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MyPlanIQ CUSHMAN and WAKEFIELD 401K PAY CONVERSION PLAN

CUSHMAN and WAKEFIELD 401K PAY CONVERSION PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
SMALL VALUE ASVIX American Century Capital Portfolios
LARGE VALUE ALVIX American Century Capital Portfolios
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares
Moderate Allocation TWSMX American Century Strategic Asset Allocations
Moderate Allocation ACOAX American Century Strategic Asset Allocations
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
SMALL VALUE ASVIX American Century Capital Portfolios
LARGE VALUE ALVIX American Century Capital Portfolios
LARGE GROWTH TCRAX American Century Mutual Funds
LARGE GROWTH AGTHX Growth Fund of America
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
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares 94% 3 60 0 0.34% 4.3%
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares 92% 3 60 0 0.84% 4.98%
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares 92% 3 60 0 1.04% 6.47%
Moderate Allocation TWSMX American Century Strategic Asset Allocations 87% 3 60 0 1.09% 6.98%
Moderate Allocation ACOAX American Century Strategic Asset Allocations 55% 3 60 0 0.64% 6.84%
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares 0% 3 60 0 0.67% 7.52%
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares 65% 3 60 0 1.47% 6.96%
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 2.31%
SMALL VALUE ASVIX American Century Capital Portfolios 89% 3 60 0 1.34% 13.07%
LARGE VALUE ALVIX American Century Capital Portfolios 74% 3 60 0 0.63% 12.43%
LARGE GROWTH TCRAX American Century Mutual Funds 51% 3 60 0 1.23% 18.4%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 11.19%
Average Expense Ratio: 0.86%
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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 to Create Model Portfolio

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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
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