MyPlanIQ CENTRAL PARKING SYSTEM PROFIT SHARING AND 401K SAVINGS PLAN

CENTRAL PARKING SYSTEM PROFIT SHARING AND 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
Others
Aggressive Allocation FGTIX Franklin Templeton Fund Allocator Series: Franklin Templeton Growth Allocation Fund; Class A Shares
Conservative Allocation FTCIX Franklin Templeton Fund Allocator Series: Franklin Templeton Conservative Allocation Fund; Class A Shares
Moderate Allocation FMTIX Franklin Templeton Fund Allocator Series: Franklin Templeton Moderate Allocation Fund; Class A Shares
US EQUITY
MID-CAP VALUE FRBSX Franklin Value Investors Trust: Franklin Balance Sheet Investment Fund; Class A Shares
LARGE BLEND BTIIX DWS Institutional Funds: DWS Equity 500 Index Fund; Institutional Class Shares
LARGE GROWTH RGAEX Growth Fund of America
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
Others
Aggressive Allocation FGTIX Franklin Templeton Fund Allocator Series: Franklin Templeton Growth Allocation Fund; Class A Shares
Conservative Allocation FTCIX Franklin Templeton Fund Allocator Series: Franklin Templeton Conservative Allocation Fund; Class A Shares
Moderate Allocation FMTIX Franklin Templeton Fund Allocator Series: Franklin Templeton Moderate Allocation Fund; Class A Shares
World Allocation FXBAX Northern Lights Fund Trust: PSI Total Return Fund; Class A Shares
US EQUITY
MID-CAP VALUE FRBSX Franklin Value Investors Trust: Franklin Balance Sheet Investment Fund; Class A Shares
LARGE BLEND BTIIX DWS Institutional Funds: DWS Equity 500 Index Fund; Institutional Class Shares
LARGE GROWTH RGAEX Growth Fund of America
LARGE VALUE TEBIX Franklin Mutual Series Funds: Mutual Beacon Fund; Class A Shares
Small Growth BSFIX Baron Investment Funds Trust: Baron Small Cap Fund; Institutional Class Shares
Total Available Funds: 10
  • 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 REREX EuroPacific Growth Fund; Class R-4 Shares 56% 3 60 0 0.9% 3.69%
Others
Aggressive Allocation FGTIX Franklin Templeton Fund Allocator Series: Franklin Templeton Growth Allocation Fund; Class A Shares 72% 3 60 0 0.89% 3.89%
Conservative Allocation FTCIX Franklin Templeton Fund Allocator Series: Franklin Templeton Conservative Allocation Fund; Class A Shares 64% 3 60 0 0.61% 2.42%
Moderate Allocation FMTIX Franklin Templeton Fund Allocator Series: Franklin Templeton Moderate Allocation Fund; Class A Shares 62% 3 60 0 0.6% 2.81%
World Allocation FXBAX Northern Lights Fund Trust: PSI Total Return Fund; Class A Shares 0% 3 60 0 2.14% 6.23%
US EQUITY
MID-CAP VALUE FRBSX Franklin Value Investors Trust: Franklin Balance Sheet Investment Fund; Class A Shares 93% 3 60 0 1.15% 2.54%
LARGE BLEND BTIIX DWS Institutional Funds: DWS Equity 500 Index Fund; Institutional Class Shares 77% 3 60 0 0.2% 24.01%
LARGE GROWTH RGAEX Growth Fund of America 39% 3 60 0 0.3% 8.45%
LARGE VALUE TEBIX Franklin Mutual Series Funds: Mutual Beacon Fund; Class A Shares 31% 3 60 0 1.77% 6.26%
Small Growth BSFIX Baron Investment Funds Trust: Baron Small Cap Fund; Institutional Class Shares 6% 3 60 0 1.04% 3.29%
Average Expense Ratio: 0.96%
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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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