MyPlanIQ 401k Investor CLAYTON WILLIAMS ENERGY, INC.401(k) PLAN AND TRUST

CLAYTON WILLIAMS ENERGY, INC.401(k) PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Moderate Allocation SVBAX John Hancock Balanced Fund-R4
Target Date 2011-2015 SPDAX Scudder Pathway Moderate-A
Target Date 2026-2030 PLUSX Scudder Lifecompass 2030-A
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Templeton Foreign-A
US EQUITY
MID-CAP VALUE TRMCX T. Rowe Price Retirement Mid Cap Value-R
LARGE BLEND SCPIX Scudder S P 500 Index-S
LARGE VALUE CGRNX Oppenheimer Value Fund-N
REAL ESTATE
REAL ESTATE RRRRX Scudder RREEF Real Est Secur-A
FIXED INCOME
High Yield Bond RITCX American High-Income Tr-R3
SHORT GOVERNMENT STABLEVALUE Scudder Stable Value
Intermediate-Term Bond SFXAX Scudder Fixed Income Fund-A
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Moderate Allocation SVBAX John Hancock Balanced Fund-R4
Target Date 2011-2015 SPDAX Scudder Pathway Moderate-A
Target Date 2026-2030 PLUSX Scudder Lifecompass 2030-A
Target Date 2016-2020 SUPAX Scudder Pathway Growth-A
Target Date 2036-2040 TGTSX Scudder Lifecompass 2040-A
Retirement Income SUCAX Scudder Pathway Conservative-A
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Templeton Foreign-A
US EQUITY
MID-CAP VALUE TRMCX T. Rowe Price Retirement Mid Cap Value-R
LARGE BLEND SCPIX Scudder S P 500 Index-S
LARGE VALUE CGRNX Oppenheimer Value Fund-N
Mid-Cap Growth BGRFX Baron Growth Fund
LARGE GROWTH RGACX American Funds Growth Fund of Amer-R3
Mid-Cap Growth SMCAX Scudder Mid Cap Growth-A
SMALL VALUE PNVRX Allianz NFJ Small Cap Value-R
REAL ESTATE
REAL ESTATE RRRRX Scudder RREEF Real Est Secur-A
FIXED INCOME
High Yield Bond RITCX American High-Income Tr-R3
SHORT GOVERNMENT STABLEVALUE Scudder Stable Value
Intermediate-Term Bond SFXAX Scudder Fixed Income Fund-A
Total Available Funds: 18
  • 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
Others
Moderate Allocation SVBAX John Hancock Balanced Fund-R4 62% 3 60 0 1.03% 12.46%
Target Date 2011-2015 SPDAX Scudder Pathway Moderate-A 57% 3 60 0 0.8% 10.62%
Target Date 2026-2030 PLUSX Scudder Lifecompass 2030-A 48% 3 60 0 0.85% 2.9%
Target Date 2016-2020 SUPAX Scudder Pathway Growth-A 40% 3 60 0 0.48% 0.96%
Target Date 2036-2040 TGTSX Scudder Lifecompass 2040-A 0% 3 60 0 1% 16.45%
Retirement Income SUCAX Scudder Pathway Conservative-A 0% 3 60 0 1.2% 2.67%
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Templeton Foreign-A 54% 3 60 0 0.85% 4.03%
US EQUITY
MID-CAP VALUE TRMCX T. Rowe Price Retirement Mid Cap Value-R 81% 3 60 0 0.83% 9.93%
LARGE BLEND SCPIX Scudder S P 500 Index-S 71% 3 60 0 1.26% 4.55%
LARGE VALUE CGRNX Oppenheimer Value Fund-N 53% 3 60 0 0.58% 13.76%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 15.53%
LARGE GROWTH RGACX American Funds Growth Fund of Amer-R3 37% 3 60 0 0.3% 11.14%
Mid-Cap Growth SMCAX Scudder Mid Cap Growth-A 0% 3 60 0 1.21% 4.97%
SMALL VALUE PNVRX Allianz NFJ Small Cap Value-R 0% 3 60 0 1.43% 1.79%
REAL ESTATE
REAL ESTATE RRRRX Scudder RREEF Real Est Secur-A 83% 3 60 0 0.61% 1.96%
FIXED INCOME
High Yield Bond RITCX American High-Income Tr-R3 42% 3 60 0 0.41% 5.61%
SHORT GOVERNMENT STABLEVALUE Scudder Stable Value 16% 3 60 0 NA 19.62%
Intermediate-Term Bond SFXAX Scudder Fixed Income Fund-A 0% 3 60 0 0.96% 1.36%
Average Expense Ratio: 0.89%
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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 -0.1% 16.4% 9.8% 13.9% 9.1% 10.2%

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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:CWEI)
The plan consists of 19 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.
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