MyPlanIQ 401k Investor Stewart Salary Deferral Plan

Stewart Salary Deferral Plan Investment Model Portfolios

This Plan is unrated.
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STEWART SALARY DEFERRAL PLAN 401(K)
STEWART SALARY DEFERRAL PLAN
STEWART SALARY DEFERRAL PLAN 401K
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Fund
Others
ROOT CASH Wells Fargo Money Mkt Service Fund
Retirement Income WFBTX Wells Fargo Dow Jones Target Today Fund I
Target Date 2050+ WFQFX Wells Fargo Dow Jones Target 2050 Fund I
US EQUITY
LARGE VALUE DODGX Dodge Cox Stock Fund
Small Growth GTSVX AIM Small Cap Growth Fund Class I
SMALL VALUE GSSIX Goldman Sachs Funds Small Cap Value Fund
FIXED INCOME
Intermediate-Term Bond MBFAX Wells Fargo Bond Index Fund
SHORT GOVERNMENT GSSDX Goldman Sachs Funds Short Duration Government Fund Class I
SHORT GOVERNMENT MSDAX Wells Fargo Short Term Investment Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Fund
Others
ROOT CASH Wells Fargo Money Mkt Service Fund
Retirement Income WFBTX Wells Fargo Dow Jones Target Today Fund I
Target Date 2050+ WFQFX Wells Fargo Dow Jones Target 2050 Fund I
Target Date 2036-2040 WFOSX Wells Fargo Dow Jones Target 2040 Fund I
Target Date 2026-2030 WFOOX Wells Fargo Dow Jones Target 2030 Fund I
Target Date 2016-2020 WFOBX Wells Fargo Dow Jones Target 2020 Fund I
Target Date 2000-2010 WFOAX Wells Fargo Dow Jones Target 2010 Fund I
ROOT CASH Wells Fargo Adv Cash Investment Money Mkt Fund Class I
US EQUITY
LARGE VALUE DODGX Dodge Cox Stock Fund
Small Growth GTSVX AIM Small Cap Growth Fund Class I
SMALL VALUE GSSIX Goldman Sachs Funds Small Cap Value Fund
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund
LARGE GROWTH JARTX Janus Funds Forty Fund
LARGE BLEND WFIOX Wells Fargo Adv Index Fund Admin
FIXED INCOME
Intermediate-Term Bond MBFAX Wells Fargo Bond Index Fund
SHORT GOVERNMENT GSSDX Goldman Sachs Funds Short Duration Government Fund Class I
SHORT GOVERNMENT MSDAX Wells Fargo Short Term Investment Fund
Total Available Funds: 18
  • 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 Blend FSIIX Fidelity Spartan International Fund 86% 3 60 0 0.17% 2.9%
Others
ROOT CASH Wells Fargo Money Mkt Service Fund 0% 1 60 0 NA 2.6%
Retirement Income WFBTX Wells Fargo Dow Jones Target Today Fund I 0% 3 60 0 0.86% 1.72%
Target Date 2050+ WFQFX Wells Fargo Dow Jones Target 2050 Fund I 0% 3 60 0 0.85% 23.55%
Target Date 2036-2040 WFOSX Wells Fargo Dow Jones Target 2040 Fund I 0% 3 60 0 0.49% 18.78%
Target Date 2026-2030 WFOOX Wells Fargo Dow Jones Target 2030 Fund I 0% 3 60 0 0.29% 16.45%
Target Date 2016-2020 WFOBX Wells Fargo Dow Jones Target 2020 Fund I 0% 3 60 0 0.49% 14.03%
Target Date 2000-2010 WFOAX Wells Fargo Dow Jones Target 2010 Fund I 0% 3 60 0 NA NA
ROOT CASH Wells Fargo Adv Cash Investment Money Mkt Fund Class I 0% 1 60 0 NA 2.6%
US EQUITY
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 7.32%
Small Growth GTSVX AIM Small Cap Growth Fund Class I 91% 3 60 0 0.91% 0%
SMALL VALUE GSSIX Goldman Sachs Funds Small Cap Value Fund 85% 3 60 0 1% 17.46%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund 79% 3 60 0 0.5% 13.97%
LARGE GROWTH JARTX Janus Funds Forty Fund 62% 3 60 0 1.64% 11.52%
LARGE BLEND WFIOX Wells Fargo Adv Index Fund Admin 20% 3 60 0 0.45% 1.16%
FIXED INCOME
Intermediate-Term Bond MBFAX Wells Fargo Bond Index Fund 63% 3 60 0 0.33% 3.75%
SHORT GOVERNMENT GSSDX Goldman Sachs Funds Short Duration Government Fund Class I 55% 3 60 0 0.47% 2.62%
SHORT GOVERNMENT MSDAX Wells Fargo Short Term Investment Fund 52% 3 60 0 0.42% 3.96%
Average Expense Ratio: 0.67%
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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
The plan consists of 18 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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