MyPlanIQ CLUB FUTURESAVE PLAN

CLUB FUTURESAVE PLAN Investment Model Portfolios

This Plan is unrated.
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CLUB FUTURESAVE PLAN
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares
Others
Moderate Allocation PRWCX T Rowe Price Capital Appreciation Fund
Conservative Allocation SWCGX Schwab Capital Trust: Schwab MarketTrack Conservative Portfolio
Aggressive Allocation SWHGX Schwab Capital Trust: Schwab MarketTrack Growth Portfolio
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
High Yield Bond PRHYX T Rowe Price High Yield Fund
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE BLEND SWEGX Schwab Capital Trust: Schwab MarketTrack All Equity Portfolio
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares
Others
Moderate Allocation PRWCX T Rowe Price Capital Appreciation Fund
Conservative Allocation SWCGX Schwab Capital Trust: Schwab MarketTrack Conservative Portfolio
Aggressive Allocation SWHGX Schwab Capital Trust: Schwab MarketTrack Growth Portfolio
Moderate Allocation SWBGX Schwab Capital Trust: Schwab MarketTrack Balanced Portfolio
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
High Yield Bond PRHYX T Rowe Price High Yield Fund
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE BLEND SWEGX Schwab Capital Trust: Schwab MarketTrack All Equity Portfolio
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund
Small Growth PRNHX T Rowe Price New Horizons Fund
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund
Total Available Funds: 13
  • 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 Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares 0% 3 60 0 0.2% 2.88%
Others
Moderate Allocation PRWCX T Rowe Price Capital Appreciation Fund 99% 3 60 0 0.98% 9.71%
Conservative Allocation SWCGX Schwab Capital Trust: Schwab MarketTrack Conservative Portfolio 85% 3 60 0 0.5% 2.29%
Aggressive Allocation SWHGX Schwab Capital Trust: Schwab MarketTrack Growth Portfolio 85% 3 60 0 0.5% 2.12%
Moderate Allocation SWBGX Schwab Capital Trust: Schwab MarketTrack Balanced Portfolio 75% 3 60 0 0.48% 2.45%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 3.68%
High Yield Bond PRHYX T Rowe Price High Yield Fund 94% 3 60 0 1.03% 6.09%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 3.89%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 6.93%
LARGE BLEND SWEGX Schwab Capital Trust: Schwab MarketTrack All Equity Portfolio 83% 3 60 0 0.51% 7.32%
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund 81% 3 60 0 0.83% 1.31%
Small Growth PRNHX T Rowe Price New Horizons Fund 80% 3 60 0 0.79% 4.9%
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund 78% 3 60 0 0.02% 1.32%
Average Expense Ratio: 0.52%
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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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