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MyPlanIQ 401k Investor SWS GROUP 401(K) PROFIT SHARING PLAN

SWS GROUP 401(K) PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware Emerging Mkt Instl. Mutual Funds
Others
Retirement Income SWARX Schwab Managed rtmt Inc. Collective Trs
Retirement Income SWARX Schwab Managed rtmt 2050 Collective Trs
Retirement Income SWARX Schwab Managed rtmt 2040 Collective Trs
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value I Mutual Funds
US EQUITY
Small Growth BUFSX Buffalo Small Cap Mutual Funds
MID-CAP VALUE JMVAX Janus Adviser Perkins Mid Cap Value Mutual Funds
SMALL BLEND ASCIX American Beacon Small Cap Value
FIXED INCOME
Intermediate-Term Bond PTTDX Pimco Total Return Class D
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware Emerging Mkt Instl. Mutual Funds
Others
Retirement Income SWARX Schwab Managed rtmt Inc. Collective Trs
Retirement Income SWARX Schwab Managed rtmt 2050 Collective Trs
Retirement Income SWARX Schwab Managed rtmt 2040 Collective Trs
Retirement Income SWARX Schwab Managed rtmt 2030 Collective Trs
Retirement Income SWARX Schwab Managed rtmt 2020 Collective Trs
Retirement Income SWARX Schwab Managed rtmt 2010 Collective Trs
ROOT CASH Schwab Value Adv Fund Money Mkt Funds
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value I Mutual Funds
US EQUITY
Small Growth BUFSX Buffalo Small Cap Mutual Funds
MID-CAP VALUE JMVAX Janus Adviser Perkins Mid Cap Value Mutual Funds
SMALL BLEND ASCIX American Beacon Small Cap Value
LARGE BLEND SWPPX Schwab S P 500-Index Investment Mutual Funds
LARGE VALUE ACSDX Van Kampen Comstock Fund ClA Mutual Funds
LARGE GROWTH RGAFX Growth Fund of Amer Mutual Funds
Mid-Cap Growth RIMSX Ranier Small/Mid Cap Equity Mutual Funds
FIXED INCOME
Intermediate-Term Bond PTTDX Pimco Total Return Class D
Total Available Funds: 17
  • 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 DEMIX Delaware Emerging Mkt Instl. Mutual Funds 93% 3 60 0 1.7% 25.9%
Others
Retirement Income SWARX Schwab Managed rtmt Inc. Collective Trs 0% 3 60 0 NA 3.2%
Retirement Income SWARX Schwab Managed rtmt 2050 Collective Trs 0% 3 60 0 NA 3.2%
Retirement Income SWARX Schwab Managed rtmt 2040 Collective Trs 0% 3 60 0 NA 3.2%
Retirement Income SWARX Schwab Managed rtmt 2030 Collective Trs 0% 3 60 0 NA 3.2%
Retirement Income SWARX Schwab Managed rtmt 2020 Collective Trs 0% 3 60 0 NA 3.2%
Retirement Income SWARX Schwab Managed rtmt 2010 Collective Trs 0% 3 60 0 NA 3.2%
ROOT CASH Schwab Value Adv Fund Money Mkt Funds 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value I Mutual Funds 94% 3 60 0 1.36% 3.98%
US EQUITY
Small Growth BUFSX Buffalo Small Cap Mutual Funds 93% 3 60 0 1.01% 0%
MID-CAP VALUE JMVAX Janus Adviser Perkins Mid Cap Value Mutual Funds 90% 3 60 0 0.91% 9.83%
SMALL BLEND ASCIX American Beacon Small Cap Value 83% 3 60 0 0.26% 8.43%
LARGE BLEND SWPPX Schwab S P 500-Index Investment Mutual Funds 78% 3 60 0 0.02% 0.21%
LARGE VALUE ACSDX Van Kampen Comstock Fund ClA Mutual Funds 76% 3 60 0 1.55% 9.04%
LARGE GROWTH RGAFX Growth Fund of Amer Mutual Funds 75% 3 60 0 0.63% 11.46%
Mid-Cap Growth RIMSX Ranier Small/Mid Cap Equity Mutual Funds 0% 3 60 0 1.26% 13.78%
FIXED INCOME
Intermediate-Term Bond PTTDX Pimco Total Return Class D 65% 3 60 0 0.75% 4.32%
Average Expense Ratio: 0.95%
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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(Ticker:SWS)
The plan consists of 17 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity and Fixed Income.
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