MyPlanIQ 401k Investor DEFENDER DIRECT INC. 401K PLAN

DEFENDER DIRECT INC. 401K PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 38
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM SSgA MSCI Emerging Markets Index Ret Opt
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Securities Ret Opt
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global Ret Opt
Foreign Large Blend AEPGX American Funds EuroPacific Growth Ret Opt
INTERNATIONAL EQUITY VGTSX SSgA International Stock Index Ret Opt
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Ret Opt
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Ret Opt
Utilities FKUTX Franklin Utilities Inv Opt
US EQUITY
Small Growth VISGX SSgA Russell Small Cap Growth Index Ret Opt
SMALL BLEND NAESX Vanguard Small-Cap Index Ret Opt
Small Growth GTSVX Invesco Small Cap Growth Ret Opt
Total Available Funds: 38
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM SSgA MSCI Emerging Markets Index Ret Opt
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Securities Ret Opt
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global Ret Opt
Foreign Large Blend AEPGX American Funds EuroPacific Growth Ret Opt
INTERNATIONAL EQUITY VGTSX SSgA International Stock Index Ret Opt
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Ret Opt
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Ret Opt
Utilities FKUTX Franklin Utilities Inv Opt
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Ret Opt
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Ret Opt
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Ret Opt
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Ret Opt
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Ret Opt
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Ret Opt
Technology ISTIX Ivy Science & Technology Inv Opt
Natural Resources PGNAX Prudential Jennison Natural Resources Inv Opt
Moderate Allocation BLPAX American Funds Balanced Ret Opt
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Ret Opt
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Ret Opt
US EQUITY
Small Growth VISGX SSgA Russell Small Cap Growth Index Ret Opt
SMALL BLEND NAESX Vanguard Small-Cap Index Ret Opt
Small Growth GTSVX Invesco Small Cap Growth Ret Opt
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Ret Opt
MID-CAP BLEND NOMIX SSgA Mid-Cap Index Ret Opt
SMALL VALUE FRVLX Franklin Small Cap Value Ret Opt
LARGE GROWTH AGTHX American Funds Growth Fund of America Ret Opt
LARGE VALUE IRVIX SSgA Russell Large Cap Value Index Ret Opt
LARGE VALUE CVRFX Pioneer Cullen Value Ret Opt
LARGE BLEND DSKIX Transamerica Partners Stock Index Ret Opt
SMALL BLEND SVSCX SSgA Small-Cap Index Ret Opt
LARGE GROWTH FLNOX SSgA Russell Large Cap Growth Index Ret Opt
Mid-Cap Growth IDICX Invesco Dynamics Ret Opt
FIXED INCOME
Intermediate-Term Bond VFICX AEGON Bond Ret Opt
Intermediate-Term Bond PTTRX PIMCO Total Return Ret Opt
Inflation-Protected Bond MIAIX American Century Inflation-Adjusted Bond Ret Opt
Short-Term Bond OGLVX JPMorgan Short Duration Bond Ret Opt
High Yield Bond OHYAX JPMorgan High Yield Ret Opt
SHORT GOVERNMENT STABLEVALUE Stable Value Advantage
Total Available Funds: 38
  • 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 EEM SSgA MSCI Emerging Markets Index Ret Opt 100% 1 60 0 0.7% 2.63%
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Securities Ret Opt 88% 1 60 0 1.22% 3.2%
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global Ret Opt 85% 1 60 0 1.31% 0%
Foreign Large Blend AEPGX American Funds EuroPacific Growth Ret Opt 57% 1 60 0 0.9% 3.64%
INTERNATIONAL EQUITY VGTSX SSgA International Stock Index Ret Opt 16% 1 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Ret Opt 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Ret Opt 97% 1 60 0 0.08% 2.34%
Utilities FKUTX Franklin Utilities Inv Opt 97% 1 60 0 1.06% 2.58%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Ret Opt 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Ret Opt 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Ret Opt 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Ret Opt 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Ret Opt 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Ret Opt 66% 1 60 0 0.08% 4.48%
Technology ISTIX Ivy Science & Technology Inv Opt 51% 1 60 0 0.96% 8.95%
Natural Resources PGNAX Prudential Jennison Natural Resources Inv Opt 49% 1 60 0 0.9% 1.95%
Moderate Allocation BLPAX American Funds Balanced Ret Opt 9% 1 60 0 0.58% 5.41%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Ret Opt 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Ret Opt 0% 1 60 0 0.17% 0%
US EQUITY
Small Growth VISGX SSgA Russell Small Cap Growth Index Ret Opt 100% 1 60 0 0.07% 0.54%
SMALL BLEND NAESX Vanguard Small-Cap Index Ret Opt 99% 1 60 0 0.03% 1.4%
Small Growth GTSVX Invesco Small Cap Growth Ret Opt 91% 1 60 0 0.91% 0%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Ret Opt 82% 1 60 0 1.18% 0.85%
MID-CAP BLEND NOMIX SSgA Mid-Cap Index Ret Opt 78% 1 60 0 0.1% 1.55%
SMALL VALUE FRVLX Franklin Small Cap Value Ret Opt 55% 1 60 0 1.73% 0.35%
LARGE GROWTH AGTHX American Funds Growth Fund of America Ret Opt 41% 1 60 0 0.3% 0%
LARGE VALUE IRVIX SSgA Russell Large Cap Value Index Ret Opt 21% 1 60 0 0.35% 2.04%
LARGE VALUE CVRFX Pioneer Cullen Value Ret Opt 16% 1 60 0 0.45% 2.44%
LARGE BLEND DSKIX Transamerica Partners Stock Index Ret Opt 0% 1 60 0 0.65% 0.41%
SMALL BLEND SVSCX SSgA Small-Cap Index Ret Opt 0% 1 60 0 1.1% 1.03%
LARGE GROWTH FLNOX SSgA Russell Large Cap Growth Index Ret Opt 0% 1 60 0 0.83% 0%
Mid-Cap Growth IDICX Invesco Dynamics Ret Opt 0% 1 60 0 0.72% 0%
FIXED INCOME
Intermediate-Term Bond VFICX AEGON Bond Ret Opt 99% 1 60 0 0.2% 4.04%
Intermediate-Term Bond PTTRX PIMCO Total Return Ret Opt 97% 1 60 0 0.83% 3.98%
Inflation-Protected Bond MIAIX American Century Inflation-Adjusted Bond Ret Opt 86% 1 60 0 1.49% 4.03%
Short-Term Bond OGLVX JPMorgan Short Duration Bond Ret Opt 65% 1 60 0 0.28% 2.59%
High Yield Bond OHYAX JPMorgan High Yield Ret Opt 62% 1 60 0 0.75% 6.22%
SHORT GOVERNMENT STABLEVALUE Stable Value Advantage 16% 1 60 0 NA 27.03%
Average Expense Ratio: 0.56%
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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 6.0% 21.7% 6.8% 8.3% 6.2% 7.6%

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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 39 funds. It covers 5 major asset classes and 33 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity, REITs and Fixed Income.


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