MyPlanIQ 401k Investor LINKEDIN CORPORATION 401K PROFIT SHARING PLAN AND TRUST

LINKEDIN CORPORATION 401K PROFIT SHARING PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
REAL ESTATE
Global Real Estate IGREX INVESCO Global Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Overseas Fund
FOREIGN SMALL/MID GROWTH IEGIX INVESCO International Small Company Fund
Foreign Large Blend GIXIX Nationwide International Index Fund
Others
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2046-2050 FFFHX FID FREEDOM 2050
World Allocation MALOX BlackRock Global Allocation Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate Government MGSIX MFS Government Securities Fund
Intermediate-Term Bond GBXIX Nationwide Bond Index Fund
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
REAL ESTATE
Global Real Estate IGREX INVESCO Global Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Overseas Fund
FOREIGN SMALL/MID GROWTH IEGIX INVESCO International Small Company Fund
Foreign Large Blend GIXIX Nationwide International Index Fund
Foreign Large Blend REREX AF EUROPAC GRTH R4
Others
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2046-2050 FFFHX FID FREEDOM 2050
World Allocation MALOX BlackRock Global Allocation Fund
Long/Short Equity GATEX Gateway Fund
Natural Resources MAGRX BlackRock Natural Resources Trust
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate Government MGSIX MFS Government Securities Fund
Intermediate-Term Bond GBXIX Nationwide Bond Index Fund
Intermediate-Term Bond CBDIX Calvert Social Investment Fund
Multisector Bond OSIIX Oppenheimer Global Strategic Fund
WORLD BOND OIBIX Oppenheimer International Bond Fund
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
US EQUITY
LARGE VALUE PRFDX TRP EQUITY INCOME
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE VALUE MEIIX MFS Value Fund
MID-CAP VALUE JMVAX Janus/Perkins MidCap Value Fund
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund
MID-CAP BLEND FLVIX Fidelity Advisor Leveraged Company Stock Fund
MID-CAP BLEND GMXIX Nationwide Mid Cap Market Index Fund
SMALL BLEND GMRIX Nationwide Small Cap Index Fund
Mid-Cap Growth ACRNX COLUMBIA ACORN Z
LARGE BLEND WFSPX BlackRock S&P 500 Fund
LARGE BLEND VDSIX Victory Diversified Stock Fund
LARGE GROWTH FKGRX Franklin Growth Fund
LARGE GROWTH RAFEX AMERICAN AMCAP R4
LARGE GROWTH AGTHX American Funds Growth Fund of America
Small Growth VISCX Van Kampen Small Cap Growth Fund
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
SMALL BLEND KDSIX DWS Dreman Small Cap Value Fund
Total Available Funds: 36
  • 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 OPP DEVELOPING MKT Y 89% 1 60 0 0.84% 0.83%
REAL ESTATE
Global Real Estate IGREX INVESCO Global Real Estate Fund 92% 1 60 0 0.99% 2.31%
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Overseas Fund 97% 1 60 0 2.06% 3.04%
FOREIGN SMALL/MID GROWTH IEGIX INVESCO International Small Company Fund 92% 1 60 0 1.48% 2.7%
Foreign Large Blend GIXIX Nationwide International Index Fund 84% 1 60 0 1.04% 3.24%
Foreign Large Blend REREX AF EUROPAC GRTH R4 57% 1 60 0 0.9% 3.74%
Others
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 1 60 0 0.64% 1.26%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 1 60 0 0.75% 3.56%
World Allocation MALOX BlackRock Global Allocation Fund 90% 1 60 0 0.84% 0.44%
Long/Short Equity GATEX Gateway Fund 77% 1 60 0 0.94% 0.64%
Natural Resources MAGRX BlackRock Natural Resources Trust 63% 1 60 0 1.17% 4.25%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 1 60 0 0.83% 3.98%
Intermediate Government MGSIX MFS Government Securities Fund 93% 1 60 0 1.51% 3.21%
Intermediate-Term Bond GBXIX Nationwide Bond Index Fund 93% 1 60 0 0.64% 3.24%
Intermediate-Term Bond CBDIX Calvert Social Investment Fund 82% 1 60 0 1.53% 3.66%
Multisector Bond OSIIX Oppenheimer Global Strategic Fund 6% 1 60 0 0.86% 5.24%
WORLD BOND OIBIX Oppenheimer International Bond Fund 5% 1 60 0 0.71% 4.65%
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG 0% 1 60 0 0.1% 2.96%
US EQUITY
LARGE VALUE PRFDX TRP EQUITY INCOME 97% 1 60 0 1.23% 1.94%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund 93% 1 60 0 0.91% 1.89%
LARGE VALUE MEIIX MFS Value Fund 91% 1 60 0 0.8% 8.54%
MID-CAP VALUE JMVAX Janus/Perkins MidCap Value Fund 90% 1 60 0 0.91% 1.13%
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund 87% 1 60 0 1.04% 3.66%
MID-CAP BLEND FLVIX Fidelity Advisor Leveraged Company Stock Fund 85% 1 60 0 0.66% 1.77%
MID-CAP BLEND GMXIX Nationwide Mid Cap Market Index Fund 80% 1 60 0 0.5% 1.28%
SMALL BLEND GMRIX Nationwide Small Cap Index Fund 79% 1 60 0 0.99% 1.86%
Mid-Cap Growth ACRNX COLUMBIA ACORN Z 75% 1 60 0 1.83% 0%
LARGE BLEND WFSPX BlackRock S&P 500 Fund 75% 1 60 0 0.03% 1.52%
LARGE BLEND VDSIX Victory Diversified Stock Fund 59% 1 60 0 0.78% 10.81%
LARGE GROWTH FKGRX Franklin Growth Fund 50% 1 60 0 0.46% 0%
LARGE GROWTH RAFEX AMERICAN AMCAP R4 44% 1 60 0 0.49% 3.32%
LARGE GROWTH AGTHX American Funds Growth Fund of America 41% 1 60 0 0.3% 0%
Small Growth VISCX Van Kampen Small Cap Growth Fund 0% 1 60 0 1.08% 0%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 1.17%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 1 60 0 0.04% 1.84%
SMALL BLEND KDSIX DWS Dreman Small Cap Value Fund 0% 1 60 0 0.89% 10.54%
Average Expense Ratio: 0.86%
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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 -0.6% 6.1% -0.1% 3.9% 3.8% 6.3%

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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 37 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.


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