MyPlanIQ ZF GROUP NORTH AMERICAN OPERATIONS and AFFILIATED COMPANIES 401K AND RETIREMENT PLAN TRUST

ZF GROUP NORTH AMERICAN OPERATIONS and AFFILIATED COMPANIES 401K AND RETIREMENT PLAN TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
China Region MCHFX Matthews International Funds: Matthews China Fund; Investor Class Shares
China Region GOPAX Aberdeen Funds: Aberdeen China Opportunities Fund; Class A Shares
China Region DPCAX Dreyfus Premier Investment Funds
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
China Region MCHFX Matthews International Funds: Matthews China Fund; Investor Class Shares
China Region GOPAX Aberdeen Funds: Aberdeen China Opportunities Fund; Class A Shares
China Region DPCAX Dreyfus Premier Investment Funds
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
Foreign Large Growth UMBWX Scout Funds: Scout International Fund
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund
Target Date 2000-2010 FFKCX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2010 Fund
FIXED INCOME
High Yield Bond FAGIX Fidelity Summer Street Trust: Fidelity Capital & Income Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Small Growth HSCYX Hartford Mutual Funds
Mid-Cap Growth BUFMX Buffalo Funds: Buffalo Mid Cap Fund
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares
LARGE GROWTH TCRAX American Century Mutual Funds
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE BLEND FXSIX Fidelity Concord Street Trust: Spartan 500 Index Fund; Institutional Class Shares
Total Available Funds: 19
  • 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
China Region MCHFX Matthews International Funds: Matthews China Fund; Investor Class Shares 76% 3 60 0 1.12% 2.16%
China Region GOPAX Aberdeen Funds: Aberdeen China Opportunities Fund; Class A Shares 47% 3 60 0 1% 1.1%
China Region DPCAX Dreyfus Premier Investment Funds 0% 3 60 0 1.84% 0%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 3.66%
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares 86% 3 60 0 0.17% 2.86%
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares 50% 3 60 0 0.9% 0%
Foreign Large Growth UMBWX Scout Funds: Scout International Fund 0% 3 60 0 0.95% 44.02%
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 8%
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund 0% 3 60 0 0.39% 4.72%
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund 0% 3 60 0 0.39% 3.89%
Target Date 2000-2010 FFKCX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2010 Fund 0% 3 60 0 0.5% 6.98%
FIXED INCOME
High Yield Bond FAGIX Fidelity Summer Street Trust: Fidelity Capital & Income Fund 91% 3 60 0 0.93% 4.59%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 7.45%
Small Growth HSCYX Hartford Mutual Funds 83% 3 60 0 1.61% 0%
Mid-Cap Growth BUFMX Buffalo Funds: Buffalo Mid Cap Fund 81% 3 60 0 0.88% 7.09%
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares 81% 3 60 0 1.28% 8.57%
LARGE GROWTH TCRAX American Century Mutual Funds 51% 3 60 0 1.23% 6.2%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 14.11%
LARGE BLEND FXSIX Fidelity Concord Street Trust: Spartan 500 Index Fund; Institutional Class Shares 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.83%
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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 1.0% 12.8% 5.6% 5.9% 4.1% 4.0%

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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*
Click to Create Model Portfolio

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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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