MyPlanIQ 401k Investor EXCO RESOURCES, INC. EMPLOYEES SAVINGS TRUST

EXCO RESOURCES, INC. EMPLOYEES SAVINGS TRUST Investment Model Portfolios

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Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World G/I Fund
WORLD STOCK RNPFX American Funds New Perspective Fund
WORLD STOCK SMCFX American Funds SMALLCAP World Fund
Others
Moderate Allocation RLBFX American Funds American Balanced Fund
World Allocation CIRAX American Funds Capital Income Builder Fund
ROOT CASH American Funds Money Mkt Fund
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Lord Abbett Mid Cap Value Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE BLEND ANCFX American Funds Fundamental Investors Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World G/I Fund
WORLD STOCK RNPFX American Funds New Perspective Fund
WORLD STOCK SMCFX American Funds SMALLCAP World Fund
Others
Moderate Allocation RLBFX American Funds American Balanced Fund
World Allocation CIRAX American Funds Capital Income Builder Fund
ROOT CASH American Funds Money Mkt Fund
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Lord Abbett Mid Cap Value Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE BLEND ANCFX American Funds Fundamental Investors Fund
LARGE BLEND HCAYX Hartford Hartford Capital app Fund
LARGE BLEND AIVSX American Funds Investment Company of Amer Fund
Small Growth LSBYX Lord Abbett Lord Abbett Small Cap Blend Fund
FIXED INCOME
WORLD BOND BFWFX American Funds Capital World Bond Fund
Multisector Bond LBDFX Lord Abbett Lord Abbett Bond Debenture Fund
Intermediate Government RGVFX American Funds US Government Securities Fund
Intermediate-Term Bond RBFFX American Funds Bond Fund of Amer
Intermediate-Term Bond FINIX American Funds interm Bond Fund of Amer
Total Available Funds: 17
  • 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
WORLD STOCK RWIFX American Funds Capital World G/I Fund 92% 3 60 0 0.75% 1.35%
WORLD STOCK RNPFX American Funds New Perspective Fund 91% 3 60 0 1.47% 5.29%
WORLD STOCK SMCFX American Funds SMALLCAP World Fund 71% 3 60 0 0.66% 0.87%
Others
Moderate Allocation RLBFX American Funds American Balanced Fund 78% 3 60 0 0.31% 1.94%
World Allocation CIRAX American Funds Capital Income Builder Fund 60% 3 60 0 0.26% 3.37%
ROOT CASH American Funds Money Mkt Fund 0% 1 60 0 NA 2.61%
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Lord Abbett Mid Cap Value Fund 93% 3 60 0 0.86% 9.6%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 9.19%
LARGE BLEND ANCFX American Funds Fundamental Investors Fund 52% 3 60 0 0.28% 3.41%
LARGE BLEND HCAYX Hartford Hartford Capital app Fund 46% 3 60 0 0.81% 8.42%
LARGE BLEND AIVSX American Funds Investment Company of Amer Fund 38% 3 60 0 0.27% 2.07%
Small Growth LSBYX Lord Abbett Lord Abbett Small Cap Blend Fund 0% 3 60 0 0.98% 0.24%
FIXED INCOME
WORLD BOND BFWFX American Funds Capital World Bond Fund 82% 3 60 0 0.99% 2.77%
Multisector Bond LBDFX Lord Abbett Lord Abbett Bond Debenture Fund 79% 3 60 0 0.68% 4.61%
Intermediate Government RGVFX American Funds US Government Securities Fund 76% 3 60 0 0.65% 3.75%
Intermediate-Term Bond RBFFX American Funds Bond Fund of Amer 75% 3 60 0 0.33% 3.82%
Intermediate-Term Bond FINIX American Funds interm Bond Fund of Amer 0% 3 60 0 0.53% 1.55%
Average Expense Ratio: 0.65%
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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% 10.0% 3.8% 6.7% 6.3% 6.8%

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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*
Click to Create Model Portfolio

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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 for Portfolio Details or Follow -40.5% 10.0% 1.9% 3.6% 4.0% 4.4%

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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*
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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:XCO)
The plan consists of 18 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income and US Equity.
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