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MyPlanIQ ANN TAYLOR INC. SAVINGS PLAN

ANN TAYLOR INC. SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Conservative Allocation HSTRX Hussman Investment Trust: Hussman Strategic Total Return Fund
Multialternative IQHOX IndexIQ Trust: IQ Alpha Hedge Strategy Fund; Investor Class Shares
US EQUITY
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
LARGE BLEND DNVYX Davis New York Venture Fund
LARGE VALUE GCAEX Gabelli Equity Series Funds
FIXED INCOME
Intermediate-Term Bond DPDFX Delaware Group Adviser Funds: Delaware Diversified Income Fund; Class A Shares
Multisector Bond NECZX Loomis Sayles Funds II: Natixis Loomis Sayles Strategic Income Fund; Class C Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Conservative Allocation HSTRX Hussman Investment Trust: Hussman Strategic Total Return Fund
Multialternative IQHOX IndexIQ Trust: IQ Alpha Hedge Strategy Fund; Investor Class Shares
US EQUITY
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
LARGE BLEND DNVYX Davis New York Venture Fund
LARGE VALUE GCAEX Gabelli Equity Series Funds
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
LARGE GROWTH RGACX Growth Fund of America
SMALL VALUE vscax AIM Sector Funds (Invesco Sector Funds): Invesco Small Cap Value Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond DPDFX Delaware Group Adviser Funds: Delaware Diversified Income Fund; Class A Shares
Multisector Bond NECZX Loomis Sayles Funds II: Natixis Loomis Sayles Strategic Income Fund; Class C Shares
Total Available Funds: 10
  • 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
Conservative Allocation HSTRX Hussman Investment Trust: Hussman Strategic Total Return Fund 93% 3 60 0 0.77% 2.67%
Multialternative IQHOX IndexIQ Trust: IQ Alpha Hedge Strategy Fund; Investor Class Shares 0% 3 60 0 2.18% 3.98%
US EQUITY
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund 93% 3 60 0 1.01% 0%
LARGE BLEND DNVYX Davis New York Venture Fund 69% 3 60 0 1.75% 12.03%
LARGE VALUE GCAEX Gabelli Equity Series Funds 53% 3 60 0 1.42% 26.27%
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares 47% 3 60 0 1.27% 6.34%
LARGE GROWTH RGACX Growth Fund of America 37% 3 60 0 0.3% 11.27%
SMALL VALUE vscax AIM Sector Funds (Invesco Sector Funds): Invesco Small Cap Value Fund; Class A Shares 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond DPDFX Delaware Group Adviser Funds: Delaware Diversified Income Fund; Class A Shares 63% 3 60 0 0.36% 4.43%
Multisector Bond NECZX Loomis Sayles Funds II: Natixis Loomis Sayles Strategic Income Fund; Class C Shares 51% 3 60 0 0.94% 4.42%
Average Expense Ratio: 1.09%
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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
The investment options have not been imported yet.


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