MyPlanIQ 401k Investor LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN

LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
WORLD STOCK RNPEX American Funds New Perspective – R4
Foreign Large Blend REREX American Funds EuroPacific Growth R4
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv
Moderate Allocation VWELX Vanguard Wellington Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
FIXED INCOME
Inflation-Protected Bond AIANX American Century Infl-Adj Bd Instl
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
WORLD BOND TGBAX Templeton Global Bond Adv
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
WORLD STOCK RNPEX American Funds New Perspective – R4
Foreign Large Blend REREX American Funds EuroPacific Growth R4
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv
Moderate Allocation VWELX Vanguard Wellington Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
World Allocation HRLYX Hartford Global Real Asset Y
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
Inflation-Protected Bond AIANX American Century Infl-Adj Bd Instl
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
WORLD BOND TGBAX Templeton Global Bond Adv
High Yield Bond STHTX RidgeWorth High Income I
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
LARGE GROWTH SGRKX Wells Fargo Advantage Growth Adm
Small Growth PSCZX Prudential Jennison Small Company Z
LARGE GROWTH TWGIX American Century Growth Instl
Mid-Cap Growth MGOYX Munder Mid Cap Core Growth Y
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
SMALL VALUE HRVIX Heartland Value Plus
LARGE BLEND RFNEX American Funds Fundamental Investors R4
SMALL BLEND VSISX Vanguard Small-Cap Index Signal
MID-CAP BLEND VMISX Vanguard Mid Cap Index Fund Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
Total Available Funds: 27
  • 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 Y 89% 1 60 0 0.84% 0.78%
INTERNATIONAL EQUITY
WORLD STOCK RNPEX American Funds New Perspective – R4 65% 1 60 0 1.47% 5.53%
Foreign Large Blend REREX American Funds EuroPacific Growth R4 56% 1 60 0 0.9% 3.74%
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 1 60 0 0.08% 4.09%
Moderate Allocation VWELX Vanguard Wellington Fund 90% 1 60 0 0.17% 5.79%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 1 60 0 0.08% 2.09%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 1 60 0 0.08% 2.27%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 1 60 0 0.08% 2.5%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 1 60 0 0.08% 6.08%
World Allocation HRLYX Hartford Global Real Asset Y 50% 1 60 0 1.26% 4.51%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 1 60 0 0.17% 0%
FIXED INCOME
Inflation-Protected Bond AIANX American Century Infl-Adj Bd Instl 93% 1 60 0 0.76% 4.69%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 1 60 0 0.8% 3.85%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 1 60 0 0.64% 4.8%
High Yield Bond STHTX RidgeWorth High Income I 0% 1 60 0 0.93% 5.58%
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv 100% 1 60 0 1.18% 7.77%
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund 97% 1 60 0 1.23% 5.75%
LARGE GROWTH SGRKX Wells Fargo Advantage Growth Adm 94% 1 60 0 1.9% 7.39%
Small Growth PSCZX Prudential Jennison Small Company Z 93% 1 60 0 0.82% 0.49%
LARGE GROWTH TWGIX American Century Growth Instl 89% 1 60 0 0% 4.2%
Mid-Cap Growth MGOYX Munder Mid Cap Core Growth Y 82% 1 60 0 1.57% 4.34%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z 76% 1 60 0 1.13% 1.42%
SMALL VALUE HRVIX Heartland Value Plus 64% 1 60 0 1.01% 2.23%
LARGE BLEND RFNEX American Funds Fundamental Investors R4 52% 1 60 0 0.28% 1.63%
SMALL BLEND VSISX Vanguard Small-Cap Index Signal 0% 1 60 0 0.16% 1.67%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Fund Signal 0% 1 60 0 0.1% 1.26%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 1 60 0 0.05% 2.03%
Average Expense Ratio: 0.66%
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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 3.4% 9.8% 0.7% 5.9% 5.2% 7.3%

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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 28 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Emerging Market Equity and Foreign Equity.


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