MyPlanIQ 401k Investor WACHOVIA SAVINGS PLAN

WACHOVIA SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX WSP T Rowe Price Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX WSP Lazard Emerging Markets Fund
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Europacific Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond PTTRX WSP PIMCO Total Return Fund
Inflation-Protected Bond PRRIX WSP PIMCO Real Return Fund
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX WSP T Rowe Price Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX WSP Lazard Emerging Markets Fund
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Europacific Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Moderate Allocation DODBX Dodge and Cox Balanced Fund
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond PTTRX WSP PIMCO Total Return Fund
Inflation-Protected Bond PRRIX WSP PIMCO Real Return Fund
High Yield Bond JHYUX WSP JP Morgan High Yield Bond Fund
High Yield Bond PHIYX WSP PIMCO High Yield Fund
Intermediate Government FIBIX Fidelity Spartan Intermediate Treasury Index Bond Fund
WORLD BOND ESICX WSP Evergreen International Growth Fund
WORLD BOND ESICX WSP Evergreen International Bond Fund
Intermediate-Term Bond ESBIX Evergreen Core Bond Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE VALUE PRFDX WSP T Rowe Price Equity Income Fund
LARGE VALUE DODGX Dodge and Cox Stock Fund
LARGE VALUE GSLAX WSP Goldman Sachs Large Cap Value Fund
Mid-Cap Growth HIMCX Hartford Midcap Fund
SMALL VALUE ESPIX Evergreen Special Value Fund
Small Growth EGRYX Evergreen Growth Fund
Mid-Cap Growth PREFX WSP T Rowe Price Growth Fund
Small Growth AASOX WSP Alger Small Cap Growth Fund
SMALL BLEND DSERX WSP Dreyfus Premier Small Cap Equity Fund
LARGE GROWTH ESGIX WSP Evergreen Select Strategic Growth Fund
Total Available Funds: 37
  • 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
REAL ESTATE
REAL ESTATE TRREX WSP T Rowe Price Real Estate Fund 67% 3 60 0 1.09% 11.77%
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX WSP Lazard Emerging Markets Fund 91% 3 60 0 1.07% 4.97%
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Europacific Growth Fund 94% 3 60 0 0.9% 3.89%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation DODBX Dodge and Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 3 60 0 0.08% 4.48%
ROOT CASH Money market substitute 0% 3 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund 0% 3 60 0 NA 2.78%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTTRX WSP PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond PRRIX WSP PIMCO Real Return Fund 80% 3 60 0 1.37% 4.44%
High Yield Bond JHYUX WSP JP Morgan High Yield Bond Fund 77% 3 60 0 0.75% 6.56%
High Yield Bond PHIYX WSP PIMCO High Yield Fund 73% 3 60 0 0.66% 5.61%
Intermediate Government FIBIX Fidelity Spartan Intermediate Treasury Index Bond Fund 0% 3 60 0 0.17% 2.09%
WORLD BOND ESICX WSP Evergreen International Growth Fund 0% 3 60 0 1.78% 100%
WORLD BOND ESICX WSP Evergreen International Bond Fund 0% 3 60 0 1.78% 100%
Intermediate-Term Bond ESBIX Evergreen Core Bond Fund 0% 3 60 0 NA NA
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund 100% 3 60 0 1.23% 0%
LARGE VALUE PRFDX WSP T Rowe Price Equity Income Fund 97% 3 60 0 1.23% 1.94%
LARGE VALUE DODGX Dodge and Cox Stock Fund 93% 3 60 0 0.52% 4.95%
LARGE VALUE GSLAX WSP Goldman Sachs Large Cap Value Fund 93% 3 60 0 1.29% 4.94%
Mid-Cap Growth HIMCX Hartford Midcap Fund 91% 3 60 0 0.97% 0.04%
SMALL VALUE ESPIX Evergreen Special Value Fund 82% 3 60 0 1.16% 1.21%
Small Growth EGRYX Evergreen Growth Fund 82% 3 60 0 1.23% 0%
Mid-Cap Growth PREFX WSP T Rowe Price Growth Fund 78% 3 60 0 0.76% 0.61%
Small Growth AASOX WSP Alger Small Cap Growth Fund 55% 3 60 0 1% 0%
SMALL BLEND DSERX WSP Dreyfus Premier Small Cap Equity Fund 0% 3 60 0 1.16% 11.7%
LARGE GROWTH ESGIX WSP Evergreen Select Strategic Growth Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.68%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.4% 10.3% 2.3% 4.6% 4.3% 6.3%

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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:WB)
The plan consists of 44 funds. It covers 5 major asset classes and 28 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.

Wachovia has been merged with Wells Fargo & Company (WFC). However, its savings plan is still maintained.



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