MyPlanIQ 401k Investor EXLSERVICE INC. 401K PLAN

EXLSERVICE INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
India Equity MINDX Matthews India Investor
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor International Inv
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
High Yield Bond TRHYX T. Rowe Price Instl High Yield
WORLD BOND TPINX Templeton Global Bond A
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
India Equity MINDX Matthews India Investor
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor International Inv
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Conservative Allocation FSRRX Fidelity Strategic Real Return
Target Date 2046-2050 FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
High Yield Bond TRHYX T. Rowe Price Instl High Yield
WORLD BOND TPINX Templeton Global Bond A
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
Small Growth LSSIX Loomis Sayles Small Cap Growth Instl
LARGE GROWTH MLAIX MainStay Large Cap Growth I
LARGE GROWTH FDGRX Fidelity Growth Company
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Z
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
SMALL VALUE HNVIX Heartland Value Plus Inst
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
Total Available Funds: 27
  • 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
India Equity MINDX Matthews India Investor 43% 3 60 0 1.1% 3.53%
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor International Inv 60% 3 60 0 0.69% 3.23%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 29% 3 60 0 0.07% 3.49%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 2.73%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.08%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 2.69%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.87%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.19%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 2%
Conservative Allocation FSRRX Fidelity Strategic Real Return 94% 3 60 0 0.95% 5.23%
Target Date 2046-2050 FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 2.78%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 2.01%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.95%
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 3 60 0 0.76% 3.72%
High Yield Bond TRHYX T. Rowe Price Instl High Yield 75% 3 60 0 0.5% 6.86%
WORLD BOND TPINX Templeton Global Bond A 73% 3 60 0 0.96% 4.07%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 3 60 0 1.23% 6.48%
Small Growth LSSIX Loomis Sayles Small Cap Growth Instl 95% 3 60 0 0.83% 2.5%
LARGE GROWTH MLAIX MainStay Large Cap Growth I 90% 3 60 0 1.33% 10.22%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 4.53%
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Z 85% 3 60 0 0.88% 0%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl 83% 3 60 0 1.18% 5.28%
SMALL VALUE HNVIX Heartland Value Plus Inst 67% 3 60 0 1.01% 1.82%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 4.47%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.69%
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Related Retirement Plans
EXLSERVICE 401(K) PLAN
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 1.1% 9.0% 3.9% 7.8% 6.5% 8.2%

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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 28 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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