MyPlanIQ 401k Investor BROWN BROWN, INC. EMPLOYEES SAVINGS PLAN

BROWN BROWN, INC. EMPLOYEES SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Europacific Growth Fund
Foreign Large Blend DIISX Dreyfus International Stock Index Fund
Others
ROOT CASH Non-interest bearing cash
ROOT CASH Charles Schwab Money Mkt Fund
Target Date 2050+ RYLRX Russell 2050 Strategy Fund
US EQUITY
SMALL VALUE CSCZX Columbia Small Cap Value Fund
MID-CAP BLEND CRMMX CRM Mid Cap Value Investor Fund
SMALL BLEND NMSCX Columbia Small Cap Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Bond Administration Fund
Intermediate-Term Bond DBIRX Dreyfus Bond Mkt Index Fund
Inflation-Protected Bond PRRIX Pimco Real Return Bond Administration Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Europacific Growth Fund
Foreign Large Blend DIISX Dreyfus International Stock Index Fund
Others
ROOT CASH Non-interest bearing cash
ROOT CASH Charles Schwab Money Mkt Fund
Target Date 2050+ RYLRX Russell 2050 Strategy Fund
Target Date 2041-2045 RWLRX Russell 2045 Strategy Fund
Target Date 2036-2040 RXLRX Russell 2040 Strategy Fund
Target Date 2031-2035 RVLRX Russell 2035 Strategy Fund
Target Date 2026-2030 RRLAX Russell 2030 Strategy Fund
Target Date 2021-2025 RPLRX Russell 2025 Strategy Fund
Target Date 2016-2020 RLLAX Russell 2020 Strategy Fund
Target Date 2011-2015 RKLRX Russell 2015 Strategy Fund
Target Date 2000-2010 RJLAX Russell 2010 Strategy Fund
Retirement Income RZLTX Russell rtmt Fund
US EQUITY
SMALL VALUE CSCZX Columbia Small Cap Value Fund
MID-CAP BLEND CRMMX CRM Mid Cap Value Investor Fund
SMALL BLEND NMSCX Columbia Small Cap Index Fund
MID-CAP BLEND NMPAX Columbia Mid Cap Index Fund
LARGE VALUE ACGMX Van Kempen Growth Income Fund
LARGE BLEND NINDX Columbia Large Cap Index Fund
LARGE GROWTH HACAX Harbor Capital app Fund
Mid-Cap Growth MACGX Morgan Stanley Mid Cap Growth Fund
Small Growth PSIGX Perimeter Small Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Bond Administration Fund
Intermediate-Term Bond DBIRX Dreyfus Bond Mkt Index Fund
Inflation-Protected Bond PRRIX Pimco Real Return Bond Administration Fund
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund
Multisector Bond ACG AllianceBernstein International Value Fund
Total Available Funds: 28
  • 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 RERFX Europacific Growth Fund 94% 3 60 0 0.84% 3.89%
Foreign Large Blend DIISX Dreyfus International Stock Index Fund 81% 3 60 0 0.6% 3.23%
Others
ROOT CASH Non-interest bearing cash 0% 1 60 0 NA 2.66%
ROOT CASH Charles Schwab Money Mkt Fund 0% 1 60 0 NA 2.66%
Target Date 2050+ RYLRX Russell 2050 Strategy Fund 0% 3 60 0 0% 5.15%
Target Date 2041-2045 RWLRX Russell 2045 Strategy Fund 0% 3 60 0 0% 4.04%
Target Date 2036-2040 RXLRX Russell 2040 Strategy Fund 0% 3 60 0 0% 8.13%
Target Date 2031-2035 RVLRX Russell 2035 Strategy Fund 0% 3 60 0 0.84% 4.63%
Target Date 2026-2030 RRLAX Russell 2030 Strategy Fund 0% 3 60 0 1.06% 5.15%
Target Date 2021-2025 RPLRX Russell 2025 Strategy Fund 0% 3 60 0 0% 4.41%
Target Date 2016-2020 RLLAX Russell 2020 Strategy Fund 0% 3 60 0 0.95% 6.23%
Target Date 2011-2015 RKLRX Russell 2015 Strategy Fund 0% 3 60 0 0% 17.51%
Target Date 2000-2010 RJLAX Russell 2010 Strategy Fund 0% 3 60 0 NA 3.96%
Retirement Income RZLTX Russell rtmt Fund 0% 3 60 0 0.88% 0.29%
US EQUITY
SMALL VALUE CSCZX Columbia Small Cap Value Fund 89% 3 60 0 1.24% 7.69%
MID-CAP BLEND CRMMX CRM Mid Cap Value Investor Fund 87% 3 60 0 1.16% 6.67%
SMALL BLEND NMSCX Columbia Small Cap Index Fund 81% 3 60 0 0.45% 6.04%
MID-CAP BLEND NMPAX Columbia Mid Cap Index Fund 81% 3 60 0 0.2% 8.41%
LARGE VALUE ACGMX Van Kempen Growth Income Fund 81% 3 60 0 0.79% 13.59%
LARGE BLEND NINDX Columbia Large Cap Index Fund 76% 3 60 0 0.45% 9.39%
LARGE GROWTH HACAX Harbor Capital app Fund 75% 3 60 0 1.04% 0%
Mid-Cap Growth MACGX Morgan Stanley Mid Cap Growth Fund 61% 3 60 0 1.03% 0%
Small Growth PSIGX Perimeter Small Cap Growth Fund 0% 3 60 0 1.1% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Bond Administration Fund 97% 3 60 0 0.83% 4%
Intermediate-Term Bond DBIRX Dreyfus Bond Mkt Index Fund 95% 3 60 0 0.4% 3.45%
Inflation-Protected Bond PRRIX Pimco Real Return Bond Administration Fund 80% 3 60 0 1.37% 3.29%
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund 0% 3 60 0 NA 0.64%
Multisector Bond ACG AllianceBernstein International Value Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.66%
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Related Retirement Plans
BROWN & BROWN, INC EMPLOYEE SAVINGS 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:BRO)
The plan consists of 28 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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