MyPlanIQ 401k Investor RBC U.S.A. Retirement and Savings Plan

RBC U.S.A. Retirement and Savings Plan Investment Model Portfolios

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RBC- U.S.A. RETIREMENT AND SAVINGS PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Euro-Pacific Growth Fund
Others
Moderate Allocation CLBAX American Balanced Fund
Target Date 2050+ LTWIX AllianceBernstein 2055
Target Date 2050+ LTQIX AllianceBernstein 2050
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity US Bond Index Fund
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid Cap Growth
SMALL BLEND TASCX Third Avenue Small Cap Value
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Euro-Pacific Growth Fund
Others
Moderate Allocation CLBAX American Balanced Fund
Target Date 2050+ LTWIX AllianceBernstein 2055
Target Date 2050+ LTQIX AllianceBernstein 2050
Target Date 2041-2045 LTPIX AllianceBernstein L.P 2045
Target Date 2036-2040 LTSIX AllianceBernstein L.P. AllianceBernstein 2040
Target Date 2031-2035 LTLIX AllianceBernstein L.P. AllianceBernstein 2035
Target Date 2026-2030 LTKIX AllianceBernstein L.P. AllianceBernstein 2030
Target Date 2021-2025 LTJIX AllianceBernstein L.P. AllianceBernstein 2025
Target Date 2016-2020 LTHIX AllianceBernstein L.P. AllianceBernstein 2020
Target Date 2011-2015 LTEIX AllianceBernstein L.P. AllianceBernstein 2015
Target Date 2000-2010 LTDIX AllianceBernstein L.P. AllianceBernstein 2010
Target Date 2000-2010 LTBIX AllianceBernstein L.P. AllianceBernstein 2005
Target Date 2000-2010 LTAIX AllianceBernstein L.P. AllianceBernstein 2000
ROOT CASH Fidelity Institutional Cash Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity US Bond Index Fund
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid Cap Growth
SMALL BLEND TASCX Third Avenue Small Cap Value
LARGE VALUE ACSDX Van Kampen Comstock Fund
LARGE GROWTH RGAFX Growth Fund of Amer
Mid-Cap Growth TMCIX RBC Mid Cap Growth Fund Class I
Small Growth VISCX Van Kampen Small Cap Growth
LARGE BLEND KNITX Fidelity Management Tr Co. US Equity Index Commingled Pool
Total Available Funds: 24
  • 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 Blend RERFX American Euro-Pacific Growth Fund 94% 3 60 0 0.84% 1.39%
Others
Moderate Allocation CLBAX American Balanced Fund 41% 3 60 0 0.31% 2.08%
Target Date 2050+ LTWIX AllianceBernstein 2055 0% 3 60 0 0.72% 13.27%
Target Date 2050+ LTQIX AllianceBernstein 2050 0% 3 60 0 0.72% 17.91%
Target Date 2041-2045 LTPIX AllianceBernstein L.P 2045 0% 3 60 0 0.72% 7.15%
Target Date 2036-2040 LTSIX AllianceBernstein L.P. AllianceBernstein 2040 0% 3 60 0 0.72% 5.36%
Target Date 2031-2035 LTLIX AllianceBernstein L.P. AllianceBernstein 2035 0% 3 60 0 0.71% 3.05%
Target Date 2026-2030 LTKIX AllianceBernstein L.P. AllianceBernstein 2030 0% 3 60 0 0.71% 3.27%
Target Date 2021-2025 LTJIX AllianceBernstein L.P. AllianceBernstein 2025 0% 3 60 0 0.69% 3.37%
Target Date 2016-2020 LTHIX AllianceBernstein L.P. AllianceBernstein 2020 0% 3 60 0 0.67% 3.57%
Target Date 2011-2015 LTEIX AllianceBernstein L.P. AllianceBernstein 2015 0% 3 60 0 0.68% 3.72%
Target Date 2000-2010 LTDIX AllianceBernstein L.P. AllianceBernstein 2010 0% 3 60 0 0.6% 3.31%
Target Date 2000-2010 LTBIX AllianceBernstein L.P. AllianceBernstein 2005 0% 3 60 0 0.58% 3.67%
Target Date 2000-2010 LTAIX AllianceBernstein L.P. AllianceBernstein 2000 0% 3 60 0 0.52% 9.88%
ROOT CASH Fidelity Institutional Cash Money Mkt Fund 0% 1 60 0 NA 2.62%
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity US Bond Index Fund 0% 3 60 0 0.13% 2.54%
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund 91% 3 60 0 1.05% 4.2%
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid Cap Growth 87% 3 60 0 1.29% 9.86%
SMALL BLEND TASCX Third Avenue Small Cap Value 85% 3 60 0 1.4% 0.56%
LARGE VALUE ACSDX Van Kampen Comstock Fund 76% 3 60 0 1.55% 1.99%
LARGE GROWTH RGAFX Growth Fund of Amer 75% 3 60 0 0.63% 0.7%
Mid-Cap Growth TMCIX RBC Mid Cap Growth Fund Class I 69% 3 60 0 0.82% 1.35%
Small Growth VISCX Van Kampen Small Cap Growth 0% 3 60 0 1.08% 20.78%
LARGE BLEND KNITX Fidelity Management Tr Co. US Equity Index Commingled Pool 0% 3 60 0 NA 0.72%
Average Expense Ratio: 0.78%
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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 0.8% 7.8% 2.5% 4.4% 4.5% 5.5%

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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 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 0.6% 8.0% -1.1% 4.8% 4.7% 5.2%

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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*
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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 26 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
Regal Beloit (Ticker:RBC) has the "RBC U.S.A. Retirement and Savings Plan".


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