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MyPlanIQ 401k Investor FURMANITE CORPORATION 401(k) SAVINGS INVESTMENT PLAN

FURMANITE CORPORATION 401(k) SAVINGS INVESTMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Currency ICPHX Franklin Templeton Distributors Inc. Franklin Money Fund Class A
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Securities Corporation Thornburg International Value Fund
WORLD STOCK CWGIX American Funds Distributors Inc. Capital World G/I Fund
FOREIGN SMALL/MID GROWTH IEGAX Invesco A I M Distributors Inc. AIM International Small Company Fund
US EQUITY
LARGE BLEND BTIEX DWS Investments Distributors Inc. DWS Equity 500 Index Fund
SMALL VALUE COVAX Columbia Management Distributors Inc. Columbia Small Cap Value Fund II
LARGE GROWTH AGTHX American Funds Distributors Inc. American Funds Growth Fund of Amer Class A
REAL ESTATE
REAL ESTATE PHRAX VP Distributors Inc. Virtus Real Estate Securities Fund Class A
FIXED INCOME
Intermediate-Term Bond PTTRX Allianz Global Investors Distributors LLC Pacific Investment Management Company Total Return Administrative Class Shares
Muni National Long LMSFX Federated Securities Corporation Federated Capital Reserves Fund
SHORT GOVERNMENT STABLEVALUE Invesco National Tr Company Invesco Stable Value Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Currency ICPHX Franklin Templeton Distributors Inc. Franklin Money Fund Class A
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Securities Corporation Thornburg International Value Fund
WORLD STOCK CWGIX American Funds Distributors Inc. Capital World G/I Fund
FOREIGN SMALL/MID GROWTH IEGAX Invesco A I M Distributors Inc. AIM International Small Company Fund
US EQUITY
LARGE BLEND BTIEX DWS Investments Distributors Inc. DWS Equity 500 Index Fund
SMALL VALUE COVAX Columbia Management Distributors Inc. Columbia Small Cap Value Fund II
LARGE GROWTH AGTHX American Funds Distributors Inc. American Funds Growth Fund of Amer Class A
LARGE VALUE LAFFX Lord Abbett Distributor LLC Lord Abbett Affiliated Fund Class A
Mid-Cap Growth VLEOX EULAV Securities Inc. Value Line Emerging Opportunities Fund
REAL ESTATE
REAL ESTATE PHRAX VP Distributors Inc. Virtus Real Estate Securities Fund Class A
FIXED INCOME
Intermediate-Term Bond PTTRX Allianz Global Investors Distributors LLC Pacific Investment Management Company Total Return Administrative Class Shares
Muni National Long LMSFX Federated Securities Corporation Federated Capital Reserves Fund
SHORT GOVERNMENT STABLEVALUE Invesco National Tr Company Invesco Stable Value Fund
Total Available Funds: 13
  • 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
Others
Currency ICPHX Franklin Templeton Distributors Inc. Franklin Money Fund Class A 0% 3 60 0 1.3% 1.73%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Securities Corporation Thornburg International Value Fund 94% 3 60 0 1.36% 3.98%
WORLD STOCK CWGIX American Funds Distributors Inc. Capital World G/I Fund 64% 3 60 0 0.53% 11.09%
FOREIGN SMALL/MID GROWTH IEGAX Invesco A I M Distributors Inc. AIM International Small Company Fund 57% 3 60 0 2.23% 12.96%
US EQUITY
LARGE BLEND BTIEX DWS Investments Distributors Inc. DWS Equity 500 Index Fund 77% 3 60 0 0.2% 14.08%
SMALL VALUE COVAX Columbia Management Distributors Inc. Columbia Small Cap Value Fund II 46% 3 60 0 1.27% 16.31%
LARGE GROWTH AGTHX American Funds Distributors Inc. American Funds Growth Fund of Amer Class A 41% 3 60 0 0.3% 11.19%
LARGE VALUE LAFFX Lord Abbett Distributor LLC Lord Abbett Affiliated Fund Class A 40% 3 60 0 1.47% 7.86%
Mid-Cap Growth VLEOX EULAV Securities Inc. Value Line Emerging Opportunities Fund 34% 3 60 0 1.18% 6.55%
REAL ESTATE
REAL ESTATE PHRAX VP Distributors Inc. Virtus Real Estate Securities Fund Class A 39% 3 60 0 2.05% 5.58%
FIXED INCOME
Intermediate-Term Bond PTTRX Allianz Global Investors Distributors LLC Pacific Investment Management Company Total Return Administrative Class Shares 96% 3 60 0 0.83% 4.63%
Muni National Long LMSFX Federated Securities Corporation Federated Capital Reserves Fund 28% 3 60 0 0.84% 3.52%
SHORT GOVERNMENT STABLEVALUE Invesco National Tr Company Invesco Stable Value Fund 16% 3 60 0 NA 20.17%
Average Expense Ratio: 1.13%
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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 0.9% 15.0% 9.1% 9.6% 6.5% 7.2%

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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:FRM)
The plan consists of 13 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.

The symbol of the complany is FRM.



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