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MyPlanIQ 401k Investor RS EDEN INC. 403(B) PLAN

RS EDEN INC. 403(B) PLAN Investment Model Portfolios

This Plan is unrated.
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RS EDEN 403(B) PLAN
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
Others
Moderate Allocation VWELX Vanguard Wellington Inv
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
LARGE VALUE ACGMX Invesco Van Kampen Growth and Income Y
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
Intermediate-Term Bond PTTDX PIMCO Total Return D
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
Others
Moderate Allocation VWELX Vanguard Wellington Inv
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
LARGE VALUE ACGMX Invesco Van Kampen Growth and Income Y
SMALL VALUE VSVIX Munder Veracity Small-Cap Value Y
Mid-Cap Growth STDIX Wells Fargo Advantage Discovery Inv
Small Growth MRSCX BMO Small-Cap Growth Y
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
Intermediate-Term Bond PTTDX PIMCO Total Return D
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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 35.96%
Others
Moderate Allocation VWELX Vanguard Wellington Inv 89% 3 60 0 0.17% 11.73%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 14.02%
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares 76% 3 60 0 0.88% 2.95%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 3 60 0 0% 13.94%
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I 91% 3 60 0 0.79% 16.77%
LARGE VALUE ACGMX Invesco Van Kampen Growth and Income Y 80% 3 60 0 0.79% 8.79%
SMALL VALUE VSVIX Munder Veracity Small-Cap Value Y 75% 3 60 0 1.75% 1.15%
Mid-Cap Growth STDIX Wells Fargo Advantage Discovery Inv 0% 3 60 0 1.3% 7.88%
Small Growth MRSCX BMO Small-Cap Growth Y 0% 3 60 0 1.44% 0%
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv 97% 3 60 0 0.2% 3.96%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 3 60 0 0.75% 4.32%
Average Expense Ratio: 0.81%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 0.8% -1.1% 4.8% 4.7% 5.5%

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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 5.9% 3.9% 8.2% 8.1% 11.6%

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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*
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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 12 funds. It covers 5 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, REITs, Emerging Market Equity, Fixed Income and Foreign Equity.


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