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MyPlanIQ ANONYMOUS_Wal-Mart Profit Sharing and 401(k) Plan

ANONYMOUS_Wal-Mart Profit Sharing and 401(k) Plan

Waiting for approval. Once it is approved for public use, the portfolio customization will be available.
Tips: Only the pre-defined plans, like 401K, 403B and 529, will get approval. For expert users, they may create any kind of plans for their own use.

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Moderate Allocation PAAIX PIMCO All Asset Institutional
World Allocation FGLAX Wellington Diversified Inflation Hedges Trust
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Barclays MSCI ACWI Ex- US Index Trust
FOREIGN SMALL/MID GROWTH FIASX Victory International Small Cap Equity Trust
Foreign Large Blend RERGX American Europacific Growth Fund R6
US EQUITY
SMALL BLEND IWM BGI Russell 2000 Index Trust
LARGE BLEND IWB BGI Russell 1000 Index Trust
Mid-Cap Growth SDSCX SDSCX
FIXED INCOME
Intermediate-Term Bond GUGAX Prudential Core Plus Bond
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional Class
Inflation-Protected Bond BPRIX Barclays Treasury Inflation protected Securities Index Trust
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Moderate Allocation PAAIX PIMCO All Asset Institutional
World Allocation FGLAX Wellington Diversified Inflation Hedges Trust
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Barclays MSCI ACWI Ex- US Index Trust
FOREIGN SMALL/MID GROWTH FIASX Victory International Small Cap Equity Trust
Foreign Large Blend RERGX American Europacific Growth Fund R6
Foreign Small/Mid Value SDISX Growth SDSCX Dreyfus/The Boston Company Sm/Mid Cp Gr The Boston Company (TBC) SMID Cap Growth Tru
Foreign Large Value LIEIX Mondrian International Value Equity Trust,  
US EQUITY
SMALL BLEND IWM BGI Russell 2000 Index Trust
LARGE BLEND IWB BGI Russell 1000 Index Trust
Mid-Cap Growth SDSCX SDSCX
LARGE BLEND NYVTX Davis NY Venture Trust,  
SMALL BLEND WWSAx Westwood SMID Cap Value Equity Trust,  
LARGE GROWTH RAIEX Rainer Large Cap Growth Trust
FIXED INCOME
Intermediate-Term Bond GUGAX Prudential Core Plus Bond
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional Class
Inflation-Protected Bond BPRIX Barclays Treasury Inflation protected Securities Index Trust
SHORT GOVERNMENT STABLEVALUE ML Retirement Preservation Trust
Total Available Funds: 17
  • 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
Moderate Allocation PAAIX PIMCO All Asset Institutional 96% 3 60 0 1.84% 7.93%
World Allocation FGLAX Wellington Diversified Inflation Hedges Trust 0% 3 60 0 1.37% 23.83%
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Barclays MSCI ACWI Ex- US Index Trust 98% 3 60 0 0.34% 3.18%
FOREIGN SMALL/MID GROWTH FIASX Victory International Small Cap Equity Trust 54% 3 60 0 1.29% 3.57%
Foreign Large Blend RERGX American Europacific Growth Fund R6 32% 3 60 0 0.9% 14.04%
Foreign Small/Mid Value SDISX Growth SDSCX Dreyfus/The Boston Company Sm/Mid Cp Gr The Boston Company (TBC) SMID Cap Growth Tru 0% 3 60 0 NA 0%
Foreign Large Value LIEIX Mondrian International Value Equity Trust,   0% 3 60 0 1.05% 3.61%
US EQUITY
SMALL BLEND IWM BGI Russell 2000 Index Trust 99% 3 60 0 0.19% 1.23%
LARGE BLEND IWB BGI Russell 1000 Index Trust 97% 3 60 0 0.15% 1.16%
Mid-Cap Growth SDSCX SDSCX 93% 3 60 0 0.76% 39.16%
LARGE BLEND NYVTX Davis NY Venture Trust,   92% 3 60 0 1.75% 12.3%
SMALL BLEND WWSAx Westwood SMID Cap Value Equity Trust,   20% 3 60 0 1.25% 8.93%
LARGE GROWTH RAIEX Rainer Large Cap Growth Trust 0% 3 60 0 0.92% 43.51%
FIXED INCOME
Intermediate-Term Bond GUGAX Prudential Core Plus Bond 98% 3 60 0 0.4% 4.57%
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional Class 96% 3 60 0 0.83% 4.63%
Inflation-Protected Bond BPRIX Barclays Treasury Inflation protected Securities Index Trust 96% 3 60 0 0.81% 3.88%
SHORT GOVERNMENT STABLEVALUE ML Retirement Preservation Trust 16% 1 60 0 NA 20.17%
Average Expense Ratio: 0.92%
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Model Portfolios

Model portfolios of strategic asset allocation and tactical asset allocation will be displayed once the plan is approved for public use.


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*

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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*

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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 17 funds, some of them are: RERGX, ACWX, LIEIX, FIASX, IWB, NYVTX.

Wal-Mart Stores, Inc. (Ticker: WMT) operates retail stores in various formats worldwide. The company



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