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MyPlanIQ 401k Investor THE TALBOTS INC. RETIREMENT SAVINGS VOLUNTARY PLAN

THE TALBOTS INC. RETIREMENT SAVINGS VOLUNTARY PLAN Investment Model Portfolios

This Plan is unrated.
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THE TALBOTS INC. RETIREMENT SAVINGS VOLUNTARY PLAN
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2045 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2040 Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas
Foreign Large Blend CEUFX American EuroPacific Growth
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE BLEND NYVTX Davis NY Venture Fund (Class A) Mutual Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2045 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2040 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2035 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2030 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2025 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2015 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2010 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2005 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2000 Mutual Fund
Retirement Income FFFAX Fidelity Freedom Income
Moderate Allocation RLBFX American Balanced
ROOT CASH Evergreen Inst Money Mkt
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas
Foreign Large Blend CEUFX American EuroPacific Growth
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE BLEND NYVTX Davis NY Venture Fund (Class A) Mutual Fund
LARGE GROWTH FDGRX Fidelity Growth Company
Mid-Cap Growth BRWIX Br&ywine Blue Fund Inc. Mutual Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Mutual Fund
Small Growth CGOAX Columbia Smallcap Value I
Mid-Cap Growth AMGOX Alger Small Mid cap Growth Fund I Mutual Fund
SMALL BLEND RLPHX Royce Low-Priced Stock
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund (Admin) Pooled Commingled Fund
SHORT GOVERNMENT STABLEVALUE RVST Income Fund II Common/Collective Tr - Stable Value Fund
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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts 91% 3 60 0 1.07% 2.47%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2016-2020 FFFDX Fidelity Freedom 2045 Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2016-2020 FFFDX Fidelity Freedom 2040 Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2016-2020 FFFDX Fidelity Freedom 2035 Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2016-2020 FFFDX Fidelity Freedom 2030 Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2016-2020 FFFDX Fidelity Freedom 2025 Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2016-2020 FFFDX Fidelity Freedom 2015 Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2016-2020 FFFDX Fidelity Freedom 2010 Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2016-2020 FFFDX Fidelity Freedom 2005 Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2016-2020 FFFDX Fidelity Freedom 2000 Mutual Fund 98% 3 60 0 0.58% 8.24%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.21%
Moderate Allocation RLBFX American Balanced 78% 3 60 0 0.31% 9.01%
ROOT CASH Evergreen Inst Money Mkt 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas 95% 3 60 0 2.06% 1.34%
Foreign Large Blend CEUFX American EuroPacific Growth 94% 3 60 0 0.9% 14.18%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 10.6%
LARGE VALUE FEQIX Fidelity Equity-Income 98% 3 60 0 0.57% 5.43%
LARGE BLEND NYVTX Davis NY Venture Fund (Class A) Mutual Fund 92% 3 60 0 1.75% 12.3%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 6.05%
Mid-Cap Growth BRWIX Br&ywine Blue Fund Inc. Mutual Fund 86% 3 60 0 0.93% 0.87%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Mutual Fund 79% 3 60 0 0.09% 1.32%
Small Growth CGOAX Columbia Smallcap Value I 53% 3 60 0 1.49% 6.39%
Mid-Cap Growth AMGOX Alger Small Mid cap Growth Fund I Mutual Fund 46% 3 60 0 0.97% 0%
SMALL BLEND RLPHX Royce Low-Priced Stock 0% 3 60 0 1.26% 15.81%
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund (Admin) Pooled Commingled Fund 66% 3 60 0 0.8% 4.37%
SHORT GOVERNMENT STABLEVALUE RVST Income Fund II Common/Collective Tr - Stable Value Fund 16% 3 60 0 NA 20.17%
Average Expense Ratio: 0.92%
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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 to Create Model Portfolio

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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(Ticker:TLB)
The plan consists of 29 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Emerging Market Equity.


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