MyPlanIQ 401k Investor The Rockland Trust Company Employee Savings, Profit Sharing, and Stock Ownership Plan

The Rockland Trust Company Employee Savings, Profit Sharing, and Stock Ownership Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEMUX DWS Emerging Mkts Equity
Others
Moderate Allocation DODBX Dodge Cox Balance Mutual Funds n/a
Moderate Allocation JABAX Janus Balanced
Moderate Allocation KTRIX DWS Balanced
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Mutual Funds
Foreign Large Value TEMFX Templeton Foreign Fund A Mutual Fund
FOREIGN SMALL/MID GROWTH NBITX Neuberger Berman International Tr
US EQUITY
LARGE BLEND FMIHX FMI Large Cap
SMALL BLEND NBGEX Neuberger Berman Genesis Tr
LARGE GROWTH FCNTX Fidelity Contrafund Mutual Funds
Total Available Funds: 34
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEMUX DWS Emerging Mkts Equity
Others
Moderate Allocation DODBX Dodge Cox Balance Mutual Funds n/a
Moderate Allocation JABAX Janus Balanced
Moderate Allocation KTRIX DWS Balanced
ROOT CASH SSGA Money Mkt Fund Cash & Cash Equivalents
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Mutual Funds
Foreign Large Value TEMFX Templeton Foreign Fund A Mutual Fund
FOREIGN SMALL/MID GROWTH NBITX Neuberger Berman International Tr
US EQUITY
LARGE BLEND FMIHX FMI Large Cap
SMALL BLEND NBGEX Neuberger Berman Genesis Tr
LARGE GROWTH FCNTX Fidelity Contrafund Mutual Funds
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value Class A Mutual Funds
LARGE GROWTH JAMRX Janus Research
LARGE BLEND BTIEX DWS Stock Index Fund Collective Investment Trs
LARGE GROWTH AMCPX American AMCAP Class A Mutual Funds
Small Growth BSCFX Baron Small Cap Mutual Funds
LARGE GROWTH SGGAX DWS Large Company Growth
MID-CAP VALUE MIDVX DWS Dreman Mid Cap Value
LARGE GROWTH JAVLX Janus Twenty
LARGE VALUE KDCIX DWS Large Cap Value
Small Growth AUSAX Columbia Acorn USA Class Z Mutual Funds
REAL ESTATE
REAL ESTATE RRRAX DWS RREEF Global Real Estate Securities
FIXED INCOME
WORLD BOND RPIBX T. Rowe Price Retirement International Bond Mutual Fund
Intermediate Government CPTNX American Century Government Bond Mutual Funds
Intermediate-Term Bond HABDX Harbor Bond Mutual Funds
Intermediate-Term Bond FTRBX Federated Total Return Bond Mutual Fund
Bank Loan HFLYX Hartford Floating Rate Mutual Fund
High Yield Bond MHOIX MFS High Yield Opportunities
Intermediate Government FICMX Federated Income Tr Institutional Mutual Funds
Intermediate Government BGNMX American Century Ginnie Mae Mutual Funds
Short-Term Bond PPILX DWS Short Duration Plus
SHORT GOVERNMENT STABLEVALUE DWS Stable Value Fund Collective Investment Trs
Inflation-Protected Bond TIPIX DWS Inflation Protected Plus
COMMODITIES
COMMODITIES BROAD BASKET CRSOX Credit Suisse Commodity Return Strategy
Total Available Funds: 34
  • 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
DIVERSIFIED EMERGING MKTS TEMUX DWS Emerging Mkts Equity 85% 3 60 0 0.81% 2.89%
Others
Moderate Allocation DODBX Dodge Cox Balance Mutual Funds n/a 92% 3 60 0 0.42% 1.67%
Moderate Allocation JABAX Janus Balanced 90% 3 60 0 0.7% 8.49%
Moderate Allocation KTRIX DWS Balanced 81% 3 60 0 0.89% 9.17%
ROOT CASH SSGA Money Mkt Fund Cash & Cash Equivalents 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Mutual Funds 100% 3 60 0 1.1% 8.05%
Foreign Large Value TEMFX Templeton Foreign Fund A Mutual Fund 54% 3 60 0 0.85% 4.06%
FOREIGN SMALL/MID GROWTH NBITX Neuberger Berman International Tr 0% 3 60 0 1.7% 0.75%
US EQUITY
LARGE BLEND FMIHX FMI Large Cap 99% 3 60 0 0.84% 14.17%
SMALL BLEND NBGEX Neuberger Berman Genesis Tr 96% 3 60 0 0.84% 14.29%
LARGE GROWTH FCNTX Fidelity Contrafund Mutual Funds 96% 3 60 0 0.55% 5.18%
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value Class A Mutual Funds 93% 3 60 0 0.86% 7.32%
LARGE GROWTH JAMRX Janus Research 91% 3 60 0 0.52% 12.46%
LARGE BLEND BTIEX DWS Stock Index Fund Collective Investment Trs 77% 3 60 0 0.2% 14.08%
LARGE GROWTH AMCPX American AMCAP Class A Mutual Funds 45% 3 60 0 0.49% 9.27%
Small Growth BSCFX Baron Small Cap Mutual Funds 39% 3 60 0 1.31% 8.98%
LARGE GROWTH SGGAX DWS Large Company Growth 35% 3 60 0 0.81% 16.99%
MID-CAP VALUE MIDVX DWS Dreman Mid Cap Value 0% 3 60 0 0.99% 11.15%
LARGE GROWTH JAVLX Janus Twenty 0% 3 60 0 0.94% 2.5%
LARGE VALUE KDCIX DWS Large Cap Value 0% 3 60 0 0.68% 2.13%
Small Growth AUSAX Columbia Acorn USA Class Z Mutual Funds 0% 3 60 0 1.08% 3.97%
REAL ESTATE
REAL ESTATE RRRAX DWS RREEF Global Real Estate Securities 50% 3 60 0 0.53% 2.09%
FIXED INCOME
WORLD BOND RPIBX T. Rowe Price Retirement International Bond Mutual Fund 98% 3 60 0 0.67% 3.32%
Intermediate Government CPTNX American Century Government Bond Mutual Funds 94% 3 60 0 0.36% 4.1%
Intermediate-Term Bond HABDX Harbor Bond Mutual Funds 93% 3 60 0 0.3% 4.74%
Intermediate-Term Bond FTRBX Federated Total Return Bond Mutual Fund 90% 3 60 0 0.94% 4.58%
Bank Loan HFLYX Hartford Floating Rate Mutual Fund 89% 3 60 0 0.76% 7.42%
High Yield Bond MHOIX MFS High Yield Opportunities 87% 3 60 0 1.06% 5.38%
Intermediate Government FICMX Federated Income Tr Institutional Mutual Funds 84% 3 60 0 0.64% 3.86%
Intermediate Government BGNMX American Century Ginnie Mae Mutual Funds 79% 3 60 0 0.8% 4.05%
Short-Term Bond PPILX DWS Short Duration Plus 70% 3 60 0 0.38% 4.86%
SHORT GOVERNMENT STABLEVALUE DWS Stable Value Fund Collective Investment Trs 16% 3 60 0 NA 20.17%
Inflation-Protected Bond TIPIX DWS Inflation Protected Plus 0% 3 60 0 0.63% 0%
COMMODITIES
COMMODITIES BROAD BASKET CRSOX Credit Suisse Commodity Return Strategy 73% 3 60 0 1.8% 4.41%
Average Expense Ratio: 0.8%
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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*
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 for Portfolio Details or Follow -2.1% 19.1% -26.3% -13.2% -6.3% -2.3%

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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(Ticker:INDB)
The plan consists of 34 funds. It covers 6 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity, Commodity and REITs.
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