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MyPlanIQ TROUTMAN SANDERS LLP CASH OR DEFERRED PROFIT SHARING PLAN

TROUTMAN SANDERS LLP CASH OR DEFERRED PROFIT SHARING PLAN Investment Model Portfolios

This Plan is unrated.
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TROUTMAN SANDERS LLP CASH OR DEFERRED PROFIT SHARING PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds
DIVERSIFIED EMERGING MKTS LZOEX Lazard Funds
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
LARGE GROWTH FCNTX Fidelity Contrafund
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds
DIVERSIFIED EMERGING MKTS LZOEX Lazard Funds
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE GSLAX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares
Small Growth ALSRX Alger Institutional Funds: Alger Small Cap Growth Institutional Fund; Class I Shares
SMALL BLEND DISSX Dreyfus Index Funds
LARGE GROWTH AGTHX Growth Fund of America
SMALL BLEND ASQAX American Century Quantitative Equity Funds
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund
Small Growth ATASX Aston Funds: ASTON/TAMRO Small Cap Fund; Class N Shares
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund
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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds 91% 3 60 0 1.07% 2.47%
DIVERSIFIED EMERGING MKTS LZOEX Lazard Funds 60% 3 60 0 1.07% 2.1%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 1.4%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 13.94%
LARGE VALUE PRFDX T Rowe Price Equity Income Fund 97% 3 60 0 1.23% 4.14%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.18%
LARGE VALUE GSLAX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares 93% 3 60 0 1.29% 13.9%
Small Growth ALSRX Alger Institutional Funds: Alger Small Cap Growth Institutional Fund; Class I Shares 89% 3 60 0 1.73% 3.24%
SMALL BLEND DISSX Dreyfus Index Funds 79% 3 60 0 0.5% 15.38%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 11.19%
SMALL BLEND ASQAX American Century Quantitative Equity Funds 24% 3 60 0 0.65% 2.76%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 13.05%
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund 0% 3 60 0 0.51% 12.76%
Small Growth ATASX Aston Funds: ASTON/TAMRO Small Cap Fund; Class N Shares 0% 3 60 0 1.22% 54.25%
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund 66% 3 60 0 1.09% 10.13%
Average Expense Ratio: 0.84%
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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 to Create Model Portfolio

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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 investment options have not been imported yet.


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