MyPlanIQ 401k Investor RS EDEN INC. 403(B) PLAN

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Portfolio Name
Strategy Name

RS EDEN INC. 403(B) PLAN Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 12
Major Asset Classes Covered:Emerging Market, REAL ESTATE, INTERNATIONAL EQUITY, FIXED INCOME, US EQUITY
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Others
Moderate Allocation VWELX Vanguard Wellington Inv
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
Intermediate-Term Bond PTTDX PIMCO Total Return D
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
LARGE VALUE ACGMX Invesco Van Kampen Growth and Income Y
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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 0.2% 14.2% 5.7% 6.1% 5.3% 7.5%

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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 for Portfolio Details or Follow 0.8% -1.1% 4.8% 4.7% 5.5%

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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 for Portfolio Details or Follow 5.9% 3.9% 8.2% 8.1% 11.6%

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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
The plan consists of 12 funds. It covers 5 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, REITs, Emerging Market Equity, Fixed Income and Foreign Equity.


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