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MyPlanIQ 401k Investor CHOICE HOTELS INTERNATIONAL, INC. RETIREMENT, SAVINGS INVESTMENT PLAN

CHOICE HOTELS INTERNATIONAL, INC. RETIREMENT, SAVINGS INVESTMENT PLAN Investment Model Portfolios

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CHOICE HOTELS INTERNATIONAL, INC. RETIREMENT SAVINGS AND INVESTMENT PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Technology DRGTX Allianz RCM Technology
Moderate Allocation ACESX Van Kampen Equity Income
Moderate Allocation MRBPX BlackRock Balanced Capital
INTERNATIONAL EQUITY
Foreign Small/Mid Value NAPIX ING International Small Cap Growth
Foreign Large Value MRIVX BlackRock International Value
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Institutional
SMALL BLEND FSCIX Fidelity Advisor Small Cap
LARGE GROWTH ABPRX AllianceBernstein Large Cap Growth
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Technology DRGTX Allianz RCM Technology
Moderate Allocation ACESX Van Kampen Equity Income
Moderate Allocation MRBPX BlackRock Balanced Capital
ROOT CASH Money Mkt
INTERNATIONAL EQUITY
Foreign Small/Mid Value NAPIX ING International Small Cap Growth
Foreign Large Value MRIVX BlackRock International Value
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Institutional
SMALL BLEND FSCIX Fidelity Advisor Small Cap
LARGE GROWTH ABPRX AllianceBernstein Large Cap Growth
LARGE GROWTH RGACX American Growth Fund of Amer R3
LARGE VALUE MRLVX BlackRock Large Cap Value
SMALL VALUE PNVRX Allianz NFJ Small Cap Value
LARGE BLEND MASRX BlackRock S P 500 Index
LARGE VALUE CBBRX AllianceBernstein G/I
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
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
Others
Technology DRGTX Allianz RCM Technology 58% 3 60 0 1.17% 3%
Moderate Allocation ACESX Van Kampen Equity Income 46% 3 60 0 1.04% 6.46%
Moderate Allocation MRBPX BlackRock Balanced Capital 31% 3 60 0 1.16% 9.56%
ROOT CASH Money Mkt 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Small/Mid Value NAPIX ING International Small Cap Growth 78% 3 60 0 2.28% 9.2%
Foreign Large Value MRIVX BlackRock International Value 0% 3 60 0 NA 0%
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Institutional 93% 3 60 0 0.91% 3.49%
SMALL BLEND FSCIX Fidelity Advisor Small Cap 91% 3 60 0 2.15% 1.85%
LARGE GROWTH ABPRX AllianceBernstein Large Cap Growth 59% 3 60 0 0.95% 107.86%
LARGE GROWTH RGACX American Growth Fund of Amer R3 37% 3 60 0 0.3% 11.14%
LARGE VALUE MRLVX BlackRock Large Cap Value 32% 3 60 0 0.79% 10.21%
SMALL VALUE PNVRX Allianz NFJ Small Cap Value 0% 3 60 0 1.43% 1.79%
LARGE BLEND MASRX BlackRock S P 500 Index 0% 3 60 0 0.3% 2.03%
LARGE VALUE CBBRX AllianceBernstein G/I 0% 3 60 0 0.65% 121.32%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 1.07%
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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 0.3% 5.6% -0.1% 3.4% 4.0% 4.8%

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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:CHH)
The plan consists of 16 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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