MyPlanIQ PLAINS ALL AMERICAN 401K PLAN

PLAINS ALL AMERICAN 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Harris Associates Investment Trust: Oakmark International Fund; Class I Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Aggressive Allocation JGCAX Janus Investment Fund: Janus Global Allocation Fund - Growth; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Intermediate-Term Bond FCBIX Fidelity Salem Street Trust: Fidelity Advisor Corporate Bond Fund; Institutional Class Shares
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
MID-CAP VALUE JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Harris Associates Investment Trust: Oakmark International Fund; Class I Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Aggressive Allocation JGCAX Janus Investment Fund: Janus Global Allocation Fund - Growth; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Intermediate-Term Bond FCBIX Fidelity Salem Street Trust: Fidelity Advisor Corporate Bond Fund; Institutional Class Shares
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
MID-CAP VALUE JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares
Mid-Cap Growth MACGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class P Shares
LARGE BLEND ITHAX Hartford Mutual Funds
MID-CAP BLEND PEMGX Principal Funds
LARGE VALUE TWEAX American Century Capital Portfolios
LARGE BLEND WFILX Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Class A Shares
LARGE BLEND WFIRX Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Investor Class Shares
SMALL BLEND SMVAX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Class A Shares
Total Available Funds: 16
  • 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 OAKIX Harris Associates Investment Trust: Oakmark International Fund; Class I Shares 100% 3 60 0 0.75% 1.9%
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.3%
Aggressive Allocation JGCAX Janus Investment Fund: Janus Global Allocation Fund - Growth; Class A Shares 11% 3 60 0 1.34% 4.04%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.84%
Intermediate-Term Bond FCBIX Fidelity Salem Street Trust: Fidelity Advisor Corporate Bond Fund; Institutional Class Shares 11% 3 60 0 0.81% 3.05%
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios 100% 3 60 0 1.18% 2.37%
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares 93% 3 60 0 0.91% 1.89%
MID-CAP VALUE JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares 91% 3 60 0 0.91% 1.13%
Mid-Cap Growth MACGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class P Shares 61% 3 60 0 1.03% 0%
LARGE BLEND ITHAX Hartford Mutual Funds 56% 3 60 0 0.79% 0.31%
MID-CAP BLEND PEMGX Principal Funds 48% 3 60 0 0.94% 2.62%
LARGE VALUE TWEAX American Century Capital Portfolios 44% 3 60 0 0.59% 8.62%
LARGE BLEND WFILX Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Class A Shares 2% 3 60 0 0.45% 7.75%
LARGE BLEND WFIRX Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Investor Class Shares 0% 3 60 0 0.45% 3.47%
SMALL BLEND SMVAX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Class A Shares 0% 3 60 0 1.28% 0%
Average Expense Ratio: 0.87%
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Related Retirement Plans
PLAINS ALL AMERICAN 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
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