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MyPlanIQ 401k Investor Annaly Capital Management Inc. 401K Plan

Annaly Capital Management Inc. 401K Plan Investment Model Portfolios

This Plan is unrated.
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ANNALY CAPITAL MANAGEMENT, INC. 401(K) PLAN
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2016-2020 RLLSX Russell LifePoints 2020 Strategy S
Target Date 2036-2040 RXLSX Russell LifePoints 2040 Strategy S
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RWIEX American Funds Capital World G/I R4
WORLD STOCK OPPAX Oppenheimer Global A
US EQUITY
LARGE VALUE SSHFX Sound Shore
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
LARGE BLEND PRBLX Parnassus Equity Income - Inv
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2016-2020 RLLSX Russell LifePoints 2020 Strategy S
Target Date 2036-2040 RXLSX Russell LifePoints 2040 Strategy S
Target Date 2026-2030 RRLSX Russell LifePoints 2030 Strategy S
Retirement Income RZLRX Russell In Retirement R1
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RWIEX American Funds Capital World G/I R4
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
US EQUITY
LARGE VALUE SSHFX Sound Shore
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
LARGE BLEND PRBLX Parnassus Equity Income - Inv
Small Growth JATTX Janus Triton T
Mid-Cap Growth ATHIX American Century Heritage Inst
SMALL BLEND RYTRX Royce Total Return Invmt
LARGE BLEND SWPPX Schwab S&P 500 Index
LARGE GROWTH LGILX Laudus Growth Investors US Large Cap Gr
SMALL BLEND VSISX Vanguard Small Cap Index Signal
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond Inv
High Yield Bond CPHYX Principal High Yield A
Intermediate-Term Bond VIBSX Vanguard Interm-Term Bond Index Signal
Inflation-Protected Bond PRRDX PIMCO Real Return D
Intermediate-Term Bond DRITX Dreyfus Intermediate Term Inc A
Total Available Funds: 25
  • 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
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.36%
Target Date 2016-2020 RLLSX Russell LifePoints 2020 Strategy S 0% 3 60 0 0% 6.39%
Target Date 2036-2040 RXLSX Russell LifePoints 2040 Strategy S 0% 3 60 0 0% 8.12%
Target Date 2026-2030 RRLSX Russell LifePoints 2030 Strategy S 0% 3 60 0 0% 5.41%
Retirement Income RZLRX Russell In Retirement R1 0% 3 60 0 0% 6.29%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 14.02%
WORLD STOCK RWIEX American Funds Capital World G/I R4 63% 3 60 0 0.53% 11.09%
WORLD STOCK OPPAX Oppenheimer Global A 48% 3 60 0 1.31% 22.42%
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal 0% 3 60 0 0.18% 3.25%
US EQUITY
LARGE VALUE SSHFX Sound Shore 99% 3 60 0 0.94% 14.58%
MID-CAP VALUE JMCVX Perkins Mid Cap Value T 98% 3 60 0 0.91% 9.61%
LARGE BLEND PRBLX Parnassus Equity Income - Inv 98% 3 60 0 0.82% 17.44%
Small Growth JATTX Janus Triton T 95% 3 60 0 1.32% 11.78%
Mid-Cap Growth ATHIX American Century Heritage Inst 94% 3 60 0 0.01% 16.28%
SMALL BLEND RYTRX Royce Total Return Invmt 92% 3 60 0 1.95% 12.53%
LARGE BLEND SWPPX Schwab S&P 500 Index 78% 3 60 0 0.02% 0.21%
LARGE GROWTH LGILX Laudus Growth Investors US Large Cap Gr 60% 3 60 0 0.78% 14.35%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.34%
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal 0% 3 60 0 0.06% 1.97%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal 0% 3 60 0 0.1% 1.21%
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond Inv 94% 3 60 0 0.36% 4.1%
High Yield Bond CPHYX Principal High Yield A 64% 3 60 0 0.52% 6.51%
Intermediate-Term Bond VIBSX Vanguard Interm-Term Bond Index Signal 0% 3 60 0 0.11% 3.65%
Inflation-Protected Bond PRRDX PIMCO Real Return D 0% 3 60 0 0.85% 2.18%
Intermediate-Term Bond DRITX Dreyfus Intermediate Term Inc A 0% 3 60 0 0.88% 3.13%
Average Expense Ratio: 0.54%
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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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