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MyPlanIQ 401k Investor ARDEA

ARDEA Investment Model Portfolios

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CHATEAU GIRARDEAU EMPLOYEES' RETIREMENT PLAN
CARDEA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST
CHATEAU GIRARDEAU EMPLOYEES RET PLN
ARDEA BIOSCIENCES, INC. 401(K) PLAN
CARDEAN LEARNING GROUP 401K SAVINGS PLAN
CAPE RETIREMENT COMMUNITY, INC. DBA CHATEAU GIRARDEAU EMPLOYEES' RETIREMENT PLAN
CAPE RETIREMENT COMMUNITY, INC. DBA CHATEAU GIRARDEAU EMPLOYEES RETIREMENT PLAN
INTERNAL MEDICINE GROUP OF CAPE GIRARDEAU, INC. 401K PROFIT SHARING PLAN AND TRUST
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX RNWFX
Others
Equity Energy FANAX FANAX
Utilities MMUJX MMUJX
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX OIGYX
Foreign Large Blend MRSJX MRSJX
Foreign Large Blend PIIQX PIIQX
US EQUITY
MID-CAP BLEND PMFPX PMFPX
SMALL VALUE DFFVX DFFVX
LARGE GROWTH TRLGX TRLGX
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX RNWFX
Others
Equity Energy FANAX FANAX
Utilities MMUJX MMUJX
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX OIGYX
Foreign Large Blend MRSJX MRSJX
Foreign Large Blend PIIQX PIIQX
US EQUITY
MID-CAP BLEND PMFPX PMFPX
SMALL VALUE DFFVX DFFVX
LARGE GROWTH TRLGX TRLGX
SMALL BLEND PSSPX PSSPX
LARGE BLEND PLFPX PLFPX
Mid-Cap Growth EAASX EAASX
Small Growth LAGWX LAGWX
LARGE GROWTH FKDNX FDYZX
LARGE VALUE CABDX CABDX
MID-CAP VALUE JVMAX JVMAX
LARGE VALUE MEIJX MEIJX
REAL ESTATE
REAL ESTATE PREPX PREPX
FIXED INCOME
Multisector Bond AGDAX AGDAX
Intermediate-Term Bond SGVAX SGVAX
WORLD BOND TGBAX TGBAX
Total Available Funds: 21
  • 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 RNWFX RNWFX 94% 1 60 0 1.03% 6.6%
Others
Equity Energy FANAX FANAX 76% 1 60 0 1.05% 2.77%
Utilities MMUJX MMUJX 66% 1 60 0 1% 4.2%
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX OIGYX 92% 1 60 0 1.1% 32.91%
Foreign Large Blend MRSJX MRSJX 89% 1 60 0 0.75% 5.58%
Foreign Large Blend PIIQX PIIQX 4% 1 60 0 0.33% 3.48%
US EQUITY
MID-CAP BLEND PMFPX PMFPX 79% 1 60 0 0.42% 8.46%
SMALL VALUE DFFVX DFFVX 78% 1 60 0 0.29% 1.96%
LARGE GROWTH TRLGX TRLGX 77% 1 60 0 0.7% 13.98%
SMALL BLEND PSSPX PSSPX 77% 1 60 0 0.54% 10.39%
LARGE BLEND PLFPX PLFPX 71% 1 60 0 0.52% 3%
Mid-Cap Growth EAASX EAASX 64% 1 60 0 1.14% 7.02%
Small Growth LAGWX LAGWX 61% 1 60 0 0.59% 0%
LARGE GROWTH FKDNX FDYZX 58% 1 60 0 0.45% 11.75%
LARGE VALUE CABDX CABDX 36% 1 60 0 0.65% 6.23%
MID-CAP VALUE JVMAX JVMAX 10% 1 60 0 1.85% 9.53%
LARGE VALUE MEIJX MEIJX 0% 1 60 0 0.8% 9.08%
REAL ESTATE
REAL ESTATE PREPX PREPX 77% 1 60 0 1.99% 2.45%
FIXED INCOME
Multisector Bond AGDAX AGDAX 63% 1 60 0 0.9% 6.78%
Intermediate-Term Bond SGVAX SGVAX 60% 1 60 0 0.65% 5.07%
WORLD BOND TGBAX TGBAX 52% 1 60 0 0.64% 5.38%
Average Expense Ratio: 0.83%
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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 0.2% 10.5% 2.8% 5.9% 5.7% 7.0%

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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 1.1% 9.7% 5.9% 10.3% 8.8% 9.6%

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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*
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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 21 funds. It covers 5 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.
ARDEA BIOSCIENCES


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