MyPlanIQ MICHAELS STORES INC. EMPLOYEES 401K PLAN

MICHAELS STORES INC. EMPLOYEES 401K PLAN Investment Model Portfolios

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MICHAELS STORES, INC. EMPLOYEES 401(K) PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund; Class A Shares
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
LARGE BLEND SVSPX SSgA Funds: SSgA S&P 500 Index Fund
LARGE BLEND SRVEX Victory Portfolios: Diversified Stock Fund; Class A Shares
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund; Class A Shares
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
LARGE BLEND SVSPX SSgA Funds: SSgA S&P 500 Index Fund
LARGE BLEND SRVEX Victory Portfolios: Diversified Stock Fund; Class A Shares
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares
Total Available Funds: 10
  • 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 ODMAX Oppenheimer Developing Markets Fund; Class A Shares 64% 3 60 0 0.84% 0%
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares 76% 3 60 0 0.88% 2%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 6.74%
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 7.85%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.3%
US EQUITY
LARGE BLEND SVSPX SSgA Funds: SSgA S&P 500 Index Fund 75% 3 60 0 0.16% 9.2%
LARGE BLEND SRVEX Victory Portfolios: Diversified Stock Fund; Class A Shares 50% 3 60 0 0.78% 10.38%
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares 47% 3 60 0 1.27% 4.2%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 9.06%
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares 40% 3 60 0 1.3% 11.35%
Average Expense Ratio: 0.77%
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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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