MyPlanIQ 401k Investor SOUTHERN UNION SAVINGS PLAN

SOUTHERN UNION SAVINGS PLAN Investment Model Portfolios

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SOUTHERN UNION SAVINGS PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend SSAIX SSgA International Stock Selection
Others
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020
US EQUITY
LARGE BLEND JUESX JPMorgan US Equity Select,
LARGE BLEND MIGYX Oppenheimer Main Street Small Cap
LARGE BLEND HLEIX JPMorgan Equity Index
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Value Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend SSAIX SSgA International Stock Selection
Others
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020
Retirement Income JSIIX JPMorgan SmartRetirement Income
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015
US EQUITY
LARGE BLEND JUESX JPMorgan US Equity Select,
LARGE BLEND MIGYX Oppenheimer Main Street Small Cap
LARGE BLEND HLEIX JPMorgan Equity Index
MID-CAP VALUE NAMAX Columbia Mid Cap Value
LARGE VALUE LAFYX Lord Abbett Affiliated
LARGE GROWTH JGIRX JPMorgan Intrepid Growth
Mid-Cap Growth PMGIX Allianz CCM Mid Cap
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Value Fund
Total Available Funds: 16
  • 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 SSAIX SSgA International Stock Selection 100% 3 60 0 0.75% 3.44%
Others
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 79% 3 60 0 0.64% 5.44%
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040 74% 3 60 0 0.67% 4.89%
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 74% 3 60 0 0.62% 4.89%
Retirement Income JSIIX JPMorgan SmartRetirement Income 63% 3 60 0 0.86% 3.83%
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010 0% 3 60 0 0.61% 2.9%
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015 0% 3 60 0 0.66% 1.68%
US EQUITY
LARGE BLEND JUESX JPMorgan US Equity Select, 88% 3 60 0 0.54% 0.35%
LARGE BLEND MIGYX Oppenheimer Main Street Small Cap 81% 3 60 0 0.8% 0.96%
LARGE BLEND HLEIX JPMorgan Equity Index 77% 3 60 0 0.2% 0.89%
MID-CAP VALUE NAMAX Columbia Mid Cap Value 76% 3 60 0 1.13% 0.76%
LARGE VALUE LAFYX Lord Abbett Affiliated 72% 3 60 0 1.47% 6.01%
LARGE GROWTH JGIRX JPMorgan Intrepid Growth 65% 3 60 0 0.84% 0.26%
Mid-Cap Growth PMGIX Allianz CCM Mid Cap 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 96% 3 60 0 0.83% 4.61%
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Value Fund 16% 3 60 0 NA 28.08%
Average Expense Ratio: 0.76%
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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 0.6% 21.9% 13.3% 10.9% 8.0% 7.8%

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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*
Click to Create Model Portfolio

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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 for Portfolio Details or Follow 0.8% 27.6% 14.4% 10.7% 7.1% 6.8%

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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*
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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(Ticker:SUG)
The plan consists of 17 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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