MyPlanIQ SCHENKER INC. 401K SAVINGS AND INVESTMENT PLAN

SCHENKER INC. 401K SAVINGS AND INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GIEIX GE Institutional Funds: International Equity Fund; Investment Class Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Target Date 2000-2010 STNRX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2010 Fund; Class A Shares
Target Date 2011-2015 WFSCX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2015 Fund; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
MID-CAP VALUE JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
Small Growth PRNHX T Rowe Price New Horizons Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GIEIX GE Institutional Funds: International Equity Fund; Investment Class Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Target Date 2000-2010 STNRX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2010 Fund; Class A Shares
Target Date 2011-2015 WFSCX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2015 Fund; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
MID-CAP VALUE JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
Small Growth PRNHX T Rowe Price New Horizons Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
SMALL VALUE VSCAX AIM Sector Funds (Invesco Sector Funds): Invesco Small Cap Value Fund; Class A Shares
LARGE VALUE MDDVX BlackRock Equity Dividend Fund; Investor A Shares
Mid-Cap Growth PEEAX Prudential Jennison Mid-Cap Growth Fund
SMALL BLEND GABSX Gabelli Equity Series Funds
LARGE GROWTH AGTHX Growth Fund of America
LARGE GROWTH RGAEX Growth Fund of America
Total Available Funds: 15
  • 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 Blend GIEIX GE Institutional Funds: International Equity Fund; Investment Class Shares 0% 3 60 0 0.56% 0%
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.3%
Target Date 2000-2010 STNRX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2010 Fund; Class A Shares 0% 3 60 0 1.35% 1.64%
Target Date 2011-2015 WFSCX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2015 Fund; Institutional Class Shares 0% 3 60 0 0.6% 2.13%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.94%
US EQUITY
MID-CAP VALUE JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares 98% 3 60 0 0.91% 1%
Small Growth PRNHX T Rowe Price New Horizons Fund 79% 3 60 0 0.79% 0%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 3 60 0 0.02% 1.36%
SMALL VALUE VSCAX AIM Sector Funds (Invesco Sector Funds): Invesco Small Cap Value Fund; Class A Shares 62% 3 60 0 0.87% 0%
LARGE VALUE MDDVX BlackRock Equity Dividend Fund; Investor A Shares 57% 3 60 0 1% 7.02%
Mid-Cap Growth PEEAX Prudential Jennison Mid-Cap Growth Fund 55% 3 60 0 1.08% 4.35%
SMALL BLEND GABSX Gabelli Equity Series Funds 50% 3 60 0 1.14% 8.89%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
LARGE GROWTH RGAEX Growth Fund of America 39% 3 60 0 0.3% 0%
Average Expense Ratio: 0.76%
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Related Retirement Plans
SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN
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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