-Cap Growth ARTMX Artisan Mid-Cap Fund 0% 3 60 0 0.96% 18.84%
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Fund 83% 3 60 0 0.61% 1.96%
FIXED INCOME
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return Fund Administrative Class 65% 3 60 0 0.8% 4.32%
Average Expense Ratio: 0.67%
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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 10.6% 10.7% 5.7% 6.3% 5.7% 7.3%

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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:TRW)
The plan consists of 25 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.


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