MyPlanIQ CHRYSLER FINANCIAL SALARIED EMPLOYEES` SAVINGS PLAN

CHRYSLER FINANCIAL SALARIED EMPLOYEES` SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS IEMFX T Rowe Price Institutional International Funds
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional Trust: MFS Institutional International Equity Fund
Others
Target Date 2046-2050 STLFX BlackRock Funds III: LifePath 2050 Portfolio; Institutional Shares
FIXED INCOME
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
MID-CAP BLEND CRIMX CRM Mutual Fund Trust: CRM Mid Cap Value Fund; Institutional Shares
MID-CAP BLEND CRMMX CRM Mutual Fund Trust: CRM Mid Cap Value Fund; Investor Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS IEMFX T Rowe Price Institutional International Funds
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional Trust: MFS Institutional International Equity Fund
Others
Target Date 2046-2050 STLFX BlackRock Funds III: LifePath 2050 Portfolio; Institutional Shares
FIXED INCOME
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
MID-CAP BLEND CRIMX CRM Mutual Fund Trust: CRM Mid Cap Value Fund; Institutional Shares
MID-CAP BLEND CRMMX CRM Mutual Fund Trust: CRM Mid Cap Value Fund; Investor Shares
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
LARGE GROWTH TGCEX TCW Funds
SMALL BLEND PASVX T Rowe Price Small-Cap Value Fund
SMALL BLEND AESGX ING Series Fund
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
Emerging Market
DIVERSIFIED EMERGING MKTS IEMFX T Rowe Price Institutional International Funds 80% 3 60 0 1% 0.91%
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional Trust: MFS Institutional International Equity Fund 89% 3 60 0 0.72% 1.43%
Others
Target Date 2046-2050 STLFX BlackRock Funds III: LifePath 2050 Portfolio; Institutional Shares 81% 3 60 0 0.34% 9.68%
FIXED INCOME
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares 58% 3 60 0 1.37% 2.44%
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund 100% 3 60 0 1.23% 9.52%
MID-CAP BLEND CRIMX CRM Mutual Fund Trust: CRM Mid Cap Value Fund; Institutional Shares 88% 3 60 0 1.16% 8.96%
MID-CAP BLEND CRMMX CRM Mutual Fund Trust: CRM Mid Cap Value Fund; Investor Shares 87% 3 60 0 1.16% 0.07%
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares 80% 3 60 0 0.74% 0%
LARGE GROWTH TGCEX TCW Funds 75% 3 60 0 0.77% 15.35%
SMALL BLEND PASVX T Rowe Price Small-Cap Value Fund 43% 3 60 0 1.17% 0.35%
SMALL BLEND AESGX ING Series Fund 0% 3 60 0 1.05% 14.61%
Average Expense Ratio: 0.97%
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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*
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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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