MyPlanIQ 401k Investor ADIDAS AMERICA INC. EMPLOYEE 401K SAVINGS PLAN

ADIDAS AMERICA INC. EMPLOYEE 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EIEMX Eaton Vance Parametric Struct Em Mk
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco International Growth Fund
Foreign Large Blend FSIIX Fidelity Spartan International Inde
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE VALUE PRFDX T. Rowe Price Equity Income
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EIEMX Eaton Vance Parametric Struct Em Mk
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco International Growth Fund
Foreign Large Blend FSIIX Fidelity Spartan International Inde
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Value NIIVX ING International Value Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Moderate Allocation PAXIX Pax World Balanced Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE VALUE PRFDX T. Rowe Price Equity Income
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Fund
LARGE BLEND SWPPX Schwab S&P 500 Index
LARGE BLEND VINIX Vanguard Institutional Index Fund
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock
LARGE BLEND ISFIX Davis New York Venture Fund
LARGE GROWTH AGTHX American Funds Growth Fund of America Fund
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
Total Available Funds: 29
  • 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 EIEMX Eaton Vance Parametric Struct Em Mk 75% 1 60 0 1.24% 4.36%
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco International Growth Fund 93% 1 60 0 1.27% 0.92%
Foreign Large Blend FSIIX Fidelity Spartan International Inde 86% 1 60 0 0.17% 0%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 1 60 0 0.9% 4.03%
Foreign Large Value NIIVX ING International Value Fund 0% 1 60 0 1.28% 0%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 1 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund 100% 1 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund 100% 1 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund 100% 1 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund 100% 1 60 0 0.34% 2.74%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund 97% 1 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund 97% 1 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund 96% 1 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund 96% 1 60 0 1.12% 6.6%
Moderate Allocation DODBX Dodge & Cox Balanced Fund 93% 1 60 0 0.42% 2.56%
Retirement Income TRRIX T. Rowe Price Retirement Income Fund 91% 1 60 0 0.34% 2.96%
Moderate Allocation PAXIX Pax World Balanced Fund 75% 1 60 0 0.65% 6.22%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 1 60 0 0.83% 3.98%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 1 60 0 1.23% 0%
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 1 60 0 1.23% 1.94%
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund 87% 1 60 0 1.04% 3.66%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Fund 86% 1 60 0 1.14% 1.22%
LARGE BLEND SWPPX Schwab S&P 500 Index 79% 1 60 0 0.02% 1.34%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 1 60 0 0.02% 1.36%
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock 77% 1 60 0 1.17% 0.21%
LARGE BLEND ISFIX Davis New York Venture Fund 68% 1 60 0 0.95% 44.32%
LARGE GROWTH AGTHX American Funds Growth Fund of America Fund 41% 1 60 0 0.3% 0%
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv 0% 1 60 0 0.18% 1.44%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 1 60 0 0.14% 1.48%
Average Expense Ratio: 0.76%
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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 0.3% 6.7% 2.1% 5.7% 4.5% 7.3%

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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 30 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.


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