MyPlanIQ 401k Investor Wappingers Central School District 403(b) Plan

Wappingers Central School District 403(b) Plan

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Investment Options
Total Available Funds: 55
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS IJEMX Oppenheimer Developing Markets Fund - Class A
DIVERSIFIED EMERGING MKTS IJEMX ING JPMorgan Emerging Markets Equity Portfolio - Inst
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate Portfolio - Institutional
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio - Initial Class
Foreign Large Value IFTIX ING Templeton Foreign Equity Portfolio - Initial Class
Foreign Large Blend FOSKX Fidelity VIP Overseas Portfolio - Initial Class
Others
Moderate Allocation IUAIX ING Invesco Equity and Income Portfolio - Initial Class
Conservative Allocation ISAIX ING Strategic Allocation Conservative Portfolio - Class I
Moderate Allocation IBPIX ING Balanced Portfolio - Class I
Total Available Funds: 55
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS IJEMX Oppenheimer Developing Markets Fund - Class A
DIVERSIFIED EMERGING MKTS IJEMX ING JPMorgan Emerging Markets Equity Portfolio - Inst
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate Portfolio - Institutional
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio - Initial Class
Foreign Large Value IFTIX ING Templeton Foreign Equity Portfolio - Initial Class
Foreign Large Blend FOSKX Fidelity VIP Overseas Portfolio - Initial Class
Foreign Large Blend IIIIX ING International Index Portfolio - Class I
WORLD STOCK RNPEX American Funds New Perspective Fund - Class R-4
Foreign Large Blend REREX American Funds EuroPacific Growth Fund - Class R-4
Others
Moderate Allocation IUAIX ING Invesco Equity and Income Portfolio - Initial Class
Conservative Allocation ISAIX ING Strategic Allocation Conservative Portfolio - Class I
Moderate Allocation IBPIX ING Balanced Portfolio - Class I
Aggressive Allocation PAXWX Pax World Balanced Fund - Individual Investor Class
EQUITY PRECIOUS METALS UPMMX USAA Precious Metals and Minerals Fund - Adviser Shares
Natural Resources IGRTX ING Global Resources Portfolio - Service Class
Moderate Allocation IMTIX ING MFS Total Return Portfolio - Institutional Class
Moderate Allocation ACROX ING Strategic Allocation Moderate Portfolio - Class I
ROOT CASH ING Money Market Portfolio - Class I
US EQUITY
LARGE GROWTH IEOHX ING Large Cap Growth Portfolio - Institutional Class
SMALL BLEND IVCSX ING Small Company Portfolio - Class I
Mid-Cap Growth IIMOX ING MidCap Opportunities Portfolio - Class I
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity Portfolio - Initial Class
LARGE BLEND IIVGX ING Growth and Income Portfolio - Class I
LARGE BLEND FUSEX Fidelity VIP Index 500 Portfolio - Initial Class
LARGE BLEND IPLIX ING Index Plus LargeCap Portfolio - Class I
Mid-Cap Growth IAXIX ING T. Rowe Price Diversified Mid Cap Growth Port - Initial
LARGE VALUE IVKSX ING Invesco Comstock Portfolio - Service Class
MID-CAP BLEND IPMIX ING Index Plus MidCap Portfolio - Class I
LARGE GROWTH FCNKX Fidelity VIP Contrafund Portfolio - Initial Class
LARGE VALUE FEIKX Fidelity VIP Equity-Income Portfolio - Initial Class
SMALL BLEND IPSIX ING Index Plus SmallCap Portfolio - Class I
LARGE VALUE IPEIX ING Large Cap Value Portfolio - Institutional Class
LARGE BLEND AMANX Amana Income Fund
LARGE GROWTH SPEGX Alger Green Fund - Class A
LARGE GROWTH AMAGX Amana Growth Fund
MID-CAP VALUE MDRFX BlackRock Mid Cap Value Opportunities Fund - Inv A Shares
SMALL VALUE FVFRX Franklin Small Cap Value Securities Fund - Class 2
SMALL VALUE ESPAX Wells Fargo Advantage Special Small Cap Value Fund - Class A
LARGE GROWTH RGAEX American Funds The Growth Fund of America - Class R-4
LARGE VALUE AMADX American Century Income & Growth Fund - A Class
LARGE VALUE RWMEX American Funds Washington Mutual Investors FundSM - R-4
LARGE GROWTH IRLNX ING Russell large Cap Growth Index Portfolio - Class I
Mid-Cap Growth IBCGX ING Baron Growth Portfolio - Service Class
LARGE BLEND ASCEX ING Strategic Allocation Growth Portfolio - Class I
MID-CAP BLEND GTAGX Invesco Mid Cap Core Equity Fund - Class A
LARGE GROWTH IMGIX ING Marsico Growth Portfolio - Institutional Class
LARGE GROWTH IMLIX ING BlackRock Large Cap Growth Portfolio - Institutional
FIXED INCOME
Short-Term Bond VFSTX ING Short Term GAA
WORLD BOND IOSIX ING Global Bond Portfolio - Initial Class
Inflation-Protected Bond ACITX American Century Inflation-Adjusted Bond Fund - Inv Class
High Yield Bond SPHIX Fidelity VIP High Income Portfolio - Initial Class
Intermediate-Term Bond IPIIX ING Intermediate Bond Portfolio - Class I
High Yield Bond IPIMX ING PIMCO High Yield Portfolio - Institutional Class
Intermediate-Term Bond IPTSX ING PIMCO Total Return Portfolio - Service Class
Long-Term Bond VBLTX ING Long Term GAA
Total Available Funds: 55
  • 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 IJEMX Oppenheimer Developing Markets Fund - Class A 93% 3 60 0 1.81% 1.97%
DIVERSIFIED EMERGING MKTS IJEMX ING JPMorgan Emerging Markets Equity Portfolio - Inst 93% 3 60 0 1.81% 1.97%
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate Portfolio - Institutional 93% 3 60 0 1.47% 2.94%
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio - Initial Class 85% 3 60 0 1.2% 11.25%
Foreign Large Value IFTIX ING Templeton Foreign Equity Portfolio - Initial Class 84% 3 60 0 0.97% 4.41%
Foreign Large Blend FOSKX Fidelity VIP Overseas Portfolio - Initial Class 71% 3 60 0 0.95% 1.16%
Foreign Large Blend IIIIX ING International Index Portfolio - Class I 68% 3 60 0 0.94% 4.95%
WORLD STOCK RNPEX American Funds New Perspective Fund - Class R-4 65% 3 60 0 1.47% 5.53%
Foreign Large Blend REREX American Funds EuroPacific Growth Fund - Class R-4 56% 3 60 0 0.9% 3.74%
Others
Moderate Allocation IUAIX ING Invesco Equity and Income Portfolio - Initial Class 79% 3 60 0 1.02% 7.58%
Conservative Allocation ISAIX ING Strategic Allocation Conservative Portfolio - Class I 74% 3 60 0 0.71% 6.27%
Moderate Allocation IBPIX ING Balanced Portfolio - Class I 71% 3 60 0 0.74% 2.09%
Aggressive Allocation PAXWX Pax World Balanced Fund - Individual Investor Class 47% 3 60 0 0.65% 6.11%
EQUITY PRECIOUS METALS UPMMX USAA Precious Metals and Minerals Fund - Adviser Shares 25% 3 60 0 1.12% 0.78%
Natural Resources IGRTX ING Global Resources Portfolio - Service Class 22% 3 60 0 1.05% 0.62%
Moderate Allocation IMTIX ING MFS Total Return Portfolio - Institutional Class 0% 3 60 0 0.7% 2.18%
Moderate Allocation ACROX ING Strategic Allocation Moderate Portfolio - Class I 0% 3 60 0 NA NA
ROOT CASH ING Money Market Portfolio - Class I 0% 0 60 0 NA 4.14%
US EQUITY
LARGE GROWTH IEOHX ING Large Cap Growth Portfolio - Institutional Class 94% 3 60 0 1.27% 0%
SMALL BLEND IVCSX ING Small Company Portfolio - Class I 89% 3 60 0 1.36% 0.42%
Mid-Cap Growth IIMOX ING MidCap Opportunities Portfolio - Class I 86% 3 60 0 1.06% 0%
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity Portfolio - Initial Class 84% 3 60 0 1.11% 1.47%
LARGE BLEND IIVGX ING Growth and Income Portfolio - Class I 80% 3 60 0 0.67% 0.99%
LARGE BLEND FUSEX Fidelity VIP Index 500 Portfolio - Initial Class 79% 3 60 0 0.09% 1.79%
LARGE BLEND IPLIX ING Index Plus LargeCap Portfolio - Class I 79% 3 60 0 1.05% 0.79%
Mid-Cap Growth IAXIX ING T. Rowe Price Diversified Mid Cap Growth Port - Initial 77% 3 60 0 0.75% 0%
LARGE VALUE IVKSX ING Invesco Comstock Portfolio - Service Class 75% 3 60 0 0.95% 15.63%
MID-CAP BLEND IPMIX ING Index Plus MidCap Portfolio - Class I 71% 3 60 0 0.85% 0.96%
LARGE GROWTH FCNKX Fidelity VIP Contrafund Portfolio - Initial Class 68% 3 60 0 0.55% 4.38%
LARGE VALUE FEIKX Fidelity VIP Equity-Income Portfolio - Initial Class 68% 3 60 0 0.57% 4.28%
SMALL BLEND IPSIX ING Index Plus SmallCap Portfolio - Class I 66% 3 60 0 0.6% 4.3%
LARGE VALUE IPEIX ING Large Cap Value Portfolio - Institutional Class 66% 3 60 0 1.04% 2.52%
LARGE BLEND AMANX Amana Income Fund 58% 3 60 0 1.01% 0.49%
LARGE GROWTH SPEGX Alger Green Fund - Class A 57% 3 60 0 2.09% 2.95%
LARGE GROWTH AMAGX Amana Growth Fund 57% 3 60 0 0.91% 0%
MID-CAP VALUE MDRFX BlackRock Mid Cap Value Opportunities Fund - Inv A Shares 55% 3 60 0 0.69% 3.77%
SMALL VALUE FVFRX Franklin Small Cap Value Securities Fund - Class 2 52% 3 60 0 1.42% 0.14%
SMALL VALUE ESPAX Wells Fargo Advantage Special Small Cap Value Fund - Class A 44% 3 60 0 1.16% 1.25%
LARGE GROWTH RGAEX American Funds The Growth Fund of America - Class R-4 39% 3 60 0 0.3% 0%
LARGE VALUE AMADX American Century Income & Growth Fund - A Class 37% 3 60 0 0.9% 1.65%
LARGE VALUE RWMEX American Funds Washington Mutual Investors FundSM - R-4 36% 3 60 0 0.26% 3.46%
LARGE GROWTH IRLNX ING Russell large Cap Growth Index Portfolio - Class I 22% 3 60 0 0.43% 4.65%
Mid-Cap Growth IBCGX ING Baron Growth Portfolio - Service Class 9% 3 60 0 1.39% 6.8%
LARGE BLEND ASCEX ING Strategic Allocation Growth Portfolio - Class I 0% 3 60 0 NA 0%
MID-CAP BLEND GTAGX Invesco Mid Cap Core Equity Fund - Class A 0% 3 60 0 1.23% 0.32%
LARGE GROWTH IMGIX ING Marsico Growth Portfolio - Institutional Class 0% 3 60 0 0.82% 0.91%
LARGE GROWTH IMLIX ING BlackRock Large Cap Growth Portfolio - Institutional 0% 3 60 0 0.81% 0.66%
FIXED INCOME
Short-Term Bond VFSTX ING Short Term GAA 99% 3 60 0 0.1% 3.28%
WORLD BOND IOSIX ING Global Bond Portfolio - Initial Class 97% 3 60 0 1.19% 4.05%
Inflation-Protected Bond ACITX American Century Inflation-Adjusted Bond Fund - Inv Class 92% 3 60 0 0.76% 4.48%
High Yield Bond SPHIX Fidelity VIP High Income Portfolio - Initial Class 92% 3 60 0 1.16% 4.08%
Intermediate-Term Bond IPIIX ING Intermediate Bond Portfolio - Class I 75% 3 60 0 0.95% 3.81%
High Yield Bond IPIMX ING PIMCO High Yield Portfolio - Institutional Class 74% 3 60 0 0.48% 5.83%
Intermediate-Term Bond IPTSX ING PIMCO Total Return Portfolio - Service Class 0% 3 60 0 0.83% 0%
Long-Term Bond VBLTX ING Long Term GAA 0% 3 60 0 0.15% 3.31%
Average Expense Ratio: 0.91%
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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 1.4% 7.0% -0.1% 5.1% 4.9% 7.1%

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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 60 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.


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