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MyPlanIQ 401k Investor COSTCO 401(k) RETIREMENT PLAN

COSTCO 401(k) RETIREMENT PLAN Investment Model Portfolios

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COSTCO 401K RETIREMENT PLAN
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX RETIREMENT 2025 FUND
Target Date 2041-2045 VTIVX RETIREMENT 2045 FUND
Retirement Income VTINX RETIREMENT INCOME FUND
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity I Fund
WORLD STOCK RNPFX American Funds New Perspective Fund R-5
US EQUITY
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America, R-5
FIXED INCOME
Multisector Bond RPSIX T. Rowe Price Spectrum Income Fund
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Fund
Intermediate-Term Bond VITBX Vanguard Total Bond Market Index Fund Institutional Shares
Total Available Funds: 22
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX RETIREMENT 2025 FUND
Target Date 2041-2045 VTIVX RETIREMENT 2045 FUND
Retirement Income VTINX RETIREMENT INCOME FUND
Target Date 2031-2035 VTTHX RETIREMENT 2035 FUND
Target Date 2051+ VFFVX RETIREMENT 2055 FUND
Target Date 2046-2050 VFIFX RETIREMENT 2050 FUND
Target Date 2026-2030 VTHRX RETIREMENT 2030 FUND
Target Date 2036-2040 VFORX RETIREMENT 2040 FUND
Target Date 2016-2020 VTWNX RETIREMENT 2020 FUND
Target Date 2011-2015 VTXVX RETIREMENT 2015 FUND
Target Date 2000-2010 VTENX RETIREMENT 2010 FUND
Target Date 2000-2010 VTOVX RETIREMENT 2005 FUND
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity I Fund
WORLD STOCK RNPFX American Funds New Perspective Fund R-5
US EQUITY
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America, R-5
LARGE BLEND PREIX T. Rowe Price Equity Index Trust, Class C
LARGE BLEND ISFIX Davis Funds New York Venture Fund Class Y
FIXED INCOME
Multisector Bond RPSIX T. Rowe Price Spectrum Income Fund
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Fund
Intermediate-Term Bond VITBX Vanguard Total Bond Market Index Fund Institutional Shares
Total Available Funds: 22
  • 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 2021-2025 VTTVX RETIREMENT 2025 FUND 97% 1 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX RETIREMENT 2045 FUND 97% 1 60 0 0.08% 2.78%
Retirement Income VTINX RETIREMENT INCOME FUND 97% 1 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX RETIREMENT 2035 FUND 96% 1 60 0 0.08% 3.22%
Target Date 2051+ VFFVX RETIREMENT 2055 FUND 80% 1 60 0 0.08% 2.35%
Target Date 2046-2050 VFIFX RETIREMENT 2050 FUND 75% 1 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX RETIREMENT 2030 FUND 70% 1 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX RETIREMENT 2040 FUND 69% 1 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX RETIREMENT 2020 FUND 66% 1 60 0 0.08% 8.19%
Target Date 2011-2015 VTXVX RETIREMENT 2015 FUND 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX RETIREMENT 2010 FUND 0% 1 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX RETIREMENT 2005 FUND 0% 1 60 0 NA 2.94%
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity I Fund 93% 1 60 0 0.9% 2.4%
WORLD STOCK RNPFX American Funds New Perspective Fund R-5 91% 1 60 0 1.47% 7.23%
US EQUITY
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund 87% 1 60 0 1.29% 6.39%
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock Fund 78% 1 60 0 1.17% 7.45%
LARGE GROWTH RGAFX American Funds Growth Fund of America, R-5 75% 1 60 0 0.63% 11.46%
LARGE BLEND PREIX T. Rowe Price Equity Index Trust, Class C 73% 1 60 0 0.3% 4.19%
LARGE BLEND ISFIX Davis Funds New York Venture Fund Class Y 67% 1 60 0 0.95% 8.59%
FIXED INCOME
Multisector Bond RPSIX T. Rowe Price Spectrum Income Fund 84% 1 60 0 0.62% 5.7%
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Fund 16% 1 60 0 NA 20.17%
Intermediate-Term Bond VITBX Vanguard Total Bond Market Index Fund Institutional Shares 0% 1 60 0 NA 4.23%
Average Expense Ratio: 0.44%
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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 0.8% 24.7% 13.2% 12.0% 9.2% 8.7%

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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 17.1% 20.9% 14.2% 13.2% 10.4% 10.7%

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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:COST)
The plan consists of 23 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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