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THE NATIONAL CHECKING COMPANY EMPLOYEE RETIREMENT PLAN
THE ADVERTISING CHECKING BUREAU, INC. 401(K) PLAN
Investment Options
Total Available Funds: 61
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX hlemx
DIVERSIFIED EMERGING MKTS HLEMX hlemx
DIVERSIFIED EMERGING MKTS GMEFX iv
Others
Conservative Allocation EXDAX exdax
Conservative Allocation EXDAX exdax
Conservative Allocation PRPFX prpfx
US EQUITY
LARGE BLEND SEQUX sequx
LARGE VALUE TWEIX tweix
LARGE VALUE TWEIX tweix
Total Available Funds: 61
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX hlemx
DIVERSIFIED EMERGING MKTS HLEMX hlemx
DIVERSIFIED EMERGING MKTS GMEFX iv
DIVERSIFIED EMERGING MKTS GMEFX iv
Others
Conservative Allocation EXDAX exdax
Conservative Allocation EXDAX exdax
Conservative Allocation PRPFX prpfx
Market Neutral MERFX merfx
Market Neutral MERFX merfx
Moderate Allocation JABAX jabax
Moderate Allocation JABAX jabax
Conservative Allocation GLRBX glrbx
Conservative Allocation GLRBX glrbx
Utilities GASFX gasfx
Utilities GASFX gasfx
Moderate Allocation VLAAX vlaax
Utilities GABUX gabux
MISCELLANEOUS SECTOR PGF pgf
MISCELLANEOUS SECTOR PGF pgf
Long-Short FMLSX fmlsx
Long-Short MFLDX mfldx
Retirement Income MTDKX mtdkx
Target Date 2000-2010 HARDX hardx
Retirement Income AANPX aanpx
Long-Short MFLDX mfldx
Retirement Income MTDKX mtdkx
Target Date 2000-2010 HARDX hardx
Retirement Income AANPX aanpx
US EQUITY
LARGE BLEND SEQUX sequx
LARGE VALUE TWEIX tweix
LARGE VALUE TWEIX tweix
LARGE GROWTH IWF iwf
LARGE GROWTH IWF iwf
LARGE VALUE DIA dia
LARGE VALUE DIA dia
MID-CAP BLEND RYPRX ryprx
LARGE VALUE YAFFX yaffx
MID-CAP VALUE ARTQX artqx
MID-CAP VALUE ARTQX artqx
FIXED INCOME
ULTRASHORT BOND SIGVX sigvx
Inflation-Protected Bond TIP tip
Inflation-Protected Bond TIP tip
Intermediate-Term Bond MWTRX mwtrx
Intermediate-Term Bond MWTRX mwtrx
Multisector Bond LSBDX lsbdx
Multisector Bond LSBDX lsbdx
Emerging Markets Bond TGINX tginx
Intermediate-Term Bond PTTDX pttdx
Long-Term Bond LQD lqd
Long-Term Bond LQD lqd
Muni National Short FLTDX fltdx
Muni National Short FLTDX fltdx
Muni National Long FLAAX flaax
Muni National Long FLAAX flaax
Muni National Interm SIMBX simbx
Inflation-Protected Bond PRRDX prrdx
Intermediate Government PGNDX pgndx
LONG GOVERNMENT BTFTX btftx
LONG GOVERNMENT BTFTX btftx
COMMODITIES
Commodities Precious Metals GLD gld
Commodities Precious Metals GLD gld
Total Available Funds: 61
  • 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 HLEMX hlemx 84% 3 60 0 1.19% 61%
DIVERSIFIED EMERGING MKTS HLEMX hlemx 84% 3 60 0 1.19% 61%
DIVERSIFIED EMERGING MKTS GMEFX iv 0% 3 60 0 0.98% 0%
DIVERSIFIED EMERGING MKTS GMEFX iv 0% 3 60 0 0.98% 0%
Others
Conservative Allocation EXDAX exdax 99% 3 60 0 0.1% 3.15%
Conservative Allocation EXDAX exdax 99% 3 60 0 0.1% 3.15%
Conservative Allocation PRPFX prpfx 97% 3 60 0 0.82% 3.61%
Market Neutral MERFX merfx 92% 3 60 0 1.25% 7.15%
Market Neutral MERFX merfx 92% 3 60 0 1.25% 7.15%
Moderate Allocation JABAX jabax 90% 3 60 0 0.7% 8.32%
Moderate Allocation JABAX jabax 90% 3 60 0 0.7% 8.32%
Conservative Allocation GLRBX glrbx 82% 3 60 0 0.96% 5.26%
Conservative Allocation GLRBX glrbx 82% 3 60 0 0.96% 5.26%
Utilities GASFX gasfx 64% 3 60 0 1% 11.2%
Utilities GASFX gasfx 64% 3 60 0 1% 11.2%
Moderate Allocation VLAAX vlaax 59% 3 60 0 1.04% 10.2%
Utilities GABUX gabux 39% 3 60 0 1.39% 17.56%
MISCELLANEOUS SECTOR PGF pgf 15% 3 60 0 0.56% 6.2%
MISCELLANEOUS SECTOR PGF pgf 15% 3 60 0 0.56% 6.2%
Long-Short FMLSX fmlsx 0% 3 60 0 1.3% 0.51%
Long-Short MFLDX mfldx 0% 3 60 0 2.06% 0.66%
Retirement Income MTDKX mtdkx 0% 3 60 0 0.9% 0.29%
Target Date 2000-2010 HARDX hardx 0% 3 60 0 0.6% 4.48%
Retirement Income AANPX aanpx 0% 3 60 0 1.11% 15.41%
Long-Short MFLDX mfldx 0% 3 60 0 2.06% 0.66%
Retirement Income MTDKX mtdkx 0% 3 60 0 0.9% 0.29%
Target Date 2000-2010 HARDX hardx 0% 3 60 0 0.6% 4.48%
Retirement Income AANPX aanpx 0% 3 60 0 1.11% 15.41%
US EQUITY
LARGE BLEND SEQUX sequx 100% 3 60 0 1% 9.32%
LARGE VALUE TWEIX tweix 100% 3 60 0 1.18% 10.13%
LARGE VALUE TWEIX tweix 100% 3 60 0 1.18% 10.13%
LARGE GROWTH IWF iwf 99% 3 60 0 0.19% 0.41%
LARGE GROWTH IWF iwf 99% 3 60 0 0.19% 0.41%
LARGE VALUE DIA dia 98% 3 60 0 0.16% 1.63%
LARGE VALUE DIA dia 98% 3 60 0 0.16% 1.63%
MID-CAP BLEND RYPRX ryprx 95% 3 60 0 2.24% 11.54%
LARGE VALUE YAFFX yaffx 92% 3 60 0 1.26% 17.78%
MID-CAP VALUE ARTQX artqx 91% 3 60 0 1.05% 7.01%
MID-CAP VALUE ARTQX artqx 91% 3 60 0 1.05% 7.01%
FIXED INCOME
ULTRASHORT BOND SIGVX sigvx 100% 3 60 0 0.41% 4.06%
Inflation-Protected Bond TIP tip 97% 3 60 0 0.19% 3.79%
Inflation-Protected Bond TIP tip 97% 3 60 0 0.19% 3.79%
Intermediate-Term Bond MWTRX mwtrx 89% 3 60 0 0.52% 3.81%
Intermediate-Term Bond MWTRX mwtrx 89% 3 60 0 0.52% 3.81%
Multisector Bond LSBDX lsbdx 82% 3 60 0 0.6% 4.77%
Multisector Bond LSBDX lsbdx 82% 3 60 0 0.6% 4.77%
Emerging Markets Bond TGINX tginx 71% 3 60 0 0.77% 6.55%
Intermediate-Term Bond PTTDX pttdx 65% 3 60 0 0.75% 4.29%
Long-Term Bond LQD lqd 64% 3 60 0 0.14% 4.58%
Long-Term Bond LQD lqd 64% 3 60 0 0.14% 4.58%
Muni National Short FLTDX fltdx 48% 3 60 0 1.39% 2.75%
Muni National Short FLTDX fltdx 48% 3 60 0 1.39% 2.75%
Muni National Long FLAAX flaax 37% 3 60 0 0.7% 4.36%
Muni National Long FLAAX flaax 37% 3 60 0 0.7% 4.36%
Muni National Interm SIMBX simbx 0% 3 60 0 0.73% 2.13%
Inflation-Protected Bond PRRDX prrdx 0% 3 60 0 0.85% 2.18%
Intermediate Government PGNDX pgndx 0% 3 60 0 0.9% 2.51%
LONG GOVERNMENT BTFTX btftx 0% 3 60 0 0.56% 4.14%
LONG GOVERNMENT BTFTX btftx 0% 3 60 0 0.56% 4.14%
COMMODITIES
Commodities Precious Metals GLD gld 93% 3 60 0 0.4% 0%
Commodities Precious Metals GLD gld 93% 3 60 0 0.4% 0%
Average Expense Ratio: 0.86%
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