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MyPlanIQ COMMUNICATIONS WORKERS OF AMERICA SAVINGS AND RETIREMENT TRUST

COMMUNICATIONS WORKERS OF AMERICA SAVINGS AND RETIREMENT TRUST Investment Model Portfolios

This Plan is unrated.
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COMMUNICATIONS WORKERS OF AMERICA SAVINGS AND RETIREMENT TRUST
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund; Class A Shares
Others
Moderate Allocation JDBAX Janus Investment Fund: Janus Balanced Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares
US EQUITY
SMALL BLEND DISSX Dreyfus Index Funds
LARGE BLEND DSPIX Dreyfus/Laurel Funds
MID-CAP VALUE VETAX Victory Portfolios: Established Value Fund; Class A Shares
FIXED INCOME
WORLD BOND TPINX Templeton Income Trust: Templeton Global Bond Fund; Class A Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund; Class A Shares
Others
Moderate Allocation JDBAX Janus Investment Fund: Janus Balanced Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares
US EQUITY
SMALL BLEND DISSX Dreyfus Index Funds
LARGE BLEND DSPIX Dreyfus/Laurel Funds
MID-CAP VALUE VETAX Victory Portfolios: Established Value Fund; Class A Shares
LARGE GROWTH FKGRX Franklin Custodian Funds
LARGE GROWTH CSIEX Calvert Social Investment Fund: Equity Portfolio; Class A Shares
SMALL VALUE COVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund
FIXED INCOME
WORLD BOND TPINX Templeton Income Trust: Templeton Global Bond Fund; Class A Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
Total Available Funds: 15
  • 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 ODMAX Oppenheimer Developing Markets Fund; Class A Shares 64% 3 60 0 0.84% 34.62%
Others
Moderate Allocation JDBAX Janus Investment Fund: Janus Balanced Fund; Class A Shares 7% 3 60 0 0.7% 8.37%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 13.66%
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares 0% 3 60 0 0.2% 2.88%
US EQUITY
SMALL BLEND DISSX Dreyfus Index Funds 79% 3 60 0 0.5% 15.29%
LARGE BLEND DSPIX Dreyfus/Laurel Funds 77% 3 60 0 0.2% 29.14%
MID-CAP VALUE VETAX Victory Portfolios: Established Value Fund; Class A Shares 63% 3 60 0 1.65% 4.88%
LARGE GROWTH FKGRX Franklin Custodian Funds 50% 3 60 0 0.46% 14.04%
LARGE GROWTH CSIEX Calvert Social Investment Fund: Equity Portfolio; Class A Shares 50% 3 60 0 0.59% 19.14%
SMALL VALUE COVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class A Shares 46% 3 60 0 1.27% 16.23%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 11.06%
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund 0% 3 60 0 0.51% 12.76%
FIXED INCOME
WORLD BOND TPINX Templeton Income Trust: Templeton Global Bond Fund; Class A Shares 74% 3 60 0 0.96% 5.06%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.31%
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares 58% 3 60 0 1.37% 3.8%
Average Expense Ratio: 0.75%
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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
The investment options have not been imported yet.


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