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MyPlanIQ 401k Investor TREE.COM 401(K) RETIREMENT SAVINGS PLAN

TREE.COM 401(K) RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Equity Open
Others
ROOT SWPIX Schwab S P 500 Index Fund
Target Date 2050+ LTWRX AllianceBernstein 2055 rtmt St R
Target Date 2050+ LTQRX AllianceBernstein 2050 rtmt St R
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Value AFJAX Alianz NFJ International Value A
Foreign Large Blend VDMIX Vanguard Developed Mkts Index
US EQUITY
LARGE GROWTH FCNTX Fidelity Contra Fund
Small Growth CMSCX Columbia Small Cap Growth Z
Mid-Cap Growth BMEAX BlackRock US Opportunities Inv A
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Equity Open
Others
ROOT SWPIX Schwab S P 500 Index Fund
Target Date 2050+ LTWRX AllianceBernstein 2055 rtmt St R
Target Date 2050+ LTQRX AllianceBernstein 2050 rtmt St R
Target Date 2041-2045 LTPRX AllianceBernstein 2045 rtmt St R
Target Date 2036-2040 LTSRX AllianceBernstein 2040 rtmt St R
Target Date 2031-2035 LTLRX AllianceBernstein 2035 rtmt St R
Target Date 2026-2030 LTKRX AllianceBernstein 2030 rtmt St R
Target Date 2021-2025 LTJRX AllianceBernstein 2025 rtmt St R
Target Date 2016-2020 LTHRX AllianceBernstein 2020 rtmt St R
Target Date 2011-2015 LTERX AllianceBernstein 2015 rtmt St R
Target Date 2000-2010 LTDRX AllianceBernstein 2010 rtmt St R
Target Date 2000-2010 LTBRX AllianceBernstein 2005 rtmt St R
Target Date 2000-2010 LTARX AllianceBernstein 2000 rtmt St R
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Value AFJAX Alianz NFJ International Value A
Foreign Large Blend VDMIX Vanguard Developed Mkts Index
Foreign Large Growth NIACX Nicholas-Apple Int All Cap Growth I
US EQUITY
LARGE GROWTH FCNTX Fidelity Contra Fund
Small Growth CMSCX Columbia Small Cap Growth Z
Mid-Cap Growth BMEAX BlackRock US Opportunities Inv A
LARGE VALUE MRDVX BlackRock Equity Dividend
MID-CAP VALUE JMVIX Perkins Mid Cap Value S
MID-CAP BLEND FLPSX Fidelity Low Priced Stock
SMALL BLEND RLPIX Royce Low Priced Stock Fund
LARGE BLEND HCTSX Hartford Capital app II R4
FIXED INCOME
Intermediate-Term Bond PTTDX Pacific Investment Management Company Total Return D
Intermediate-Term Bond LIGRX Loomis Sayles Inv Grade Bond A
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund Collective Tr
Total Available Funds: 29
  • 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 LZOEX Lazard Emerging Mkts Equity Open 60% 3 60 0 1.07% 2.1%
Others
ROOT SWPIX Schwab S P 500 Index Fund 0% 3 60 0 NA 2.74%
Target Date 2050+ LTWRX AllianceBernstein 2055 rtmt St R 0% 3 60 0 1.26% 12.71%
Target Date 2050+ LTQRX AllianceBernstein 2050 rtmt St R 0% 3 60 0 1.26% 17.32%
Target Date 2041-2045 LTPRX AllianceBernstein 2045 rtmt St R 0% 3 60 0 1.26% 6.54%
Target Date 2036-2040 LTSRX AllianceBernstein 2040 rtmt St R 0% 3 60 0 1.26% 4.8%
Target Date 2031-2035 LTLRX AllianceBernstein 2035 rtmt St R 0% 3 60 0 1.26% 2.49%
Target Date 2026-2030 LTKRX AllianceBernstein 2030 rtmt St R 0% 3 60 0 1.26% 2.68%
Target Date 2021-2025 LTJRX AllianceBernstein 2025 rtmt St R 0% 3 60 0 1.24% 2.74%
Target Date 2016-2020 LTHRX AllianceBernstein 2020 rtmt St R 0% 3 60 0 1.22% 2.88%
Target Date 2011-2015 LTERX AllianceBernstein 2015 rtmt St R 0% 3 60 0 1.18% 2.99%
Target Date 2000-2010 LTDRX AllianceBernstein 2010 rtmt St R 0% 3 60 0 1.14% 2.79%
Target Date 2000-2010 LTBRX AllianceBernstein 2005 rtmt St R 0% 3 60 0 1.12% 3.01%
Target Date 2000-2010 LTARX AllianceBernstein 2000 rtmt St R 0% 3 60 0 1.06% 9.78%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 5.62%
Foreign Large Value AFJAX Alianz NFJ International Value A 55% 3 60 0 1.01% 6.25%
Foreign Large Blend VDMIX Vanguard Developed Mkts Index 0% 3 60 0 0.2% 2.88%
Foreign Large Growth NIACX Nicholas-Apple Int All Cap Growth I 0% 3 60 0 NA 0.98%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contra Fund 96% 3 60 0 0.55% 5.18%
Small Growth CMSCX Columbia Small Cap Growth Z 95% 3 60 0 1.24% 6.08%
Mid-Cap Growth BMEAX BlackRock US Opportunities Inv A 61% 3 60 0 0.8% 7.68%
LARGE VALUE MRDVX BlackRock Equity Dividend 55% 3 60 0 1% 9.73%
MID-CAP VALUE JMVIX Perkins Mid Cap Value S 28% 3 60 0 0.5% 9.11%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock 1% 3 60 0 0.92% 13.05%
SMALL BLEND RLPIX Royce Low Priced Stock Fund 0% 3 60 0 1.19% 0%
LARGE BLEND HCTSX Hartford Capital app II R4 0% 3 60 0 1.05% 11.22%
FIXED INCOME
Intermediate-Term Bond PTTDX Pacific Investment Management Company Total Return D 65% 3 60 0 0.75% 4.32%
Intermediate-Term Bond LIGRX Loomis Sayles Inv Grade Bond A 52% 3 60 0 0.74% 4.53%
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund Collective Tr 16% 3 60 0 NA 20.17%
Average Expense Ratio: 1.04%
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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 1.3% 19.5% 11.1% 10.8% 6.9% 6.2%

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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:TREE)
The plan consists of 29 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.
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