MyPlanIQ DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN

DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Investment Model Portfolios

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DUPAGE MEDICAL GROUP, LTD. PROFIT SHARING/401(K) PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing Markets I
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value
Foreign Large Growth VWILX Vanguard International Growth Adm
Foreign Large Blend VXUS Vanguard Total International Stock IS
COMMODITIES
COMMODITIES BROAD BASKET DCMSX DFA Commodity Strategy
Others
ROOT CASH Vanguard Retirement Savings TR IV
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return INST
Multisector Bond NEZYX Loomis Strategic Inc Y
Intermediate-Term Bond FXNAX Fidelity US Bond Index
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing Markets I
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value
Foreign Large Growth VWILX Vanguard International Growth Adm
Foreign Large Blend VXUS Vanguard Total International Stock IS
COMMODITIES
COMMODITIES BROAD BASKET DCMSX DFA Commodity Strategy
Others
ROOT CASH Vanguard Retirement Savings TR IV
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return INST
Multisector Bond NEZYX Loomis Strategic Inc Y
Intermediate-Term Bond FXNAX Fidelity US Bond Index
US EQUITY
LARGE VALUE VEIRX Vanguard Equity Income ADM
SMALL VALUE DFFVX DFA US Target Value I
Small Growth OTCFX TRow Price Small Cap Stock I
MID-CAP BLEND FSMAX Fidelity Extended Market Index
LARGE BLEND FXAIX Fidelity 500 Index
Large Growth TBCIX TRow Price Blue Chip Growth I
Total Available Funds: 16
  • 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
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate 80% 3 60 0 0.22% 3.8%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing Markets I 68% 3 60 0 0.84% 0.39%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value 99% 3 60 0 0.39% 2.48%
Foreign Large Growth VWILX Vanguard International Growth Adm 83% 3 60 0 0.45% 0.87%
Foreign Large Blend VXUS Vanguard Total International Stock IS 29% 3 60 0 0.07% 3.15%
COMMODITIES
COMMODITIES BROAD BASKET DCMSX DFA Commodity Strategy 4% 3 60 0 0.47% 2.64%
Others
ROOT CASH Vanguard Retirement Savings TR IV 0% 0 60 0 NA 5.5%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return INST 96% 3 60 0 0.83% 2.75%
Multisector Bond NEZYX Loomis Strategic Inc Y 82% 3 60 0 0.63% 4.1%
Intermediate-Term Bond FXNAX Fidelity US Bond Index 31% 3 60 0 0.03% 1.44%
US EQUITY
LARGE VALUE VEIRX Vanguard Equity Income ADM 85% 3 60 0 0.28% 2.24%
SMALL VALUE DFFVX DFA US Target Value I 78% 3 60 0 0.29% 1.13%
Small Growth OTCFX TRow Price Small Cap Stock I 78% 3 60 0 1.17% 0.47%
MID-CAP BLEND FSMAX Fidelity Extended Market Index 70% 3 60 0 0.03% 0.53%
LARGE BLEND FXAIX Fidelity 500 Index 4% 3 60 0 0.02% 1.08%
Large Growth TBCIX TRow Price Blue Chip Growth I 0% 3 60 0 1.23% 0%
Average Expense Ratio: 0.46%
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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 2.8% 5.7% 3.1% 9.3% 6.3% 6.3%

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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 2.3% 8.9% 3.1% 7.2% 6.0% 7.3%

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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 for Portfolio Details or Follow 18.1% 25.2% 8.6% 9.6% 6.8% 7.9%

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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 16 funds. It covers 6 major asset classes and 15 minor asset classes. The major asset classes it covers are Commodity, US Equity, REITs, Fixed Income, Emerging Market Equity and Foreign Equity.
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