MyPlanIQ TEST PLAN

TEST PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World Fund
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
WORLD STOCK RNPFX American Funds New Perspective Fund
Others
Target Date 2050+ REITX American Funds 2050 Target Date Fund
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund
Target Date 2000-2010 REATX American Funds 2010 Target Date Fund
FIXED INCOME
WORLD BOND RCWFX American Funds Capital World Bond Fund
Intermediate-Term Bond RBFFX American Funds Bond Fund of America
US EQUITY
SMALL BLEND RMT Royce Micro-Cap Fund
MID-CAP BLEND NMPAX Columbia Mid Cap Index Fund
LARGE BLEND NINDX Columbia LargeCap Index Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World Fund
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
WORLD STOCK RNPFX American Funds New Perspective Fund
Others
Target Date 2050+ REITX American Funds 2050 Target Date Fund
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund
Target Date 2000-2010 REATX American Funds 2010 Target Date Fund
Target Date 2041-2045 REHTX American Funds 2045 Target Date Fund
Target Date 2026-2030 REETX American Funds 2030 Target Date Fund
Target Date 2011-2015 REJTX American Funds 2015 Target Date Fund
Target Date 2021-2025 REDTX American Funds 2025 Target Date Fund
Target Date 2016-2020 RECTX American Funds 2020 Target Date Fund
ROOT IVZ INVESCO Stable Value Fund
Target Date 2000-2010 American Funds Trgt Date Retire 2035 American Funds 2035 Target Date Fund
FIXED INCOME
WORLD BOND RCWFX American Funds Capital World Bond Fund
Intermediate-Term Bond RBFFX American Funds Bond Fund of America
US EQUITY
SMALL BLEND RMT Royce Micro-Cap Fund
MID-CAP BLEND NMPAX Columbia Mid Cap Index Fund
LARGE BLEND NINDX Columbia LargeCap Index Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE GROWTH DGOYX Davis Opportunity Fund
US EQUITY BECN Beacon Roofing Supply Inc. Employer Stock Fund:Employer securities
MID-CAP BLEND QSCYX Oppenheimer Small Mid-Cap Value Fund
LARGE GROWTH IMEIX Legg Mason Partners Aggressive Growth Fund
Small Growth AUSAX Columbia Acorn USA Fund
Total Available Funds: 24
  • 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 RNWFX American Funds New World Fund 94% 3 60 0 1.03% 2.87%
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.9% 3.89%
WORLD STOCK RNPFX American Funds New Perspective Fund 91% 3 60 0 1.47% 5.72%
Others
Target Date 2050+ REITX American Funds 2050 Target Date Fund 82% 3 60 0 0.73% 6.13%
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund 76% 3 60 0 1.46% 5.63%
Target Date 2000-2010 REATX American Funds 2010 Target Date Fund 74% 3 60 0 0.28% 3.45%
Target Date 2041-2045 REHTX American Funds 2045 Target Date Fund 73% 3 60 0 0.72% 5.88%
Target Date 2026-2030 REETX American Funds 2030 Target Date Fund 73% 3 60 0 0.33% 4.1%
Target Date 2011-2015 REJTX American Funds 2015 Target Date Fund 72% 3 60 0 0.3% 3.68%
Target Date 2021-2025 REDTX American Funds 2025 Target Date Fund 71% 3 60 0 0.32% 3.82%
Target Date 2016-2020 RECTX American Funds 2020 Target Date Fund 70% 3 60 0 0.3% 3.86%
ROOT IVZ INVESCO Stable Value Fund 0% 3 60 0 NA 4.5%
Target Date 2000-2010 American Funds Trgt Date Retire 2035 American Funds 2035 Target Date Fund 0% 3 60 0 NA NA
FIXED INCOME
WORLD BOND RCWFX American Funds Capital World Bond Fund 91% 3 60 0 0.99% 2.73%
Intermediate-Term Bond RBFFX American Funds Bond Fund of America 75% 3 60 0 0.33% 3.84%
US EQUITY
SMALL BLEND RMT Royce Micro-Cap Fund 100% 3 60 0 NA 6.33%
MID-CAP BLEND NMPAX Columbia Mid Cap Index Fund 80% 3 60 0 0.2% 1.25%
LARGE BLEND NINDX Columbia LargeCap Index Fund 77% 3 60 0 0.45% 1.25%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 0.75%
LARGE GROWTH DGOYX Davis Opportunity Fund 70% 3 60 0 0.69% 6.14%
US EQUITY BECN Beacon Roofing Supply Inc. Employer Stock Fund:Employer securities 0% 3 60 0 NA 0%
MID-CAP BLEND QSCYX Oppenheimer Small Mid-Cap Value Fund 0% 3 60 0 0.91% 1.1%
LARGE GROWTH IMEIX Legg Mason Partners Aggressive Growth Fund 0% 3 60 0 NA NA
Small Growth AUSAX Columbia Acorn USA Fund 0% 3 60 0 1.08% 0%
Average Expense Ratio: 0.69%
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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
The plan consists of 26 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.


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