MyPlanIQ EMBARQ RETIREMENT SAVINGS PLAN

EMBARQ RETIREMENT SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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EMBARQ RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Investment Trust: Fidelity Overseas Fund
Others
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
US EQUITY
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
Mid-Cap Growth HAMGX Harbor Funds: Harbor Mid Cap Growth Fund; Institutional Class Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Investment Trust: Fidelity Overseas Fund
Others
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
US EQUITY
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
Mid-Cap Growth HAMGX Harbor Funds: Harbor Mid Cap Growth Fund; Institutional Class Shares
MID-CAP VALUE HMVYX Hartford Mutual Funds
LARGE GROWTH FMAGX Fidelity Magellan Fund
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares
MID-CAP VALUE HMVAX Hartford Mutual Funds
LARGE BLEND FDGTX Fidelity Advisor Series I: Fidelity Advisor Dividend Growth Fund; Class T Shares
LARGE VALUE FEIAX Fidelity Advisor Series I: Fidelity Advisor Equity Income Fund; Class A Shares
Total Available Funds: 13
  • 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% 1.29%
Others
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares 97% 3 60 0 0.08% 5.06%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 3 60 0 0.17% 7.48%
US EQUITY
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund 99% 3 60 0 0.77% 8.95%
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 98% 3 60 0 0.57% 4.73%
Mid-Cap Growth HAMGX Harbor Funds: Harbor Mid Cap Growth Fund; Institutional Class Shares 88% 3 60 0 0.83% 0%
MID-CAP VALUE HMVYX Hartford Mutual Funds 80% 3 60 0 0.77% 0.85%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 7.91%
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares 74% 3 60 0 0.52% 1.66%
MID-CAP VALUE HMVAX Hartford Mutual Funds 57% 3 60 0 0.77% 12.86%
LARGE BLEND FDGTX Fidelity Advisor Series I: Fidelity Advisor Dividend Growth Fund; Class T Shares 51% 3 60 0 0.43% 0.27%
LARGE VALUE FEIAX Fidelity Advisor Series I: Fidelity Advisor Equity Income Fund; Class A Shares 42% 3 60 0 1.03% 11.2%
Average Expense Ratio: 0.58%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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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