MyPlanIQ MIZUHO CORPORATE BANK LTD. 401K SAVINGS PLAN

MIZUHO CORPORATE BANK LTD. 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Investment Dimensions Group Inc: Emerging Markets Portfolio; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Growth PRITX INTERNATIONAL STOCK FUND
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Others
Moderate Allocation RPBAX BALANCED FUND
Moderate Allocation TRPBX T Rowe Price Personal Strategy Funds
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
High Yield Bond PRHYX HIGH YIELD FUND
US EQUITY
LARGE GROWTH TRBCX BLUE CHIP GROWTH FUND
LARGE VALUE PRFDX EQUITY INCOME FUND
Mid-Cap Growth RPMGX MID-CAP GROWTH FUND
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Investment Dimensions Group Inc: Emerging Markets Portfolio; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Growth PRITX INTERNATIONAL STOCK FUND
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Others
Moderate Allocation RPBAX BALANCED FUND
Moderate Allocation TRPBX T Rowe Price Personal Strategy Funds
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
High Yield Bond PRHYX HIGH YIELD FUND
US EQUITY
LARGE GROWTH TRBCX BLUE CHIP GROWTH FUND
LARGE VALUE PRFDX EQUITY INCOME FUND
Mid-Cap Growth RPMGX MID-CAP GROWTH FUND
MID-CAP VALUE TRMCX MID-CAP VALUE FUND
Small Growth PRNHX NEW HORIZONS FUND
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 DFEMX DFA Investment Dimensions Group Inc: Emerging Markets Portfolio; Institutional Class Shares 90% 3 60 0 0.61% 2.46%
INTERNATIONAL EQUITY
Foreign Large Growth PRITX INTERNATIONAL STOCK FUND 100% 3 60 0 1.4% 1.11%
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.14%
Others
Moderate Allocation RPBAX BALANCED FUND 85% 3 60 0 0.47% 7.02%
Moderate Allocation TRPBX T Rowe Price Personal Strategy Funds 83% 3 60 0 0.71% 5.97%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.61%
High Yield Bond PRHYX HIGH YIELD FUND 94% 3 60 0 1.03% 6.13%
US EQUITY
LARGE GROWTH TRBCX BLUE CHIP GROWTH FUND 100% 3 60 0 1.23% 9.18%
LARGE VALUE PRFDX EQUITY INCOME FUND 97% 3 60 0 1.23% 8.2%
Mid-Cap Growth RPMGX MID-CAP GROWTH FUND 87% 3 60 0 1.29% 9.73%
MID-CAP VALUE TRMCX MID-CAP VALUE FUND 81% 3 60 0 0.83% 12.92%
Small Growth PRNHX NEW HORIZONS FUND 80% 3 60 0 0.79% 4.87%
Average Expense Ratio: 0.91%
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Model Portfolios

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 to Create Model Portfolio

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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
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