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MyPlanIQ 401k Investor The Spectrum Brands 401(k) Retirement Savings Plan

The Spectrum Brands 401(k) Retirement Savings Plan Investment Model Portfolios

This Plan is unrated.
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SPECTRUM BRANDS 401(K) RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Oakmark Equity and Income Fund
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MIDJX MFS,International New Discovery Fund
WORLD STOCK OPPAX Oppenheimer Global Fund
US EQUITY
MID-CAP BLEND MDY SSGA S&P Mid Cap Fund
Mid-Cap Growth TMDPX TimesSquare Mid Cap Growth Fund Class Premier (GR)
SMALL VALUE FVRMX Franklin Micro Cap Value Fund
FIXED INCOME
Intermediate-Term Bond IPCBX PIMCO Core Plus Bond Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Oakmark Equity and Income Fund
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MIDJX MFS,International New Discovery Fund
WORLD STOCK OPPAX Oppenheimer Global Fund
US EQUITY
MID-CAP BLEND MDY SSGA S&P Mid Cap Fund
Mid-Cap Growth TMDPX TimesSquare Mid Cap Growth Fund Class Premier (GR)
SMALL VALUE FVRMX Franklin Micro Cap Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE GROWTH RGAFX American Funds, Growth Fund of America
MID-CAP VALUE FASEX First American Mid Cap Value Fund A
Small Growth EMGRX First American Small Cap Select A Fund
MID-CAP VALUE FMVSX First American Mid Cap Value Fund
LARGE VALUE LSVRX Loomis Sayles Value A Fund
FIXED INCOME
Intermediate-Term Bond IPCBX PIMCO Core Plus Bond Fund
Total Available Funds: 13
  • 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 Oakmark Equity and Income Fund 91% 3 60 0 0.83% 2.36%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MIDJX MFS,International New Discovery Fund 88% 3 60 0 2.03% 3.35%
WORLD STOCK OPPAX Oppenheimer Global Fund 48% 3 60 0 1.31% 22.07%
US EQUITY
MID-CAP BLEND MDY SSGA S&P Mid Cap Fund 100% 3 60 0 0.24% 1.29%
Mid-Cap Growth TMDPX TimesSquare Mid Cap Growth Fund Class Premier (GR) 88% 3 60 0 1.18% 11.05%
SMALL VALUE FVRMX Franklin Micro Cap Value Fund 83% 3 60 0 0.99% 14.81%
LARGE BLEND VINIX Vanguard Institutional Index Fund 77% 3 60 0 0.02% 3.02%
LARGE GROWTH RGAFX American Funds, Growth Fund of America 75% 3 60 0 0.63% 11.32%
MID-CAP VALUE FASEX First American Mid Cap Value Fund A 36% 3 60 0 0.79% 14.31%
Small Growth EMGRX First American Small Cap Select A Fund 32% 3 60 0 1.24% 3.95%
MID-CAP VALUE FMVSX First American Mid Cap Value Fund 0% 3 60 0 1.42% 1.52%
LARGE VALUE LSVRX Loomis Sayles Value A Fund 0% 3 60 0 0.98% 90.74%
FIXED INCOME
Intermediate-Term Bond IPCBX PIMCO Core Plus Bond Fund 0% 3 60 0 0.57% 4.64%
Average Expense Ratio: 0.94%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 for Portfolio Details or Follow 3.6% 15.8% 6.2% 7.2% 6.9% 5.4%

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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 0.9% 13.4% 2.4% 7.1% 5.2% 5.6%

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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*
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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:SPB)
The plan consists of 14 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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