MyPlanIQ INTERGRAPH CORPORATION SAVINGS PLUS PLAN

INTERGRAPH CORPORATION SAVINGS PLUS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Investment Trust: Fidelity Overseas Fund
Foreign Large Growth HLMIX HRDG LVNR INTL EQ IS
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020
Moderate Allocation FBALX FID BALANCED
US EQUITY
LARGE BLEND VQNPX Vanguard Quantitative Funds: Vanguard Growth & Income Fund; Investor Shares
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
Mid-Cap Growth PEGZX PRU/J MID CAP GR Z
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Investment Trust: Fidelity Overseas Fund
Foreign Large Growth HLMIX HRDG LVNR INTL EQ IS
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020
Moderate Allocation FBALX FID BALANCED
US EQUITY
LARGE BLEND VQNPX Vanguard Quantitative Funds: Vanguard Growth & Income Fund; Investor Shares
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
Mid-Cap Growth PEGZX PRU/J MID CAP GR Z
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST
SMALL VALUE AVFIX ABF SM CAP VAL INST
MID-CAP VALUE ABASX AllianceBernstein Trust: AllianceBernstein Discovery Value Fund; Class A Shares
Mid-Cap Growth BARIX Baron Investment Funds Trust: Baron Asset Fund; Institutional Class Shares
LARGE GROWTH NVLIX NUVEEN WIN LGCP GR I
MID-CAP BLEND FLPSX FID LOW PRICED STK
LARGE BLEND FXSIX SPTN 500 INDEX INST
Small Growth LAUAX Columbia Acorn Trust: Columbia Acorn USA Fund; Class A Shares
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares
Total Available Funds: 21
  • 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 FOSFX Fidelity Investment Trust: Fidelity Overseas Fund 88% 3 60 0 0.95% 1.05%
Foreign Large Growth HLMIX HRDG LVNR INTL EQ IS 87% 3 60 0 0.79% 0%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 3 60 0 0.07% 2.62%
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040 100% 3 60 0 0.6% 7.59%
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020 100% 3 60 0 0.78% 11.87%
Moderate Allocation FBALX FID BALANCED 80% 3 60 0 0.5% 1.59%
US EQUITY
LARGE BLEND VQNPX Vanguard Quantitative Funds: Vanguard Growth & Income Fund; Investor Shares 98% 3 60 0 0.22% 1.03%
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares 93% 3 60 0 1.18% 0.54%
Mid-Cap Growth PEGZX PRU/J MID CAP GR Z 89% 3 60 0 1.08% 3.11%
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST 82% 3 60 0 1.18% 0.85%
SMALL VALUE AVFIX ABF SM CAP VAL INST 81% 3 60 0 1.28% 15.5%
MID-CAP VALUE ABASX AllianceBernstein Trust: AllianceBernstein Discovery Value Fund; Class A Shares 62% 3 60 0 0.86% 6.3%
Mid-Cap Growth BARIX Baron Investment Funds Trust: Baron Asset Fund; Institutional Class Shares 27% 3 60 0 1.04% 3.35%
LARGE GROWTH NVLIX NUVEEN WIN LGCP GR I 23% 3 60 0 0.56% 3.26%
MID-CAP BLEND FLPSX FID LOW PRICED STK 1% 3 60 0 0.92% 1.69%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 3 60 0 0.04% 0%
Small Growth LAUAX Columbia Acorn Trust: Columbia Acorn USA Fund; Class A Shares 0% 3 60 0 1.08% 0%
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV 0% 3 60 0 0.04% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.84%
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares 0% 3 60 0 0.13% 2.67%
Average Expense Ratio: 0.71%
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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
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