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MyPlanIQ 401k Investor CONCUR TECHNOLOGIES INC 401K PLAN AND TRUST

CONCUR TECHNOLOGIES INC 401K PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS Emerging Markets Fund A
Others
Target Date 2000-2010 PARAX T. Rowe Price Ret 2010 Adv
Target Date 2026-2030 PARCX T. Rowe Price Ret 2030 Adv
Target Date 2036-2040 PARDX T. Rowe Price Ret 2040 Adv
INTERNATIONAL EQUITY
WORLD STOCK RNPEX American Funds New Perspective Fund R4
Foreign Large Blend HIINX Harbor International Inv
Foreign Large Growth AIIEX Invesco International Growth Equity A
US EQUITY
MID-CAP VALUE FSEIX Nuveen Mid Cap Value I
SMALL BLEND FSCDX Fidelity Advisor Small Cap Fund A
LARGE VALUE DAGVX Dreyfus Strategic Value Fund A
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS Emerging Markets Fund A
Others
Target Date 2000-2010 PARAX T. Rowe Price Ret 2010 Adv
Target Date 2026-2030 PARCX T. Rowe Price Ret 2030 Adv
Target Date 2036-2040 PARDX T. Rowe Price Ret 2040 Adv
Target Date 2016-2020 PARBX T. Rowe Price Ret 2020 Adv
Target Date 2046-2050 PARFX T. Rowe Price Ret 2050 Adv
Retirement Income PARIX T. Rowe Price Ret Income Adv
Target Date 2051+ PAROX T. Rowe Price Ret 2055 Adv
Target Date 2011-2015 PARHX T. Rowe Price Ret 2015 Adv
Target Date 2041-2045 PARLX T. Rowe Price Ret 2045 Adv
Target Date 2021-2025 PARJX T. Rowe Price Ret 2025 Adv
Target Date 2031-2035 PARKX T. Rowe Price Ret 2035 Adv
ROOT CASH American Century Cap Preservation Inv
INTERNATIONAL EQUITY
WORLD STOCK RNPEX American Funds New Perspective Fund R4
Foreign Large Blend HIINX Harbor International Inv
Foreign Large Growth AIIEX Invesco International Growth Equity A
US EQUITY
MID-CAP VALUE FSEIX Nuveen Mid Cap Value I
SMALL BLEND FSCDX Fidelity Advisor Small Cap Fund A
LARGE VALUE DAGVX Dreyfus Strategic Value Fund A
LARGE GROWTH RAFEX American Funds AMCAP Fund R4
SMALL VALUE DEVLX Delaware Small Cap Value Fund A
Mid-Cap Growth FRSLX Nuveen Mid Cap Growth Opp A
LARGE BLEND VIFSX Vanguard 500 Index Signal
REAL ESTATE
Global Real Estate PURZX Prudential Global Real Estate Z
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return Fund A
High Yield Bond FHAIX Franklin High Income Fund A
Total Available Funds: 26
  • 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 GBEMX RS Emerging Markets Fund A 62% 1 60 0 1.34% 1.92%
Others
Target Date 2000-2010 PARAX T. Rowe Price Ret 2010 Adv 68% 1 60 0 0.99% 5.75%
Target Date 2026-2030 PARCX T. Rowe Price Ret 2030 Adv 67% 1 60 0 1.08% 5.76%
Target Date 2036-2040 PARDX T. Rowe Price Ret 2040 Adv 67% 1 60 0 0.6% 4.55%
Target Date 2016-2020 PARBX T. Rowe Price Ret 2020 Adv 62% 1 60 0 0.78% 6.04%
Target Date 2046-2050 PARFX T. Rowe Price Ret 2050 Adv 52% 1 60 0 0.63% 4.17%
Retirement Income PARIX T. Rowe Price Ret Income Adv 44% 1 60 0 0.49% 4.95%
Target Date 2051+ PAROX T. Rowe Price Ret 2055 Adv 21% 1 60 0 1.14% 4.19%
Target Date 2011-2015 PARHX T. Rowe Price Ret 2015 Adv 11% 1 60 0 0.76% 5.64%
Target Date 2041-2045 PARLX T. Rowe Price Ret 2045 Adv 10% 1 60 0 1.12% 3.91%
Target Date 2021-2025 PARJX T. Rowe Price Ret 2025 Adv 9% 1 60 0 1.05% 5.97%
Target Date 2031-2035 PARKX T. Rowe Price Ret 2035 Adv 8% 1 60 0 0.84% 4.72%
ROOT CASH American Century Cap Preservation Inv 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK RNPEX American Funds New Perspective Fund R4 64% 1 60 0 1.47% 7.04%
Foreign Large Blend HIINX Harbor International Inv 60% 1 60 0 0.69% 3.47%
Foreign Large Growth AIIEX Invesco International Growth Equity A 51% 1 60 0 1.6% 16.06%
US EQUITY
MID-CAP VALUE FSEIX Nuveen Mid Cap Value I 77% 1 60 0 0.79% 14.48%
SMALL BLEND FSCDX Fidelity Advisor Small Cap Fund A 51% 1 60 0 2.15% 2.21%
LARGE VALUE DAGVX Dreyfus Strategic Value Fund A 47% 1 60 0 0.63% 7.19%
LARGE GROWTH RAFEX American Funds AMCAP Fund R4 44% 1 60 0 0.49% 9.39%
SMALL VALUE DEVLX Delaware Small Cap Value Fund A 42% 1 60 0 0.86% 13.54%
Mid-Cap Growth FRSLX Nuveen Mid Cap Growth Opp A 39% 1 60 0 0.92% 13.47%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 1 60 0 0.05% 2.09%
REAL ESTATE
Global Real Estate PURZX Prudential Global Real Estate Z 92% 1 60 0 2.18% 2.3%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return Fund A 65% 1 60 0 0.8% 4.32%
High Yield Bond FHAIX Franklin High Income Fund A 60% 1 60 0 0.88% 5.83%
Average Expense Ratio: 0.97%
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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*
Click for Portfolio Details or Follow 0.0% 4.3% -0.3% 3.6% 3.5% 5.0%

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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 -1.1% 5.4% 0.2% 3.0% 2.3% 4.7%

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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
The plan consists of 26 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, Emerging Market Equity and REITs.


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