MyPlanIQ 401k Investor EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN

EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 39
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE MRESX Real Estate Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value Fund
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing Markets Fund（International/Global Growth）
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global Fund (International/Global Growth)
WORLD STOCK TEDRX Mutual Global Discovery Fund (International/Global Blend)
Foreign Large Blend REREX EuroPacific Growth Fund (International/Global Blend)
Others
Target Date 2021-2025 VTTVX JH Retirement Through 2025
Target Date 2041-2045 VTIVX JH Retirement Through 2045
Equity Energy VGENX Vanguard Energy Fund
Total Available Funds: 39
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE MRESX Real Estate Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value Fund
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing Markets Fund（International/Global Growth）
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global Fund (International/Global Growth)
WORLD STOCK TEDRX Mutual Global Discovery Fund (International/Global Blend)
Foreign Large Blend REREX EuroPacific Growth Fund (International/Global Blend)
Others
Target Date 2021-2025 VTTVX JH Retirement Through 2025
Target Date 2041-2045 VTIVX JH Retirement Through 2045
Equity Energy VGENX Vanguard Energy Fund
Target Date 2031-2035 VTTHX JH Retirement Through 2035
Aggressive Allocation JILGX JH Lifestyle Growth
Target Date 2051+ VFFVX JH Retirement Through 2055
Conservative Allocation JILCX JH Lifestyle Conservative
Target Date 2046-2050 VFIFX JH Retirement Through 2050
World Allocation MRLOX BlackRock Global Allocation Fund
Target Date 2036-2040 VFORX JH Retirement Through 2040
Target Date 2026-2030 VTHRX JH Retirement Through 2030
Target Date 2016-2020 VTWNX JH Retirement Through 2020
Moderate Allocation JALBX JH Lifestyle Balanced
Conservative Allocation JALMX JH Lifestyle Moderate
Target Date 2000-2010 VTENX JH Retirement Through 2010
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
High Yield Bond VWEHX High Yield Fund
WORLD BOND PGBIX PIMCO Global Bond Fund
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Value Fund
High Yield Bond FPIOX Strategic Income Opportunities Fund
Multisector Bond VTXVX JH Retirement Through 2015
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
SMALL BLEND NAESX Small Cap Blend
Mid-Cap Growth VMGIX Mid Cap Growth
MID-CAP BLEND VIMSX Mid Cap Index Fund
LARGE BLEND VFINX 500 Index Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
MID-CAP VALUE VMVIX Mid Value Fund (Mid Cap Value)
Small Growth GTSVX Invesco Small Cap Growth Fund
LARGE BLEND VLACX U.S. Equity Fund (Large Cap Blend)
LARGE GROWTH RGAFX The Growth Fund of America
LARGE BLEND ISFIX Davis New York Venture Fund (Large Cap Blend）
LARGE BLEND JALAX JH Lifestyle Aggressive
Total Available Funds: 39
  • 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
REAL ESTATE
REAL ESTATE MRESX Real Estate Securities Fund 84% 3 60 0 1.02% 2.25%
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value Fund 96% 3 60 0 0.44% 4.5%
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing Markets Fund（International/Global Growth） 69% 3 60 0 0.84% 0.94%
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global Fund (International/Global Growth) 85% 3 60 0 1.31% 11.11%
WORLD STOCK TEDRX Mutual Global Discovery Fund (International/Global Blend) 57% 3 60 0 1.45% 7.29%
Foreign Large Blend REREX EuroPacific Growth Fund (International/Global Blend) 56% 3 60 0 0.9% 3.69%
Others
Target Date 2021-2025 VTTVX JH Retirement Through 2025 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX JH Retirement Through 2045 97% 3 60 0 0.08% 2.48%
Equity Energy VGENX Vanguard Energy Fund 97% 3 60 0 0.46% 10.71%
Target Date 2031-2035 VTTHX JH Retirement Through 2035 96% 3 60 0 0.08% 2.65%
Aggressive Allocation JILGX JH Lifestyle Growth 85% 3 60 0 0.97% 6.44%
Target Date 2051+ VFFVX JH Retirement Through 2055 80% 3 60 0 0.08% 2.39%
Conservative Allocation JILCX JH Lifestyle Conservative 79% 3 60 0 1.33% 4%
Target Date 2046-2050 VFIFX JH Retirement Through 2050 75% 3 60 0 0.08% 2.42%
World Allocation MRLOX BlackRock Global Allocation Fund 74% 3 60 0 0.84% 0.84%
Target Date 2036-2040 VFORX JH Retirement Through 2040 70% 3 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX JH Retirement Through 2030 70% 3 60 0 0.08% 2.75%
Target Date 2016-2020 VTWNX JH Retirement Through 2020 66% 3 60 0 0.08% 6.24%
Moderate Allocation JALBX JH Lifestyle Balanced 54% 3 60 0 1.18% 4.98%
Conservative Allocation JALMX JH Lifestyle Moderate 52% 3 60 0 0.92% 4.46%
Target Date 2000-2010 VTENX JH Retirement Through 2010 0% 3 60 0 0.17% 7.48%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.99%
High Yield Bond VWEHX High Yield Fund 95% 3 60 0 0.13% 6.08%
WORLD BOND PGBIX PIMCO Global Bond Fund 86% 3 60 0 0.91% 2.95%
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Value Fund 16% 3 60 0 NA 29.1%
High Yield Bond FPIOX Strategic Income Opportunities Fund 12% 3 60 0 0.55% 6.38%
Multisector Bond VTXVX JH Retirement Through 2015 0% 3 60 0 0.08% 14.95%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund 100% 3 60 0 0.06% 2.38%
SMALL BLEND NAESX Small Cap Blend 99% 3 60 0 0.03% 1.62%
Mid-Cap Growth VMGIX Mid Cap Growth 98% 3 60 0 0.19% 0.71%
MID-CAP BLEND VIMSX Mid Cap Index Fund 98% 3 60 0 0.04% 1.67%
LARGE BLEND VFINX 500 Index Fund 98% 3 60 0 0.14% 1.57%
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund 97% 3 60 0 1.23% 6.48%
MID-CAP VALUE VMVIX Mid Value Fund (Mid Cap Value) 96% 3 60 0 0.19% 2.4%
Small Growth GTSVX Invesco Small Cap Growth Fund 91% 3 60 0 0.91% 0%
LARGE BLEND VLACX U.S. Equity Fund (Large Cap Blend) 81% 3 60 0 0.04% 1.55%
LARGE GROWTH RGAFX The Growth Fund of America 75% 3 60 0 0.63% 8.75%
LARGE BLEND ISFIX Davis New York Venture Fund (Large Cap Blend） 68% 3 60 0 0.95% 35.35%
LARGE BLEND JALAX JH Lifestyle Aggressive 48% 3 60 0 1.09% 6.08%
Average Expense Ratio: 0.54%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 8.2% 23.5% 11.0% 10.9% 6.8% 8.2%

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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
The plan consists of 41 funds. It covers 5 major asset classes and 33 minor asset classes. The major asset classes it covers are Emerging Market Equity, Fixed Income, US Equity, Foreign Equity and REITs.


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