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MyPlanIQ 401k Investor General Electric 401K

General Electric 401K Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
PORTLAND GENERAL ELECTRIC 401K SAVINGS PLAN
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2051 LIVKX Target Retirement 2055
Target Date 2046-2050 LIPKX Target Retirement2050
Target Date 2041-2045 LIHKX Target Retirement 2045
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Non US Equity Index
INTERNATIONAL EQUITY MNCEX Mercer GE International
US EQUITY
LARGE BLEND SPY US Large Cap Index
MID-CAP BLEND MDY US Mid Cap Index
SMALL BLEND IWM US Small Cap Index
FIXED INCOME
SHORT GOVERNMENT SHY Short Term Govt Income Fund
Inflation-Protected Bond TIP US TIPS Index
Intermediate-Term Bond BMOIX US Aggregate Bond Index Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2051 LIVKX Target Retirement 2055
Target Date 2046-2050 LIPKX Target Retirement2050
Target Date 2041-2045 LIHKX Target Retirement 2045
Target Date 2031-2035 LIJKX Target Retirement 2035
Target Date 2021-2025 LIBKX Target Retirement 2025
Target Date 2036-2040 LIKKX Target Retirement 2040
Target Date 2026-2030 LINKX Target Retirement 2030
Retirement Income LIRKX Target Retirement Income
EQUITY SSAQX SSGA Equity Fund
EQUITY SSASX SSGA Income Fund
Target Date 2056-2060 LIZKX Target Retirement 2060
ROOT CASH GE Money Market Fund
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Non US Equity Index
INTERNATIONAL EQUITY MNCEX Mercer GE International
US EQUITY
LARGE BLEND SPY US Large Cap Index
MID-CAP BLEND MDY US Mid Cap Index
SMALL BLEND IWM US Small Cap Index
SMALL BLEND SIVIX SSGA Institutional Small-Cap Equity Fund Investment Class
FIXED INCOME
SHORT GOVERNMENT SHY Short Term Govt Income Fund
Inflation-Protected Bond TIP US TIPS Index
Intermediate-Term Bond BMOIX US Aggregate Bond Index 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 2051 LIVKX Target Retirement 2055 66% 0 60 0 0.39% 2.86%
Target Date 2046-2050 LIPKX Target Retirement2050 42% 0 60 0 0.39% 3.16%
Target Date 2041-2045 LIHKX Target Retirement 2045 35% 0 60 0 0.39% 3.13%
Target Date 2031-2035 LIJKX Target Retirement 2035 34% 0 60 0 0.39% 3.15%
Target Date 2021-2025 LIBKX Target Retirement 2025 33% 0 60 0 0.39% 3.8%
Target Date 2036-2040 LIKKX Target Retirement 2040 29% 0 60 0 0.39% 3.57%
Target Date 2026-2030 LINKX Target Retirement 2030 29% 0 60 0 0.39% 3.53%
Retirement Income LIRKX Target Retirement Income 14% 0 60 0 0.39% 4.07%
EQUITY SSAQX SSGA Equity Fund 5% 0 60 0 0.16% 12.54%
EQUITY SSASX SSGA Income Fund 5% 0 60 0 0.2% 4.05%
Target Date 2056-2060 LIZKX Target Retirement 2060 0% 0 60 0 0.39% 2.5%
ROOT CASH GE Money Market Fund 0% 0 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Non US Equity Index 98% 0 60 0 0.34% 3.18%
INTERNATIONAL EQUITY MNCEX Mercer GE International 0% 0 60 0 0.64% 13.73%
US EQUITY
LARGE BLEND SPY US Large Cap Index 100% 0 60 0 0.09% 1.25%
MID-CAP BLEND MDY US Mid Cap Index 100% 0 60 0 0.24% 1.29%
SMALL BLEND IWM US Small Cap Index 99% 0 60 0 0.19% 1.23%
SMALL BLEND SIVIX SSGA Institutional Small-Cap Equity Fund Investment Class 0% 0 60 0 NA 0%
FIXED INCOME
SHORT GOVERNMENT SHY Short Term Govt Income Fund 98% 0 60 0 0.15% 3.69%
Inflation-Protected Bond TIP US TIPS Index 97% 0 60 0 0.19% 2.86%
Intermediate-Term Bond BMOIX US Aggregate Bond Index Fund 13% 0 60 0 0.35% 3.88%
Average Expense Ratio: 0.32%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 3.9% 6.3% 5.4% 5.5% 5.7% 7.2%

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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 2.6% 5.8% 6.0% 8.8% 6.4% 8.0%

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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 for Portfolio Details or Follow 5.0% 18.5% 10.9% 3.3% 6.6% 5.9%

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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:GE)
The plan consists of 9 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

The General Electric Company, or GE (NYSE: GE, is an mutlinational conglomerate  corporation incorporated in the State of New York. In 2010, Forbes ranked GE as the world's second largest company, based on a formula that compared the total sales, profits, assets, and market value of several multinational companies.The company has 304,000 employees around the world.

GE's 401k plan consists of funds that are managed by GE capital.



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