MyPlanIQ 401k Investor SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERHOUSECOOPERS LLP

SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERHOUSECOOPERS LLP

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets
DIVERSIFIED EMERGING MKTS PIEIX Principal International Emerging Markets
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend EFA Northern Trust Daily EAFE Index
Foreign Large Blend MRSJX MFS Research International R4
Others
Target Date 2046-2050 VFIFX ING 2050 Life Cycle Strategy
Target Date 2036-2040 VFORX ING 2040 Life Cycle Strategy
Target Date 2026-2030 VTHRX ING 2030 Life Cycle Strategy
FIXED INCOME
Inflation-Protected Bond VIPSX Northern Trust TIPS Fund
Intermediate-Term Bond HABDX Harbor Bond Inst I
Multisector Bond OSIYX Oppenheimer Global Stratgic Inc Y
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets
DIVERSIFIED EMERGING MKTS PIEIX Principal International Emerging Markets
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend EFA Northern Trust Daily EAFE Index
Foreign Large Blend MRSJX MFS Research International R4
Others
Target Date 2046-2050 VFIFX ING 2050 Life Cycle Strategy
Target Date 2036-2040 VFORX ING 2040 Life Cycle Strategy
Target Date 2026-2030 VTHRX ING 2030 Life Cycle Strategy
Target Date 2016-2020 VTWNX ING 2020 Life Cycle Strategy
ROOT CASH Northern Trust Prime Obligation Portfolio
World Allocation MGSSX MassMutual Select Global Allocation S
Target Date 2011-2015 VTXVX ING 2015 Life Cycle Strategy
FIXED INCOME
Inflation-Protected Bond VIPSX Northern Trust TIPS Fund
Intermediate-Term Bond HABDX Harbor Bond Inst I
Multisector Bond OSIYX Oppenheimer Global Stratgic Inc Y
SHORT GOVERNMENT NSIUX Northern Trust Short Duration Govt Bond
High Yield Bond HYFAX Harbor High Yield Bond Instl
US EQUITY
SMALL BLEND IWM NTGI-QM Coll Daily Russ 2000 Eq Idx/Northern Trust Small Company Index
LARGE VALUE SSHFX Sound Shore Large Value
LARGE BLEND VFINX NTGI Daily Collective Stock Index/Northern Trust S&P 500
Mid-Cap Growth NBGIX Neuberger Genesis Instl
LARGE VALUE MEIJX MFS Value R4
Mid-Cap Growth IIMOX ING VP MidCap Opp I
Small Growth MSGSX MassMutual Select Small Cap Growth Eq
LARGE GROWTH CEYIX Calvert Equity I
LARGE GROWTH PGLIX Principal Large Cap Growth
MID-CAP VALUE IPVIX ING Pioneer MdCp VI I
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 LZEMX Lazard Emerging Markets 91% 1 60 0 1.07% 4.97%
DIVERSIFIED EMERGING MKTS PIEIX Principal International Emerging Markets 91% 1 60 0 1.11% 1.33%
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate 0% 1 60 0 1.01% 5.21%
INTERNATIONAL EQUITY
Foreign Large Blend EFA Northern Trust Daily EAFE Index 100% 1 60 0 0.33% 2.9%
Foreign Large Blend MRSJX MFS Research International R4 89% 1 60 0 0.75% 0%
Others
Target Date 2046-2050 VFIFX ING 2050 Life Cycle Strategy 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX ING 2040 Life Cycle Strategy 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX ING 2030 Life Cycle Strategy 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX ING 2020 Life Cycle Strategy 66% 1 60 0 0.08% 4.48%
ROOT CASH Northern Trust Prime Obligation Portfolio 0% 1 60 0 NA 4.14%
World Allocation MGSSX MassMutual Select Global Allocation S 0% 1 60 0 1% 0.54%
Target Date 2011-2015 VTXVX ING 2015 Life Cycle Strategy 0% 1 60 0 0.08% 2.59%
FIXED INCOME
Inflation-Protected Bond VIPSX Northern Trust TIPS Fund 98% 1 60 0 0.07% 4.24%
Intermediate-Term Bond HABDX Harbor Bond Inst I 93% 1 60 0 0.3% 4.39%
Multisector Bond OSIYX Oppenheimer Global Stratgic Inc Y 85% 1 60 0 1.05% 5.54%
SHORT GOVERNMENT NSIUX Northern Trust Short Duration Govt Bond 66% 1 60 0 0.42% 2.85%
High Yield Bond HYFAX Harbor High Yield Bond Instl 0% 1 60 0 0.9% 1.72%
US EQUITY
SMALL BLEND IWM NTGI-QM Coll Daily Russ 2000 Eq Idx/Northern Trust Small Company Index 99% 1 60 0 0.19% 1.33%
LARGE VALUE SSHFX Sound Shore Large Value 99% 1 60 0 0.94% 0.6%
LARGE BLEND VFINX NTGI Daily Collective Stock Index/Northern Trust S&P 500 98% 1 60 0 0.14% 1.27%
Mid-Cap Growth NBGIX Neuberger Genesis Instl 91% 1 60 0 1.34% 0.15%
LARGE VALUE MEIJX MFS Value R4 91% 1 60 0 0.8% 8.61%
Mid-Cap Growth IIMOX ING VP MidCap Opp I 86% 1 60 0 1.06% 0%
Small Growth MSGSX MassMutual Select Small Cap Growth Eq 83% 1 60 0 1.42% 0%
LARGE GROWTH CEYIX Calvert Equity I 79% 1 60 0 0.59% 1.69%
LARGE GROWTH PGLIX Principal Large Cap Growth 0% 1 60 0 0.67% 0.17%
MID-CAP VALUE IPVIX ING Pioneer MdCp VI I 0% 1 60 0 0.65% 0.18%
Average Expense Ratio: 0.62%
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Related Retirement Plans
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERHOUSECOOPERS LLP IN PUERTO RICO
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 5.0% 7.4% 3.7% 4.9% 5.0% 5.3%

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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 5 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.


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