MyPlanIQ 401k Investor AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN

AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN Investment Model Portfolios

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AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
INTERNATIONAL EQUITY
Foreign Large Blend FSGGX Fidelity Spartan Glb ex US Idx AdvtgInst
Foreign Large Growth OIGIX Oppenheimer International Growth I
Foreign Large Value COSSX Columbia Overseas Value Fund Institutional 2 Class
COMMODITIES
COMMODITIES BROAD BASKET SKIRX DWS Enhanced Commodity Strategy Inst
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
INTERNATIONAL EQUITY
Foreign Large Blend FSGGX Fidelity Spartan Glb ex US Idx AdvtgInst
Foreign Large Growth OIGIX Oppenheimer International Growth I
Foreign Large Value COSSX Columbia Overseas Value Fund Institutional 2 Class
COMMODITIES
COMMODITIES BROAD BASKET SKIRX DWS Enhanced Commodity Strategy Inst
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Moderate Allocation FBAKX Fidelity Balanced K
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
Intermediate-Term Bond JCPUX JPMorgan Core Plus Bond R6
High Yield Bond FIHBX Federated Instl High Yield Bond Instl
Inflation-Protected Bond PRAIX PIMCO Real Return Asset Instl
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl
SHORT GOVERNMENT STABLEVALUE WT G REIRE INC F35 (Stable Value)
WORLD BOND DSDYX Dreyfus/Standish Global Fixed Income Y
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
Small Growth VSEIX JPMorgan Small Cap Equity Sel
SMALL VALUE NOSGX Northern Small Cap Value
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
SMALL BLEND GTSCX Glenmede Small Cap Equity Instl
MID-CAP BLEND FSMDX Fidelity Spartan Mid Cap Idx Advtg Instl
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
LARGE VALUE MEIKX MFS Value R5
MIDDLE GROWTH NWHYX Nationwide Geneva Mid Cap Growth Service
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
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment 96% 3 60 0 0.72% 5.9%
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6 41% 3 60 0 1.03% 3.93%
INTERNATIONAL EQUITY
Foreign Large Blend FSGGX Fidelity Spartan Glb ex US Idx AdvtgInst 28% 3 60 0 0.05% 2.82%
Foreign Large Growth OIGIX Oppenheimer International Growth I 3% 3 60 0 0.76% 0.68%
Foreign Large Value COSSX Columbia Overseas Value Fund Institutional 2 Class 1% 3 60 0 1.91% 3.8%
COMMODITIES
COMMODITIES BROAD BASKET SKIRX DWS Enhanced Commodity Strategy Inst 75% 3 60 0 1.89% 2.5%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 7.37%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.41%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 5.89%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 3.16%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv 80% 3 60 0 0.08% 2.3%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.28%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor 72% 3 60 0 0.08% 2.26%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 60 0 0.08% 3.65%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 69% 3 60 0 0.08% 2.7%
Moderate Allocation FBAKX Fidelity Balanced K 69% 3 60 0 0.5% 5.74%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 8.84%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 7.48%
FIXED INCOME
Intermediate-Term Bond JCPUX JPMorgan Core Plus Bond R6 85% 3 60 0 1.15% 4.64%
High Yield Bond FIHBX Federated Instl High Yield Bond Instl 78% 3 60 0 0.5% 4.54%
Inflation-Protected Bond PRAIX PIMCO Real Return Asset Instl 78% 3 60 0 0.54% 4.28%
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl 31% 3 60 0 0.03% 3.52%
SHORT GOVERNMENT STABLEVALUE WT G REIRE INC F35 (Stable Value) 16% 3 60 0 NA 28.04%
WORLD BOND DSDYX Dreyfus/Standish Global Fixed Income Y 3% 3 60 0 0.53% 3.81%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 8.98%
Small Growth VSEIX JPMorgan Small Cap Equity Sel 94% 3 60 0 1.26% 0.28%
SMALL VALUE NOSGX Northern Small Cap Value 88% 3 60 0 1% 39.14%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 12.01%
SMALL BLEND GTSCX Glenmede Small Cap Equity Instl 86% 3 60 0 0.95% 0.63%
MID-CAP BLEND FSMDX Fidelity Spartan Mid Cap Idx Advtg Instl 4% 3 60 0 0.03% 2.49%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 3 60 0 0.02% 1.67%
LARGE VALUE MEIKX MFS Value R5 3% 3 60 0 0.8% 1.48%
MIDDLE GROWTH NWHYX Nationwide Geneva Mid Cap Growth Service 0% 3 60 0 0.78% 9.87%
Average Expense Ratio: 0.54%
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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 10.1% 19.5% 15.1% 12.4% 7.6% 7.0%

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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 0.5% 19.4% 11.6% 10.2% 7.7% 7.6%

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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 0.7% 21.3% 13.6% 13.1% 8.7% 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 for Portfolio Details or Follow 3.4% 20.1% 16.0% 13.3% 9.2% 9.9%

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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 34 funds. It covers 6 major asset classes and 32 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, US Equity, REITs, Emerging Market Equity and Commodity.


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