MyPlanIQ MERCURY GENERAL CORP. PROFIT SHARING PLAN

MERCURY GENERAL CORP. PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Technology ISTIX Ivy Funds: Ivy Science & Technology Fund; Class I Shares
Moderate Allocation ABALX American Balanced Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Funds: Total Return Bond Fund; Class M Shares
Multisector Bond LBNDX Lord Abbett Bond-Debenture Fund
Intermediate Government AUGAX Columbia Funds Series Trust II: Columbia US Government Mortgage Fund; Class A Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Technology ISTIX Ivy Funds: Ivy Science & Technology Fund; Class I Shares
Moderate Allocation ABALX American Balanced Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Funds: Total Return Bond Fund; Class M Shares
Multisector Bond LBNDX Lord Abbett Bond-Debenture Fund
Intermediate Government AUGAX Columbia Funds Series Trust II: Columbia US Government Mortgage Fund; Class A Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund
Small Growth LMPMX Legg Mason Partners Equity Trust: ClearBridge Small Cap Growth Fund; Class 1 Shares
Small Growth SASMX Legg Mason Partners Equity Trust: ClearBridge Small Cap Growth Fund; Class A Shares
LARGE VALUE SINAX Legg Mason Partners Equity Trust: ClearBridge Large Cap Value Fund; Class A Shares
LARGE GROWTH SHRAX Legg Mason Partners Equity Trust: ClearBridge Aggressive Growth Fund; Class A Shares
SMALL BLEND RYLPX Royce Fund: Royce Low-Priced Stock Fund; Service Class Shares
Total Available Funds: 14
  • 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 AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.58%
Others
Technology ISTIX Ivy Funds: Ivy Science & Technology Fund; Class I Shares 51% 3 60 0 0.96% 10.16%
Moderate Allocation ABALX American Balanced Fund; Class A Shares 43% 3 60 0 0.31% 2.58%
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Funds: Total Return Bond Fund; Class M Shares 89% 3 60 0 0.52% 3.96%
Multisector Bond LBNDX Lord Abbett Bond-Debenture Fund 53% 3 60 0 0.58% 5.51%
Intermediate Government AUGAX Columbia Funds Series Trust II: Columbia US Government Mortgage Fund; Class A Shares 24% 3 60 0 1.64% 3.72%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 6.05%
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 6.75%
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund 81% 3 60 0 0.83% 8.28%
Small Growth LMPMX Legg Mason Partners Equity Trust: ClearBridge Small Cap Growth Fund; Class 1 Shares 64% 3 60 0 0.9% 0.44%
Small Growth SASMX Legg Mason Partners Equity Trust: ClearBridge Small Cap Growth Fund; Class A Shares 48% 3 60 0 0.9% 0.46%
LARGE VALUE SINAX Legg Mason Partners Equity Trust: ClearBridge Large Cap Value Fund; Class A Shares 43% 3 60 0 0.54% 3.38%
LARGE GROWTH SHRAX Legg Mason Partners Equity Trust: ClearBridge Aggressive Growth Fund; Class A Shares 27% 3 60 0 1.24% 14.15%
SMALL BLEND RYLPX Royce Fund: Royce Low-Priced Stock Fund; Service Class Shares 0% 3 60 0 1.51% 15.78%
Average Expense Ratio: 0.9%
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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.


Description
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