MyPlanIQ STIFEL NICOLAUS PROFIT SHARING 401K PLAN

STIFEL NICOLAUS PROFIT SHARING 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Fund; Class Y Shares
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
WORLD STOCK OGLYX Oppenheimer Global Fund; Class Y Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL BLEND LRSYX Lord Abbett Research Fund
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares
FIXED INCOME
Intermediate-Term Bond RBFFX Bond Fund of America; R-5
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Fund; Class Y Shares
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
WORLD STOCK OGLYX Oppenheimer Global Fund; Class Y Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL BLEND LRSYX Lord Abbett Research Fund
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares
LARGE BLEND RICFX Investment Company of America; Class R-5 Shares
LARGE GROWTH RGAFX Growth Fund of America
LARGE BLEND DNVYX Davis New York Venture Fund
MID-CAP VALUE LMCYX Lord Abbett Mid Cap Stock Fund
FIXED INCOME
Intermediate-Term Bond RBFFX Bond Fund of America; R-5
Total Available Funds: 12
  • 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 ODVYX Oppenheimer Developing Markets Fund; Class Y Shares 89% 3 60 0 0.84% 0.26%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 7.17%
WORLD STOCK OGLYX Oppenheimer Global Fund; Class Y Shares 85% 3 60 0 1.31% 11.22%
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.29%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.37%
SMALL BLEND LRSYX Lord Abbett Research Fund 92% 3 60 0 1.43% 0.2%
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares 78% 3 60 0 1.91% 0%
LARGE BLEND RICFX Investment Company of America; Class R-5 Shares 76% 3 60 0 0.58% 8.94%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 9.57%
LARGE BLEND DNVYX Davis New York Venture Fund 69% 3 60 0 1.75% 1.19%
MID-CAP VALUE LMCYX Lord Abbett Mid Cap Stock Fund 67% 3 60 0 1.26% 0.94%
FIXED INCOME
Intermediate-Term Bond RBFFX Bond Fund of America; R-5 75% 3 60 0 0.33% 3.79%
Average Expense Ratio: 1.02%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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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
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