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MyPlanIQ 401k Investor THE MATHWORKS 401K RETIREMENT PLAN

THE MATHWORKS 401K RETIREMENT PLAN Investment Model Portfolios

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THE MATHWORKS 401(K) RETIREMENT PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
Moderate Allocation RLBEX American Funds American Balanced R4
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair International Growth I
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
US EQUITY
Small Growth LSSIX Loomis Sayles Small Cap Growth Instl
LARGE GROWTH MLAIX MainStay Large Cap Growth I
MID-CAP VALUE AVUAX American Century Mid Cap Value Inst
REAL ESTATE
Global Real Estate TAREX Third Avenue Real Estate Value Instl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
WORLD BOND OIBYX Oppenheimer International Bond Y
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
Moderate Allocation RLBEX American Funds American Balanced R4
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair International Growth I
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
US EQUITY
Small Growth LSSIX Loomis Sayles Small Cap Growth Instl
LARGE GROWTH MLAIX MainStay Large Cap Growth I
MID-CAP VALUE AVUAX American Century Mid Cap Value Inst
SMALL VALUE JSVUX JPMorgan Small Cap Value R6
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
SMALL BLEND NMSCX Columbia Small Cap Index Z
LARGE BLEND VINIX Vanguard Institutional Index Instl
Mid-Cap Growth FISGX Nuveen Mid Cap Growth Opp I
LARGE VALUE ACGQX Invesco Van Kampen Growth and Income I
REAL ESTATE
Global Real Estate TAREX Third Avenue Real Estate Value Instl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
WORLD BOND OIBYX Oppenheimer International Bond Y
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
High Yield Bond JHYIX Artio Global High Income I
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Total Available Funds: 19
  • 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 OAKBX Oakmark Equity & Income I 91% 1 60 0 0.83% 2.36%
Moderate Allocation RLBEX American Funds American Balanced R4 41% 1 60 0 0.31% 8.64%
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair International Growth I 79% 1 60 0 0.99% 16.52%
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal 0% 1 60 0 0.18% 3.25%
US EQUITY
Small Growth LSSIX Loomis Sayles Small Cap Growth Instl 95% 1 60 0 0.83% 7.68%
LARGE GROWTH MLAIX MainStay Large Cap Growth I 90% 1 60 0 1.33% 17.22%
MID-CAP VALUE AVUAX American Century Mid Cap Value Inst 90% 1 60 0 1.23% 13.79%
SMALL VALUE JSVUX JPMorgan Small Cap Value R6 86% 1 60 0 1.24% 10.41%
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z 81% 1 60 0 0.2% 9.4%
SMALL BLEND NMSCX Columbia Small Cap Index Z 81% 1 60 0 0.45% 12.32%
LARGE BLEND VINIX Vanguard Institutional Index Instl 77% 1 60 0 0.02% 3.02%
Mid-Cap Growth FISGX Nuveen Mid Cap Growth Opp I 72% 1 60 0 0.92% 8.52%
LARGE VALUE ACGQX Invesco Van Kampen Growth and Income I 22% 1 60 0 0.53% 8.72%
REAL ESTATE
Global Real Estate TAREX Third Avenue Real Estate Value Instl 90% 1 60 0 1.05% 5.88%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 1 60 0 0.83% 4.63%
WORLD BOND OIBYX Oppenheimer International Bond Y 95% 1 60 0 0.71% 4.14%
Inflation-Protected Bond PRRIX PIMCO Real Return Instl 80% 1 60 0 1.37% 4.21%
High Yield Bond JHYIX Artio Global High Income I 74% 1 60 0 0.72% 6.94%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 1 60 0 0.1% 2.71%
Average Expense Ratio: 0.73%
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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 for Portfolio Details or Follow 0.4% 6.9% 1.3% 5.4% 5.0% 6.3%

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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 0.8% 5.4% -2.0% 3.6% 2.8% 3.2%

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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
The plan consists of 20 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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