MyPlanIQ EMERGENCY MEDICINE PHYSICIANS PROFIT SHARING/401K PLAN AND TRUST

EMERGENCY MEDICINE PHYSICIANS PROFIT SHARING/401K PLAN AND TRUST Investment Model Portfolios

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EMERGENCY MEDICINE PHYSICIANS PROFIT SHARING/401K PLAN AND TRUST
RESTATED EMERGENCY MEDICINE PHYSICIANS PROFIT SHARING/401K PLAN AND TRUST
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund; Class A Shares
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Trust: Columbia Acorn International; Class Z Shares
Foreign Large Growth JIGFX Janus Investment Fund: Janus Overseas Fund; Class I Shares
Foreign Large Blend BISIX BlackRock Funds: BlackRock International Opportunities Portfolio; Institutional Shares
Others
Aggressive Allocation CVTRX Calamos Investment Trust: Calamos Growth & Income Fund; Class A Shares
Moderate Allocation JABAX Janus Investment Fund: Janus Balanced Fund; Class T Shares
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals Fund; Class A Shares
US EQUITY
Mid-Cap Growth TWHIX American Century Mutual Funds
LARGE GROWTH JCAPX Janus Investment Fund: Janus Forty Fund; Class I Shares
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund; Class A Shares
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Trust: Columbia Acorn International; Class Z Shares
Foreign Large Growth JIGFX Janus Investment Fund: Janus Overseas Fund; Class I Shares
Foreign Large Blend BISIX BlackRock Funds: BlackRock International Opportunities Portfolio; Institutional Shares
Others
Aggressive Allocation CVTRX Calamos Investment Trust: Calamos Growth & Income Fund; Class A Shares
Moderate Allocation JABAX Janus Investment Fund: Janus Balanced Fund; Class T Shares
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals Fund; Class A Shares
Natural Resources MBGRX BlackRock Natural Resources Trust; Investor B Shares
Target Date 2016-2020 FDBFX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2020 Fund; Class B Shares
US EQUITY
Mid-Cap Growth TWHIX American Century Mutual Funds
LARGE GROWTH JCAPX Janus Investment Fund: Janus Forty Fund; Class I Shares
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
LARGE BLEND PSTKX PIMCO Funds: StocksPLUS Fund; Institutional Class Shares
LARGE VALUE MDDVX BlackRock Equity Dividend Fund; Investor A Shares
SMALL BLEND RSPFX RS Investment Trust: RS Partners Fund; Class A Shares
SMALL VALUE pcvax Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Intermediate Government ABTAX American Century Government Income Trust: Government Bond Fund; Class A Shares
Total Available Funds: 19
  • 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 ODMAX Oppenheimer Developing Markets Fund; Class A Shares 64% 3 60 0 0.84% 0%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Trust: Columbia Acorn International; Class Z Shares 99% 3 60 0 1.48% 1.22%
Foreign Large Growth JIGFX Janus Investment Fund: Janus Overseas Fund; Class I Shares 96% 3 60 0 2.06% 1.56%
Foreign Large Blend BISIX BlackRock Funds: BlackRock International Opportunities Portfolio; Institutional Shares 96% 3 60 0 0.93% 1.53%
Others
Aggressive Allocation CVTRX Calamos Investment Trust: Calamos Growth & Income Fund; Class A Shares 94% 3 60 0 1.06% 4.85%
Moderate Allocation JABAX Janus Investment Fund: Janus Balanced Fund; Class T Shares 90% 3 60 0 0.7% 1.43%
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals Fund; Class A Shares 29% 3 60 0 1.31% 0.81%
Natural Resources MBGRX BlackRock Natural Resources Trust; Investor B Shares 17% 3 60 0 1.86% 36.64%
Target Date 2016-2020 FDBFX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2020 Fund; Class B Shares 0% 3 60 0 1.66% 4.14%
US EQUITY
Mid-Cap Growth TWHIX American Century Mutual Funds 96% 3 60 0 0.01% 15.17%
LARGE GROWTH JCAPX Janus Investment Fund: Janus Forty Fund; Class I Shares 95% 3 60 0 1.64% 9.69%
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 79% 3 60 0 0.09% 1.32%
LARGE BLEND PSTKX PIMCO Funds: StocksPLUS Fund; Institutional Class Shares 76% 3 60 0 0.91% 9.75%
LARGE VALUE MDDVX BlackRock Equity Dividend Fund; Investor A Shares 56% 3 60 0 1% 1.99%
SMALL BLEND RSPFX RS Investment Trust: RS Partners Fund; Class A Shares 40% 3 60 0 1.12% 5.92%
SMALL VALUE pcvax Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.62%
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares 80% 3 60 0 1.37% 2.81%
Intermediate Government ABTAX American Century Government Income Trust: Government Bond Fund; Class A Shares 52% 3 60 0 0.36% 3.59%
Average Expense Ratio: 1.06%
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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*
Click to Create Model Portfolio

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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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