DEX ONE 401K SAVINGS PLAN Investment Model Portfolios| MyPlanIQ

MyPlanIQ DEX ONE 401K SAVINGS PLAN

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Investment Options

Brief Info
All Funds
All Fund Parameters

Total Available Funds:	14
Major Asset Classes Covered:	REAL ESTATE, INTERNATIONAL EQUITY, US EQUITY, FIXED INCOME

Asset Class

Ticker

Description

Rating

REAL ESTATE
REAL ESTATE	CSRSX	Cohen & Steers Realty Shares
REAL ESTATE	CSBIX	Cohen & Steers Realty Income Fund

INTERNATIONAL EQUITY
Foreign Large Blend	HAINX	Harbor Funds: Harbor International Fund; Institutional Class Shares

Others
Target Date 2016-2020	VTWNX	Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2000-2010	VTENX	Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares

US EQUITY
MID-CAP VALUE	JMCVX	Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
Small Growth	NVSOX	Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Opportunities Fund; Administrator Class Shares
LARGE BLEND	SVSPX	SSgA Funds: SSgA S&P 500 Index Fund

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Funds: Total Return Fund; Institutional Class Shares

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login

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*
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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 investment options have not been imported yet.

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