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MyPlanIQ THE SALT RIVER PROJECT EMPLOYEES` 401K PLAN

THE SALT RIVER PROJECT EMPLOYEES` 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Aggressive Allocation ACVAX American Century Strategic Asset Allocations
Moderate Allocation ACOAX American Century Strategic Asset Allocations
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
SMALL VALUE DFFVX DFA Investment Dimensions Group Inc: US Targeted Value Portfolio; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Aggressive Allocation ACVAX American Century Strategic Asset Allocations
Moderate Allocation ACOAX American Century Strategic Asset Allocations
Conservative Allocation ACCAX American Century Strategic Asset Allocations
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
SMALL VALUE DFFVX DFA Investment Dimensions Group Inc: US Targeted Value Portfolio; Institutional Class Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 12
  • 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
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 1.66%
Aggressive Allocation ACVAX American Century Strategic Asset Allocations 67% 3 60 0 1.05% 6.83%
Moderate Allocation ACOAX American Century Strategic Asset Allocations 55% 3 60 0 0.64% 6.79%
Conservative Allocation ACCAX American Century Strategic Asset Allocations 50% 3 60 0 0.63% 4.96%
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares 65% 3 60 0 1.47% 6.91%
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares 0% 3 60 0 0.9% 0%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 13.74%
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares 99% 3 60 0 0.26% 11.86%
SMALL VALUE DFFVX DFA Investment Dimensions Group Inc: US Targeted Value Portfolio; Institutional Class Shares 78% 3 60 0 0.29% 1.96%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 77% 3 60 0 0.02% 3.02%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.31%
Average Expense Ratio: 0.61%
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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% 10.8% 5.7% 8.9% 8.0% 8.6%

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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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