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MyPlanIQ 401k Investor COMPUTER AID INC. 401K PROFIT SHARING PLAN

COMPUTER AID INC. 401K PROFIT SHARING PLAN Investment Model Portfolios

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COMPUTER AID, INC. 401(K) PROFIT SHARING PLAN
COMPUTER AID, INC. 401K PROFIT SHARING PLAN
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
Others
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation
Health PHSZX Prudential Jennison Health Sciences Z
Moderate Allocation JDVAX JPMorgan Diversified A
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend LISIX Lazard Intl Strategic Equity Instl
EUROPE STOCK JFEIX JPMorgan Intrepid European Inst
US EQUITY
MID-CAP VALUE ABSIX AllianceBern Small-Mid Cap Value I
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
Others
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation
Health PHSZX Prudential Jennison Health Sciences Z
Moderate Allocation JDVAX JPMorgan Diversified A
Technology ISTIX Ivy Science & Technology I
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend LISIX Lazard Intl Strategic Equity Instl
EUROPE STOCK JFEIX JPMorgan Intrepid European Inst
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
US EQUITY
MID-CAP VALUE ABSIX AllianceBern Small-Mid Cap Value I
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE BLEND FRDAX Franklin Rising Dividends Adv
LARGE BLEND BTIIX DWS Equity 500 Index Inst
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Instl
Small Growth RSYEX RS Small Cap Growth Y
SMALL VALUE VSCAX Invesco Van Kampen SmallCapValue A
Small Growth VSEAX JPMorgan Small Cap Equity A
LARGE VALUE PAVLX T. Rowe Price Value Adv
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth Adv
Mid-Cap Growth WFDAX Wells Fargo Advantage Discovery A
LARGE GROWTH ASPIX Alger Spectra I
LARGE VALUE CSERX Columbia Select Large-Cap Value R4
SMALL BLEND ATIAX Invesco Small Companies A
MID-CAP BLEND CHTTX ASTON/Fairpointe Mid Cap N
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
High Yield Bond BHYIX BlackRock High Yield Bond Instl
Total Available Funds: 29
  • 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 ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 35.57%
Others
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation 99% 3 60 0 0.98% 15.67%
Health PHSZX Prudential Jennison Health Sciences Z 64% 3 60 0 0.77% 12.55%
Moderate Allocation JDVAX JPMorgan Diversified A 58% 3 60 0 0.58% 12.98%
Technology ISTIX Ivy Science & Technology I 51% 3 60 0 0.96% 13.94%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl 99% 3 60 0 1.02% 3.77%
Foreign Large Blend LISIX Lazard Intl Strategic Equity Instl 91% 3 60 0 1.07% 24.2%
EUROPE STOCK JFEIX JPMorgan Intrepid European Inst 75% 3 60 0 0.75% 3.83%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 28% 3 60 0 0.07% 3.34%
US EQUITY
MID-CAP VALUE ABSIX AllianceBern Small-Mid Cap Value I 87% 3 60 0 1.08% 6.4%
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z 81% 3 60 0 0.2% 9.4%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 3 60 0 0.05% 1.52%
LARGE BLEND FRDAX Franklin Rising Dividends Adv 79% 3 60 0 0.52% 10.14%
LARGE BLEND BTIIX DWS Equity 500 Index Inst 77% 3 60 0 0.2% 13.48%
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Instl 65% 3 60 0 0.88% 13.79%
Small Growth RSYEX RS Small Cap Growth Y 63% 3 60 0 2.16% 0%
SMALL VALUE VSCAX Invesco Van Kampen SmallCapValue A 62% 3 60 0 0.87% 10.37%
Small Growth VSEAX JPMorgan Small Cap Equity A 57% 3 60 0 1.75% 20.7%
LARGE VALUE PAVLX T. Rowe Price Value Adv 55% 3 60 0 0.7% 4.47%
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth Adv 42% 3 60 0 1.23% 5.98%
Mid-Cap Growth WFDAX Wells Fargo Advantage Discovery A 25% 3 60 0 0.88% 16.67%
LARGE GROWTH ASPIX Alger Spectra I 23% 3 60 0 1.13% 8.27%
LARGE VALUE CSERX Columbia Select Large-Cap Value R4 1% 3 60 0 1.55% 3.69%
SMALL BLEND ATIAX Invesco Small Companies A 0% 3 60 0 1.28% 40.18%
MID-CAP BLEND CHTTX ASTON/Fairpointe Mid Cap N 0% 3 60 0 0.76% 13.33%
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 89% 3 60 0 0.52% 3.83%
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y 85% 3 60 0 0.74% 4.75%
Inflation-Protected Bond PRRIX PIMCO Real Return Instl 80% 3 60 0 1.37% 4.21%
High Yield Bond BHYIX BlackRock High Yield Bond Instl 71% 3 60 0 0.51% 6.53%
Average Expense Ratio: 0.88%
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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 0.1% 8.4% 2.5% 5.5% 5.2% 6.0%

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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% 16.7% 6.8% 7.6% 6.1% 6.8%

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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 30 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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