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MyPlanIQ 401k Investor BRIGHAM, INC. 401(k) PLAN

BRIGHAM, INC. 401(k) PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
ROOT CASH Schwab rtmt Adv Fund Cash equivalent
INTERNATIONAL EQUITY
WORLD STOCK JAWWX Janus Worldwide Fund
Foreign Small/Mid Value SGOIX First Eagle SOGEN Overseas
Foreign Large Growth JDIRX Janus Overseas FD class A
US EQUITY
LARGE BLEND DGAGX Dreyfus app Stock mutual fund
SMALL BLEND RSEFX Royce Special Equity
SMALL BLEND RSEFX Royce Special Equity
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Bond
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
ROOT CASH Schwab rtmt Adv Fund Cash equivalent
INTERNATIONAL EQUITY
WORLD STOCK JAWWX Janus Worldwide Fund
Foreign Small/Mid Value SGOIX First Eagle SOGEN Overseas
Foreign Large Growth JDIRX Janus Overseas FD class A
US EQUITY
LARGE BLEND DGAGX Dreyfus app Stock mutual fund
SMALL BLEND RSEFX Royce Special Equity
SMALL BLEND RSEFX Royce Special Equity
LARGE BLEND OAKLX Oakmark Select
LARGE BLEND PEOPX Dreyfus S P 500 Index Fund
SMALL VALUE SEVAX Rydex SGI Mid Cap Value A
Mid-Cap Growth BMEAX Blackrock US Opportunities Inv A
MID-CAP BLEND HICGX Hennessy Cornerstone Growth
LARGE VALUE AMANX Amana Income Fund
LARGE GROWTH CVGRX Calamos Growth Fund Class A
SMALL BLEND FSCTX Fidelity Adv Small Cap class T
LARGE GROWTH JENRX Jensen Portfolio
US EQUITY BEXP Common stock of Brigham Exploration Company
LARGE VALUE OIBHX Old Mutual Brown Hanley Value
LARGE GROWTH JAVLX Janus Twenty Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Bond
Total Available Funds: 20
  • 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
ROOT CASH Schwab rtmt Adv Fund Cash equivalent 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK JAWWX Janus Worldwide Fund 99% 3 60 0 0.92% 8.41%
Foreign Small/Mid Value SGOIX First Eagle SOGEN Overseas 96% 3 60 0 0.8% 9.19%
Foreign Large Growth JDIRX Janus Overseas FD class A 32% 3 60 0 2.06% 0.78%
US EQUITY
LARGE BLEND DGAGX Dreyfus app Stock mutual fund 97% 3 60 0 0.66% 16.83%
SMALL BLEND RSEFX Royce Special Equity 95% 3 60 0 2.24% 12%
SMALL BLEND RSEFX Royce Special Equity 95% 3 60 0 2.24% 12%
LARGE BLEND OAKLX Oakmark Select 92% 3 60 0 0.98% 0.44%
LARGE BLEND PEOPX Dreyfus S P 500 Index Fund 72% 3 60 0 0.5% 10.91%
SMALL VALUE SEVAX Rydex SGI Mid Cap Value A 63% 3 60 0 1.01% 13.64%
Mid-Cap Growth BMEAX Blackrock US Opportunities Inv A 61% 3 60 0 0.8% 7.68%
MID-CAP BLEND HICGX Hennessy Cornerstone Growth 59% 3 60 0 1.01% 0.07%
LARGE VALUE AMANX Amana Income Fund 58% 3 60 0 1.01% 5.41%
LARGE GROWTH CVGRX Calamos Growth Fund Class A 52% 3 60 0 1.05% 9.44%
SMALL BLEND FSCTX Fidelity Adv Small Cap class T 50% 3 60 0 2.15% 2.57%
LARGE GROWTH JENRX Jensen Portfolio 40% 3 60 0 0.61% 28.8%
US EQUITY BEXP Common stock of Brigham Exploration Company 0% 3 60 0 NA 0%
LARGE VALUE OIBHX Old Mutual Brown Hanley Value 0% 3 60 0 NA 1.86%
LARGE GROWTH JAVLX Janus Twenty Fund 0% 3 60 0 0.94% 2.5%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Bond 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 1.1%
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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*
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 for Portfolio Details or Follow 0.6% 5.5% 1.1% 4.7% 4.3% 4.4%

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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:BEXP)
The plan consists of 21 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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