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MyPlanIQ BUSINESS and DECISION NORTH AMERICA 401K PLAN

BUSINESS and DECISION NORTH AMERICA 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPEN DEVELOPING MARKETS
Others
Target Date 2011-2015 FFVFX FIDELITY FREEDOM 2015
Target Date 2021-2025 FFTWX FIDELITY FREEDOM 2025
Target Date 2031-2035 FFTHX FIDELITY FREEDOM 2035
INTERNATIONAL EQUITY
Foreign Large Blend REREX AMERICAN EUROPACIFIC GROWTH
Foreign Small/Mid Blend SGOVX 1ST EAGLE OVERSEAS
US EQUITY
LARGE BLEND YACKX YACKTMAN
LARGE BLEND SLASX SELECTED AMERICAN SHARES
LARGE GROWTH FCNTX FIDELITY CONTRAFUND
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPEN DEVELOPING MARKETS
Others
Target Date 2011-2015 FFVFX FIDELITY FREEDOM 2015
Target Date 2021-2025 FFTWX FIDELITY FREEDOM 2025
Target Date 2031-2035 FFTHX FIDELITY FREEDOM 2035
Moderate Allocation OAKBX OAKMARK EQUITY & INC
Moderate Allocation VWELX VANGUARD WELLINGTON
Equity Energy ICENX ICON ENERGY
INTERNATIONAL EQUITY
Foreign Large Blend REREX AMERICAN EUROPACIFIC GROWTH
Foreign Small/Mid Blend SGOVX 1ST EAGLE OVERSEAS
US EQUITY
LARGE BLEND YACKX YACKTMAN
LARGE BLEND SLASX SELECTED AMERICAN SHARES
LARGE GROWTH FCNTX FIDELITY CONTRAFUND
MID-CAP VALUE ARTQX ARTISAN MID CAP VALUE
MID-CAP BLEND FMIMX FMI COMMON STOCK
LARGE BLEND FUSEX FIDELITY SPARTAN 500 INDEX
SMALL BLEND STSCX STRATTON SMALL CAP VALUE
Mid-Cap Growth ACRNX COLUMBIA ACORN Z
SMALL BLEND KSCVX KEELEY SMALL CAP VALUE
REAL ESTATE
REAL ESTATE FARCX NUVEEN REAL ESTATE SEC
FIXED INCOME
Intermediate Government VFITX VANGUARD INTTERM TREASURY
Intermediate-Term Bond PTTDX PIMCO TOTAL RETURN
High Yield Bond CPHYX PRINCIPAL HIGH YIELD II
Total Available Funds: 22
  • 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 OPPEN DEVELOPING MARKETS 64% 3 60 0 0.84% 35%
Others
Target Date 2011-2015 FFVFX FIDELITY FREEDOM 2015 98% 3 60 0 0.54% 6.93%
Target Date 2021-2025 FFTWX FIDELITY FREEDOM 2025 95% 3 60 0 0.34% 7.58%
Target Date 2031-2035 FFTHX FIDELITY FREEDOM 2035 95% 3 60 0 0.7% 6.84%
Moderate Allocation OAKBX OAKMARK EQUITY & INC 91% 3 60 0 0.83% 2.36%
Moderate Allocation VWELX VANGUARD WELLINGTON 89% 3 60 0 0.17% 11.73%
Equity Energy ICENX ICON ENERGY 3% 3 60 0 1.5% 1.46%
INTERNATIONAL EQUITY
Foreign Large Blend REREX AMERICAN EUROPACIFIC GROWTH 57% 3 60 0 0.9% 14.16%
Foreign Small/Mid Blend SGOVX 1ST EAGLE OVERSEAS 0% 3 60 0 0.8% 9.2%
US EQUITY
LARGE BLEND YACKX YACKTMAN 99% 3 60 0 0.72% 17.26%
LARGE BLEND SLASX SELECTED AMERICAN SHARES 97% 3 60 0 0.99% 12.41%
LARGE GROWTH FCNTX FIDELITY CONTRAFUND 96% 3 60 0 0.55% 5.18%
MID-CAP VALUE ARTQX ARTISAN MID CAP VALUE 91% 3 60 0 1.05% 7.15%
MID-CAP BLEND FMIMX FMI COMMON STOCK 88% 3 60 0 0.88% 12.04%
LARGE BLEND FUSEX FIDELITY SPARTAN 500 INDEX 79% 3 60 0 0.09% 1.32%
SMALL BLEND STSCX STRATTON SMALL CAP VALUE 76% 3 60 0 0.9% 19.42%
Mid-Cap Growth ACRNX COLUMBIA ACORN Z 75% 3 60 0 1.83% 0%
SMALL BLEND KSCVX KEELEY SMALL CAP VALUE 0% 3 60 0 1.35% 7.66%
REAL ESTATE
REAL ESTATE FARCX NUVEEN REAL ESTATE SEC 87% 3 60 0 1.22% 4.91%
FIXED INCOME
Intermediate Government VFITX VANGUARD INTTERM TREASURY 97% 3 60 0 0.2% 3.96%
Intermediate-Term Bond PTTDX PIMCO TOTAL RETURN 65% 3 60 0 0.75% 4.32%
High Yield Bond CPHYX PRINCIPAL HIGH YIELD II 64% 3 60 0 0.52% 6.51%
Average Expense Ratio: 0.8%
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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
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