MyPlanIQ 401k Investor Wyndham Worldwide Employee Savings Plan

Wyndham Worldwide Employee Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding Loevner Emerging Markets Trust Common/collective trust
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Fund Mutual fund
INTERNATIONAL EQUITY
Foreign Large Growth IGRWX Oppenheimer OFITC International Growth Fund II Common/collective trust
Foreign Large Value NIIVX ING International Value Fund Mutual fund
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund Mutual fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund Mutual fund
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund Mutual fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual fund
Multisector Bond LBNDX Lord Abbett Bond Debenture Fund Mutual fund
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding Loevner Emerging Markets Trust Common/collective trust
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Fund Mutual fund
INTERNATIONAL EQUITY
Foreign Large Growth IGRWX Oppenheimer OFITC International Growth Fund II Common/collective trust
Foreign Large Value NIIVX ING International Value Fund Mutual fund
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund Mutual fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund Mutual fund
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund Mutual fund
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund Mutual fund
Moderate Allocation OAKBX The Oakmark Equity & Income Fund Mutual fund
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund Mutual fund
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 Fund Mutual fund
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund Mutual fund
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund Mutual fund
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund Mutual fund
ROOT CASH Money market substitute
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual fund
Multisector Bond LBNDX Lord Abbett Bond Debenture Fund Mutual fund
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund Mutual fund
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Fund Mutual fund
MID-CAP VALUE PYCGX Pioneer Mid Cap Value Fund Mutual fund
SMALL BLEND HASCX Harbor Small Cap Value Fund Mutual fund
LARGE GROWTH RGAFX American Funds Growth Fund of America Mutual fund
Mid-Cap Growth OTCIX MFS Mid Cap Growth Fund Mutual fund
Small Growth ALSAX Alger Small Cap Growth Fund Mutual fund
LARGE GROWTH PAPIX Allianz CCM Capital Appreciation Fund Mutual fund
Total Available Funds: 25
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding Loevner Emerging Markets Trust Common/collective trust 84% 3 60 0 1.19% 0%
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Fund Mutual fund 83% 3 60 0 0.61% 1.86%
INTERNATIONAL EQUITY
Foreign Large Growth IGRWX Oppenheimer OFITC International Growth Fund II Common/collective trust 0% 3 60 0 2.13% 0%
Foreign Large Value NIIVX ING International Value Fund Mutual fund 0% 3 60 0 1.28% 0%
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund Mutual fund 94% 3 60 0 1.11% 1.99%
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund Mutual fund 93% 3 60 0 1.03% 2.39%
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund Mutual fund 93% 3 60 0 1% 1.79%
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund Mutual fund 92% 3 60 0 1.07% 2.15%
Moderate Allocation OAKBX The Oakmark Equity & Income Fund Mutual fund 91% 3 60 0 0.83% 2.3%
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund Mutual fund 91% 3 60 0 0.96% 1.9%
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 Fund Mutual fund 90% 3 60 0 1.25% 1.93%
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund Mutual fund 89% 3 60 0 1.16% 1.8%
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund Mutual fund 88% 3 60 0 1.24% 1.17%
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund Mutual fund 85% 3 60 0 0.73% 2.62%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual fund 97% 3 60 0 0.83% 3.98%
Multisector Bond LBNDX Lord Abbett Bond Debenture Fund Mutual fund 53% 3 60 0 0.58% 3.82%
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund Mutual fund 92% 3 60 0 1.75% 8.07%
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Fund Mutual fund 88% 3 60 0 0.83% 0%
MID-CAP VALUE PYCGX Pioneer Mid Cap Value Fund Mutual fund 87% 3 60 0 0.98% 1.52%
SMALL BLEND HASCX Harbor Small Cap Value Fund Mutual fund 77% 3 60 0 0.8% 6.36%
LARGE GROWTH RGAFX American Funds Growth Fund of America Mutual fund 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth OTCIX MFS Mid Cap Growth Fund Mutual fund 69% 3 60 0 0.78% 0%
Small Growth ALSAX Alger Small Cap Growth Fund Mutual fund 54% 3 60 0 0.84% 0%
LARGE GROWTH PAPIX Allianz CCM Capital Appreciation Fund Mutual fund 0% 3 60 0 NA NA
Average Expense Ratio: 1.03%
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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 -1.5% 4.7% 0.0% 3.9% 5.1% 7.4%

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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:WYN)
The plan consists of 27 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity, Fixed Income and Emerging Market Equity.

Wyndham Worldwide is one of the world's largest hospitality companies offering individual consumers and business-to-business customers a broad suite of hospitality products and services including lodging, vacation exchange and rental services, and vacation ownership interests in resorts. Wyndham Worldwide is headquartered in Parsippany, N.J., and is supported by more than 25,000 employees around the world.



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