MyPlanIQ 401k Investor Brokerage Concepts Elective 401(k) Retirement Plan

Brokerage Concepts Elective 401(k) Retirement Plan Investment Model Portfolios

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BROKERAGE CONCEPTS, INC ELECTIVE 401(K) PLAN
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE ACREX Van Kampen Real Estate Sec -A
INTERNATIONAL EQUITY
Foreign Large Value AIVIX Allianceber Intl Value Fund -A
Foreign Large Blend IIIIX SSGA International Index
WORLD STOCK OPGIX Oppenheimer Global Opps -A
Others
Moderate Allocation ABWIX Allianceber Bal Wlth Strat - A
Moderate Allocation ACEIX Van Kampen Equity & Income -A
FIXED INCOME
Intermediate-Term Bond CFICX Calvert Income Fund -A
Intermediate Government USGAX Morgan Stanley US Govt Sec - A
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund -A
Mid-Cap Growth ALMRX Alger Mid Cap Growth Instl - I
SMALL BLEND IIRSX SSGA Russell Small Cap Index
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE ACREX Van Kampen Real Estate Sec -A
INTERNATIONAL EQUITY
Foreign Large Value AIVIX Allianceber Intl Value Fund -A
Foreign Large Blend IIIIX SSGA International Index
WORLD STOCK OPGIX Oppenheimer Global Opps -A
Others
Moderate Allocation ABWIX Allianceber Bal Wlth Strat - A
Moderate Allocation ACEIX Van Kampen Equity & Income -A
FIXED INCOME
Intermediate-Term Bond CFICX Calvert Income Fund -A
Intermediate Government USGAX Morgan Stanley US Govt Sec - A
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund -A
Mid-Cap Growth ALMRX Alger Mid Cap Growth Instl - I
SMALL BLEND IIRSX SSGA Russell Small Cap Index
MID-CAP VALUE PCGRX Pioneer Midcap Value Fund - A
LARGE BLEND VADAX Morgstan Equalweight S&P Fund-A
LARGE VALUE ACSTX Van Kampen Comstock Fund -A
LARGE BLEND SPIAX Morgan Stanley S&P 500 Ind -A
LARGE GROWTH CLGAX Calvert Large Cap Gr Fund -A
MID-CAP BLEND QVSCX Oppenheimer Sm&md Cap Value -A
Total Available Funds: 17
  • 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
REAL ESTATE
REAL ESTATE ACREX Van Kampen Real Estate Sec -A 0% 3 60 0 NA 0.73%
INTERNATIONAL EQUITY
Foreign Large Value AIVIX Allianceber Intl Value Fund -A 69% 3 60 0 1.25% 9.52%
Foreign Large Blend IIIIX SSGA International Index 68% 3 60 0 0.94% 2.77%
WORLD STOCK OPGIX Oppenheimer Global Opps -A 66% 3 60 0 1.11% 0.01%
Others
Moderate Allocation ABWIX Allianceber Bal Wlth Strat - A 76% 3 60 0 1.42% 3.29%
Moderate Allocation ACEIX Van Kampen Equity & Income -A 49% 3 60 0 1.04% 2.05%
FIXED INCOME
Intermediate-Term Bond CFICX Calvert Income Fund -A 41% 3 60 0 0.66% 4.78%
Intermediate Government USGAX Morgan Stanley US Govt Sec - A 22% 3 60 0 1.62% 7.12%
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund -A 92% 3 60 0 1.75% 11.94%
Mid-Cap Growth ALMRX Alger Mid Cap Growth Instl - I 78% 3 60 0 1.91% 0%
SMALL BLEND IIRSX SSGA Russell Small Cap Index 59% 3 60 0 0.85% 13.22%
MID-CAP VALUE PCGRX Pioneer Midcap Value Fund - A 52% 3 60 0 0.89% 1.54%
LARGE BLEND VADAX Morgstan Equalweight S&P Fund-A 51% 3 60 0 0.78% 8.65%
LARGE VALUE ACSTX Van Kampen Comstock Fund -A 48% 3 60 0 1.55% 1.73%
LARGE BLEND SPIAX Morgan Stanley S&P 500 Ind -A 35% 3 60 0 0.54% 0.83%
LARGE GROWTH CLGAX Calvert Large Cap Gr Fund -A 1% 3 60 0 NA 0%
MID-CAP BLEND QVSCX Oppenheimer Sm&md Cap Value -A 0% 3 60 0 1.16% 13.38%
Average Expense Ratio: 1.16%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 0.6% 7.9% 3.9% 3.3% 4.8% 5.8%

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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*
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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 0.5% 7.2% 0.8% 3.3% 3.8% 4.7%

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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 19 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

Brokerage Concepts Elective 401(k) Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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