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MyPlanIQ 401k Investor CHRYSLER FINANCIAL EMPLOYEE MANAGED RETIREMENT PLAN

CHRYSLER FINANCIAL EMPLOYEE MANAGED RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
ROOT CASH Bank of America FFI Premier Institutional
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Inst International Equity
Foreign Large Blend VGTSX Merrill Lynch International Index
Foreign Large Blend AIZAX AllianceBernstein International
US EQUITY
SMALL BLEND NAESX Merrill Lynch Small Cap Index
LARGE BLEND VTSMX Merrill Lynch Equity Index
LARGE VALUE MABAX BlackRock Basic Value I
REAL ESTATE
REAL ESTATE MSUSX Morgan Staleny US Real Estate
FIXED INCOME
Emerging Markets Bond PREMX T. Rowe Price Inst Emerging Markets
Inflation-Protected Bond PRRIX PIMCO Real Return
Intermediate-Term Bond MPHQX BlackRock Total Return
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
ROOT CASH Bank of America FFI Premier Institutional
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Inst International Equity
Foreign Large Blend VGTSX Merrill Lynch International Index
Foreign Large Blend AIZAX AllianceBernstein International
US EQUITY
SMALL BLEND NAESX Merrill Lynch Small Cap Index
LARGE BLEND VTSMX Merrill Lynch Equity Index
LARGE VALUE MABAX BlackRock Basic Value I
LARGE GROWTH TGCEX TCW Select Equities I
REAL ESTATE
REAL ESTATE MSUSX Morgan Staleny US Real Estate
FIXED INCOME
Emerging Markets Bond PREMX T. Rowe Price Inst Emerging Markets
Inflation-Protected Bond PRRIX PIMCO Real Return
Intermediate-Term Bond MPHQX BlackRock Total Return
Total Available Funds: 12
  • 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 Bank of America FFI Premier Institutional 0% 0 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Inst International Equity 89% 3 60 0 0.72% 2.79%
Foreign Large Blend VGTSX Merrill Lynch International Index 16% 3 60 0 0.08% 3.29%
Foreign Large Blend AIZAX AllianceBernstein International 0% 3 60 0 1.27% 0.35%
US EQUITY
SMALL BLEND NAESX Merrill Lynch Small Cap Index 99% 3 60 0 0.03% 1.39%
LARGE BLEND VTSMX Merrill Lynch Equity Index 94% 3 60 0 0.03% 1.2%
LARGE VALUE MABAX BlackRock Basic Value I 85% 3 60 0 0.54% 15.16%
LARGE GROWTH TGCEX TCW Select Equities I 75% 3 60 0 0.77% 12.06%
REAL ESTATE
REAL ESTATE MSUSX Morgan Staleny US Real Estate 70% 3 60 0 0.83% 135.3%
FIXED INCOME
Emerging Markets Bond PREMX T. Rowe Price Inst Emerging Markets 86% 3 60 0 0.99% 6.14%
Inflation-Protected Bond PRRIX PIMCO Real Return 80% 3 60 0 1.37% 3.4%
Intermediate-Term Bond MPHQX BlackRock Total Return 75% 3 60 0 0.75% 4.89%
Average Expense Ratio: 0.67%
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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 for Portfolio Details or Follow 15.1% 23.3% 3.8% 9.6% 8.1% 8.8%

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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:)
The plan consists of 12 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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