MyPlanIQ 401k Investor Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan

Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REFDX Global Real Estate I Morgan Stanley Institutional Fund Global Real Estate Portfolio, Cl I
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value Portfolio
INTERNATIONAL EQUITY
Foreign Small Value DISVX International Value II Dodge & Cox International Stock Fund
Foreign Large Value AAIPX International Core Index I American Beacon International Equity Index Fund, Institutional Class
Foreign Large Blend DFALX Large Equity IX GE Institutional U.S. Large-Cap Core Equity Fund, Investment Class
Others
Aggressive Allocation VASGX LifeStrategy I Vanguard LifeStrategy Growth Fund
Conservative Allocation VSCGX LifeStrategy III Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VSMGX LifeStrategy II Vanguard LifeStrategy Moderate Growth Fund
US EQUITY
SMALL VALUE VISVX Small Value Equity Index I Vanguard Small-Cap Value Index Fund, Investor Shares
Small Growth VISGX Small Growth Equity Index I Vanguard Small-Cap Growth Index Fund, Investor Shares
US Small Cap NAESX Small Equity III DFA U.S. Small Cap Portfolio
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REFDX Global Real Estate I Morgan Stanley Institutional Fund Global Real Estate Portfolio, Cl I
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value Portfolio
INTERNATIONAL EQUITY
Foreign Small Value DISVX International Value II Dodge & Cox International Stock Fund
Foreign Large Value AAIPX International Core Index I American Beacon International Equity Index Fund, Institutional Class
Foreign Large Blend DFALX Large Equity IX GE Institutional U.S. Large-Cap Core Equity Fund, Investment Class
Foreign Large Blend JETAX International Core II Artio Global Management LLC International Equity
Others
Aggressive Allocation VASGX LifeStrategy I Vanguard LifeStrategy Growth Fund
Conservative Allocation VSCGX LifeStrategy III Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VSMGX LifeStrategy II Vanguard LifeStrategy Moderate Growth Fund
Technology WSTYX Science and Technology I Ivy Science and Technology Fund, Class Y
ROOT CASH Money Market Advantus Money Market
US EQUITY
SMALL VALUE VISVX Small Value Equity Index I Vanguard Small-Cap Value Index Fund, Investor Shares
Small Growth VISGX Small Growth Equity Index I Vanguard Small-Cap Growth Index Fund, Investor Shares
US Small Cap NAESX Small Equity III DFA U.S. Small Cap Portfolio
Mid-Cap Growth VMGIX Mid-Cap Growth Equity II Ivy Mid Cap Growth Fund, Class Y
LARGE BLEND VFINX Large Equity Index I Advantus S&P 500? Index
MID-CAP VALUE VMVIX Mid-Cap Value Equity I Perkins Mid Cap Value Fund, Class I
MID-CAP BLEND ABMIX Mid-Cap Equity III Aston/Fairpointe Mid Cap Fund, Class I
SMALL VALUE JSCOX Small Value Equity XIV Perkins Small Cap Value
Mid-Cap Growth FRSGX Small/Mid Growth Equity III Alger SMid Cap Growth Portfolio, Class I-2
LARGE GROWTH NVLIX Large Growth Equity XI Winslow Capital Large Cap Growth
LARGE BLEND ITAIX Tactical Asset Allocation I Ivy Asset Strategy Fund, Class Y
LARGE VALUE LSGIX Large Value Equity XIV Loomis Sayles Value Fund, Class Y
LARGE GROWTH JCEFX Large Growth Equity III Janus Capital Management LLC Concentrated Large Growth
FIXED INCOME
Intermediate-Term Bond AGG Aggregate Bond II PIMCO Total Return Fund, Institutional Class
WORLD BOND TPINX Global Bond I Templeton Class A
High Yield Bond PHIYX High Yield Bond I PIMCO High Yield Fund, Institutional Shares
Intermediate-Term Bond VBTSX Total Bond Index IA Vanguard Total Bond Market Index Fund, Signal Shares
Total Available Funds: 28
  • 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 REFDX Global Real Estate I Morgan Stanley Institutional Fund Global Real Estate Portfolio, Cl I 0% 1 60 0 NA 0%
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value Portfolio 96% 1 60 0 0.44% 4.53%
INTERNATIONAL EQUITY
Foreign Small Value DISVX International Value II Dodge & Cox International Stock Fund 100% 1 60 0 0.43% 3.75%
Foreign Large Value AAIPX International Core Index I American Beacon International Equity Index Fund, Institutional Class 98% 1 60 0 1.97% 2.74%
Foreign Large Blend DFALX Large Equity IX GE Institutional U.S. Large-Cap Core Equity Fund, Investment Class 88% 1 60 0 0.17% 3.33%
Foreign Large Blend JETAX International Core II Artio Global Management LLC International Equity 51% 1 60 0 0.9% 4.68%
Others
Aggressive Allocation VASGX LifeStrategy I Vanguard LifeStrategy Growth Fund 89% 1 60 0 0.14% 1.97%
Conservative Allocation VSCGX LifeStrategy III Vanguard LifeStrategy Conservative Growth Fund 89% 1 60 0 0.12% 2.84%
Moderate Allocation VSMGX LifeStrategy II Vanguard LifeStrategy Moderate Growth Fund 84% 1 60 0 0.13% 2.53%
Technology WSTYX Science and Technology I Ivy Science and Technology Fund, Class Y 48% 1 60 0 0.96% 10.12%
ROOT CASH Money Market Advantus Money Market 0% 1 60 0 NA 4.14%
US EQUITY
SMALL VALUE VISVX Small Value Equity Index I Vanguard Small-Cap Value Index Fund, Investor Shares 100% 1 60 0 0.06% 1.97%
Small Growth VISGX Small Growth Equity Index I Vanguard Small-Cap Growth Index Fund, Investor Shares 100% 1 60 0 0.07% 0.54%
US Small Cap NAESX Small Equity III DFA U.S. Small Cap Portfolio 99% 1 60 0 0.03% 1.4%
Mid-Cap Growth VMGIX Mid-Cap Growth Equity II Ivy Mid Cap Growth Fund, Class Y 98% 1 60 0 0.19% 0.58%
LARGE BLEND VFINX Large Equity Index I Advantus S&P 500? Index 98% 1 60 0 0.14% 1.27%
MID-CAP VALUE VMVIX Mid-Cap Value Equity I Perkins Mid Cap Value Fund, Class I 96% 1 60 0 0.19% 2.11%
MID-CAP BLEND ABMIX Mid-Cap Equity III Aston/Fairpointe Mid Cap Fund, Class I 86% 1 60 0 0.76% 0.64%
SMALL VALUE JSCOX Small Value Equity XIV Perkins Small Cap Value 83% 1 60 0 1.36% 9.94%
Mid-Cap Growth FRSGX Small/Mid Growth Equity III Alger SMid Cap Growth Portfolio, Class I-2 42% 1 60 0 0.85% 0%
LARGE GROWTH NVLIX Large Growth Equity XI Winslow Capital Large Cap Growth 23% 1 60 0 0.56% 3.26%
LARGE BLEND ITAIX Tactical Asset Allocation I Ivy Asset Strategy Fund, Class Y 0% 1 60 0 NA 0%
LARGE VALUE LSGIX Large Value Equity XIV Loomis Sayles Value Fund, Class Y 0% 1 60 0 0.74% 462.59%
LARGE GROWTH JCEFX Large Growth Equity III Janus Capital Management LLC Concentrated Large Growth 0% 1 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond AGG Aggregate Bond II PIMCO Total Return Fund, Institutional Class 100% 1 60 0 0.03% 3.24%
WORLD BOND TPINX Global Bond I Templeton Class A 73% 1 60 0 0.96% 3.86%
High Yield Bond PHIYX High Yield Bond I PIMCO High Yield Fund, Institutional Shares 73% 1 60 0 0.66% 5.61%
Intermediate-Term Bond VBTSX Total Bond Index IA Vanguard Total Bond Market Index Fund, Signal Shares 0% 1 60 0 0.1% 2.96%
Average Expense Ratio: 0.5%
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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 4.3% 10.2% 4.1% 7.7% 5.6% 11.4%

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


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