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MyPlanIQ THE PBSJ CORPORATION EMPLOYEE PROFIT SHARING PLAN

THE PBSJ CORPORATION EMPLOYEE PROFIT SHARING PLAN Investment Model Portfolios

This Plan is unrated.
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THE PBSJ CORPORATION EMPLOYEE PROFIT SHARING PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
LARGE BLEND TIGRX TIAA-CREF Funds: Growth & Income Fund; Institutional Class Shares
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Short-Term Bond VBSSX Vanguard Bond Index Funds: Vanguard Short-Term Bond Index Fund; Signal Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
LARGE BLEND TIGRX TIAA-CREF Funds: Growth & Income Fund; Institutional Class Shares
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares
SMALL BLEND OPMYX Oppenheimer Main Street Small- & Mid-Cap Fund; Class Y Shares
LARGE BLEND TIIRX TIAA-CREF Funds: Growth & Income Fund; Retail Class Shares
SMALL BLEND OPMSX Oppenheimer Main Street Small- & Mid-Cap Fund; Class A Shares
LARGE GROWTH RGAEX Growth Fund of America
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class
MID-CAP BLEND VMCPX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Plus Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Short-Term Bond VBSSX Vanguard Bond Index Funds: Vanguard Short-Term Bond Index Fund; Signal Shares
Total Available Funds: 14
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares 57% 3 60 0 0.9% 14.16%
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 97% 3 60 0 0.94% 13.8%
LARGE BLEND TIGRX TIAA-CREF Funds: Growth & Income Fund; Institutional Class Shares 93% 3 60 0 0.5% 14.21%
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund 78% 3 60 0 0.02% 0.21%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 12.08%
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares 72% 3 60 0 0.04% 1.61%
SMALL BLEND OPMYX Oppenheimer Main Street Small- & Mid-Cap Fund; Class Y Shares 71% 3 60 0 1.06% 8.04%
LARGE BLEND TIIRX TIAA-CREF Funds: Growth & Income Fund; Retail Class Shares 64% 3 60 0 0.5% 7.84%
SMALL BLEND OPMSX Oppenheimer Main Street Small- & Mid-Cap Fund; Class A Shares 43% 3 60 0 1.32% 8.96%
LARGE GROWTH RGAEX Growth Fund of America 39% 3 60 0 0.3% 11.29%
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class 24% 3 60 0 0.84% 14.34%
MID-CAP BLEND VMCPX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Plus Shares 21% 3 60 0 0.04% 1.62%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.37%
Short-Term Bond VBSSX Vanguard Bond Index Funds: Vanguard Short-Term Bond Index Fund; Signal Shares 0% 3 60 0 0.11% 1.41%
Average Expense Ratio: 0.59%
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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
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