MyPlanIQ 401k Investor Unitrin, Inc. 401(k) Savings Plan

Unitrin, Inc. 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund (J) Mutual Fund Shares
Foreign Large Blend WFISX Wells Fargo International Equity Index Fund G Collective Tr
Others
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 I Mutual Fund Shares
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 I Mutual Fund Shares
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I Mutual Fund Shares
US EQUITY
LARGE BLEND DGAGX Dreyfus app Fund Inc. Mutual Fund Shares
SMALL VALUE JSIVX Perkins Small Cap Value Instl,Shares
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl,Shares
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Instl,Shares
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund G Collective Tr
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund (J) Mutual Fund Shares
Foreign Large Blend WFISX Wells Fargo International Equity Index Fund G Collective Tr
Others
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 I Mutual Fund Shares
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 I Mutual Fund Shares
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I Mutual Fund Shares
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 I Mutual Fund Shares
Retirement Income FIAFX Fidelity Advisor Freedom income I Mutual Fund Shares
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 I Mutual Fund Shares
Moderate Allocation ACETX Van Kampen Equity & Income I,Shares
US EQUITY
LARGE BLEND DGAGX Dreyfus app Fund Inc. Mutual Fund Shares
SMALL VALUE JSIVX Perkins Small Cap Value Instl,Shares
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl,Shares
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 Mutual Fund Shares
LARGE VALUE HWLIX Hotchkis & Wiley Large Cap Value I,Shares
Small Growth BSCFX Baron Small Cap,Shares
Mid-Cap Growth PMGIX Allianz CCM Mid Cap Instl,Shares
LARGE BLEND WFVEX Wells Fargo S P 500 Index Fund G Collective Tr
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Instl,Shares
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund G Collective Tr
Total Available Funds: 19
  • 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
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund (J) Mutual Fund Shares 95% 3 60 0 2.06% 2.7%
Foreign Large Blend WFISX Wells Fargo International Equity Index Fund G Collective Tr 0% 3 60 0 0.99% 1.21%
Others
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 I Mutual Fund Shares 93% 3 60 0 1% 1.79%
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 I Mutual Fund Shares 92% 3 60 0 1.07% 2.15%
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I Mutual Fund Shares 89% 3 60 0 1.16% 1.8%
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 I Mutual Fund Shares 88% 3 60 0 1.24% 1.17%
Retirement Income FIAFX Fidelity Advisor Freedom income I Mutual Fund Shares 86% 3 60 0 0.47% 2.88%
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 I Mutual Fund Shares 85% 3 60 0 0.73% 2.62%
Moderate Allocation ACETX Van Kampen Equity & Income I,Shares 76% 3 60 0 0.78% 2.09%
US EQUITY
LARGE BLEND DGAGX Dreyfus app Fund Inc. Mutual Fund Shares 97% 3 60 0 0.66% 0.57%
SMALL VALUE JSIVX Perkins Small Cap Value Instl,Shares 93% 3 60 0 1.36% 9.99%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl,Shares 83% 3 60 0 1.18% 0.85%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 Mutual Fund Shares 75% 3 60 0 0.63% 0.75%
LARGE VALUE HWLIX Hotchkis & Wiley Large Cap Value I,Shares 69% 3 60 0 1.91% 11.25%
Small Growth BSCFX Baron Small Cap,Shares 39% 3 60 0 1.31% 3.11%
Mid-Cap Growth PMGIX Allianz CCM Mid Cap Instl,Shares 0% 3 60 0 NA NA
LARGE BLEND WFVEX Wells Fargo S P 500 Index Fund G Collective Tr 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Instl,Shares 97% 3 60 0 0.83% 3.98%
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund G Collective Tr 0% 3 60 0 NA 0%
Average Expense Ratio: 1.09%
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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 5.4% 13.2% 3.7% 7.8% 5.3% 7.4%

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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(Ticker:UTR)
The plan consists of 20 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and US Equity.
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