MyPlanIQ 401k Investor DEUTSCHE BANK MATCHED SAVINGS PLAN

DEUTSCHE BANK MATCHED SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Inst
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Growth WBIIX William Blair Instl International Gr
WORLD STOCK SGQIX DWS Global Instl
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth I
LARGE VALUE MEIJX MFS Value R4
LARGE GROWTH SDGTX DWS Capital Growth Inst
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Inst
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Growth WBIIX William Blair Instl International Gr
WORLD STOCK SGQIX DWS Global Instl
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 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 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth I
LARGE VALUE MEIJX MFS Value R4
LARGE GROWTH SDGTX DWS Capital Growth Inst
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
LARGE BLEND VITPX Vanguard Instl Ttl Stk Mkt Idx Instl Pls
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl
LARGE VALUE KDCIX DWS Large Cap Value Inst
MID-CAP BLEND RVFIX Royce Value Instl
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
SHORT GOVERNMENT STABLEVALUE Deustche Bank Stable Value
High Yield Bond KHYIX DWS High Income Instl
Intermediate-Term Bond MFINX DWS Core Fixed Income Inst
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
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Inst 57% 1 60 0 0.61% 2.32%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 1 60 0 0.52% 2.42%
Foreign Large Growth WBIIX William Blair Instl International Gr 80% 1 60 0 0.94% 2.56%
WORLD STOCK SGQIX DWS Global Instl 72% 1 60 0 0.92% 1.63%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 29% 1 60 0 0.07% 3.53%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 1 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 1 60 0 0.08% 2.48%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 1 60 0 0.08% 4.21%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 1 60 0 0.08% 2.65%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv 80% 1 60 0 0.08% 2.38%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 1 60 0 0.08% 2.42%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 1 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 1 60 0 0.08% 2.76%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 1 60 0 0.08% 6.25%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 1 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 1 60 0 0.17% 7.48%
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth I 97% 1 60 0 1.27% 0%
LARGE VALUE MEIJX MFS Value R4 91% 1 60 0 0.8% 8.63%
LARGE GROWTH SDGTX DWS Capital Growth Inst 87% 1 60 0 0.69% 7.96%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl 83% 1 60 0 1.18% 5.29%
LARGE BLEND VITPX Vanguard Instl Ttl Stk Mkt Idx Instl Pls 82% 1 60 0 0.02% 2.83%
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl 74% 1 60 0 0.06% 1.54%
LARGE VALUE KDCIX DWS Large Cap Value Inst 0% 1 60 0 0.68% 2.13%
MID-CAP BLEND RVFIX Royce Value Instl 0% 1 60 0 1.05% 0%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 1 60 0 0.15% 3.31%
SHORT GOVERNMENT STABLEVALUE Deustche Bank Stable Value 16% 1 60 0 NA 29.23%
High Yield Bond KHYIX DWS High Income Instl 0% 1 60 0 0.68% 6.33%
Intermediate-Term Bond MFINX DWS Core Fixed Income Inst 0% 1 60 0 0.68% 1.57%
Average Expense Ratio: 0.42%
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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
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Description
The plan consists of 28 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.


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