MyPlanIQ 401k Investor ROGERS EMPLOYEE SAVINGS and INVESTMENT PLAN

ROGERS EMPLOYEE SAVINGS and INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Growth Fund of Amer R5
WORLD STOCK JGEIX Intern Blend/Artio Global
Others
Moderate Allocation OAKBX Oakmark Equity Income
FIXED INCOME
Intermediate-Term Bond GPBFX Core plus Bond/Pacific Investment Management Company
US EQUITY
Small Growth TSCIX Small Cap Growth/TimeSSQ
Mid-Cap Growth ARTMX Mid Cap Growth/Artisan
LARGE BLEND WFSPX Dryden S P 500 Index Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Growth Fund of Amer R5
WORLD STOCK JGEIX Intern Blend/Artio Global
Others
Moderate Allocation OAKBX Oakmark Equity Income
FIXED INCOME
Intermediate-Term Bond GPBFX Core plus Bond/Pacific Investment Management Company
US EQUITY
Small Growth TSCIX Small Cap Growth/TimeSSQ
Mid-Cap Growth ARTMX Mid Cap Growth/Artisan
LARGE BLEND WFSPX Dryden S P 500 Index Fund
LARGE VALUE ERSTX Eaton Vance LG Cap Value A
MID-CAP VALUE JAMCX JPMorgan Mid Cap Value A
SMALL BLEND OICVX Small Cap Value/ TS W
Total Available Funds: 15
  • 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 Growth Fund of Amer R5 94% 3 60 0 0.84% 3.91%
WORLD STOCK JGEIX Intern Blend/Artio Global 0% 3 60 0 1.16% 3.75%
Others
Moderate Allocation OAKBX Oakmark Equity Income 91% 3 60 0 0.83% 3.14%
FIXED INCOME
Intermediate-Term Bond GPBFX Core plus Bond/Pacific Investment Management Company 98% 3 60 0 0.4% 0%
US EQUITY
Small Growth TSCIX Small Cap Growth/TimeSSQ 94% 3 60 0 1.19% 0%
Mid-Cap Growth ARTMX Mid Cap Growth/Artisan 88% 3 60 0 0.96% 0%
LARGE BLEND WFSPX Dryden S P 500 Index Fund 75% 3 60 0 0.03% 1.76%
LARGE VALUE ERSTX Eaton Vance LG Cap Value A 47% 3 60 0 1.27% 2.78%
MID-CAP VALUE JAMCX JPMorgan Mid Cap Value A 41% 3 60 0 1.15% 6.36%
SMALL BLEND OICVX Small Cap Value/ TS W 0% 3 60 0 NA 5.01%
Average Expense Ratio: 0.87%
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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*
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:ROG)
The plan consists of 15 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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