MyPlanIQ DESERET MUTUAL THRIFT PLAN 5/4

DESERET MUTUAL THRIFT PLAN 5/4 Investment Model Portfolios

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DESERET MUTUAL THRIFT PLAN 5/4
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value BIIEX Brandes Investment Trust: Brandes International Equity Fund; Class I Shares
Foreign Large Growth WBIIX William Blair Funds: Institutional International Growth Fund
Others
ROOT VMRXX Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares
ROOT VUSXX Vanguard Admiral Funds: Vanguard Admiral Treasury Money Market Fund; Investor Shares
FIXED INCOME
Short-Term Bond VFSTX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Investment-Grade Fund; Investor Shares
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares
SMALL VALUE SEVAX Security Equity Fund: Mid Cap Value Series; Class A Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value BIIEX Brandes Investment Trust: Brandes International Equity Fund; Class I Shares
Foreign Large Growth WBIIX William Blair Funds: Institutional International Growth Fund
Others
ROOT VMRXX Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares
ROOT VUSXX Vanguard Admiral Funds: Vanguard Admiral Treasury Money Market Fund; Investor Shares
FIXED INCOME
Short-Term Bond VFSTX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Investment-Grade Fund; Investor Shares
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Short-Term Bond VSTBX Vanguard Scottsdale Funds: Vanguard Short-Term Corporate Bond Index Fund; Institutional Class Class Shares
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares
SMALL VALUE SEVAX Security Equity Fund: Mid Cap Value Series; Class A Shares
Mid-Cap Growth GGOAX Goldman Sachs Trust: Goldman Sachs Growth Opportunities Fund; Class A Shares
Mid-Cap Growth TCMMX Professionally Managed Portfolios: TCM Small-Mid Cap Growth Fund
Total Available Funds: 13
  • 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 Value BIIEX Brandes Investment Trust: Brandes International Equity Fund; Class I Shares 84% 3 60 0 1.89% 2.92%
Foreign Large Growth WBIIX William Blair Funds: Institutional International Growth Fund 79% 3 60 0 0.94% 1.34%
Others
ROOT VMRXX Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares 100% 3 60 0 0.09% 1.76%
ROOT VUSXX Vanguard Admiral Funds: Vanguard Admiral Treasury Money Market Fund; Investor Shares 100% 3 60 0 0.11% 1.75%
FIXED INCOME
Short-Term Bond VFSTX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Investment-Grade Fund; Investor Shares 99% 3 60 0 0.1% 4.37%
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares 98% 3 60 0 0.07% 4.06%
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.65%
Short-Term Bond VSTBX Vanguard Scottsdale Funds: Vanguard Short-Term Corporate Bond Index Fund; Institutional Class Class Shares 3% 3 60 0 0.04% 3.85%
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 77% 3 60 0 0.02% 2.69%
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares 74% 3 60 0 0.52% 1.64%
SMALL VALUE SEVAX Security Equity Fund: Mid Cap Value Series; Class A Shares 63% 3 60 0 1.01% 10.41%
Mid-Cap Growth GGOAX Goldman Sachs Trust: Goldman Sachs Growth Opportunities Fund; Class A Shares 62% 3 60 0 1.41% 15.98%
Mid-Cap Growth TCMMX Professionally Managed Portfolios: TCM Small-Mid Cap Growth Fund 0% 3 60 0 0.95% 12.03%
Average Expense Ratio: 0.61%
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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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