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MyPlanIQ 401k Investor THE LIZ CLAIBORNE 401(k) SAVINGS AND PROFIT SHARING PLAN

THE LIZ CLAIBORNE 401(k) SAVINGS AND PROFIT SHARING PLAN Investment Model Portfolios

This Plan is unrated.
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THE LIZ CLAIBORNE 401(K) SAVINGS AND PROFIT SHARING PLAN
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Mutual Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Mutual Fund
US EQUITY
LARGE BLEND OAKMX Oakmark Fund Class I Mutual Fund
SMALL BLEND RTRIX Royce Total Return Mutual Fund
MID-CAP VALUE ARTQX Artisan Mid-Cap Value Mutual Fund
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Bond Portfolio Institutional Class Mutual Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index Mutual Fund
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Mutual Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Mutual Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Mutual Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Mutual Fund
ROOT CASH Cash
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Mutual Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Mutual Fund
US EQUITY
LARGE BLEND OAKMX Oakmark Fund Class I Mutual Fund
SMALL BLEND RTRIX Royce Total Return Mutual Fund
MID-CAP VALUE ARTQX Artisan Mid-Cap Value Mutual Fund
Mid-Cap Growth ALMRX Alger Midcap Growth Institutional Mutual Fund
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Mutual Fund
MID-CAP VALUE HWMIX H W Mid-Cap Value Class I Mutual Fund
Mid-Cap Growth BGRFX Baron Growth
LARGE GROWTH RGAEX American Growth Fund of Amer Class R4 Mutual Fund 27.11
LARGE BLEND FSMKX Fidelity Spartan 500 Index Mutual Fund
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Bond Portfolio Institutional Class Mutual Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index Mutual Fund
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
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund 98% 3 60 0 0.54% 6.93%
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund 98% 3 60 0 0.42% 3.21%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund 95% 3 60 0 0.66% 6.91%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual Fund 95% 3 60 0 0.64% 7.66%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Mutual Fund 95% 3 60 0 0.34% 7.58%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Mutual Fund 95% 3 60 0 0.7% 6.84%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual Fund 94% 3 60 0 0.75% 6.58%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Fund 92% 3 60 0 0.49% 5.01%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Mutual Fund 91% 3 60 0 0.75% 7.18%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Mutual Fund 87% 3 60 0 0.42% 3.49%
ROOT CASH Cash 0% 1 60 0 NA 2.53%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund 0% 3 60 0 0.44% 6.09%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Mutual Fund 98% 3 60 0 0.65% 10.71%
Foreign Large Blend FSIIX Fidelity Spartan International Index Mutual Fund 86% 3 60 0 0.17% 3.03%
US EQUITY
LARGE BLEND OAKMX Oakmark Fund Class I Mutual Fund 99% 3 60 0 0.63% 1.03%
SMALL BLEND RTRIX Royce Total Return Mutual Fund 94% 3 60 0 1.95% 12.75%
MID-CAP VALUE ARTQX Artisan Mid-Cap Value Mutual Fund 91% 3 60 0 1.05% 7.15%
Mid-Cap Growth ALMRX Alger Midcap Growth Institutional Mutual Fund 78% 3 60 0 1.91% 0%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Mutual Fund 76% 3 60 0 0.1% 1.43%
MID-CAP VALUE HWMIX H W Mid-Cap Value Class I Mutual Fund 70% 3 60 0 1.97% 1.59%
Mid-Cap Growth BGRFX Baron Growth 40% 3 60 0 1.3% 15.52%
LARGE GROWTH RGAEX American Growth Fund of Amer Class R4 Mutual Fund 27.11 39% 3 60 0 0.3% 11.29%
LARGE BLEND FSMKX Fidelity Spartan 500 Index Mutual Fund 0% 3 60 0 NA 3.26%
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Bond Portfolio Institutional Class Mutual Fund 78% 3 60 0 0.82% 4.85%
Intermediate-Term Bond FBIDX Fidelity US Bond Index Mutual Fund 0% 3 60 0 0.13% 2.17%
Average Expense Ratio: 0.74%
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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 -0.4% 6.2% 0.3% 7.0% 4.5% 6.7%

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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:LIZ)
The plan consists of 28 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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