MyPlanIQ THE MOHEGAN RETIREMENT and 401K PLAN

THE MOHEGAN RETIREMENT and 401K PLAN Investment Model Portfolios

This Plan is unrated.
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THE MOHEGAN RETIREMENT AND 401(K) PLAN
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg Investment Trust: Thornburg International Value Fund; Institutional Class Shares
Others
World Allocation MALOX BlackRock Global Allocation Fund
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Funds: Total Return Fund; Class D Shares
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
LARGE BLEND NYVTX Davis New York Venture Fund
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg Investment Trust: Thornburg International Value Fund; Institutional Class Shares
Others
World Allocation MALOX BlackRock Global Allocation Fund
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Funds: Total Return Fund; Class D Shares
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
LARGE BLEND NYVTX Davis New York Venture Fund
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
MID-CAP VALUE NAMAX Columbia Funds Series Trust: Columbia Mid Cap Value Fund; Class Z Shares
LARGE GROWTH RGACX Growth Fund of America
Total Available Funds: 11
  • 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
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg Investment Trust: Thornburg International Value Fund; Institutional Class Shares 94% 3 60 0 1.36% 1.85%
Others
World Allocation MALOX BlackRock Global Allocation Fund 90% 3 60 0 0.84% 0%
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Funds: Total Return Fund; Class D Shares 65% 3 60 0 0.75% 2.61%
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 97% 3 60 0 0.94% 0%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 1.62%
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares 85% 3 60 0 1.27% 1.88%
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares 80% 3 60 0 0.74% 0%
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund 78% 3 60 0 0.02% 1.42%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 0%
MID-CAP VALUE NAMAX Columbia Funds Series Trust: Columbia Mid Cap Value Fund; Class Z Shares 76% 3 60 0 1.13% 0.8%
LARGE GROWTH RGACX Growth Fund of America 37% 3 60 0 0.3% 0.09%
Average Expense Ratio: 0.91%
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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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