MyPlanIQ 401k Investor RELIV` INTERNATIONAL, INC.401(k) PLAN

RELIV` INTERNATIONAL, INC.401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund R6
Others
Conservative Allocation CAPAX Federated Capital Preservation Fund
ROOT ISLCX Schwab S P 500 Index Select S
US EQUITY
Small Growth PSGIX Black Rock Sm Cap Growth Equity
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund
SMALL VALUE AVFIX American Beacon Small Cap Val
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected SEC
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return INSTL Class
Total Available Funds: 12
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund R6
Others
Conservative Allocation CAPAX Federated Capital Preservation Fund
ROOT ISLCX Schwab S P 500 Index Select S
US EQUITY
Small Growth PSGIX Black Rock Sm Cap Growth Equity
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund
SMALL VALUE AVFIX American Beacon Small Cap Val
LARGE VALUE VWNAX Vanguard Windsor II Admiral Shs.
LARGE GROWTH RGAFX Growth Fund of Amer R6
Mid-Cap Growth TMGFX Turner Midcap Growth Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected SEC
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return INSTL Class
Total Available Funds: 12
  • 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
Global Real Estate IGLIX ING Global Real Estate Fund 0% 3 60 0 1.01% 21.25%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund R6 94% 3 60 0 0.84% 6.96%
Others
Conservative Allocation CAPAX Federated Capital Preservation Fund 56% 3 60 0 0.9% 3.47%
ROOT ISLCX Schwab S P 500 Index Select S 0% 3 60 0 NA 2.59%
US EQUITY
Small Growth PSGIX Black Rock Sm Cap Growth Equity 94% 3 60 0 1% 0.28%
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund 88% 3 60 0 1.16% 9.36%
SMALL VALUE AVFIX American Beacon Small Cap Val 81% 3 60 0 1.28% 8.57%
LARGE VALUE VWNAX Vanguard Windsor II Admiral Shs. 81% 3 60 0 0.26% 10%
LARGE GROWTH RGAFX Growth Fund of Amer R6 75% 3 60 0 0.63% 9.19%
Mid-Cap Growth TMGFX Turner Midcap Growth Fund 0% 3 60 0 1.18% 0%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected SEC 98% 3 60 0 0.07% 2.87%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return INSTL Class 96% 3 60 0 0.83% 4.3%
Average Expense Ratio: 0.83%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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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:RELV)
The plan consists of 12 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
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