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MyPlanIQ SPRINGER SCIENCE and BUSINESS MEDIA LLC 401K PLAN

SPRINGER SCIENCE and BUSINESS MEDIA LLC 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation PABFX Prudential Investment Portfolios
Financial RPFGX Davis Series
Health EIHSX Eaton Vance Growth Trust: Eaton Vance Worldwide Health Sciences Fund; Class I Shares
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
WORLD STOCK CPVCX Aberdeen Funds: Aberdeen Global Small Cap Fund; Class C Shares
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Fund
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE BLEND OAKLX Harris Associates Investment Trust: Oakmark Select Fund; Class I Shares
FIXED INCOME
Intermediate Government PGVZX Prudential Investment Portfolios
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation PABFX Prudential Investment Portfolios
Financial RPFGX Davis Series
Health EIHSX Eaton Vance Growth Trust: Eaton Vance Worldwide Health Sciences Fund; Class I Shares
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
WORLD STOCK CPVCX Aberdeen Funds: Aberdeen Global Small Cap Fund; Class C Shares
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Fund
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE BLEND OAKLX Harris Associates Investment Trust: Oakmark Select Fund; Class I Shares
Mid-Cap Growth PEGZX Prudential Jennison Mid-Cap Growth Fund
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV
FIXED INCOME
Intermediate Government PGVZX Prudential Investment Portfolios
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
Total Available Funds: 14
  • 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 PABFX Prudential Investment Portfolios 74% 3 60 0 1% 9.75%
Financial RPFGX Davis Series 33% 3 60 0 0.72% 4.59%
Health EIHSX Eaton Vance Growth Trust: Eaton Vance Worldwide Health Sciences Fund; Class I Shares 11% 3 60 0 1.46% 7.66%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL 98% 3 60 0 0.65% 10.56%
WORLD STOCK CPVCX Aberdeen Funds: Aberdeen Global Small Cap Fund; Class C Shares 30% 3 60 0 1.35% 1.56%
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Fund 93% 3 60 0 0.82% 7.29%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 12.2%
LARGE BLEND OAKLX Harris Associates Investment Trust: Oakmark Select Fund; Class I Shares 92% 3 60 0 0.98% 0.44%
Mid-Cap Growth PEGZX Prudential Jennison Mid-Cap Growth Fund 89% 3 60 0 1.08% 7.58%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 4.47%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 0%
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV 0% 3 60 0 0.04% 0%
FIXED INCOME
Intermediate Government PGVZX Prudential Investment Portfolios 70% 3 60 0 0.48% 3.55%
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV 0% 3 60 0 0.11% 2.65%
Average Expense Ratio: 0.75%
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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 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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