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MyPlanIQ TRC 401K RETIREMENT AND SAVINGS PLAN

TRC 401K RETIREMENT AND SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
TRC 401(K) RETIREMENT AND SAVINGS PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend REREX AF EUROPAC GRTH R4
US EQUITY
SMALL BLEND LRSYX Lord Abbett Research Fund
LARGE GROWTH MLRRX MAINSTAY LGCP GR R1
LARGE BLEND VINIX VANGUARD INST INDEX
REAL ESTATE
REAL ESTATE FARCX NUVEEN REAL ESTATE I
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Target Date 2041-2045 FFFGX FID FREEDOM 2045
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend REREX AF EUROPAC GRTH R4
US EQUITY
SMALL BLEND LRSYX Lord Abbett Research Fund
LARGE GROWTH MLRRX MAINSTAY LGCP GR R1
LARGE BLEND VINIX VANGUARD INST INDEX
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV
Mid-Cap Growth ACRNX COLUMBIA ACORN Z
LARGE VALUE ACGIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Growth & Income Fund; Class A Shares
LARGE GROWTH RGAEX Growth Fund of America
MID-CAP BLEND GTAYX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class Y Shares
REAL ESTATE
REAL ESTATE FARCX NUVEEN REAL ESTATE I
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Total Available Funds: 16
  • 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 Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 8.24%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 3 60 0 0.75% 6.58%
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.36%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 3 60 0 0.75% 7.18%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 13.79%
Foreign Large Blend REREX AF EUROPAC GRTH R4 57% 3 60 0 0.9% 14.16%
US EQUITY
SMALL BLEND LRSYX Lord Abbett Research Fund 92% 3 60 0 1.43% 5.27%
LARGE GROWTH MLRRX MAINSTAY LGCP GR R1 90% 3 60 0 1.33% 18.91%
LARGE BLEND VINIX VANGUARD INST INDEX 77% 3 60 0 0.02% 3.04%
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV 76% 3 60 0 0.1% 1.43%
Mid-Cap Growth ACRNX COLUMBIA ACORN Z 75% 3 60 0 1.83% 0%
LARGE VALUE ACGIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Growth & Income Fund; Class A Shares 54% 3 60 0 0.53% 8.92%
LARGE GROWTH RGAEX Growth Fund of America 39% 3 60 0 0.3% 11.29%
MID-CAP BLEND GTAYX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class Y Shares 0% 3 60 0 0.98% 21.89%
REAL ESTATE
REAL ESTATE FARCX NUVEEN REAL ESTATE I 87% 3 60 0 1.22% 4.91%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 0.83%
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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*
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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 to Create Model Portfolio

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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
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