MyPlanIQ 401k Investor Tyler Technologies Inc. 401(k) Profit Sharing Plan and Trust

Tyler Technologies Inc. 401(k) Profit Sharing Plan and Trust Investment Model Portfolios

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TYLER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value ANJIX Allianz NFJ International Value Instl
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Others
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Technology DRGTX Allianz RCM Technology Instl
Moderate Allocation RLBGX American Funds American Balanced R6
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government VFIJX Vanguard GNMA Adm
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
Total Available Funds: 30
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value ANJIX Allianz NFJ International Value Instl
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Others
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Technology DRGTX Allianz RCM Technology Instl
Moderate Allocation RLBGX American Funds American Balanced R6
Target Date 2050+ FDENX Fidelity Freedom K 2055
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government VFIJX Vanguard GNMA Adm
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
LARGE GROWTH CGRIX Calamos Growth I
LARGE GROWTH FDCAX Fidelity Capital Appreciation
LARGE VALUE HWLIX Hotchkis and Wiley Large Cap Value I
Mid-Cap Growth BGRIX Baron Growth Instl
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg
Total Available Funds: 30
  • 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
INTERNATIONAL EQUITY
Foreign Large Value ANJIX Allianz NFJ International Value Instl 87% 3 60 0 1.3% 2.02%
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg 0% 3 60 0 0.07% 2.44%
Others
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 4.77%
Technology DRGTX Allianz RCM Technology Instl 58% 3 60 0 1.17% 0%
Moderate Allocation RLBGX American Funds American Balanced R6 21% 3 60 0 0.31% 1.98%
Target Date 2050+ FDENX Fidelity Freedom K 2055 0% 3 60 0 0.05% 3.38%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 0% 3 60 0 0.46% 5.14%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 0% 3 60 0 0.63% 3.92%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 3.82%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 3.89%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 0% 3 60 0 0.62% 4.48%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 6.98%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 0% 3 60 0 0.58% 4.63%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 3.89%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 3 60 0 0.62% 4.66%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 3.87%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.61%
Intermediate Government VFIJX Vanguard GNMA Adm 88% 3 60 0 0.11% 3.43%
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg 0% 3 60 0 0.11% 2.65%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.19%
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl 86% 3 60 0 1.04% 1.36%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst 85% 3 60 0 1% 17.6%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl 83% 3 60 0 1.18% 7.31%
LARGE GROWTH CGRIX Calamos Growth I 76% 3 60 0 1.05% 4.44%
LARGE GROWTH FDCAX Fidelity Capital Appreciation 73% 3 60 0 0.83% 16.4%
LARGE VALUE HWLIX Hotchkis and Wiley Large Cap Value I 68% 3 60 0 1.91% 1.55%
Mid-Cap Growth BGRIX Baron Growth Instl 28% 3 60 0 1.3% 10.73%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 2.05%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 4.47%
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.64%
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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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