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MyPlanIQ FOREX CAPITAL MARKETS LLC 401K PLAN

FOREX CAPITAL MARKETS LLC 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets Fund - Class A
Others
World Allocation MDLOX BlackRock Global Allocation Fund
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 Fund - Class R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 Fund - Class R
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX Invesco International Growth Fund - Class A
Foreign Large Growth THVRX Thornburg International Value Fund - Class R4
US EQUITY
LARGE GROWTH ALARX Alger Capital Appreciation Institutional Fund - Class I
LARGE GROWTH NBSTX Neuberger Berman Socially Responsive Fund - Trust Class
SMALL VALUE VSCAX Invesco Van Kampen Small Cap Value Fund - Class A
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets Fund - Class A
Others
World Allocation MDLOX BlackRock Global Allocation Fund
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 Fund - Class R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 Fund - Class R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 Fund - Class R
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 Fund - Class R
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 Fund - Class R
Natural Resources PGNAX Prudential Jennison Natural Resources Fund - Class A
Retirement Income RRTIX T. Rowe Price Retirement Income Fund - Class R
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX Invesco International Growth Fund - Class A
Foreign Large Growth THVRX Thornburg International Value Fund - Class R4
US EQUITY
LARGE GROWTH ALARX Alger Capital Appreciation Institutional Fund - Class I
LARGE GROWTH NBSTX Neuberger Berman Socially Responsive Fund - Trust Class
SMALL VALUE VSCAX Invesco Van Kampen Small Cap Value Fund - Class A
LARGE VALUE PEYAX Putnam Equity Income Fund - Class A
Mid-Cap Growth NBGAX Neuberger Berman Genesis Fund - Advisor Class
LARGE GROWTH PTWAX Prudential Jennison 20/20 Focus Fund - Class A
Small Growth POPAX Allianz AGIC Opportunity Fund - Class A
MID-CAP VALUE DEFIX Goldman Sachs Growth Opportunities Fund - Class A
REAL ESTATE
REAL ESTATE IARAX Invesco Real Estate Fund - Class A
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return Fund - Class A
Short-Term Bond PBSMX Prudential Short-Term Corporate Bond Fund - Class A
Inflation-Protected Bond PRTNX PIMCO Real Return Fund - Class A
Multisector Bond OPSIX Oppenheimer Global Strategic Income Fund - Class A
High Yield Bond PHIGX Putnam High Yield Trust - Class A
Intermediate Government PAGVX Putnam American Government Income Fund - Class A
Total Available Funds: 26
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets Fund - Class A 60% 3 60 0 1.15% 20.6%
Others
World Allocation MDLOX BlackRock Global Allocation Fund 74% 3 60 0 0.84% 9.33%
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 Fund - Class R 66% 3 60 0 0.99% 5.57%
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 Fund - Class R 65% 3 60 0 0.6% 4.37%
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 Fund - Class R 63% 3 60 0 1.08% 5.62%
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 Fund - Class R 60% 3 60 0 0.78% 5.92%
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 Fund - Class R 59% 3 60 0 0.63% 4.03%
Natural Resources PGNAX Prudential Jennison Natural Resources Fund - Class A 49% 3 60 0 0.9% 1.25%
Retirement Income RRTIX T. Rowe Price Retirement Income Fund - Class R 42% 3 60 0 0.49% 4.68%
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX Invesco International Growth Fund - Class A 51% 3 60 0 1.6% 16.06%
Foreign Large Growth THVRX Thornburg International Value Fund - Class R4 26% 3 60 0 1.36% 3.89%
US EQUITY
LARGE GROWTH ALARX Alger Capital Appreciation Institutional Fund - Class I 94% 3 60 0 1.68% 8.27%
LARGE GROWTH NBSTX Neuberger Berman Socially Responsive Fund - Trust Class 80% 3 60 0 1.3% 2.65%
SMALL VALUE VSCAX Invesco Van Kampen Small Cap Value Fund - Class A 62% 3 60 0 0.87% 10.52%
LARGE VALUE PEYAX Putnam Equity Income Fund - Class A 58% 3 60 0 1.14% 5.83%
Mid-Cap Growth NBGAX Neuberger Berman Genesis Fund - Advisor Class 55% 3 60 0 0.84% 14.51%
LARGE GROWTH PTWAX Prudential Jennison 20/20 Focus Fund - Class A 0% 3 60 0 1.2% 39.11%
Small Growth POPAX Allianz AGIC Opportunity Fund - Class A 0% 3 60 0 1.31% 9.78%
MID-CAP VALUE DEFIX Goldman Sachs Growth Opportunities Fund - Class A 0% 3 60 0 1.25% 5.97%
REAL ESTATE
REAL ESTATE IARAX Invesco Real Estate Fund - Class A 45% 3 60 0 1.16% 5.14%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return Fund - Class A 65% 3 60 0 0.8% 4.32%
Short-Term Bond PBSMX Prudential Short-Term Corporate Bond Fund - Class A 60% 3 60 0 0.38% 3.85%
Inflation-Protected Bond PRTNX PIMCO Real Return Fund - Class A 58% 3 60 0 1.37% 2.99%
Multisector Bond OPSIX Oppenheimer Global Strategic Income Fund - Class A 54% 3 60 0 0.86% 5.63%
High Yield Bond PHIGX Putnam High Yield Trust - Class A 0% 3 60 0 1% 6.29%
Intermediate Government PAGVX Putnam American Government Income Fund - Class A 0% 3 60 0 0.85% 3.2%
Average Expense Ratio: 1.02%
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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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