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MyPlanIQ CENTURYLINK DOLLARS and SENSE 401K PLAN AND TRUST

CENTURYLINK DOLLARS and SENSE 401K PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds
Retirement Income TRRIX T Rowe Price Retirement Funds
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
US EQUITY
Small Growth MSSGX Morgan Stanley Institutional Fund
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
LARGE GROWTH AMCPX AMCAP Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Short-Term Bond PLDIX PIMCO Funds: PIMCO Low Duration Fund III; Institutional Class Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds
Retirement Income TRRIX T Rowe Price Retirement Funds
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
US EQUITY
Small Growth MSSGX Morgan Stanley Institutional Fund
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
LARGE GROWTH AMCPX AMCAP Fund; Class A Shares
LARGE GROWTH RAFEX AMCAP Fund; Class R-4 Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Short-Term Bond PLDIX PIMCO Funds: PIMCO Low Duration Fund III; Institutional Class Shares
Total Available Funds: 11
  • 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 2000-2010 TRRFX T Rowe Price Retirement Funds 100% 3 60 0 0.34% 5.7%
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds 97% 3 60 0 0.99% 6%
Retirement Income TRRIX T Rowe Price Retirement Funds 91% 3 60 0 0.34% 5.2%
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.36%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 10.71%
US EQUITY
Small Growth MSSGX Morgan Stanley Institutional Fund 70% 3 60 0 2.1% 0%
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares 56% 3 60 0 0.89% 4.5%
LARGE GROWTH AMCPX AMCAP Fund; Class A Shares 45% 3 60 0 0.49% 9.27%
LARGE GROWTH RAFEX AMCAP Fund; Class R-4 Shares 44% 3 60 0 0.49% 9.39%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Short-Term Bond PLDIX PIMCO Funds: PIMCO Low Duration Fund III; Institutional Class Shares 88% 3 60 0 0.5% 3.6%
Average Expense Ratio: 0.77%
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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

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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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