MyPlanIQ 401k Investor WORLD WIDE TECHNOLOGY INC. EMPLOYEE SALARY DEFERRAL RETIREMENT PROGRAM

WORLD WIDE TECHNOLOGY INC. EMPLOYEE SALARY DEFERRAL RETIREMENT PROGRAM

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
REAL ESTATE
REAL ESTATE FHEAX Fidelity Advisor Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Value ICEUX MainStay ICAP International I
Foreign Large Growth OIGYX Oppenheimer International Growth Y
Others
World Allocation TIBMX Thornburg Investment Income Builder R5
ROOT CASH Retirement Bank Account
FIXED INCOME
High Yield Bond IVHIX Ivy High Income I
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Intermediate Government AGMNX American Century Ginnie Mae Instl
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
REAL ESTATE
REAL ESTATE FHEAX Fidelity Advisor Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Value ICEUX MainStay ICAP International I
Foreign Large Growth OIGYX Oppenheimer International Growth Y
Others
World Allocation TIBMX Thornburg Investment Income Builder R5
ROOT CASH Retirement Bank Account
FIXED INCOME
High Yield Bond IVHIX Ivy High Income I
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Intermediate Government AGMNX American Century Ginnie Mae Instl
Intermediate-Term Bond TGMNX TCW Total Return Bond N
SHORT GOVERNMENT STABLEVALUE WESRT (Wells Fargo Stable Return)
WORLD BOND GOBIX Legg Mason BW Global Opps Bd I
Multisector Bond NEZNX Loomis Sayles Strategic Income N
US EQUITY
LARGE VALUE LEXCX ING Corporate Leaders Trust Series B
Mid-Cap Growth PCBIX Principal MidCap Blend Inst
MID-CAP VALUE AVUAX American Century Mid Cap Value Inst
Small Growth FSSAX Franklin Small Cap Growth Adv
SMALL VALUE HWSIX Hotchkis and Wiley Small Cap Value I
LARGE GROWTH JGIRX JPMorgan Intrepid Growth R5
MID-CAP BLEND DVLIX Dreyfus Opportunistic Midcap Value I
SMALL BLEND GACIX Gabelli Small Cap Growth I
LARGE GROWTH MRGAX MFS Core Equity A
LARGE BLEND BSPIX Blackrock S&P 500 Index Institutional
Total Available Funds: 24
  • 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 ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 0.83%
REAL ESTATE
REAL ESTATE FHEAX Fidelity Advisor Real Estate A 90% 3 60 0 1.07% 18.19%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I 100% 3 60 0 0.75% 1.9%
Foreign Large Value ICEUX MainStay ICAP International I 98% 3 60 0 1.51% 1.7%
Foreign Large Growth OIGYX Oppenheimer International Growth Y 92% 3 60 0 1.1% 0.87%
Others
World Allocation TIBMX Thornburg Investment Income Builder R5 75% 3 60 0 1.03% 4.95%
ROOT CASH Retirement Bank Account 0% 0 60 0 NA 4.14%
FIXED INCOME
High Yield Bond IVHIX Ivy High Income I 81% 3 60 0 1.72% 7.63%
Inflation-Protected Bond PRRIX PIMCO Real Return Instl 80% 3 60 0 1.37% 4.44%
Intermediate Government AGMNX American Century Ginnie Mae Instl 66% 3 60 0 0.44% 3.41%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 3 60 0 0.7% 5.84%
SHORT GOVERNMENT STABLEVALUE WESRT (Wells Fargo Stable Return) 16% 0 60 0 NA 27.03%
WORLD BOND GOBIX Legg Mason BW Global Opps Bd I 6% 3 60 0 0.56% 4.08%
Multisector Bond NEZNX Loomis Sayles Strategic Income N 3% 3 60 0 0.94% 7.59%
US EQUITY
LARGE VALUE LEXCX ING Corporate Leaders Trust Series B 91% 3 60 0 0.52% 1.55%
Mid-Cap Growth PCBIX Principal MidCap Blend Inst 90% 3 60 0 0.94% 2.51%
MID-CAP VALUE AVUAX American Century Mid Cap Value Inst 90% 3 60 0 1.23% 1.84%
Small Growth FSSAX Franklin Small Cap Growth Adv 77% 3 60 0 1.11% 0%
SMALL VALUE HWSIX Hotchkis and Wiley Small Cap Value I 70% 3 60 0 1.94% 1.95%
LARGE GROWTH JGIRX JPMorgan Intrepid Growth R5 66% 3 60 0 0.84% 0.99%
MID-CAP BLEND DVLIX Dreyfus Opportunistic Midcap Value I 61% 3 60 0 1.14% 4.08%
SMALL BLEND GACIX Gabelli Small Cap Growth I 60% 3 60 0 1.14% 8.88%
LARGE GROWTH MRGAX MFS Core Equity A 42% 3 60 0 1.16% 2.57%
LARGE BLEND BSPIX Blackrock S&P 500 Index Institutional 0% 3 60 0 0.03% 1.46%
Average Expense Ratio: 1%
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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 3.4% 14.8% 5.5% 7.5% 5.9% 7.9%

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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 24 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs, Foreign Equity and Emerging Market Equity.


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