MyPlanIQ 401k Investor GENERAL MOTORS SAVINGS-STOCK PURCHASE PROGRAM FOR SALARIED EMPLOYEES IN THE UNITED STATES

GENERAL MOTORS SAVINGS-STOCK PURCHASE PROGRAM FOR SALARIED EMPLOYEES IN THE UNITED STATES

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE SSREX SSGA REIT INDEX
Emerging Market
DIVERSIFIED EMERGING MKTS SSEMX SSGA EMRG MKTS INDEX
DIVERSIFIED EMERGING MKTS ETOPX CAP GUARD EMRG MKT T
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSGA INTL INDEX
Foreign Large Blend FDIKX FID DIVERSIFD INTL K (FDIKX)
Others
Target Date 2011-2015 TCLIX PYR ACT LFC 2015 F
Target Date 2016-2020 TCLTX PYR ACT LFC 2020 F
Target Date 2021-2025 TCLFX PYR ACT LFC 2025 F
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO CORE PLUS BOND
Emerging Markets Bond FNMIX FID NEW MARKETS INC (FNMIX)
Inflation-Protected Bond PRRIX PIMCO REAL RETURN
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE SSREX SSGA REIT INDEX
Emerging Market
DIVERSIFIED EMERGING MKTS SSEMX SSGA EMRG MKTS INDEX
DIVERSIFIED EMERGING MKTS ETOPX CAP GUARD EMRG MKT T
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSGA INTL INDEX
Foreign Large Blend FDIKX FID DIVERSIFD INTL K (FDIKX)
Others
Target Date 2011-2015 TCLIX PYR ACT LFC 2015 F
Target Date 2016-2020 TCLTX PYR ACT LFC 2020 F
Target Date 2021-2025 TCLFX PYR ACT LFC 2025 F
Target Date 2031-2035 TCLRX PYR ACT LFC 2035 F
Target Date 2036-2040 TCLOX PYR ACT LFC 2040 F
Target Date 2000-2010 TCLEX PYR ACT LFC 2010 F
Target Date 2026-2030 TCLNX PYR ACT LFC 2030 F
Target Date 2046-2050 TLFRX PYR ACT LFC 2050 F
Target Date 2041-2045 TTFRX PYR ACT LFC 2045 F
Target Date 2051 TTRLX PYR ACT LFC 2055 F
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO CORE PLUS BOND
Emerging Markets Bond FNMIX FID NEW MARKETS INC (FNMIX)
Inflation-Protected Bond PRRIX PIMCO REAL RETURN
SHORT GOVERNMENT STABLEVALUE INCOME FUND
High Yield Bond NHIAX NB HIGH INC BOND R6
US EQUITY
MID-CAP BLEND MDY SSGA MID/SMALL INDEX
US Large Cap VFINX SSGA LG CAP INDEX
LARGE VALUE LSVEX LSV LGE CP VALUE EQ
SMALL BLEND NSGRX PYR SM CP CORE POOL
LARGE GROWTH FCNKX FID CONTRAFUND K (FCNKX)
LARGE GROWTH FGCKX FID GROWTH CO K (FGCKX)
MID-CAP BLEND FLPKX FID LOW PRICED STK K (FLPKX)
MID-CAP BLEND ARAIX ARIEL FUND INST (ARAIX)
LARGE GROWTH NRSRX NB SOCIALLY RESP R6 (NRSRX)
Total Available Funds: 29
  • 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
REAL ESTATE
REAL ESTATE SSREX SSGA REIT INDEX 0% 3 60 0 1% 0%
Emerging Market
DIVERSIFIED EMERGING MKTS SSEMX SSGA EMRG MKTS INDEX 0% 3 60 0 1.2% 2.72%
DIVERSIFIED EMERGING MKTS ETOPX CAP GUARD EMRG MKT T 0% 3 60 0 1.1% 0%
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSGA INTL INDEX 100% 3 60 0 0.75% 5.53%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K (FDIKX) 72% 3 60 0 0.99% 4.5%
Others
Target Date 2011-2015 TCLIX PYR ACT LFC 2015 F 96% 3 60 0 0.38% 0%
Target Date 2016-2020 TCLTX PYR ACT LFC 2020 F 94% 3 60 0 0.39% 2.34%
Target Date 2021-2025 TCLFX PYR ACT LFC 2025 F 92% 3 60 0 0.41% 0%
Target Date 2031-2035 TCLRX PYR ACT LFC 2035 F 92% 3 60 0 0.43% 1.55%
Target Date 2036-2040 TCLOX PYR ACT LFC 2040 F 91% 3 60 0 0.44% 1.32%
Target Date 2000-2010 TCLEX PYR ACT LFC 2010 F 90% 3 60 0 0.37% 0%
Target Date 2026-2030 TCLNX PYR ACT LFC 2030 F 88% 3 60 0 0.42% 1.8%
Target Date 2046-2050 TLFRX PYR ACT LFC 2050 F 79% 3 60 0 0.6% 0%
Target Date 2041-2045 TTFRX PYR ACT LFC 2045 F 71% 3 60 0 0.7% 0%
Target Date 2051 TTRLX PYR ACT LFC 2055 F 52% 3 60 0 0.6% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO CORE PLUS BOND 97% 3 60 0 0.83% 3.98%
Emerging Markets Bond FNMIX FID NEW MARKETS INC (FNMIX) 89% 3 60 0 0.82% 3.93%
Inflation-Protected Bond PRRIX PIMCO REAL RETURN 80% 3 60 0 1.37% 4.44%
SHORT GOVERNMENT STABLEVALUE INCOME FUND 16% 3 60 0 NA 27.03%
High Yield Bond NHIAX NB HIGH INC BOND R6 8% 3 60 0 0.61% 6.27%
US EQUITY
MID-CAP BLEND MDY SSGA MID/SMALL INDEX 100% 3 60 0 0.24% 1.16%
US Large Cap VFINX SSGA LG CAP INDEX 98% 3 60 0 0.14% 1.27%
LARGE VALUE LSVEX LSV LGE CP VALUE EQ 93% 3 60 0 0.66% 13.03%
SMALL BLEND NSGRX PYR SM CP CORE POOL 89% 3 60 0 0.62% 0%
LARGE GROWTH FCNKX FID CONTRAFUND K (FCNKX) 68% 3 60 0 0.55% 4.38%
LARGE GROWTH FGCKX FID GROWTH CO K (FGCKX) 68% 3 60 0 0.79% 4.92%
MID-CAP BLEND FLPKX FID LOW PRICED STK K (FLPKX) 60% 3 60 0 0.82% 18.74%
MID-CAP BLEND ARAIX ARIEL FUND INST (ARAIX) 5% 3 60 0 0.98% 5.4%
LARGE GROWTH NRSRX NB SOCIALLY RESP R6 (NRSRX) 1% 3 60 0 1.3% 0%
Average Expense Ratio: 0.7%
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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 -5.5% -6.3% 6.9% 5.2% 5.7% 4.3%

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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 for Portfolio Details or Follow 4.3% 2.7% 7.1% 6.4% 7.6%

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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:GM)
The plan consists of 32 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, Fixed Income and REITs.
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