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MyPlanIQ 401k Investor Wal-Mart Puerto Rico Profit Sharing and 401(k) Plan

Wal-Mart Puerto Rico Profit Sharing and 401(k) Plan Investment Model Portfolios

This Plan is unrated.
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WAL-MART PUERTO RICO PROFIT SHARING AND 401(K) PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Moderate Allocation PAAIX PIMCO All Asset Institutional
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Barclays MSCI ACWI Ex- US Index Trust
Foreign Large Blend RERGX American Europacific Growth Fund R6
Foreign Large Blend VISIX Victory International Small Cap Equity Trust
US EQUITY
SMALL BLEND IWM BGI Russell 2000 Index Trust
LARGE BLEND IWB BGI Russell 1000 Index Trust
Mid-Cap Growth SDSCX The Boston Company (TBC) SMID Cap Growth Trust
FIXED INCOME
Long-Term Bond BHK 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: 15
Asset Class Ticker Description Rating
Others
Moderate Allocation PAAIX PIMCO All Asset Institutional
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Barclays MSCI ACWI Ex- US Index Trust
Foreign Large Blend RERGX American Europacific Growth Fund R6
Foreign Large Blend VISIX Victory International Small Cap Equity Trust
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 The Boston Company (TBC) SMID Cap Growth Trust
LARGE BLEND NYVTX Davis NY Venture Trust
SMALL BLEND WWSIX Westwood SMID Cap Value Equity Trust
LARGE GROWTH RAIEX Rainer Large Cap Growth Trust
FIXED INCOME
Long-Term Bond BHK 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: 15
  • 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%
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Barclays MSCI ACWI Ex- US Index Trust 98% 3 60 0 0.34% 3.18%
Foreign Large Blend RERGX American Europacific Growth Fund R6 32% 3 60 0 0.9% 14.04%
Foreign Large Blend VISIX Victory International Small Cap Equity Trust 0% 3 60 0 1.12% 6.43%
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 The Boston Company (TBC) SMID Cap Growth Trust 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 WWSIX Westwood SMID Cap Value Equity Trust 54% 3 60 0 1.25% 9.16%
LARGE GROWTH RAIEX Rainer Large Cap Growth Trust 0% 3 60 0 0.92% 43.51%
FIXED INCOME
Long-Term Bond BHK Prudential Core Plus Bond 100% 3 60 0 NA 8.96%
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% 3 60 0 NA 20.17%
Average Expense Ratio: 0.92%
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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 for Portfolio Details or Follow 17.5% 8.2% 6.1% 8.0% 8.0% 8.4%

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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:WMT)
The plan consists of 18 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Wal-Mart Stores, Inc. operates retail stores in various formats worldwide. The company’s Walmart U.S. segment offers meat, produce, deli, bakery, dairy, frozen foods, floral, and dry grocery; health and beauty aids, household chemicals, paper goods, and pet supplies; electronics, toys, cameras and supplies, photo processing services, cellular phones, cellular service plan contracts, and prepaid service; fabrics and crafts, stationery and books, automotive accessories, hardware and paint, horticulture and accessories, sporting goods, outdoor entertaining, and seasonal merchandise; apparel, shoes, and jewelry; pharmacy and optical services; and home furnishings, housewares, and small appliances through discount stores, supercenters, and neighborhood markets, as well as through walmart.com.



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