MyPlanIQ 401k Investor TIME WARNER SAVINGS PLAN

TIME WARNER SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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TIME WARNER SAVINGS PLAN
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA EMRG MKT CORE EQ
INTERNATIONAL EQUITY
Foreign Large Blend FTIEX INTERNATIONAL EQUITY
Foreign Large Blend VGTSX INTERNATIONAL INDEX
Others
Conservative Allocation VWINX CONSERVATIVE FUND
Moderate Allocation VAAPX MODERATE FUND
US EQUITY
SMALL BLEND NAESX SMALL CAP BLEND
LARGE GROWTH VWUSX GROWTH FUND
LARGE VALUE DODGX DODGE & COX STOCK
FIXED INCOME
Intermediate-Term Bond AGG AGGRESSIVE FUND
FIXED INCOME VBMFX BOND INDEX
Intermediate-Term Bond VFICX DIVERSIFIED BOND
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA EMRG MKT CORE EQ
INTERNATIONAL EQUITY
Foreign Large Blend FTIEX INTERNATIONAL EQUITY
Foreign Large Blend VGTSX INTERNATIONAL INDEX
Others
Conservative Allocation VWINX CONSERVATIVE FUND
Moderate Allocation VAAPX MODERATE FUND
US EQUITY
SMALL BLEND NAESX SMALL CAP BLEND
LARGE GROWTH VWUSX GROWTH FUND
LARGE VALUE DODGX DODGE & COX STOCK
LARGE GROWTH BSLGX LARGECAP CORE GROWTH
FIXED INCOME
Intermediate-Term Bond AGG AGGRESSIVE FUND
FIXED INCOME VBMFX BOND INDEX
Intermediate-Term Bond VFICX DIVERSIFIED BOND
Total Available Funds: 12
  • 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 DFCEX DFA EMRG MKT CORE EQ 93% 3 60 0 0.4% 2.75%
INTERNATIONAL EQUITY
Foreign Large Blend FTIEX INTERNATIONAL EQUITY 71% 3 60 0 1.55% 1.55%
Foreign Large Blend VGTSX INTERNATIONAL INDEX 16% 3 60 0 0.08% 3.13%
Others
Conservative Allocation VWINX CONSERVATIVE FUND 90% 3 60 0 0.16% 6.43%
Moderate Allocation VAAPX MODERATE FUND 0% 3 60 0 NA 1.61%
US EQUITY
SMALL BLEND NAESX SMALL CAP BLEND 99% 3 60 0 0.03% 1.33%
LARGE GROWTH VWUSX GROWTH FUND 99% 3 60 0 0.3% 0.22%
LARGE VALUE DODGX DODGE & COX STOCK 93% 3 60 0 0.52% 7.32%
LARGE GROWTH BSLGX LARGECAP CORE GROWTH 0% 3 60 0 0.81% 25.81%
FIXED INCOME
Intermediate-Term Bond AGG AGGRESSIVE FUND 100% 3 60 0 0.03% 3.85%
FIXED INCOME VBMFX BOND INDEX 100% 3 60 0 0.15% 3.7%
Intermediate-Term Bond VFICX DIVERSIFIED BOND 99% 3 60 0 0.2% 4.78%
Average Expense Ratio: 0.38%
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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 0.2% 7.8% 2.8% 5.9% 6.0% 6.4%

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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 0.3% 8.3% 3.9% 7.3% 8.2% 7.0%

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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 8.5% 4.0% 3.4% 3.5% 6.7% 9.0%

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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:TWC)
The plan consists of 15 funds. It covers 4 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Emerging Market Equity and Foreign Equity.


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