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investment does not affect the retail mutual fund data published by Morningstar. Morningstar Return The Morningstar Return rates a fund’s performance relative to other managed products in its Morningstar Category. It is an assessment of a product's excess return over a risk-free rate (the return of the 90-day Treasury Bill) in comparison with the
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Ultra-Aggressive Profile Portfolio
my.voya.comOut of 154 Allocation--85%+ Equity investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details. Investment Objective & Strategy The purpose of the Ultra-Aggressive Profile Portfolio is to
Vanguard® Target Retirement 2025 Fund - Investor Shares
my.voya.comVanguard Total Stock Mkt Idx Inv 34.96 Vanguard Total Bond Market II Idx Inv 28.68 Vanguard Total Intl Stock Index Inv 23.38 Vanguard Total Intl Bd Idx Investor 12.18 Vanguard Shrt-Term Infl-Prot Sec Idx Inv 1.00 Credit Analysis: % Bonds as of 08-31-21 AAA 56 BB 0 AA 10 B 0 A 17 Below B 0 BBB 16 Not Rated 0 Morningstar Super Sectors % Fund h ...
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my.voya.comFixed Income Fund ... your existing account balances between or among the investment options in multiples of 1% at any time by calling 1-844-273-8692 or by accessing y our account on line at cnpsavings.voya.com. However, your investment elections may be subject to certain restrictions, as described in the Plan Prospectus. ...
U.S. Large Cap Equity Index Fund
my.voya.comDerivatives Risk 1: Investments in derivatives (such as futures contracts, forward contracts, swaps and options) may reduce the Fund's returns and/or increase volatility. Fluctuations in the values of derivatives may not correlate perfectly with the overall securities markets.
UPS 401(k) Savings Plan U.S. Large Cap Equity Index Fund
my.voya.comDerivatives Risk 1: Investments in derivatives (such as futures contracts, forward contracts, swaps and options) may reduce the Fund's returns and/or increase volatility. Fluctuations in the values of derivatives may not correlate perfectly with the …
Vanguard Total Bond Market Index I VBTIX
my.voya.comVanguard Total Bond Market Index I VBTIX ... ‹ Municipal 0.73 5.03 fi Cash/Cash Equivalents 0.11 7.55 ± Other 0.00 2.02 Credit Analysis as of 08-31-21 % Bonds-100 -50 0 50 100 AAA 69 AA 3 A 12 BBB 16 BB 0 B 0 Below B 0 Not Rated 0 Principal Risks as of 08-31-21
Vanguard® Mid-Cap Index Fund - Admiral™ Shares
my.voya.comIndex, a broadly diversified index of stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. Past name(s) : Vanguard Mid Cap Index Adm.
Retirement Plan Distributions Income Tax Information Notice
my.voya.com10-Year Averaging Death Benefit Exclusion Frequently Asked Questions Page 4 Page 4 Page 4. Retirement Plan Distributions Income Tax Information Notice. PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN. The following income tax information is required to be provided to an eligible recipient no earlier than 30 days and no later than 180 days prior to ...
Nestlé 401(k) Savings Plan and the Nestlé ... - my.voya.com
my.voya.comdistributions on the part of the distribution that you must include in income, unless an exception applies. In general, the exceptions to the 10% additional income tax for early distributions from an IRA are the same as the exceptions listed above for early distributions from a plan.
Your retirement plan statement guide - my.voya.com
my.voya.comP r e - 7891 A f t e r - T a x C no t r i ub t i no s 00.0$ Post-1986 After-Tax Contributions $0.00 Your Loan Summary News From Your Plan Sponsor Voya FinancialTM is one ofthe nation’s largest benefits providers. Voyaprovides a superior range products and services for defined contribution and
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www.vanguard.com3 Based on calculations from the Vanguard Advisor’s Alpha research team using data from Morningstar. of excess returns (see Rowley, Walker, and Ning, 2018). Better returns than those provided by an advisor or investor who doesn’t use the value-added practices