MyPlanIQ SWINERTON 401K and SAVINGS PLAN

SWINERTON 401K and SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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SWINERTON 401(K) & SAVINGS PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PRETX Principal Funds
REAL ESTATE PRRAX Principal Funds
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Harris Associates Investment Trust: Oakmark International Fund; Class I Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation MBAIX MainStay Funds Trust: MainStay Balanced Fund; Class I Shares
Moderate Allocation MBNAX MainStay Funds Trust: MainStay Balanced Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
LARGE GROWTH MLAIX MainStay Funds: MainStay Large Cap Growth Fund; Class I Shares
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PRETX Principal Funds
REAL ESTATE PRRAX Principal Funds
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Harris Associates Investment Trust: Oakmark International Fund; Class I Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation MBAIX MainStay Funds Trust: MainStay Balanced Fund; Class I Shares
Moderate Allocation MBNAX MainStay Funds Trust: MainStay Balanced Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
LARGE GROWTH MLAIX MainStay Funds: MainStay Large Cap Growth Fund; Class I Shares
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
LARGE GROWTH MLAAX MainStay Funds: MainStay Large Cap Growth Fund; Class A Shares
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares
Small Growth TGSCX TCW Funds
Total Available Funds: 14
  • 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
REAL ESTATE
REAL ESTATE PRETX Principal Funds 74% 3 60 0 1.06% 2.6%
REAL ESTATE PRRAX Principal Funds 37% 3 60 0 1.99% 4.1%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Harris Associates Investment Trust: Oakmark International Fund; Class I Shares 100% 3 60 0 0.75% 2.38%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.73%
Others
Moderate Allocation MBAIX MainStay Funds Trust: MainStay Balanced Fund; Class I Shares 72% 3 60 0 1.33% 1.74%
Moderate Allocation MBNAX MainStay Funds Trust: MainStay Balanced Fund; Class A Shares 44% 3 60 0 1.33% 1.56%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 3.94%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.48%
LARGE GROWTH MLAIX MainStay Funds: MainStay Large Cap Growth Fund; Class I Shares 90% 3 60 0 1.33% 17.33%
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund 81% 3 60 0 0.83% 1.31%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 77% 3 60 0 0.02% 1.39%
LARGE GROWTH MLAAX MainStay Funds: MainStay Large Cap Growth Fund; Class A Shares 56% 3 60 0 1.33% 20.73%
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares 0% 3 60 0 1.35% 16.46%
Small Growth TGSCX TCW Funds 0% 3 60 0 1.22% 0.11%
Average Expense Ratio: 1.05%
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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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