MyPlanIQ BLUE CROSS AND BLUE SHIELD OF MINNESOTA EMPLOYEES` SAVINGS PLAN

BLUE CROSS AND BLUE SHIELD OF MINNESOTA EMPLOYEES` SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTKX Artisan Partners Funds
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend CWVGX Calvert World Values Fund
Others
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund
Moderate Allocation CSIFX Calvert Social Investment Fund: Balanced Portfolio; Class A Shares
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
US EQUITY
SMALL VALUE DFFVX DFA Investment Dimensions Group Inc: US Targeted Value Portfolio; Institutional Class Shares
Mid-Cap Growth CCAFX Calvert World Values Fund
MID-CAP BLEND ARGFX Ariel Investment Trust: Ariel Fund; Investor Class Shares
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTKX Artisan Partners Funds
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend CWVGX Calvert World Values Fund
Others
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund
Moderate Allocation CSIFX Calvert Social Investment Fund: Balanced Portfolio; Class A Shares
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
MISCELLANEOUS SECTOR FSAVX Fidelity Select Portfolios: Automotive Portfolio
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Financial FSRBX Fidelity Select Portfolios: Banking Portfolio
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
US EQUITY
SMALL VALUE DFFVX DFA Investment Dimensions Group Inc: US Targeted Value Portfolio; Institutional Class Shares
Mid-Cap Growth CCAFX Calvert World Values Fund
MID-CAP BLEND ARGFX Ariel Investment Trust: Ariel Fund; Investor Class Shares
MID-CAP BLEND CAAPX Ariel Investment Trust: Ariel Appreciation Fund; Investor Class Shares
Total Available Funds: 18
  • 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 ARTKX Artisan Partners Funds 98% 3 60 0 1.03% 2.91%
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 88% 3 60 0 0.52% 2.33%
Foreign Large Blend CWVGX Calvert World Values Fund 45% 3 60 0 1.89% 2.16%
Others
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund 88% 3 60 0 0.75% 3.67%
Moderate Allocation CSIFX Calvert Social Investment Fund: Balanced Portfolio; Class A Shares 87% 3 60 0 1.67% 3.21%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 86% 3 60 0 0.64% 1.26%
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund 82% 3 60 0 0.75% 3.56%
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund 82% 3 60 0 0.7% 1.55%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 79% 3 60 0 0.66% 3.25%
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 60% 3 60 0 0.58% 3.41%
MISCELLANEOUS SECTOR FSAVX Fidelity Select Portfolios: Automotive Portfolio 53% 3 60 0 0.89% 0.03%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 36% 3 60 0 0.49% 3.21%
Financial FSRBX Fidelity Select Portfolios: Banking Portfolio 32% 3 60 0 0.75% 2.71%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 21% 3 60 0 0.42% 2.92%
US EQUITY
SMALL VALUE DFFVX DFA Investment Dimensions Group Inc: US Targeted Value Portfolio; Institutional Class Shares 90% 3 60 0 0.29% 1.43%
Mid-Cap Growth CCAFX Calvert World Values Fund 18% 3 60 0 1.18% 0%
MID-CAP BLEND ARGFX Ariel Investment Trust: Ariel Fund; Investor Class Shares 14% 3 60 0 0.68% 0.39%
MID-CAP BLEND CAAPX Ariel Investment Trust: Ariel Appreciation Fund; Investor Class Shares 10% 3 60 0 1.1% 6.13%
Average Expense Ratio: 0.83%
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Related Retirement Plans
BLUE CROSS AND BLUE SHIELD OF MINNESOTA EMPLOYEE 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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