MyPlanIQ 401k Investor PHH CORPORATION EMPLOYEE SAVINGS PLAN

PHH CORPORATION EMPLOYEE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRRX DWS RReef Real Estate Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding Loevner Emerging Mkts Collective Investment Fund Common/collective trust
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
Foreign Large Growth OIGAX Oppenheimer OFTIC International Growth Fund Common/collective trust
Others
Moderate Allocation OAKBX The Oakmark Equity & Income Fund
ROOT CASH Cash & cash equivalents
ROOT CASH FFI Government Fund Money market fund
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund
LARGE VALUE MEIIX MFS Value Fund
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRRX DWS RReef Real Estate Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding Loevner Emerging Mkts Collective Investment Fund Common/collective trust
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
Foreign Large Growth OIGAX Oppenheimer OFTIC International Growth Fund Common/collective trust
Others
Moderate Allocation OAKBX The Oakmark Equity & Income Fund
ROOT CASH Cash & cash equivalents
ROOT CASH FFI Government Fund Money market fund
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund
LARGE VALUE MEIIX MFS Value Fund
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities Fund
MID-CAP VALUE PYCGX Pioneer Mid-Cap Value Fund
SMALL BLEND HASCX Harbor Small Cap Value Fund
Small Growth VEXPX Vanguard Explorer Fund
LARGE GROWTH AGTHX American Growth Fund of Amer
LARGE GROWTH OPTFX Oppenheimer Capital app Fund
LARGE GROWTH PAPIX Allianz CCM Capital app Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Multisector Bond LBNYX Lord Abbett Bond Debenture Fund
Total Available Funds: 18
  • 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 RRRRX DWS RReef Real Estate Securities Fund 83% 3 60 0 0.61% 1.86%
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding Loevner Emerging Mkts Collective Investment Fund Common/collective trust 84% 3 60 0 1.19% 0%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund 99% 3 60 0 1.02% 3.47%
Foreign Large Growth OIGAX Oppenheimer OFTIC International Growth Fund Common/collective trust 61% 3 60 0 0.76% 0%
Others
Moderate Allocation OAKBX The Oakmark Equity & Income Fund 91% 3 60 0 0.83% 2.3%
ROOT CASH Cash & cash equivalents 0% 1 60 0 NA 4.14%
ROOT CASH FFI Government Fund Money market fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 8.07%
LARGE VALUE MEIIX MFS Value Fund 91% 3 60 0 0.8% 8.54%
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities Fund 90% 3 60 0 1.41% 0%
MID-CAP VALUE PYCGX Pioneer Mid-Cap Value Fund 88% 3 60 0 0.98% 1.52%
SMALL BLEND HASCX Harbor Small Cap Value Fund 77% 3 60 0 0.8% 6.36%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 4.34%
LARGE GROWTH AGTHX American Growth Fund of Amer 41% 3 60 0 0.3% 0%
LARGE GROWTH OPTFX Oppenheimer Capital app Fund 36% 3 60 0 0.63% 0%
LARGE GROWTH PAPIX Allianz CCM Capital app Fund 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 3 60 0 0.83% 3.98%
Multisector Bond LBNYX Lord Abbett Bond Debenture Fund 76% 3 60 0 0.58% 3.96%
Average Expense Ratio: 0.86%
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Related Retirement Plans
PHH 401(K) PLAN
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*
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(Ticker:PHH)
The plan consists of 20 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are Emerging Market Equity, Foreign Equity, Fixed Income, US Equity and REITs.


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