MyPlanIQ 401k Investor 403(B) THRIFT PLAN FOR STUDENT CONSERVATION ASSOCIATION INC.

403(B) THRIFT PLAN FOR STUDENT CONSERVATION ASSOCIATION INC.

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX IGLAX
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
INTERNATIONAL EQUITY
Foreign Large Blend DFALX MKRAX
Foreign Large Blend AEPGX AEPGX
Foreign Large Blend EXWAX EXWAX
Others
Moderate Allocation OAKBX OAKBX
Nontraditional Bond BSIIX BSIIX
Moderate Allocation MMBDX MMBDX
US EQUITY
LARGE GROWTH NBSRX NBSRX
LARGE VALUE VIVAX MFUSX
LARGE GROWTH ALARX ALARX
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX IGLAX
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
INTERNATIONAL EQUITY
Foreign Large Blend DFALX MKRAX
Foreign Large Blend AEPGX AEPGX
Foreign Large Blend EXWAX EXWAX
Others
Moderate Allocation OAKBX OAKBX
Nontraditional Bond BSIIX BSIIX
Moderate Allocation MMBDX MMBDX
Natural Resources RSNRX RSNRX
US EQUITY
LARGE GROWTH NBSRX NBSRX
LARGE VALUE VIVAX MFUSX
LARGE GROWTH ALARX ALARX
LARGE GROWTH CSIEX CSIEX
Mid-Cap Growth LACAX LACAX
MID-CAP BLEND NTIAX NTIAX
LARGE GROWTH AGTHX AGTHX
LARGE BLEND MIEAX MIEAX
SMALL BLEND ATIAX ATIAX
FIXED INCOME
Inflation-Protected Bond PRRIX PRRIX
WORLD BOND TPINX TPINX
Intermediate-Term Bond MMCBX MMCBX
Intermediate-Term Bond CSIBX CSIBX
Total Available Funds: 22
  • 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
Global Real Estate IGLAX IGLAX 0% 3 60 0 1.26% 4.98%
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX 65% 3 60 0 0.84% 0.51%
INTERNATIONAL EQUITY
Foreign Large Blend DFALX MKRAX 88% 3 60 0 0.17% 3.17%
Foreign Large Blend AEPGX AEPGX 57% 3 60 0 0.9% 3.64%
Foreign Large Blend EXWAX EXWAX 0% 3 60 0 1.1% 0.89%
Others
Moderate Allocation OAKBX OAKBX 91% 3 60 0 0.83% 2.73%
Nontraditional Bond BSIIX BSIIX 89% 3 60 0 0.99% 4.56%
Moderate Allocation MMBDX MMBDX 44% 3 60 0 1.15% 1.25%
Natural Resources RSNRX RSNRX 42% 3 60 0 1.48% 0.86%
US EQUITY
LARGE GROWTH NBSRX NBSRX 99% 3 60 0 1.06% 8.66%
LARGE VALUE VIVAX MFUSX 96% 3 60 0 0.05% 2.31%
LARGE GROWTH ALARX ALARX 95% 3 60 0 1.68% 6.88%
LARGE GROWTH CSIEX CSIEX 50% 3 60 0 0.59% 1.81%
Mid-Cap Growth LACAX LACAX 46% 3 60 0 1.83% 0%
MID-CAP BLEND NTIAX NTIAX 45% 3 60 0 0.2% 7.77%
LARGE GROWTH AGTHX AGTHX 41% 3 60 0 0.3% 0%
LARGE BLEND MIEAX MIEAX 34% 3 60 0 0.62% 7.27%
SMALL BLEND ATIAX ATIAX 0% 3 60 0 1.28% 0%
FIXED INCOME
Inflation-Protected Bond PRRIX PRRIX 80% 3 60 0 1.37% 3.39%
WORLD BOND TPINX TPINX 73% 3 60 0 0.96% 4.5%
Intermediate-Term Bond MMCBX MMCBX 60% 3 60 0 0.52% 4.24%
Intermediate-Term Bond CSIBX CSIBX 47% 3 60 0 1.53% 3.48%
Average Expense Ratio: 0.94%
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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 5.8% 8.9% 3.9% 5.1% 5.1% 5.4%

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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*
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
The plan consists of 22 funds. It covers 5 major asset classes and 15 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, REITs and Emerging Market Equity.


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