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MyPlanIQ 401k Investor ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS

ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS

Investment Menu Rating:

Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts/I
Others
Retirement Income TRRIX T. Rowe Price Retirement Equity Income
INTERNATIONAL EQUITY
WORLD STOCK KGDAX DWS Global Opportunities A
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stk
Small Growth ALSRX Alger Funds Small Cap Gro Instl/I
Small Growth ALSRX Alger Fund - Small Cap Growth
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Retirement Real Estate
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return/Inst
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return/Institutional
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return A
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts/I
Others
Retirement Income TRRIX T. Rowe Price Retirement Equity Income
INTERNATIONAL EQUITY
WORLD STOCK KGDAX DWS Global Opportunities A
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stk
Small Growth ALSRX Alger Funds Small Cap Gro Instl/I
Small Growth ALSRX Alger Fund - Small Cap Growth
LARGE VALUE GCVIX Goldman Sachs Large Cap Val/I
LARGE GROWTH RGACX American Funds Growth R3
Mid-Cap Growth THCRX Thornburg Core Growth R3
SMALL BLEND DSERX Dreyfus Premier Small Cap Equity
LARGE VALUE EVTRX Evergreen Intl Equity I
LARGE GROWTH ESGSX Evergreen Strategic Growth Income
SMALL BLEND KDSAX DWS Dreman Small Cap Value A
MID-CAP VALUE AMVAX Riversource Mid Cap Value A
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Retirement Real Estate
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return/Inst
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return/Institutional
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return A
High Yield Bond OHYAX JPMorgan High Yield
Intermediate Government VKMGX Van Kampen US Mortgage A
SHORT GOVERNMENT STABLEVALUE Wachovia Bank N.A. Wachovia Div Stable Value
WORLD BOND ESIYX Evergreen Intl Bond I
Total Available Funds: 22
  • 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 LZEMX Lazard Emerging Mkts/I 91% 3 60 0 1.07% 2.47%
Others
Retirement Income TRRIX T. Rowe Price Retirement Equity Income 91% 3 60 0 0.34% 5.2%
INTERNATIONAL EQUITY
WORLD STOCK KGDAX DWS Global Opportunities A 50% 3 60 0 1.12% 12.35%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stk 100% 3 60 0 0% 13.94%
Small Growth ALSRX Alger Funds Small Cap Gro Instl/I 89% 3 60 0 1.73% 3.24%
Small Growth ALSRX Alger Fund - Small Cap Growth 89% 3 60 0 1.73% 3.24%
LARGE VALUE GCVIX Goldman Sachs Large Cap Val/I 69% 3 60 0 0.55% 7.71%
LARGE GROWTH RGACX American Funds Growth R3 37% 3 60 0 0.3% 11.27%
Mid-Cap Growth THCRX Thornburg Core Growth R3 34% 3 60 0 0.95% 0%
SMALL BLEND DSERX Dreyfus Premier Small Cap Equity 0% 3 60 0 1.16% 11.88%
LARGE VALUE EVTRX Evergreen Intl Equity I 0% 3 60 0 NA 0.47%
LARGE GROWTH ESGSX Evergreen Strategic Growth Income 0% 3 60 0 NA 0.68%
SMALL BLEND KDSAX DWS Dreman Small Cap Value A 0% 3 60 0 1.3% 7.37%
MID-CAP VALUE AMVAX Riversource Mid Cap Value A 0% 3 60 0 1.24% 3.94%
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Retirement Real Estate 66% 3 60 0 1.09% 10.13%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return/Inst 96% 3 60 0 0.83% 4.63%
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return/Institutional 80% 3 60 0 1.37% 3.4%
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return A 65% 3 60 0 0.8% 4.32%
High Yield Bond OHYAX JPMorgan High Yield 61% 3 60 0 0.75% 5.63%
Intermediate Government VKMGX Van Kampen US Mortgage A 23% 3 60 0 0.61% 3.23%
SHORT GOVERNMENT STABLEVALUE Wachovia Bank N.A. Wachovia Div Stable Value 16% 3 60 0 NA 20.17%
WORLD BOND ESIYX Evergreen Intl Bond I 0% 3 60 0 1.78% 108.5%
Average Expense Ratio: 0.94%
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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 to Create Model Portfolio

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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 -0.3% 3.1% -1.4% 3.6% 2.5% 4.5%

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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 plan consists of 24 funds. It covers 5 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.
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