MyPlanIQ 401k Investor LAIKA INC. PROFIT SHARING PLAN

LAIKA INC. PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX ING Global Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
PACIFIC/ASIA EX-JAPAN STK MACSX Matthews Asian Growth & Inc Investor
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond CBDIX Calvert Bond I
WORLD BOND TGBAX Templeton Global Bond Adv
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX ING Global Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
PACIFIC/ASIA EX-JAPAN STK MACSX Matthews Asian Growth & Inc Investor
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Foreign Large Blend PXINX Pax World International Individual Inv
WORLD STOCK SRIDX Gabelli SRI Green I
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond CBDIX Calvert Bond I
WORLD BOND TGBAX Templeton Global Bond Adv
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Value
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
US EQUITY
LARGE GROWTH NBSRX Neuberger Berman Socially Resp Inv
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
Small Growth JISGX JPMorgan Small Cap Growth Inst
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
LARGE VALUE HOVLX Homestead Value
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
SMALL BLEND KSCVX Keeley Small Cap Value A
Total Available Funds: 26
  • 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
Global Real Estate IGLAX ING Global Real Estate A 0% 1 60 0 1.26% 4.98%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 1 60 0 0.52% 2.33%
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 1 60 0 1.48% 0%
PACIFIC/ASIA EX-JAPAN STK MACSX Matthews Asian Growth & Inc Investor 79% 1 60 0 1.07% 1.34%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 57% 1 60 0 0.9% 3.74%
Foreign Large Blend PXINX Pax World International Individual Inv 16% 1 60 0 0.47% 2.16%
WORLD STOCK SRIDX Gabelli SRI Green I 0% 1 60 0 1.75% 5.82%
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 1 60 0 0.08% 2.93%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 1 60 0 0.08% 4.48%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 1 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond CBDIX Calvert Bond I 82% 1 60 0 1.53% 3.66%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 1 60 0 0.64% 4.14%
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Value 16% 1 60 0 NA 27.03%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 1 60 0 0.1% 2.96%
US EQUITY
LARGE GROWTH NBSRX Neuberger Berman Socially Resp Inv 99% 1 60 0 1.06% 0.22%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor 91% 1 60 0 1.05% 17.63%
Small Growth JISGX JPMorgan Small Cap Growth Inst 89% 1 60 0 1.24% 0%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 1 60 0 1.29% 6.44%
LARGE VALUE HOVLX Homestead Value 81% 1 60 0 0.62% 1.32%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 1 60 0 0.14% 1.48%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 1 60 0 0.05% 2.03%
SMALL BLEND KSCVX Keeley Small Cap Value A 0% 1 60 0 1.35% 10.34%
Average Expense Ratio: 0.72%
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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 5.0% 6.2% 3.3% 4.2% 5.4% 4.8%

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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 26 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, REITs and Emerging Market Equity.


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