MyPlanIQ 401k Investor WOODMAN LABS 401K PLAN

WOODMAN LABS 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPPENHEIMER DEVELOPING MRKT
DIVERSIFIED EMERGING MKTS SSEMX SSGA EMERGING MARKET INDEX
REAL ESTATE
REAL ESTATE CSRIX COHEN & STEERS INSTL GLOBREALT
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSGA INTERNATIONAL INDEX
Foreign Large Growth CIGIX CALAMOS INTERNATIONAL GROWTH I
Others
World Allocation PAUIX PIMCO ALL ASSET ALL AUTH INST
Target Date 2046-2050 JTSIX JPMORGAN SMARTRETIREMENT 2050 Instl
Target Date 2021-2025 JNSIX JPMORGAN SMARTRETIREMENT 2025 Instl
FIXED INCOME
Intermediate-Term Bond LSIIX LOOMIS SAYLES INV GRADE BND Y
Inflation-Protected Bond PRRIX PIMCO REAL RETURN INSTL
Emerging Markets Bond PELBX PIMCO EMERGING LOCAL BND INSTL
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPPENHEIMER DEVELOPING MRKT
DIVERSIFIED EMERGING MKTS SSEMX SSGA EMERGING MARKET INDEX
REAL ESTATE
REAL ESTATE CSRIX COHEN & STEERS INSTL GLOBREALT
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSGA INTERNATIONAL INDEX
Foreign Large Growth CIGIX CALAMOS INTERNATIONAL GROWTH I
Others
World Allocation PAUIX PIMCO ALL ASSET ALL AUTH INST
Target Date 2046-2050 JTSIX JPMORGAN SMARTRETIREMENT 2050 Instl
Target Date 2021-2025 JNSIX JPMORGAN SMARTRETIREMENT 2025 Instl
Target Date 2026-2030 JSMIX JPMORGAN SMARTRETIREMENT 2030 Instl
Target Date 2036-2040 SMTIX JPMORGAN SMARTRETIREMENT 2040 Instl
Target Date 2016-2020 JTTIX JPMORGAN SMARTRETIREMENT 2020 Instl
Target Date 2031-2035 SRJIX JPMORGAN SMARTRETIREMENT 2035 Instl
Natural Resources RSNYX RS GLOBAL NATURAL RESOURCES Y
ROOT CASH SCHWAB VALUE ADV MONEY MRKT
Target Date 2011-2015 JSFIX JPMORGAN SMARTRETIREMENT 2015 Instl
FIXED INCOME
Intermediate-Term Bond LSIIX LOOMIS SAYLES INV GRADE BND Y
Inflation-Protected Bond PRRIX PIMCO REAL RETURN INSTL
Emerging Markets Bond PELBX PIMCO EMERGING LOCAL BND INSTL
High Yield Bond MHYIX MAINSTAY HIGH YIELD CORP BND
WORLD BOND TGBAX TEMPLETON GLOBAL BOND FD ADV CL
Intermediate-Term Bond SSBMX SSGA U.S. BOND INDEX
US EQUITY
LARGE GROWTH IWF SSGA RUSSELL LRGE CAPGRWTH IND
LARGE VALUE IWD SSGA RUSSELL LRGE CAPVALUE IND
Mid-Cap Growth EISMX EATON VANCE ATLANTA CAP SMID
LARGE BLEND WFSPX BLACKROCK S&P 500 STOCK
LARGE VALUE MRDVX BLACKROCK EQUITY DIVIDEND INST
MID-CAP BLEND VPMSX SSGA RUSSELL SMALL/MID CAP IND
LARGE BLEND GUSPX RS S&P 500 INDEX A
LARGE GROWTH NSRGX NUVEEN SANTA BARBARA DIV GRWTH
Total Available Funds: 29
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPPENHEIMER DEVELOPING MRKT 89% 3 60 0 0.84% 0.83%
DIVERSIFIED EMERGING MKTS SSEMX SSGA EMERGING MARKET INDEX 0% 3 60 0 1.2% 2.72%
REAL ESTATE
REAL ESTATE CSRIX COHEN & STEERS INSTL GLOBREALT 79% 3 60 0 0.75% 3.1%
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSGA INTERNATIONAL INDEX 100% 3 60 0 0.75% 5.53%
Foreign Large Growth CIGIX CALAMOS INTERNATIONAL GROWTH I 91% 3 60 0 1.95% 0.25%
Others
World Allocation PAUIX PIMCO ALL ASSET ALL AUTH INST 97% 3 60 0 3.61% 3.4%
Target Date 2046-2050 JTSIX JPMORGAN SMARTRETIREMENT 2050 Instl 92% 3 60 0 0.67% 1.56%
Target Date 2021-2025 JNSIX JPMORGAN SMARTRETIREMENT 2025 Instl 81% 3 60 0 0.63% 2.44%
Target Date 2026-2030 JSMIX JPMORGAN SMARTRETIREMENT 2030 Instl 79% 3 60 0 0.64% 2.16%
Target Date 2036-2040 SMTIX JPMORGAN SMARTRETIREMENT 2040 Instl 74% 3 60 0 0.67% 1.71%
Target Date 2016-2020 JTTIX JPMORGAN SMARTRETIREMENT 2020 Instl 74% 3 60 0 0.62% 2.8%
Target Date 2031-2035 SRJIX JPMORGAN SMARTRETIREMENT 2035 Instl 73% 3 60 0 0.51% 1.85%
Natural Resources RSNYX RS GLOBAL NATURAL RESOURCES Y 50% 3 60 0 1.48% 1.17%
ROOT CASH SCHWAB VALUE ADV MONEY MRKT 0% 0 60 0 NA 4.14%
Target Date 2011-2015 JSFIX JPMORGAN SMARTRETIREMENT 2015 Instl 0% 3 60 0 0.66% 0%
FIXED INCOME
Intermediate-Term Bond LSIIX LOOMIS SAYLES INV GRADE BND Y 85% 3 60 0 0.74% 4.14%
Inflation-Protected Bond PRRIX PIMCO REAL RETURN INSTL 80% 3 60 0 1.37% 4.44%
Emerging Markets Bond PELBX PIMCO EMERGING LOCAL BND INSTL 80% 3 60 0 2.37% 5.26%
High Yield Bond MHYIX MAINSTAY HIGH YIELD CORP BND 73% 3 60 0 0.96% 5.64%
WORLD BOND TGBAX TEMPLETON GLOBAL BOND FD ADV CL 52% 3 60 0 0.64% 4.14%
Intermediate-Term Bond SSBMX SSGA U.S. BOND INDEX 0% 3 60 0 0.51% 0.4%
US EQUITY
LARGE GROWTH IWF SSGA RUSSELL LRGE CAPGRWTH IND 99% 3 60 0 0.19% 0.61%
LARGE VALUE IWD SSGA RUSSELL LRGE CAPVALUE IND 98% 3 60 0 0.19% 1.95%
Mid-Cap Growth EISMX EATON VANCE ATLANTA CAP SMID 94% 3 60 0 1.14% 0.1%
LARGE BLEND WFSPX BLACKROCK S&P 500 STOCK 75% 3 60 0 0.03% 1.52%
LARGE VALUE MRDVX BLACKROCK EQUITY DIVIDEND INST 56% 3 60 0 1% 6.54%
MID-CAP BLEND VPMSX SSGA RUSSELL SMALL/MID CAP IND 0% 3 60 0 0.23% 0%
LARGE BLEND GUSPX RS S&P 500 INDEX A 0% 3 60 0 0.38% 1.75%
LARGE GROWTH NSRGX NUVEEN SANTA BARBARA DIV GRWTH 0% 3 60 0 0.94% 7.05%
Average Expense Ratio: 0.92%
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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 -9.8% -7.8% 1.9% 1.9% 7.5% 6.5%

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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 30 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are Foreign Equity, REITs, US Equity, Fixed Income and Emerging Market Equity.


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