MyPlanIQ 401k Investor LEHMAN BROTHERS SAVINGS PLAN

LEHMAN BROTHERS SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX TEMPLETON Dev Mkts Adv Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified Intl K Mutual Fund
WORLD STOCK RWIAX AF Cap World G I R5 Mutual Fund
FOREIGN SMALL/MID GROWTH NBISX Neuberger Berman International IS Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Inst Mutual Fund
High Yield Bond LBHBX Neuberger Berman High income Bond Inv Mutual Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index Mutual Fund
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX TEMPLETON Dev Mkts Adv Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified Intl K Mutual Fund
WORLD STOCK RWIAX AF Cap World G I R5 Mutual Fund
FOREIGN SMALL/MID GROWTH NBISX Neuberger Berman International IS Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Mutual Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Mutual Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Mutual Fund
Health FBIOX Fidelity Select Biotech Mutual Fund
Communications FSTCX Fidelity Select Telecomm Mutual Fund
Health FSPHX Fidelity Select Healthcare Mutual Fund
Technology FSPTX Fidelity Select Technology Mutual Fund
ROOT CASH Fidelity Management Tr Company Money Mkt
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Inst Mutual Fund
High Yield Bond LBHBX Neuberger Berman High income Bond Inv Mutual Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index Mutual Fund
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Resp I Mutual Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Inst class Mutual Fund
LARGE GROWTH FLCSX Fidelity Large-Cap Stock Mutual Fund
LARGE BLEND VTSMX Vanguard Total Stock Mkt SIG Mutual Fund
LARGE VALUE MEIIX MFS Value Inst Mutual Fund
Mid-Cap Growth TMDIX Times SQ Midcap Grth Separate Account
MID-CAP VALUE TRMCX T. Rowe Price Retirement Mid Cap Value Mutual Fund
LARGE BLEND VIIIX Vanguard Inst Index Plus Mutual Fund
Small Growth CSMCX Century SM Cap Mutual Fund
MID-CAP VALUE NBHIX Neuberger Berman Value Equity Separate Account
LARGE BLEND NBPIX Neuberger Berman Partners Inst Mutual Fund
LARGE BLEND HIACX Hartford Cap App IA Mutual Fund
MID-CAP BLEND FLPSX Fidelity Low Priced Stock K Mutual Fund
Small Growth PMCIX Allianz Emerging Co Is Mutual Fund
Total Available Funds: 35
  • 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 TDADX TEMPLETON Dev Mkts Adv Mutual Fund 80% 3 60 0 1.14% 3.34%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified Intl K Mutual Fund 98% 3 60 0 0.65% 1.59%
WORLD STOCK RWIAX AF Cap World G I R5 Mutual Fund 58% 3 60 0 0.53% 2.8%
FOREIGN SMALL/MID GROWTH NBISX Neuberger Berman International IS Mutual Fund 0% 3 60 0 1.4% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund 98% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Mutual Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Mutual Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Mutual Fund 91% 3 60 0 0.75% 3.67%
Health FBIOX Fidelity Select Biotech Mutual Fund 77% 3 60 0 0.72% 0.46%
Communications FSTCX Fidelity Select Telecomm Mutual Fund 74% 3 60 0 1.13% 3.03%
Health FSPHX Fidelity Select Healthcare Mutual Fund 73% 3 60 0 0.69% 0%
Technology FSPTX Fidelity Select Technology Mutual Fund 73% 3 60 0 0.7% 0.01%
ROOT CASH Fidelity Management Tr Company Money Mkt 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Inst Mutual Fund 97% 3 60 0 0.83% 3.98%
High Yield Bond LBHBX Neuberger Berman High income Bond Inv Mutual Fund 0% 3 60 0 NA 0%
Intermediate-Term Bond FBIDX Fidelity US Bond Index Mutual Fund 0% 3 60 0 0.13% 2.67%
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Resp I Mutual Fund 99% 3 60 0 1.06% 0.22%
SMALL BLEND NBGEX Neuberger Berman Genesis Inst class Mutual Fund 96% 3 60 0 0.84% 0%
LARGE GROWTH FLCSX Fidelity Large-Cap Stock Mutual Fund 96% 3 60 0 0.76% 0.99%
LARGE BLEND VTSMX Vanguard Total Stock Mkt SIG Mutual Fund 94% 3 60 0 0.03% 1.26%
LARGE VALUE MEIIX MFS Value Inst Mutual Fund 91% 3 60 0 0.8% 8.54%
Mid-Cap Growth TMDIX Times SQ Midcap Grth Separate Account 90% 3 60 0 1.18% 0%
MID-CAP VALUE TRMCX T. Rowe Price Retirement Mid Cap Value Mutual Fund 81% 3 60 0 0.83% 7.78%
LARGE BLEND VIIIX Vanguard Inst Index Plus Mutual Fund 78% 3 60 0 0.02% 1.37%
Small Growth CSMCX Century SM Cap Mutual Fund 72% 3 60 0 1% 0%
MID-CAP VALUE NBHIX Neuberger Berman Value Equity Separate Account 64% 3 60 0 1.38% 1.67%
LARGE BLEND NBPIX Neuberger Berman Partners Inst Mutual Fund 64% 3 60 0 0.51% 0%
LARGE BLEND HIACX Hartford Cap App IA Mutual Fund 4% 3 60 0 0.92% 0.77%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock K Mutual Fund 1% 3 60 0 0.92% 1.69%
Small Growth PMCIX Allianz Emerging Co Is Mutual Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.74%
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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 0.1% 8.0% 1.8% 6.7% 5.0% 7.2%

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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(Ticker:LBC)
The plan consists of 38 funds. It covers 4 major asset classes and 27 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.


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