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MyPlanIQ THE LIZ CLAIBORNE 401K SAVINGS AND PROFIT SHARING PLAN

THE LIZ CLAIBORNE 401K SAVINGS AND PROFIT SHARING PLAN Investment Model Portfolios

This Plan is unrated.
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THE LIZ CLAIBORNE 401K SAVINGS AND PROFIT SHARING PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
US EQUITY
LARGE BLEND OAKMX Harris Associates Investment Trust: Oakmark Fund; Class I Shares
SMALL BLEND RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares
MID-CAP VALUE ARTQX Artisan Partners Funds
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Funds
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2021-2025 FKTWX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2025 Fund
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
US EQUITY
LARGE BLEND OAKMX Harris Associates Investment Trust: Oakmark Fund; Class I Shares
SMALL BLEND RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares
MID-CAP VALUE ARTQX Artisan Partners Funds
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares
LARGE GROWTH AMRHX American Growth Fund
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Funds
Total Available Funds: 16
  • 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
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 8.24%
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.21%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 5.01%
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 7.18%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 3.49%
Target Date 2021-2025 FKTWX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2025 Fund 0% 3 60 0 0.58% 4.63%
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund 0% 3 60 0 0.51% 6.93%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 1.4%
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 10.71%
US EQUITY
LARGE BLEND OAKMX Harris Associates Investment Trust: Oakmark Fund; Class I Shares 99% 3 60 0 0.63% 1.03%
SMALL BLEND RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares 92% 3 60 0 1.95% 12.53%
MID-CAP VALUE ARTQX Artisan Partners Funds 91% 3 60 0 1.05% 7.15%
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares 78% 3 60 0 1.91% 0%
LARGE GROWTH AMRHX American Growth Fund 0% 3 60 0 6.84% 0%
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Funds 78% 3 60 0 0.82% 4.85%
Average Expense Ratio: 1.16%
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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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