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MyPlanIQ 401k Investor County of Alameda California 457 Deferred Compensation Plan

County of Alameda California 457 Deferred Compensation Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX,,.
Others
Moderate Allocation RLBCX American Funds American Balanced R3
Health SHSAX BlackRock Health Sciences Opps Inv A
INTERNATIONAL EQUITY
WORLD STOCK WAGTX Wasatch World Innovators
Foreign Large Blend DIISX Dreyfus Intl Stock Index
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
REAL ESTATE
REAL ESTATE PETAX PIMCO Real Estate Real Return Strategy A
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Z
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX,,.
Others
Moderate Allocation RLBCX American Funds American Balanced R3
Health SHSAX BlackRock Health Sciences Opps Inv A
INTERNATIONAL EQUITY
WORLD STOCK WAGTX Wasatch World Innovators
Foreign Large Blend DIISX Dreyfus Intl Stock Index
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
EUROPE STOCK TEMIX Mutual European A
REAL ESTATE
REAL ESTATE PETAX PIMCO Real Estate Real Return Strategy A
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Z
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
SMALL BLEND DISSX Dreyfus Small Cap Stock Index
LARGE BLEND PDSIX Prudential Stock Index I
LARGE GROWTH PJFZX Prudential Jennison Growth Z
LARGE BLEND RFNCX American Funds Fundamental Invs R3
MID-CAP BLEND CAAPX Ariel Appreciation Investor
SMALL VALUE DEVLX Delaware Small Cap Value A
LARGE VALUE SOPAX Legg Mason ClearBridge Equity Inc Bldr A
LARGE VALUE SOPAX Legg Mason ClearBridge Equity Inc Bldr A
MID-CAP BLEND PESPX Dreyfus MidCap Index
LARGE GROWTH FKCGX Franklin Flex Cap Growth A
SMALL BLEND ATIAX Invesco Small Companies A
FIXED INCOME
Intermediate-Term Bond DPDFX Delaware Diversified Income A
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Inv
Inflation-Protected Bond PRTNX PIMCO Real Return A
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A
SHORT GOVERNMENT STABLEVALUE Prudential Stable Value
Total Available Funds: 27
  • 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 ODMAX ODMAX,,. 64% 3 60 0 0.84% 35%
Others
Moderate Allocation RLBCX American Funds American Balanced R3 63% 3 60 0 0.31% 8.46%
Health SHSAX BlackRock Health Sciences Opps Inv A 48% 3 60 0 1.45% 11.42%
INTERNATIONAL EQUITY
WORLD STOCK WAGTX Wasatch World Innovators 85% 3 60 0 1.77% 0%
Foreign Large Blend DIISX Dreyfus Intl Stock Index 81% 3 60 0 0.6% 4.89%
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 56% 3 60 0 0.9% 13.98%
EUROPE STOCK TEMIX Mutual European A 45% 3 60 0 0.95% 3.46%
REAL ESTATE
REAL ESTATE PETAX PIMCO Real Estate Real Return Strategy A 99% 3 60 0 1.94% 1.27%
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Z 93% 3 60 0 0.82% 7.34%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A 93% 3 60 0 1.18% 14.15%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 89% 3 60 0 1.08% 7.71%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index 79% 3 60 0 0.5% 15.38%
LARGE BLEND PDSIX Prudential Stock Index I 76% 3 60 0 0.19% 9.27%
LARGE GROWTH PJFZX Prudential Jennison Growth Z 74% 3 60 0 1.71% 11.45%
LARGE BLEND RFNCX American Funds Fundamental Invs R3 50% 3 60 0 0.28% 8.95%
MID-CAP BLEND CAAPX Ariel Appreciation Investor 47% 3 60 0 1.1% 13.73%
SMALL VALUE DEVLX Delaware Small Cap Value A 42% 3 60 0 0.86% 13.54%
LARGE VALUE SOPAX Legg Mason ClearBridge Equity Inc Bldr A 40% 3 60 0 1.37% 13.14%
LARGE VALUE SOPAX Legg Mason ClearBridge Equity Inc Bldr A 40% 3 60 0 1.37% 13.14%
MID-CAP BLEND PESPX Dreyfus MidCap Index 0% 3 60 0 0.51% 12.76%
LARGE GROWTH FKCGX Franklin Flex Cap Growth A 0% 3 60 0 0.98% 12.07%
SMALL BLEND ATIAX Invesco Small Companies A 0% 3 60 0 1.28% 40.18%
FIXED INCOME
Intermediate-Term Bond DPDFX Delaware Diversified Income A 63% 3 60 0 0.36% 4.43%
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Inv 62% 3 60 0 0.4% 3.63%
Inflation-Protected Bond PRTNX PIMCO Real Return A 58% 3 60 0 1.37% 2.99%
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A 49% 3 60 0 0.66% 6.1%
SHORT GOVERNMENT STABLEVALUE Prudential Stable Value 16% 0 60 0 NA 20.17%
Average Expense Ratio: 0.94%
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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 7.2% 15.0% 23.4% 16.0% 9.9% 9.5%

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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 4.0% 10.5% 17.2% 15.8% 9.9% 10.3%

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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 27 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.

The County of Alameda California 457 Deferred Compensation Plan is provided by Prudential Retirement Center. The latest investment options is based on Q1 2010 report. 



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