MyPlanIQ NIXON PEABODY LLP RETIREMENT SAVINGS PLAN I

NIXON PEABODY LLP RETIREMENT SAVINGS PLAN I

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
US EQUITY
LARGE VALUE SSHFX Sound Shore Fund
LARGE BLEND GMUEX GMO Trust: GMO US Core Equity Fund; Class III Shares
MID-CAP BLEND FMIMX FMI Common Stock Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
US EQUITY
LARGE VALUE SSHFX Sound Shore Fund
LARGE BLEND GMUEX GMO Trust: GMO US Core Equity Fund; Class III Shares
MID-CAP BLEND FMIMX FMI Common Stock Fund
Mid-Cap Growth BRWIX Brandywine Fund
Small Growth PSIGX RBB Fund
Small Growth PSCGX RBB Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 11
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares 56% 3 60 0 0.9% 3.69%
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.08%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 2.78%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
US EQUITY
LARGE VALUE SSHFX Sound Shore Fund 99% 3 60 0 0.94% 5.14%
LARGE BLEND GMUEX GMO Trust: GMO US Core Equity Fund; Class III Shares 91% 3 60 0 0.38% 12.4%
MID-CAP BLEND FMIMX FMI Common Stock Fund 88% 3 60 0 0.88% 3.28%
Mid-Cap Growth BRWIX Brandywine Fund 87% 3 60 0 0.93% 0.65%
Small Growth PSIGX RBB Fund 0% 3 60 0 1.1% 0%
Small Growth PSCGX RBB Fund 0% 3 60 0 1.35% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.99%
Average Expense Ratio: 0.79%
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Related Retirement Plans
NIXON PEABODY LLP RETIREMENT SAVINGS PLAN I
NIXON PEABODY LLP RETIREMENT SAVINGS PLAN II
Model Portfolios

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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