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MyPlanIQ ANONYMOUS_Ford Motor 401K

ANONYMOUS_Ford Motor 401K

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: 19
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock LifePath Index NL 2030 Fund
Retirement Income STLAX BlackRock LifePath Index NL Retirement Fund
Target Date 2036-2040 STLEX BlackRock LifePath Index NL 2040 Fund
INTERNATIONAL EQUITY
Foreign Large Blend EFA BlackRock EAFE Equity Index Fund - Class T
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery Fund,PRIDX
WORLD STOCK VTWSX SSgA Global Equity Index Fund - Class A
REAL ESTATE
Global Real Estate IRGTX ING Clarion Global Real Estate Securities Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund,FCNTX
SMALL BLEND NBGIX Neuberger Berman Genesis Fund-Institutional Class,NBGIX
LARGE GROWTH FDGRX Fidelity Growth Company Fund,FDGRX
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock LifePath Index NL 2030 Fund
Retirement Income STLAX BlackRock LifePath Index NL Retirement Fund
Target Date 2036-2040 STLEX BlackRock LifePath Index NL 2040 Fund
Target Date 2046-2050 STLFX BlackRockLifePath Index NL 2050 Fund
Target Date 2016-2020 STLCX BlackRock LifePath Index NL 2020 Fund
ROOT CASH Interest Income Fund
INTERNATIONAL EQUITY
Foreign Large Blend EFA BlackRock EAFE Equity Index Fund - Class T
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery Fund,PRIDX
WORLD STOCK VTWSX SSgA Global Equity Index Fund - Class A
REAL ESTATE
Global Real Estate IRGTX ING Clarion Global Real Estate Securities Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund,FCNTX
SMALL BLEND NBGIX Neuberger Berman Genesis Fund-Institutional Class,NBGIX
LARGE GROWTH FDGRX Fidelity Growth Company Fund,FDGRX
LARGE BLEND VIIIX Vanguard Institutional Index - Inst Plus Shares,VIIIX
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund - Institutional Shares,VIEIX
SMALL BLEND RLPIX Royce Low-Priced Stock Fund - Institutional Class,RLPIX
FIXED INCOME
Intermediate-Term Bond VBMFX Bond Index Fund
Inflation-Protected Bond TIP SSgA U.S. Inflation Protected Bond Index Fund-Class A,N/A
Intermediate-Term Bond PTTRX PIMCO Total Return Fund - Institutional Class,PTTRX
Total Available Funds: 19
  • 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 2026-2030 STLDX BlackRock LifePath Index NL 2030 Fund 94% 3 60 0 0.34% 4.3%
Retirement Income STLAX BlackRock LifePath Index NL Retirement Fund 92% 3 60 0 0.84% 4.98%
Target Date 2036-2040 STLEX BlackRock LifePath Index NL 2040 Fund 92% 3 60 0 1.04% 6.47%
Target Date 2046-2050 STLFX BlackRockLifePath Index NL 2050 Fund 81% 3 60 0 0.34% 6.68%
Target Date 2016-2020 STLCX BlackRock LifePath Index NL 2020 Fund 0% 3 60 0 0.67% 7.52%
ROOT CASH Interest Income Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend EFA BlackRock EAFE Equity Index Fund - Class T 100% 3 60 0 0.33% 3.66%
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery Fund,PRIDX 87% 3 3 60 1.23% 5.26%
WORLD STOCK VTWSX SSgA Global Equity Index Fund - Class A 0% 3 60 0 0.17% 2.42%
REAL ESTATE
Global Real Estate IRGTX ING Clarion Global Real Estate Securities Fund 60% 3 60 0 1.47% 6.72%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund,FCNTX 96% 3 3 60 0.55% 5.18%
SMALL BLEND NBGIX Neuberger Berman Genesis Fund-Institutional Class,NBGIX 91% 3 60 0 1.34% 14.4%
LARGE GROWTH FDGRX Fidelity Growth Company Fund,FDGRX 90% 3 3 60 0.79% 6.05%
LARGE BLEND VIIIX Vanguard Institutional Index - Inst Plus Shares,VIIIX 78% 3 3 60 0.02% 3.05%
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund - Institutional Shares,VIEIX 75% 3 3 60 0.06% 1.32%
SMALL BLEND RLPIX Royce Low-Priced Stock Fund - Institutional Class,RLPIX 0% 3 3 60 1.19% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Bond Index Fund 100% 3 60 0 0.15% 3.9%
Inflation-Protected Bond TIP SSgA U.S. Inflation Protected Bond Index Fund-Class A,N/A 97% 3 3 60 0.19% 2.86%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund - Institutional Class,PTTRX 96% 3 3 60 0.83% 4.63%
Average Expense Ratio: 0.64%
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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 24 funds, some of them are: IRGTX, EFA, PRIDX, VTWSX, TIP, VBMFX.

Ford Motor Company (Ticker: F) designs, develops, manufactures, and services cars and trucks worldwide. It operates in two sectors, Automotive and Financial Services. Ford Motor Company was founded in 1903 and is based in Dearborn, Michigan. Ford is one of the pioneers in automobile industry.



7/1/2010: The available funds are updated based on a user's input (thank you).




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