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MyPlanIQ 401k Investor Broadmead Inc. 401(k) Retirement Plan

Broadmead Inc. 401(k) Retirement Plan Investment Model Portfolios

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BROADMEAD, INC. 401(K) RETIREMENT PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Moderate Allocation CABIX allianceber balanced fund
Moderate Allocation RLBFX american balanced fund
World Allocation MRLOX blackrock global allocation fund
INTERNATIONAL EQUITY
WORLD STOCK RWIFX american cap world growth & income fund
US EQUITY
LARGE GROWTH MIGKX massachusetts investors growth stock fund
LARGE VALUE MRBVX blackrock basic value fund
LARGE BLEND NYVRX davis ny venture fund
FIXED INCOME
Intermediate-Term Bond PTTRX pimco total return fund
Intermediate-Term Bond MAHQX blackrock total return portfolio fund
LONG GOVERNMENT PGOVX pimco long-term us government fund
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Moderate Allocation CABIX allianceber balanced fund
Moderate Allocation RLBFX american balanced fund
World Allocation MRLOX blackrock global allocation fund
Moderate Allocation ACESX van kampen equity & income fund
Moderate Allocation MRBPX blackrock balanced capital fund
Moderate Allocation BBLRX aim basic balanced fund
ROOT MAPUX blackrock fundamental growth fund
INTERNATIONAL EQUITY
WORLD STOCK RWIFX american cap world growth & income fund
US EQUITY
LARGE GROWTH MIGKX massachusetts investors growth stock fund
LARGE VALUE MRBVX blackrock basic value fund
LARGE BLEND NYVRX davis ny venture fund
LARGE BLEND PIODX pioneer fund
LARGE BLEND MASRX blackrock s&p 500 index fund
FIXED INCOME
Intermediate-Term Bond PTTRX pimco total return fund
Intermediate-Term Bond MAHQX blackrock total return portfolio fund
LONG GOVERNMENT PGOVX pimco long-term us government fund
Total Available Funds: 16
  • 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 CABIX allianceber balanced fund 84% 3 60 0 1.32% 9.5%
Moderate Allocation RLBFX american balanced fund 78% 3 60 0 0.31% 9.01%
World Allocation MRLOX blackrock global allocation fund 73% 3 60 0 0.84% 9.68%
Moderate Allocation ACESX van kampen equity & income fund 46% 3 60 0 1.04% 6.51%
Moderate Allocation MRBPX blackrock balanced capital fund 31% 3 60 0 1.16% 9.61%
Moderate Allocation BBLRX aim basic balanced fund 0% 3 60 0 NA 0.91%
ROOT MAPUX blackrock fundamental growth fund 0% 3 60 0 NA 0%
INTERNATIONAL EQUITY
WORLD STOCK RWIFX american cap world growth & income fund 92% 3 60 0 0.75% 11.38%
US EQUITY
LARGE GROWTH MIGKX massachusetts investors growth stock fund 78% 3 60 0 0.71% 11.39%
LARGE VALUE MRBVX blackrock basic value fund 45% 3 60 0 0.54% 17.62%
LARGE BLEND NYVRX davis ny venture fund 41% 3 60 0 1.75% 11.98%
LARGE BLEND PIODX pioneer fund 29% 3 60 0 1.5% 10.93%
LARGE BLEND MASRX blackrock s&p 500 index fund 0% 3 60 0 0.3% 2.03%
FIXED INCOME
Intermediate-Term Bond PTTRX pimco total return fund 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond MAHQX blackrock total return portfolio fund 69% 3 60 0 0.6% 4.82%
LONG GOVERNMENT PGOVX pimco long-term us government fund 61% 3 60 0 1.39% 0.34%
Average Expense Ratio: 0.93%
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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 -0.0% -0.8% -2.3% -0.4% 1.8% 3.4%

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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:)
The plan consists of 17 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Broadmead Inc. 401(k) Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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