MyPlanIQ REALOGY CORPORATION EMPLOYEE SAVINGS PLAN

REALOGY CORPORATION EMPLOYEE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding
REAL ESTATE
REAL ESTATE RRRRX DWS Securities Trust: DWS RREEF Real Estate Securities Fund; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares
Foreign Large Growth OIGAX Oppenheimer International Growth Fund; Class A Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding
REAL ESTATE
REAL ESTATE RRRRX DWS Securities Trust: DWS RREEF Real Estate Securities Fund; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares
Foreign Large Growth OIGAX Oppenheimer International Growth Fund; Class A Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Multisector Bond LBNDX Lord Abbett Bond-Debenture Fund
Multisector Bond LBNPX Lord Abbett Bond-Debenture Fund
US EQUITY
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares
MID-CAP VALUE PCGRX Pioneer Mid Cap Value Fund; Class A Shares
Small Growth LCGRX Loomis Sayles Funds II: Natixis Loomis Sayles Small Cap Growth Fund; Retail Class
LARGE GROWTH AGTHX Growth Fund of America
LARGE BLEND NYVTX Davis New York Venture Fund
Mid-Cap Growth HAMGX Harbor Funds: Harbor Mid Cap Growth Fund; Institutional Class 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
DIVERSIFIED EMERGING MKTS HLEMX Harding 4% 3 60 0 1.19% 0%
REAL ESTATE
REAL ESTATE RRRRX DWS Securities Trust: DWS RREEF Real Estate Securities Fund; Institutional Class Shares 56% 3 60 0 0.61% 1.86%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares 78% 3 60 0 1.02% 3.47%
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares 65% 3 60 0 0.69% 2.63%
Foreign Large Growth OIGAX Oppenheimer International Growth Fund; Class A Shares 49% 3 60 0 0.76% 0%
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 99% 3 60 0 0.83% 2.3%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 76% 3 60 0 0.83% 3.98%
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares 53% 3 60 0 0.07% 4.24%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 53% 3 60 0 0.8% 4.84%
Multisector Bond LBNDX Lord Abbett Bond-Debenture Fund 46% 3 60 0 0.58% 3.82%
Multisector Bond LBNPX Lord Abbett Bond-Debenture Fund 35% 3 60 0 0.58% 3.63%
US EQUITY
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares 85% 3 60 0 0.34% 0.59%
MID-CAP VALUE PCGRX Pioneer Mid Cap Value Fund; Class A Shares 63% 3 60 0 0.89% 6.78%
Small Growth LCGRX Loomis Sayles Funds II: Natixis Loomis Sayles Small Cap Growth Fund; Retail Class 47% 3 60 0 1.18% 3.18%
LARGE GROWTH AGTHX Growth Fund of America 47% 3 60 0 0.3% 0%
LARGE BLEND NYVTX Davis New York Venture Fund 26% 3 60 0 1.75% 8.07%
Mid-Cap Growth HAMGX Harbor Funds: Harbor Mid Cap Growth Fund; Institutional Class Shares 8% 3 60 0 0.83% 0%
Average Expense Ratio: 0.78%
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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*
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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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