MyPlanIQ 401k Investor AOL SAVINGS PLAN

AOL SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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AOL SAVINGS PLAN
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPENHEIMER DEV MKTS A
INTERNATIONAL EQUITY
Foreign Large Blend REREX AF EUROPAC GRTH R4
Foreign Large Blend FSPNX SPTN INTL INDEX INS
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Retirement Income FFFAX FID FREEDOM INCOME
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
SHORT GOVERNMENT STABLEVALUE PRU STABLE VALUE
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPENHEIMER DEV MKTS A
INTERNATIONAL EQUITY
Foreign Large Blend REREX AF EUROPAC GRTH R4
Foreign Large Blend FSPNX SPTN INTL INDEX INS
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Target Date 2051+ FDEEX FID FREEDOM 2055
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
SHORT GOVERNMENT STABLEVALUE PRU STABLE VALUE
Intermediate-Term Bond FSITX SPTN US EQTY INDEX
US EQUITY
SMALL VALUE VISVX VANG SM CAP INDEX
LARGE GROWTH FCNTX FID CONTRAFUND
Small Growth VSEIX JPM SM CAP EQUITY S
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
LARGE VALUE CVFYX PIONEER CULLEN VAL Y
LARGE BLEND VINIX VANGUARD INST INDEX
MID-CAP BLEND VIEIX VANG EXT MKT IDX INS
Mid-Cap Growth MACGX MSIF MID CAP GRTH P
LARGE VALUE RMFEX AF AMER MUTUAL R4
Total Available Funds: 28
  • 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 ODMAX OPPENHEIMER DEV MKTS A 64% 1 60 0 0.84% 0%
INTERNATIONAL EQUITY
Foreign Large Blend REREX AF EUROPAC GRTH R4 57% 1 60 0 0.9% 7.01%
Foreign Large Blend FSPNX SPTN INTL INDEX INS 0% 1 60 0 0.05% 2.55%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 1 60 0 0.58% 5.66%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 1 60 0 0.54% 4.82%
Retirement Income FFFAX FID FREEDOM INCOME 98% 1 60 0 0.42% 3.13%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 95% 1 60 0 0.66% 4.7%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 1 60 0 0.64% 4.96%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 1 60 0 0.34% 5.17%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 1 60 0 0.7% 4.61%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 1 60 0 0.75% 4.2%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 1 60 0 0.49% 3.84%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 1 60 0 0.75% 4.33%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 1 60 0 0.42% 3.37%
Target Date 2051+ FDEEX FID FREEDOM 2055 74% 1 60 0 0.65% 4.04%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INST 96% 1 60 0 0.83% 4.65%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 94% 1 60 0 0.15% 3.82%
SHORT GOVERNMENT STABLEVALUE PRU STABLE VALUE 16% 1 60 0 NA 28.04%
Intermediate-Term Bond FSITX SPTN US EQTY INDEX 0% 1 60 0 0.11% 2.65%
US EQUITY
SMALL VALUE VISVX VANG SM CAP INDEX 100% 1 60 0 0.06% 2.19%
LARGE GROWTH FCNTX FID CONTRAFUND 96% 1 60 0 0.55% 5.12%
Small Growth VSEIX JPM SM CAP EQUITY S 94% 1 60 0 1.26% 0.28%
MID-CAP VALUE JMVAX PERKINS MID CP VAL I 90% 1 60 0 0.91% 0.88%
LARGE VALUE CVFYX PIONEER CULLEN VAL Y 83% 1 60 0 0.45% 2.75%
LARGE BLEND VINIX VANGUARD INST INDEX 77% 1 60 0 0.02% 2.69%
MID-CAP BLEND VIEIX VANG EXT MKT IDX INS 75% 1 60 0 0.06% 1.33%
Mid-Cap Growth MACGX MSIF MID CAP GRTH P 60% 1 60 0 1.03% 0%
LARGE VALUE RMFEX AF AMER MUTUAL R4 49% 1 60 0 0.38% 1.34%
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 -3.6% -4.3% 5.4% 2.5% 6.6% 6.1%

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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 to Create Model Portfolio

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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 0.9% 25.3% 14.1% 11.1% 6.8% 5.8%

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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 28 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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