MyPlanIQ EMPLOYEE SAVINGS and STOCK OWNERSHIP PLAN OF GENERAL RE CORP.

EMPLOYEE SAVINGS and STOCK OWNERSHIP PLAN OF GENERAL RE CORP.

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRIFX Fidelity Securities Fund: Fidelity Real Estate Income Fund
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
FIXED INCOME
High Yield Bond PHDAX PIMCO Funds: PIMCO High Yield Fund; Class A Shares
WORLD BOND PIGLX PIMCO Funds: PIMCO Global Bond Fund (Unhedged); Institutional Class Shares
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares
US EQUITY
SMALL BLEND FDSCX Fidelity Capital Trust: Fidelity Stock Selector Small Cap Fund; Stock Selector Small Cap Shares
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRIFX Fidelity Securities Fund: Fidelity Real Estate Income Fund
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
FIXED INCOME
High Yield Bond PHDAX PIMCO Funds: PIMCO High Yield Fund; Class A Shares
WORLD BOND PIGLX PIMCO Funds: PIMCO Global Bond Fund (Unhedged); Institutional Class Shares
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares
US EQUITY
SMALL BLEND FDSCX Fidelity Capital Trust: Fidelity Stock Selector Small Cap Fund; Stock Selector Small Cap Shares
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
LARGE GROWTH FMAGX Fidelity Magellan Fund
Mid-Cap Growth NBGEX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Trust Class
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE GROWTH FGRFX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund; Class F Shares
Total Available Funds: 19
  • 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 FRIFX Fidelity Securities Fund: Fidelity Real Estate Income Fund 80% 3 60 0 0.71% 5%
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund 91% 3 60 0 0.5% 2.59%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 86% 3 60 0 0.64% 1.51%
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund 85% 3 60 0 0.7% 1.76%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 81% 3 60 0 0.34% 2.12%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 81% 3 60 0 0.66% 1.99%
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 62% 3 60 0 0.58% 2.59%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 57% 3 60 0 0.54% 2.53%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 38% 3 60 0 0.49% 2.52%
FIXED INCOME
High Yield Bond PHDAX PIMCO Funds: PIMCO High Yield Fund; Class A Shares 34% 3 60 0 0.66% 5.73%
WORLD BOND PIGLX PIMCO Funds: PIMCO Global Bond Fund (Unhedged); Institutional Class Shares 0% 3 60 0 0.57% 10.5%
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares 0% 3 60 0 0.13% 2.54%
US EQUITY
SMALL BLEND FDSCX Fidelity Capital Trust: Fidelity Stock Selector Small Cap Fund; Stock Selector Small Cap Shares 96% 3 60 0 1.46% 0.27%
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund 96% 3 60 0 0.79% 4.46%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 86% 3 60 0 0.02% 3.35%
LARGE GROWTH FMAGX Fidelity Magellan Fund 80% 3 60 0 0.52% 1.81%
Mid-Cap Growth NBGEX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Trust Class 63% 3 60 0 0.84% 3.24%
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares 45% 3 60 0 0.04% 1.68%
LARGE GROWTH FGRFX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund; Class F Shares 0% 3 60 0 0.65% 0%
Average Expense Ratio: 0.57%
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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*
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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