MyPlanIQ 401k Investor Stifel, Nicolaus Profit Sharing 401(k) Plan

Stifel, Nicolaus Profit Sharing 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Euro Pac Growth
Foreign Large Growth ARTIX Artisan International Growth
WORLD STOCK OPGIX Oppenheimer Global Fund A
Others
Moderate Allocation OAKBX Oakmark Equity and Income Fund
FIXED INCOME
Intermediate-Term Bond RBFFX American Bond Fund
High Yield Bond GSHAX GSAM High Grade Bond
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth TSCPX TimesSquare Small Cap Growth
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value A
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Euro Pac Growth
Foreign Large Growth ARTIX Artisan International Growth
WORLD STOCK OPGIX Oppenheimer Global Fund A
Others
Moderate Allocation OAKBX Oakmark Equity and Income Fund
FIXED INCOME
Intermediate-Term Bond RBFFX American Bond Fund
High Yield Bond GSHAX GSAM High Grade Bond
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth TSCPX TimesSquare Small Cap Growth
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value A
LARGE BLEND NYVTX Davis NY Venture A
SMALL BLEND LRSYX Lord Abbett Small Cap Value
MID-CAP VALUE ARTQX Artisan Mid Cap Growth
LARGE GROWTH VIGIX Wellington Large Cap Growth
LARGE GROWTH ALGRX Alger Mid Cap Growth Institutional
LARGE BLEND PDSIX Dryden S&P 500(R) Index Fund
Small Growth MISCX Mellon Capital Small Cap Value
LARGE GROWTH RGAFX Growth Fund of America - R5
LARGE BLEND WMLIX Wellington Mid Cap Value
LARGE BLEND AIVSX American Investment Company of America
LARGE VALUE SUVAX Wellington Large Cap Value
Total Available Funds: 21
  • 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 ODVYX Oppenheimer Developing Markets 89% 3 60 0 0.84% 0.26%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Euro Pac Growth 94% 3 60 0 0.84% 7.17%
Foreign Large Growth ARTIX Artisan International Growth 92% 3 60 0 0.97% 9.44%
WORLD STOCK OPGIX Oppenheimer Global Fund A 66% 3 60 0 1.11% 0.01%
Others
Moderate Allocation OAKBX Oakmark Equity and Income Fund 91% 3 60 0 0.83% 2.29%
FIXED INCOME
Intermediate-Term Bond RBFFX American Bond Fund 75% 3 60 0 0.33% 3.79%
High Yield Bond GSHAX GSAM High Grade Bond 48% 3 60 0 0.7% 5.83%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.37%
Small Growth TSCPX TimesSquare Small Cap Growth 93% 3 60 0 1.19% 8.04%
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value A 93% 3 60 0 0.86% 9.25%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 20.13%
SMALL BLEND LRSYX Lord Abbett Small Cap Value 92% 3 60 0 1.43% 0.2%
MID-CAP VALUE ARTQX Artisan Mid Cap Growth 91% 3 60 0 1.05% 4.08%
LARGE GROWTH VIGIX Wellington Large Cap Growth 83% 3 60 0 0.04% 0.41%
LARGE GROWTH ALGRX Alger Mid Cap Growth Institutional 77% 3 60 0 0.91% 0%
LARGE BLEND PDSIX Dryden S&P 500(R) Index Fund 76% 3 60 0 0.19% 1.3%
Small Growth MISCX Mellon Capital Small Cap Value 76% 3 60 0 1.01% 1.12%
LARGE GROWTH RGAFX Growth Fund of America - R5 75% 3 60 0 0.63% 9.57%
LARGE BLEND WMLIX Wellington Mid Cap Value 71% 3 60 0 0.25% 0.82%
LARGE BLEND AIVSX American Investment Company of America 38% 3 60 0 0.27% 2.1%
LARGE VALUE SUVAX Wellington Large Cap Value 36% 3 60 0 0.8% 2.99%
Average Expense Ratio: 0.79%
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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*
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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:SF)
The plan consists of 22 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.
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