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MyPlanIQ 401k Investor Triad Guaranty Inc. 401(k) Profit Sharing Plan

Triad Guaranty Inc. 401(k) Profit Sharing Plan Investment Model Portfolios

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TRIAD GUARANTY INC. 401(K) PROFIT SHARING PLAN
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX The Oakmark Equity Income Fund
Moderate Allocation JABAX Janus Balanced Fund
Technology DRGTX Allianz RCM Technology Fund
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Cap World Growth Income
Foreign Large Growth VIFIX Van Kampen International Growth
US EQUITY
LARGE GROWTH ALARX Alger Capital app Portfolio
LARGE BLEND NYVTX Davis NY Venture Fund
Small Growth MNDIX MFS Intl New Discovery Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX The Oakmark Equity Income Fund
Moderate Allocation JABAX Janus Balanced Fund
Technology DRGTX Allianz RCM Technology Fund
ROOT CASH Merrill Lynch Ret. Preservation Tr
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Cap World Growth Income
Foreign Large Growth VIFIX Van Kampen International Growth
US EQUITY
LARGE GROWTH ALARX Alger Capital app Portfolio
LARGE BLEND NYVTX Davis NY Venture Fund
Small Growth MNDIX MFS Intl New Discovery Fund
LARGE GROWTH MAFGX BlackRock Fundamental Growth Fund
MID-CAP VALUE NAMAX Columbia Mid-Cap Value Fund
SMALL BLEND MASPX BlackRock Value Opportunities Fund
SMALL VALUE CSMIX Columbia Small Cap Values Fund
Mid-Cap Growth PMGIX Allianz CCM Mid-Cap Fund
Small Growth SSEGX BlackRock Small/Mid-Cap Growth
LARGE BLEND MASRX BlackRock S P 500 Index Fund
MID-CAP VALUE MSAIX Van Kampen American Value Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Total Available Funds: 18
  • 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 The Oakmark Equity Income Fund 91% 3 60 0 0.83% 2.36%
Moderate Allocation JABAX Janus Balanced Fund 90% 3 60 0 0.7% 8.49%
Technology DRGTX Allianz RCM Technology Fund 58% 3 60 0 1.17% 3.05%
ROOT CASH Merrill Lynch Ret. Preservation Tr 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Cap World Growth Income 64% 3 60 0 0.53% 11.09%
Foreign Large Growth VIFIX Van Kampen International Growth 0% 3 60 0 NA 1.44%
US EQUITY
LARGE GROWTH ALARX Alger Capital app Portfolio 94% 3 60 0 1.68% 8.27%
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 12.3%
Small Growth MNDIX MFS Intl New Discovery Fund 87% 3 60 0 1.29% 0%
LARGE GROWTH MAFGX BlackRock Fundamental Growth Fund 83% 3 60 0 1.33% 15.69%
MID-CAP VALUE NAMAX Columbia Mid-Cap Value Fund 76% 3 60 0 1.13% 7.15%
SMALL BLEND MASPX BlackRock Value Opportunities Fund 70% 3 60 0 0.73% 5.58%
SMALL VALUE CSMIX Columbia Small Cap Values Fund 50% 3 60 0 0.86% 15.07%
Mid-Cap Growth PMGIX Allianz CCM Mid-Cap Fund 0% 3 60 0 NA 0%
Small Growth SSEGX BlackRock Small/Mid-Cap Growth 0% 3 60 0 NA 0%
LARGE BLEND MASRX BlackRock S P 500 Index Fund 0% 3 60 0 0.3% 2.03%
MID-CAP VALUE MSAIX Van Kampen American Value Fund 0% 3 60 0 0.86% 22.45%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 1%
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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 for Portfolio Details or Follow 0.5% 10.7% 2.7% 5.0% 4.4% 5.1%

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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(Ticker:TGIC)
The plan consists of 19 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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