MyPlanIQ 401k Investor WASHINGTON GAS LIGHT COMPANY CAPITAL APPRECIATION PLAN

WASHINGTON GAS LIGHT COMPANY CAPITAL APPRECIATION PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX MFS International Growth Fund
Foreign Large Value TFEQX Templeton Institutional Foreign Equity Fund
Others
Target Date 2050+ JTSIX JPMorgan SmartRetirement 2050 Fund
Target Date 2041-2045 JSAIX JPMorgan SmartRetirement 2045 Fund
Target Date 2021-2025 JNSIX JPMorgan SmartRetirement 2025 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
MID-CAP BLEND CRIAX CRM Small/Mid Cap Value Institiutional Fund
LARGE VALUE ACGMX Van Kampen Growth & Income Fund
LARGE BLEND SVSPX SSgA S&P 500 Index Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX MFS International Growth Fund
Foreign Large Value TFEQX Templeton Institutional Foreign Equity Fund
Others
Target Date 2050+ JTSIX JPMorgan SmartRetirement 2050 Fund
Target Date 2041-2045 JSAIX JPMorgan SmartRetirement 2045 Fund
Target Date 2021-2025 JNSIX JPMorgan SmartRetirement 2025 Fund
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 Fund
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040 Fund
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Fund
Retirement Income JSIIX JPMorgan SmartRetirement Income Fund
Target Date 2031-2035 SRJAX JPMorgan SmartRetirement 2035 Fund
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015 Fund
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
MID-CAP BLEND CRIAX CRM Small/Mid Cap Value Institiutional Fund
LARGE VALUE ACGMX Van Kampen Growth & Income Fund
LARGE BLEND SVSPX SSgA S&P 500 Index Fund
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Fund
LARGE GROWTH RGAAX American Funds Growth Fund of America
Total Available Funds: 18
  • 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 Growth MQGIX MFS International Growth Fund 92% 3 60 0 0.7% 0%
Foreign Large Value TFEQX Templeton Institutional Foreign Equity Fund 86% 3 60 0 0.97% 7.62%
Others
Target Date 2050+ JTSIX JPMorgan SmartRetirement 2050 Fund 92% 3 60 0 0.67% 1.56%
Target Date 2041-2045 JSAIX JPMorgan SmartRetirement 2045 Fund 82% 3 60 0 0.67% 1.5%
Target Date 2021-2025 JNSIX JPMorgan SmartRetirement 2025 Fund 81% 3 60 0 0.63% 2.44%
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 Fund 79% 3 60 0 0.64% 2.16%
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040 Fund 74% 3 60 0 0.67% 1.71%
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Fund 74% 3 60 0 0.62% 2.8%
Retirement Income JSIIX JPMorgan SmartRetirement Income Fund 63% 3 60 0 0.86% 2.59%
Target Date 2031-2035 SRJAX JPMorgan SmartRetirement 2035 Fund 50% 3 60 0 0.51% 1.54%
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015 Fund 0% 3 60 0 0.66% 0%
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010 Fund 0% 3 60 0 0.61% 2.66%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
MID-CAP BLEND CRIAX CRM Small/Mid Cap Value Institiutional Fund 89% 3 60 0 1.02% 0.74%
LARGE VALUE ACGMX Van Kampen Growth & Income Fund 81% 3 60 0 0.79% 1.73%
LARGE BLEND SVSPX SSgA S&P 500 Index Fund 75% 3 60 0 0.16% 8.53%
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Fund 65% 3 60 0 0.88% 0%
LARGE GROWTH RGAAX American Funds Growth Fund of America 36% 3 60 0 1.43% 0%
Average Expense Ratio: 0.74%
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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 3.0% 12.3% 0.8% 16.0% 10.0% 10.6%

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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(Ticker:WGL)
The plan consists of 19 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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