MyPlanIQ A. H. BELO SAVINGS PLAN

A. H. BELO SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value ABIAX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
US EQUITY
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral Shares
LARGE GROWTH FMAGX Fidelity Magellan Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value ABIAX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
US EQUITY
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral Shares
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE VALUE ALVIX American Century Capital Portfolios
LARGE BLEND HCAYX Hartford Mutual Funds
LARGE GROWTH JRAAX Janus Investment Fund: Janus Research Fund; Class A Shares
Total Available Funds: 10
  • 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
INTERNATIONAL EQUITY
Foreign Large Value ABIAX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares 33% 3 60 0 1.25% 1.18%
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund 82% 3 60 0 0.5% 4.31%
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund 78% 3 60 0 0.45% 3.11%
US EQUITY
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class 91% 3 60 0 1.34% 0.15%
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral Shares 78% 3 60 0 0.14% 1.35%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 0.34%
LARGE VALUE ALVIX American Century Capital Portfolios 75% 3 60 0 0.63% 6.7%
LARGE BLEND HCAYX Hartford Mutual Funds 46% 3 60 0 0.81% 0.39%
LARGE GROWTH JRAAX Janus Investment Fund: Janus Research Fund; Class A Shares 6% 3 60 0 0.52% 3.15%
Average Expense Ratio: 0.66%
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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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