MyPlanIQ KEY ENERGY SERVICES 401K SAVINGS AND RETIREMENT PLAN

KEY ENERGY SERVICES 401K SAVINGS AND RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
US EQUITY
LARGE VALUE EILVX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class I Shares
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
LARGE GROWTH AMCPX AMCAP Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond VIPIX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares
WORLD BOND CWBFX Capital World Bond Fund; Class A Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
US EQUITY
LARGE VALUE EILVX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class I Shares
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
LARGE GROWTH AMCPX AMCAP Fund; Class A Shares
LARGE BLEND VIFSX Vanguard Index Funds: Vanguard 500 Index Fund; Signal Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond VIPIX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares
WORLD BOND CWBFX Capital World Bond Fund; Class A Shares
Intermediate-Term Bond VBTSX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Signal Shares
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
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares 96% 3 60 0 0.44% 4.53%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 58% 3 60 0 0.9% 3.64%
US EQUITY
LARGE VALUE EILVX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class I Shares 90% 3 60 0 0.77% 1.16%
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares 46% 3 60 0 1.83% 0%
LARGE GROWTH AMCPX AMCAP Fund; Class A Shares 45% 3 60 0 0.49% 3.31%
LARGE BLEND VIFSX Vanguard Index Funds: Vanguard 500 Index Fund; Signal Shares 0% 3 60 0 0.05% 2.03%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond VIPIX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares 91% 3 60 0 0.1% 4.92%
WORLD BOND CWBFX Capital World Bond Fund; Class A Shares 63% 3 60 0 0.99% 2.3%
Intermediate-Term Bond VBTSX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Signal Shares 0% 3 60 0 0.1% 2.96%
Average Expense Ratio: 0.65%
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Related Retirement Plans
KEY ENERGY SERVICES 401(K) SAVINGS AND RETIREMENT 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*
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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.


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