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MyPlanIQ 401k Investor COMARCO, INC.SAVINGS AND RETIREMENT PLAN

COMARCO, INC.SAVINGS AND RETIREMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Dev Mkts FD class A
Others
Technology SCMIX Seligman Comm Info FD class A
Health ETHSX EV Worldwide Health Sciences
Moderate Allocation AMECX American Funds American Income FD OF
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Cap World growth INC
Foreign Large Blend TGVAX Thornburg Inter Value FD A
US EQUITY
LARGE BLEND JSVAX Janus Contrarian Fund class A
LARGE BLEND NYVTX Davis NY Venture FD class A
MID-CAP VALUE ABSIX Alliancebern Sml/Mid Value class A
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Dev Mkts FD class A
Others
Technology SCMIX Seligman Comm Info FD class A
Health ETHSX EV Worldwide Health Sciences
Moderate Allocation AMECX American Funds American Income FD OF
Financial RPFGX Davis Series Financial FD class A
ROOT CASH Merrill Lynch Cash
ROOT CASH Cash
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Cap World growth INC
Foreign Large Blend TGVAX Thornburg Inter Value FD A
US EQUITY
LARGE BLEND JSVAX Janus Contrarian Fund class A
LARGE BLEND NYVTX Davis NY Venture FD class A
MID-CAP VALUE ABSIX Alliancebern Sml/Mid Value class A
LARGE VALUE HWLIX Hotchkis Wiley Large Cap Val
SMALL BLEND FSCTX Fidelity Adv Small Cap FD class T
SMALL BLEND LRSPX Lord Abbett Small Cap Value FD P
LARGE GROWTH AGTHX American Funds American Growth FD of Amer
LARGE GROWTH RGACX American Growth FD of Amer R3
LARGE BLEND IJCIX Janus Contrarian Fund
LARGE BLEND MASRX BlackRock S P 500 Index
SMALL BLEND KDSSX DWS Dreman Small Cap Value
LARGE VALUE ICSRX Mainstay Icap Select Eqty Sec A
REAL ESTATE
REAL ESTATE RRRRX DWS Rreef Real Estate Sec
FIXED INCOME
Intermediate-Term Bond CINCX Calvert Income Fund
Intermediate-Term Bond PTTAX Pimco Total Return Fund class A
Multisector Bond LBFAX Loomis Sayles Bond Fund Admin
Intermediate Government CCGAX BlackRock Govt income Port class A
Intermediate-Term Bond MRF American Income FD OF
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 Oppenheimer Dev Mkts FD class A 64% 3 60 0 0.84% 34.62%
Others
Technology SCMIX Seligman Comm Info FD class A 63% 3 60 0 1.43% 10.45%
Health ETHSX EV Worldwide Health Sciences 43% 3 60 0 1.46% 7.68%
Moderate Allocation AMECX American Funds American Income FD OF 38% 3 60 0 0.69% 9.89%
Financial RPFGX Davis Series Financial FD class A 33% 3 60 0 0.72% 4.59%
ROOT CASH Merrill Lynch Cash 0% 1 60 0 NA 2.53%
ROOT CASH Cash 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Cap World growth INC 92% 3 60 0 0.75% 11.23%
Foreign Large Blend TGVAX Thornburg Inter Value FD A 63% 3 60 0 1.36% 3.81%
US EQUITY
LARGE BLEND JSVAX Janus Contrarian Fund class A 97% 3 60 0 0.99% 11.03%
LARGE BLEND NYVTX Davis NY Venture FD class A 92% 3 60 0 1.75% 12.2%
MID-CAP VALUE ABSIX Alliancebern Sml/Mid Value class A 87% 3 60 0 1.08% 6.4%
LARGE VALUE HWLIX Hotchkis Wiley Large Cap Val 68% 3 60 0 1.91% 8.75%
SMALL BLEND FSCTX Fidelity Adv Small Cap FD class T 50% 3 60 0 2.15% 2.54%
SMALL BLEND LRSPX Lord Abbett Small Cap Value FD P 48% 3 60 0 1.48% 7.54%
LARGE GROWTH AGTHX American Funds American Growth FD of Amer 41% 3 60 0 0.3% 11.06%
LARGE GROWTH RGACX American Growth FD of Amer R3 37% 3 60 0 0.3% 11.14%
LARGE BLEND IJCIX Janus Contrarian Fund 0% 3 60 0 NA 2.25%
LARGE BLEND MASRX BlackRock S P 500 Index 0% 3 60 0 0.3% 2.03%
SMALL BLEND KDSSX DWS Dreman Small Cap Value 0% 3 60 0 1.13% 7.58%
LARGE VALUE ICSRX Mainstay Icap Select Eqty Sec A 0% 3 60 0 1.18% 22.21%
REAL ESTATE
REAL ESTATE RRRRX DWS Rreef Real Estate Sec 83% 3 60 0 0.61% 1.96%
FIXED INCOME
Intermediate-Term Bond CINCX Calvert Income Fund 76% 3 60 0 0.66% 4.65%
Intermediate-Term Bond PTTAX Pimco Total Return Fund class A 65% 3 60 0 0.8% 4.31%
Multisector Bond LBFAX Loomis Sayles Bond Fund Admin 54% 3 60 0 1.15% 3.92%
Intermediate Government CCGAX BlackRock Govt income Port class A 0% 3 60 0 NA 2.6%
Intermediate-Term Bond MRF American Income FD OF 0% 3 60 0 NA 6.67%
Average Expense Ratio: 1.05%
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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 to Create Model Portfolio

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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 -0.1% 3.4% -1.1% 1.9% 2.2% 4.2%

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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(Ticker:CMRO)
The plan consists of 29 funds. It covers 5 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.


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