MyPlanIQ AMERICAN RED CROSS SAVINGS PLAN

AMERICAN RED CROSS SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
China Region MCHFX Matthews International Funds: Matthews China Fund; Investor Class Shares
Latin America Stock PRLAX T Rowe Price International Funds
China Region NGCCX Columbia Funds Series Trust I: Columbia Greater China Fund; Class C Shares
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
FIXED INCOME
Short-Term Bond VFSTX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Investment-Grade Fund; Investor Shares
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond ABNDX Bond Fund of America; A
US EQUITY
Small Growth NBMIX Neuberger Berman Equity Funds: Neuberger Berman Small Cap Growth Fund; Investor Class
SMALL BLEND BRSIX Bridgeway Funds
LARGE BLEND AMANX Amana Mutual Funds Trust: Income Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
China Region MCHFX Matthews International Funds: Matthews China Fund; Investor Class Shares
Latin America Stock PRLAX T Rowe Price International Funds
China Region NGCCX Columbia Funds Series Trust I: Columbia Greater China Fund; Class C Shares
China Region DPCAX Dreyfus Premier Investment Funds
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
FIXED INCOME
Short-Term Bond VFSTX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Investment-Grade Fund; Investor Shares
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond ABNDX Bond Fund of America; A
Long-Term Bond VBLTX Vanguard Bond Index Funds: Vanguard Long-Term Bond Index Fund; Investor Shares
US EQUITY
Small Growth NBMIX Neuberger Berman Equity Funds: Neuberger Berman Small Cap Growth Fund; Investor Class
SMALL BLEND BRSIX Bridgeway Funds
LARGE BLEND AMANX Amana Mutual Funds Trust: Income Fund
LARGE GROWTH AMAGX Amana Mutual Funds Trust: Growth Fund
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
LARGE BLEND AIVSX Investment Company of America; Class A Shares
LARGE GROWTH PNOBX Putnam Multi-Cap Growth Fund; Class B Shares
LARGE VALUE UMBIX Columbia Funds Series Trust I: Columbia Value & Restructuring Fund; Class Z Shares
Total Available Funds: 17
  • 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
China Region MCHFX Matthews International Funds: Matthews China Fund; Investor Class Shares 79% 3 60 0 1.12% 0.67%
Latin America Stock PRLAX T Rowe Price International Funds 71% 3 60 0 1.44% 2.79%
China Region NGCCX Columbia Funds Series Trust I: Columbia Greater China Fund; Class C Shares 31% 3 60 0 1.49% 0%
China Region DPCAX Dreyfus Premier Investment Funds 0% 3 60 0 1.84% 0%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares 16% 3 60 0 0.08% 3.45%
FIXED INCOME
Short-Term Bond VFSTX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Investment-Grade Fund; Investor Shares 99% 3 60 0 0.1% 3.5%
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares 98% 3 60 0 0.07% 3.89%
Intermediate-Term Bond ABNDX Bond Fund of America; A 39% 3 60 0 0.33% 3.88%
Long-Term Bond VBLTX Vanguard Bond Index Funds: Vanguard Long-Term Bond Index Fund; Investor Shares 0% 3 60 0 0.15% 3.98%
US EQUITY
Small Growth NBMIX Neuberger Berman Equity Funds: Neuberger Berman Small Cap Growth Fund; Investor Class 86% 3 60 0 0.91% 0%
SMALL BLEND BRSIX Bridgeway Funds 63% 3 60 0 0.78% 0.99%
LARGE BLEND AMANX Amana Mutual Funds Trust: Income Fund 58% 3 60 0 1.01% 5.37%
LARGE GROWTH AMAGX Amana Mutual Funds Trust: Growth Fund 57% 3 60 0 0.91% 0.74%
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares 39% 3 60 0 0.26% 6.63%
LARGE BLEND AIVSX Investment Company of America; Class A Shares 38% 3 60 0 0.27% 5.6%
LARGE GROWTH PNOBX Putnam Multi-Cap Growth Fund; Class B Shares 28% 3 60 0 0.99% 5.03%
LARGE VALUE UMBIX Columbia Funds Series Trust I: Columbia Value & Restructuring Fund; Class Z Shares 0% 3 60 0 0.97% 13.86%
Average Expense Ratio: 0.75%
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Related Retirement Plans
AMERICAN RED CROSS SAVINGS PLAN
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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