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MyPlanIQ ANONYMOUS_CITIGROUP 401(k) PLAN

ANONYMOUS_CITIGROUP 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: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SSEMX SSgA MSCI Emerging Market Free Fund
Others
Retirement Income STLAX BFA Lifepath Retirement
unknown asset name P_13060 Citigroup Large Cap Growth
Target Date 2011-2015 BRPBX BFA Lifepath Fund 2015
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSgA MSCI EAFE Fund
WORLD STOCK DGT SSgA DJ/UBS Commodity Fund
Foreign Large Value DODFX Dodge & Cox International Stock
REAL ESTATE
Global Real Estate DFITX Dimensional Fund Advisors International Securities Fund
REAL ESTATE NRFYX AEW Real Estate Fund
REAL ESTATE WDJIX SSgA DJ/Wilshire REIT Index Fund
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SSEMX SSgA MSCI Emerging Market Free Fund
Others
Retirement Income STLAX BFA Lifepath Retirement
unknown asset name P_13060 Citigroup Large Cap Growth
Target Date 2011-2015 BRPBX BFA Lifepath Fund 2015
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSgA MSCI EAFE Fund
WORLD STOCK DGT SSgA DJ/UBS Commodity Fund
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend PIEQX T. Rowe Price International Eq Index
REAL ESTATE
Global Real Estate DFITX Dimensional Fund Advisors International Securities Fund
REAL ESTATE NRFYX AEW Real Estate Fund
REAL ESTATE WDJIX SSgA DJ/Wilshire REIT Index Fund
US EQUITY
LARGE BLEND SPY P-13060
MID-CAP BLEND MDY SSgA S&P 400 MiD Cap Fund
SMALL BLEND IWM SSgA Russell 2000 Index Fund
LARGE BLEND SVSPX SSgA S&P 500 Index
MID-CAP VALUE LMNOX Legg Mason Opportunity Institutional
LARGE VALUE IWW SSgA Russell 3000 Index Fund
FIXED INCOME
Intermediate-Term Bond AGG BlackRock Capital Aggregate Bond Fund
WORLD BOND WIP Spdr Ser Tr
Emerging Markets Bond PEMPX PIMCO Emerging Markets Bond P
Long-Term Bond PRPIX T. Rowe Price Corporate Income
High Yield Bond HIF Western Asset Fds Incorporated
FIXED INCOME IPE SSGA BlackRock Capital US TIPS Fund
Total Available Funds: 23
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS SSEMX SSgA MSCI Emerging Market Free Fund 0% 3 60 0 1.2% 5.65%
Others
Retirement Income STLAX BFA Lifepath Retirement 92% 3 60 0 0.84% 4.98%
unknown asset name P_13060 Citigroup Large Cap Growth 0% 3 60 0 NA NA
Target Date 2011-2015 BRPBX BFA Lifepath Fund 2015 0% 3 60 0 0.81% 88.31%
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSgA MSCI EAFE Fund 100% 3 60 0 0.33% 3.66%
WORLD STOCK DGT SSgA DJ/UBS Commodity Fund 100% 3 60 0 0.5% 3.23%
Foreign Large Value DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 1.4%
Foreign Large Blend PIEQX T. Rowe Price International Eq Index 85% 3 60 0 0.3% 3.47%
REAL ESTATE
Global Real Estate DFITX Dimensional Fund Advisors International Securities Fund 79% 3 60 0 0.27% 6.76%
REAL ESTATE NRFYX AEW Real Estate Fund 72% 3 60 0 1.15% 2.85%
REAL ESTATE WDJIX SSgA DJ/Wilshire REIT Index Fund 0% 3 60 0 NA 4.35%
US EQUITY
LARGE BLEND SPY P-13060 100% 3 60 0 0.09% 1.25%
MID-CAP BLEND MDY SSgA S&P 400 MiD Cap Fund 100% 3 60 0 0.24% 1.29%
SMALL BLEND IWM SSgA Russell 2000 Index Fund 99% 3 60 0 0.19% 1.23%
LARGE BLEND SVSPX SSgA S&P 500 Index 75% 3 60 0 0.16% 8.93%
MID-CAP VALUE LMNOX Legg Mason Opportunity Institutional 69% 3 60 0 1.52% 0.21%
LARGE VALUE IWW SSgA Russell 3000 Index Fund 0% 3 60 0 0.25% 2.25%
FIXED INCOME
Intermediate-Term Bond AGG BlackRock Capital Aggregate Bond Fund 100% 3 60 0 0.03% 4.01%
WORLD BOND WIP Spdr Ser Tr 96% 3 60 0 0.5% 5.64%
Emerging Markets Bond PEMPX PIMCO Emerging Markets Bond P 78% 3 60 0 0.99% 6.82%
Long-Term Bond PRPIX T. Rowe Price Corporate Income 75% 3 60 0 0% 4.78%
High Yield Bond HIF Western Asset Fds Incorporated 0% 3 60 0 NA 6.61%
FIXED INCOME IPE SSGA BlackRock Capital US TIPS Fund 0% 3 60 0 0.19% 2.62%
Average Expense Ratio: 0.5%
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