MyPlanIQ FREEDOMREWARDS 401K PLAN

FREEDOMREWARDS 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth DIIEX Transamerica Partners Funds Group II: Transamerica Partners Institutional International Equity
Others
Aggressive Allocation DILSX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Long Horizon
Conservative Allocation DIHSX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Short/Intermediate Horizon
Aggressive Allocation DILHX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Intermediate/Long Horizon
US EQUITY
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
LARGE GROWTH RGACX Growth Fund of America
SMALL BLEND RYLPX Royce Fund: Royce Low-Priced Stock Fund; Service Class Shares
FIXED INCOME
Inflation-Protected Bond DIIGX Transamerica Partners Funds Group II: Transamerica Partners Institutional Inflation-Protected Securities
Short-Term Bond DIHQX Transamerica Partners Funds Group II: Transamerica Partners Institutional High Quality Bond
Intermediate-Term Bond DICBX Transamerica Partners Funds Group II: Transamerica Partners Institutional Core Bond
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth DIIEX Transamerica Partners Funds Group II: Transamerica Partners Institutional International Equity
Others
Aggressive Allocation DILSX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Long Horizon
Conservative Allocation DIHSX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Short/Intermediate Horizon
Aggressive Allocation DILHX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Intermediate/Long Horizon
US EQUITY
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
LARGE GROWTH RGACX Growth Fund of America
SMALL BLEND RYLPX Royce Fund: Royce Low-Priced Stock Fund; Service Class Shares
FIXED INCOME
Inflation-Protected Bond DIIGX Transamerica Partners Funds Group II: Transamerica Partners Institutional Inflation-Protected Securities
Short-Term Bond DIHQX Transamerica Partners Funds Group II: Transamerica Partners Institutional High Quality Bond
Intermediate-Term Bond DICBX Transamerica Partners Funds Group II: Transamerica Partners Institutional Core Bond
Total Available Funds: 10
  • 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 Growth DIIEX Transamerica Partners Funds Group II: Transamerica Partners Institutional International Equity 0% 3 60 0 1.15% 0.3%
Others
Aggressive Allocation DILSX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Long Horizon 0% 3 60 0 1.05% 0%
Conservative Allocation DIHSX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Short/Intermediate Horizon 0% 3 60 0 0.85% 0%
Aggressive Allocation DILHX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Intermediate/Long Horizon 0% 3 60 0 0.99% 0%
US EQUITY
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares 48% 3 60 0 1.27% 2.98%
LARGE GROWTH RGACX Growth Fund of America 37% 3 60 0 0.3% 0%
SMALL BLEND RYLPX Royce Fund: Royce Low-Priced Stock Fund; Service Class Shares 0% 3 60 0 1.51% 6.35%
FIXED INCOME
Inflation-Protected Bond DIIGX Transamerica Partners Funds Group II: Transamerica Partners Institutional Inflation-Protected Securities 0% 3 60 0 0.65% 0.9%
Short-Term Bond DIHQX Transamerica Partners Funds Group II: Transamerica Partners Institutional High Quality Bond 0% 3 60 0 0.65% 0.85%
Intermediate-Term Bond DICBX Transamerica Partners Funds Group II: Transamerica Partners Institutional Core Bond 0% 3 60 0 0.65% 1.25%
Average Expense Ratio: 0.91%
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Related Retirement Plans
FREEDOMREWARDS 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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