MyPlanIQ BOMBARDIER 401K SAVINGS PLAN

BOMBARDIER 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRAX DWS Securities Trust: DWS RREEF Real Estate Securities Fund; Class A Shares
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective A
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Moderate Allocation ABALX American Balanced Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
US EQUITY
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE VALUE AWSHX American Funds Washington Mutual A
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRAX DWS Securities Trust: DWS RREEF Real Estate Securities Fund; Class A Shares
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective A
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Moderate Allocation ABALX American Balanced Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
US EQUITY
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE VALUE AWSHX American Funds Washington Mutual A
LARGE BLEND AIVSX Investment Company of America; Class A Shares
Total Available Funds: 11
  • 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 RRRAX DWS Securities Trust: DWS RREEF Real Estate Securities Fund; Class A Shares 51% 3 60 0 0.53% 1.45%
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%
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I 91% 3 60 0 0.61% 3.43%
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective A 66% 3 60 0 1.47% 5.44%
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 57% 3 60 0 0.9% 3.64%
Others
Moderate Allocation ABALX American Balanced Fund; Class A Shares 43% 3 60 0 0.31% 2.39%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
US EQUITY
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A 41% 3 60 0 0.85% 0%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 0%
LARGE VALUE AWSHX American Funds Washington Mutual A 39% 3 60 0 0.26% 3.46%
LARGE BLEND AIVSX Investment Company of America; Class A Shares 38% 3 60 0 0.27% 5.04%
Average Expense Ratio: 0.62%
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Related Retirement Plans
BOMBARDIER 401(K) SAVINGS 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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