MyPlanIQ 401k Investor BERRY PETROLEUM COMPANY THRIFT PLAN

BERRY PETROLEUM COMPANY THRIFT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Mkts A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Growth FDIVX Fidelity Diversified International
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
FIXED INCOME
Inflation-Protected Bond PRRIX Pimco Real Return Bond
High Yield Bond PHYAX Pimco High Yield Admin
Intermediate-Term Bond FBIDX Fidelity US Bond Index
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Mkts A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Growth FDIVX Fidelity Diversified International
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Moderate Allocation FPURX Fidelity Puritan
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
Inflation-Protected Bond PRRIX Pimco Real Return Bond
High Yield Bond PHYAX Pimco High Yield Admin
Intermediate-Term Bond FBIDX Fidelity US Bond Index
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value PA
LARGE GROWTH FCNTX Fidelity Contrafund Mutual Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Investor
LARGE BLEND FUSEX Spartan U.S. Equity Index
LARGE GROWTH MSEGX Morgan Stanley Institutional Equity Growth B
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
LARGE GROWTH MGCAX Managers AMG Essex Small/Microcap Growth A
SMALL VALUE ASOPX American Beacon Small Cap Value PA
Total Available Funds: 26
  • 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 ODMAX Oppenheimer Developing Mkts A 65% 3 60 0 0.84% 0.51%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 0%
Foreign Large Growth FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 4.01%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 2.56%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 2.81%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 2.56%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 1.8%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.6%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 1.76%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 1.65%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 2.68%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 1.71%
Moderate Allocation FPURX Fidelity Puritan 82% 3 60 0 0.5% 4.97%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
FIXED INCOME
Inflation-Protected Bond PRRIX Pimco Real Return Bond 80% 3 60 0 1.37% 3.39%
High Yield Bond PHYAX Pimco High Yield Admin 52% 3 60 0 0.66% 5.37%
Intermediate-Term Bond FBIDX Fidelity US Bond Index 0% 3 60 0 0.13% 2.67%
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value PA 98% 3 60 0 0.94% 5.32%
LARGE GROWTH FCNTX Fidelity Contrafund Mutual Fund 96% 3 60 0 0.55% 2.71%
MID-CAP BLEND CRIMX CRM Mid Cap Value Investor 88% 3 60 0 1.16% 5.95%
LARGE BLEND FUSEX Spartan U.S. Equity Index 79% 3 60 0 0.09% 1.34%
LARGE GROWTH MSEGX Morgan Stanley Institutional Equity Growth B 57% 3 60 0 0.49% 0%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 17.04%
LARGE GROWTH MGCAX Managers AMG Essex Small/Microcap Growth A 0% 3 60 0 NA NA
SMALL VALUE ASOPX American Beacon Small Cap Value PA 0% 3 60 0 NA 0%
Average Expense Ratio: 0.67%
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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 0.4% 4.7% -0.8% 5.2% 4.0% 6.5%

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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:BRY)
The plan consists of 28 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.


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