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MyPlanIQ CSG SAVINGS PLAN (75541)

CSG SAVINGS PLAN (75541)

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX FFFDX
Target Date 2011-2015 FFVFX FFVFX
Retirement Income FFFAX FFFAX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX ACINX
Foreign Large Blend RERFX RERFX
US EQUITY
SMALL VALUE VSMIX VSMIX
Small Growth HIASX HIASX
Mid-Cap Growth MPEGX MPEGX
REAL ESTATE
Global Real Estate EIIGX EIIGX
Total Available Funds: 28
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX FFFDX
Target Date 2011-2015 FFVFX FFVFX
Retirement Income FFFAX FFFAX
Target Date 2026-2030 FFFEX FFFEX
Target Date 2036-2040 FFFFX FFFFX
Target Date 2021-2025 FFTWX FFTWX
Target Date 2031-2035 FFTHX FFTHX
Target Date 2046-2050 FFFHX FFFHX
Target Date 2000-2010 FFFCX FFFCX
Target Date 2041-2045 FFFGX FFFGX
Target Date 2000-2010 FFFVX FFFVX
Target Date 2051+ FDEEX FDEEX
Money Market-Taxable FRTXX FRTXX
Target Date 2000-2010 FFFBX FFFBX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX ACINX
Foreign Large Blend RERFX RERFX
US EQUITY
SMALL VALUE VSMIX VSMIX
Small Growth HIASX HIASX
Mid-Cap Growth MPEGX MPEGX
LARGE BLEND VINIX VINIX
LARGE GROWTH RGAFX RGAFX
MID-CAP BLEND FSEVX FSEVX
LARGE VALUE ANDAX ANDAX
REAL ESTATE
Global Real Estate EIIGX EIIGX
FIXED INCOME
Inflation-Protected Bond VIPSX VIPSX
Intermediate-Term Bond PTTRX PTTRX
High Yield Bond PRHYX PRHYX
Short-Term Bond VBSSX VBSSX
Total Available Funds: 28
  • 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 FFFDX 98% 3 60 0 0.58% 8.24%
Target Date 2011-2015 FFVFX FFVFX 98% 3 60 0 0.54% 6.93%
Retirement Income FFFAX FFFAX 98% 3 60 0 0.42% 3.21%
Target Date 2026-2030 FFFEX FFFEX 95% 3 60 0 0.66% 6.91%
Target Date 2036-2040 FFFFX FFFFX 95% 3 60 0 0.64% 7.66%
Target Date 2021-2025 FFTWX FFTWX 95% 3 60 0 0.34% 7.58%
Target Date 2031-2035 FFTHX FFTHX 95% 3 60 0 0.7% 6.84%
Target Date 2046-2050 FFFHX FFFHX 94% 3 60 0 0.75% 6.58%
Target Date 2000-2010 FFFCX FFFCX 92% 3 60 0 0.49% 5.01%
Target Date 2041-2045 FFFGX FFFGX 91% 3 60 0 0.75% 7.18%
Target Date 2000-2010 FFFVX FFFVX 87% 3 60 0 0.42% 3.49%
Target Date 2051+ FDEEX FDEEX 74% 3 60 0 0.65% 6.23%
Money Market-Taxable FRTXX FRTXX 0% 3 60 0 NA NA
Target Date 2000-2010 FFFBX FFFBX 0% 3 60 0 0.44% 6.09%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX ACINX 99% 3 60 0 1.48% 5.62%
Foreign Large Blend RERFX RERFX 94% 3 60 0 0.84% 14.02%
US EQUITY
SMALL VALUE VSMIX VSMIX 93% 3 60 0 1.1% 9.81%
Small Growth HIASX HIASX 88% 3 60 0 1.04% 0.47%
Mid-Cap Growth MPEGX MPEGX 80% 3 60 0 0.74% 0%
LARGE BLEND VINIX VINIX 77% 3 60 0 0.02% 3.04%
LARGE GROWTH RGAFX RGAFX 75% 3 60 0 0.63% 11.46%
MID-CAP BLEND FSEVX FSEVX 0% 3 60 0 0.07% 4.47%
LARGE VALUE ANDAX ANDAX 0% 3 60 0 1.72% 13.64%
REAL ESTATE
Global Real Estate EIIGX EIIGX 0% 3 60 0 1% 49.43%
FIXED INCOME
Inflation-Protected Bond VIPSX VIPSX 98% 3 60 0 0.07% 4.41%
Intermediate-Term Bond PTTRX PTTRX 96% 3 60 0 0.83% 4.63%
High Yield Bond PRHYX PRHYX 94% 3 60 0 1.03% 6.77%
Short-Term Bond VBSSX VBSSX 0% 3 60 0 0.11% 1.41%
Average Expense Ratio: 0.67%
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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 for Portfolio Details or Follow 7.7% 8.4% 6.2% 6.9% 5.3% 8.4%

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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% 6.6% -1.0% 7.5% 5.3% 7.1%

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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
This plan consists of 28 funds, some of them are: RGAFX, ANDAX, VINIX, MPEGX, FSEVX, HIASX.
CSG SYSTEMS INC.


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