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MyPlanIQ 401k Investor SOUTH JERSEY INDUSTRIES INC. 401K PLAN

SOUTH JERSEY INDUSTRIES INC. 401K PLAN Investment Model Portfolios

This Plan is unrated.
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SOUTH JERSEY INDUSTRIES, INC. 401(K) PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
ROOT CASH Bank of Amer N.A. Cash Cash
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Janus Overseas Fund Class A Mutual Fund
Foreign Large Growth AIIEX AIM AIM International Growth Fund A Mutual Fund
Foreign Large Value NIIVX ING ING International Value
US EQUITY
LARGE BLEND EIUTX Eaton Vance Eaton Vance Dividend Builder
LARGE GROWTH JDCAX Janus Janus Forty Fund A Mutual Fund
SMALL VALUE FRVLX Franklin Franklin Small Cap Value Class A Mutual Fund
FIXED INCOME
Intermediate-Term Bond PIOBX Pioneer Pioneer Bond
Intermediate-Term Bond FKBAX Franklin Franklin Total Return Fund Class A Mutual Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
ROOT CASH Bank of Amer N.A. Cash Cash
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Janus Overseas Fund Class A Mutual Fund
Foreign Large Growth AIIEX AIM AIM International Growth Fund A Mutual Fund
Foreign Large Value NIIVX ING ING International Value
US EQUITY
LARGE BLEND EIUTX Eaton Vance Eaton Vance Dividend Builder
LARGE GROWTH JDCAX Janus Janus Forty Fund A Mutual Fund
SMALL VALUE FRVLX Franklin Franklin Small Cap Value Class A Mutual Fund
LARGE VALUE EHSTX Eaton Vance Eaton Vance Large-Cap Value Fund A Mutual Fund
LARGE VALUE MDBAX BlackRock Basic Value Fund A Mutual Fund
Small Growth PGOAX Jennison Jennison Small Company Fund Class A Mutual Fund
LARGE GROWTH RGACX American American Growth Fund of Amer R3 Mutual Fund
MID-CAP VALUE FMIVX Virtus Virtus Mid Cap Value Fund A Mutual Fund
Mid-Cap Growth VGRAX Van Kampen Van Kampen Mid Cap Growth Fund A Mutual Fund
LARGE BLEND MASRX BlackRock S P 500 Index Fund I Mutual Fund
FIXED INCOME
Intermediate-Term Bond PIOBX Pioneer Pioneer Bond
Intermediate-Term Bond FKBAX Franklin Franklin Total Return Fund Class A Mutual Fund
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
ROOT CASH Bank of Amer N.A. Cash Cash 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Janus Overseas Fund Class A Mutual Fund 95% 3 60 0 2.06% 1.32%
Foreign Large Growth AIIEX AIM AIM International Growth Fund A Mutual Fund 51% 3 60 0 1.6% 15.97%
Foreign Large Value NIIVX ING ING International Value 0% 3 60 0 1.28% 3.53%
US EQUITY
LARGE BLEND EIUTX Eaton Vance Eaton Vance Dividend Builder 91% 3 60 0 0.75% 9.14%
LARGE GROWTH JDCAX Janus Janus Forty Fund A Mutual Fund 62% 3 60 0 1.64% 12.91%
SMALL VALUE FRVLX Franklin Franklin Small Cap Value Class A Mutual Fund 55% 3 60 0 1.73% 8.35%
LARGE VALUE EHSTX Eaton Vance Eaton Vance Large-Cap Value Fund A Mutual Fund 47% 3 60 0 1.27% 6.32%
LARGE VALUE MDBAX BlackRock Basic Value Fund A Mutual Fund 46% 3 60 0 0.54% 15.2%
Small Growth PGOAX Jennison Jennison Small Company Fund Class A Mutual Fund 45% 3 60 0 0.82% 8.5%
LARGE GROWTH RGACX American American Growth Fund of Amer R3 Mutual Fund 37% 3 60 0 0.3% 11.14%
MID-CAP VALUE FMIVX Virtus Virtus Mid Cap Value Fund A Mutual Fund 0% 3 60 0 1.47% 20.14%
Mid-Cap Growth VGRAX Van Kampen Van Kampen Mid Cap Growth Fund A Mutual Fund 0% 3 60 0 1.16% 21.51%
LARGE BLEND MASRX BlackRock S P 500 Index Fund I Mutual Fund 0% 3 60 0 0.3% 2.03%
FIXED INCOME
Intermediate-Term Bond PIOBX Pioneer Pioneer Bond 57% 3 60 0 0.44% 3.81%
Intermediate-Term Bond FKBAX Franklin Franklin Total Return Fund Class A Mutual Fund 49% 3 60 0 0.52% 3.99%
Average Expense Ratio: 1.06%
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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(Ticker:SJI)
The plan consists of 18 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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