MyPlanIQ AMBITECH EMPLOYEES` RETIREMENT PLAN

AMBITECH EMPLOYEES` RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Fund Z
Foreign Large Blend RERFX American Funds EuroPacific R5
Others
Moderate Allocation RLBFX American Funds American Balanced R5
Target Date 2041-2045 REHTX American Funds 2045 Target Date Fund R5
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Multisector Bond OSIYX Oppenheimer Global Strategic Income Y
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund Instl
Mid-Cap Growth ACRNX Columbia Acorn Fund - Z
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Fund Z
Foreign Large Blend RERFX American Funds EuroPacific R5
Others
Moderate Allocation RLBFX American Funds American Balanced R5
Target Date 2041-2045 REHTX American Funds 2045 Target Date Fund R5
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Multisector Bond OSIYX Oppenheimer Global Strategic Income Y
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund Instl
Mid-Cap Growth ACRNX Columbia Acorn Fund - Z
SMALL BLEND VSISX Vanguard Small Cap Index Signal
Total Available Funds: 11
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl 91% 3 60 0 1.07% 4.11%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Fund Z 99% 3 60 0 1.48% 0%
Foreign Large Blend RERFX American Funds EuroPacific R5 94% 3 60 0 0.84% 3.92%
Others
Moderate Allocation RLBFX American Funds American Balanced R5 79% 3 60 0 0.31% 2.86%
Target Date 2041-2045 REHTX American Funds 2045 Target Date Fund R5 73% 3 60 0 0.72% 5.87%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 4.03%
Multisector Bond OSIYX Oppenheimer Global Strategic Income Y 85% 3 60 0 1.05% 5.68%
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index 98% 3 60 0 0.04% 1.68%
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund Instl 87% 3 60 0 1.04% 14.55%
Mid-Cap Growth ACRNX Columbia Acorn Fund - Z 75% 3 60 0 1.83% 0%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.34%
Average Expense Ratio: 0.85%
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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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