MyPlanIQ 401k Investor The Rite Aid 401(k) Plan

The Rite Aid 401(k) Plan Investment Model Portfolios

This Plan is unrated.
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THE RITE AID 401(K) PLAN
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIEQX TRP INTERNATIONAL EQUITY INDEX
INTERNATIONAL EQUITY VGTSX INTERNATIONAL EQUITY FUND
Others
Target Date 2036-2040 TRRDX RETIREMENT 2040 FUND
Target Date 2026-2030 TRRCX RETIREMENT 2030 FUND
Target Date 2016-2020 TRRBX RETIREMENT 2020 FUND
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL
Intermediate-Term Bond PBDIX TRP BOND INDEX TRUST
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
US EQUITY
US Small Cap NAESX SMALL CAP FUND
LARGE GROWTH VWUSX LARGE CAP GROWTH FUND
US Mid Cap VIMSX MID CAP FUND
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIEQX TRP INTERNATIONAL EQUITY INDEX
INTERNATIONAL EQUITY VGTSX INTERNATIONAL EQUITY FUND
Others
Target Date 2036-2040 TRRDX RETIREMENT 2040 FUND
Target Date 2026-2030 TRRCX RETIREMENT 2030 FUND
Target Date 2016-2020 TRRBX RETIREMENT 2020 FUND
Target Date 2011-2015 TRRGX RETIREMENT 2015 FUND
Target Date 2000-2010 TRRFX RETIREMENT 2005 FUND
Target Date 2031-2035 TRRJX RETIREMENT 2035 FUND
Target Date 2000-2010 TRRAX RETIREMENT 2010 FUND
Target Date 2021-2025 TRRHX RETIREMENT 2025 FUND
Target Date 2041-2045 TRRKX RETIREMENT 2045 FUND
Target Date 2051+ TRRNX RETIREMENT 2055 FUND
Moderate Allocation DODBX DODGE & COX BALANCED FUND
Retirement Income TRRIX RETIREMENT INCOME FUND
Target Date 2046-2050 TRRMX RETIREMENT 2050 FUND
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL
Intermediate-Term Bond PBDIX TRP BOND INDEX TRUST
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
US EQUITY
US Small Cap NAESX SMALL CAP FUND
LARGE GROWTH VWUSX LARGE CAP GROWTH FUND
US Mid Cap VIMSX MID CAP FUND
LARGE VALUE VIVAX LARGE CAP VALUE
SMALL BLEND VSCIX VANGUARD SMALL CAP INDEX INSTL
LARGE BLEND VIIIX VANGUARD INST , INDEX PLUS
MID-CAP BLEND PEXMX TRP EXTENDED EQUITY MRKT INDEX
Total Available Funds: 25
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend PIEQX TRP INTERNATIONAL EQUITY INDEX 85% 1 60 0 0.3% 2.84%
INTERNATIONAL EQUITY VGTSX INTERNATIONAL EQUITY FUND 16% 1 60 0 0.08% 1.23%
Others
Target Date 2036-2040 TRRDX RETIREMENT 2040 FUND 100% 1 60 0 0.6% 2.39%
Target Date 2026-2030 TRRCX RETIREMENT 2030 FUND 100% 1 60 0 1.08% 3.52%
Target Date 2016-2020 TRRBX RETIREMENT 2020 FUND 100% 1 60 0 0.78% 0%
Target Date 2011-2015 TRRGX RETIREMENT 2015 FUND 100% 1 60 0 0.76% 0%
Target Date 2000-2010 TRRFX RETIREMENT 2005 FUND 100% 1 60 0 0.34% 0%
Target Date 2031-2035 TRRJX RETIREMENT 2035 FUND 97% 1 60 0 0.84% 0%
Target Date 2000-2010 TRRAX RETIREMENT 2010 FUND 97% 1 60 0 0.99% 0%
Target Date 2021-2025 TRRHX RETIREMENT 2025 FUND 96% 1 60 0 1.05% 0%
Target Date 2041-2045 TRRKX RETIREMENT 2045 FUND 96% 1 60 0 1.12% 0%
Target Date 2051+ TRRNX RETIREMENT 2055 FUND 93% 1 60 0 1.14% 0%
Moderate Allocation DODBX DODGE & COX BALANCED FUND 92% 1 60 0 0.42% 2.07%
Retirement Income TRRIX RETIREMENT INCOME FUND 91% 1 60 0 0.34% 3.57%
Target Date 2046-2050 TRRMX RETIREMENT 2050 FUND 77% 1 60 0 0.63% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL 96% 1 60 0 0.83% 3.22%
Intermediate-Term Bond PBDIX TRP BOND INDEX TRUST 93% 1 60 0 0.12% 2.85%
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND 16% 1 60 0 NA 28.12%
US EQUITY
US Small Cap NAESX SMALL CAP FUND 99% 1 60 0 0.03% 1.04%
LARGE GROWTH VWUSX LARGE CAP GROWTH FUND 99% 1 60 0 0.3% 0.23%
US Mid Cap VIMSX MID CAP FUND 98% 1 60 0 0.04% 0.71%
LARGE VALUE VIVAX LARGE CAP VALUE 95% 1 60 0 0.05% 1.74%
SMALL BLEND VSCIX VANGUARD SMALL CAP INDEX INSTL 80% 1 60 0 0.05% 1.15%
LARGE BLEND VIIIX VANGUARD INST , INDEX PLUS 78% 1 60 0 0.02% 0.75%
MID-CAP BLEND PEXMX TRP EXTENDED EQUITY MRKT INDEX 76% 1 60 0 0.25% 1.19%
Average Expense Ratio: 0.51%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.1% 20.1% 9.4% 11.9% 7.5% 9.0%

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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% 24.4% 14.5% 14.2% 10.1% 9.2%

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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 1.4% 18.5% 5.9% 7.8% 4.7% 5.5%

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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:RAD)
The plan consists of 25 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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