MyPlanIQ 401k Investor GENERAL COMMUNICATION, INC. QUALIFIED EMPLOYEE STOCK PURCHASE PLAN

GENERAL COMMUNICATION, INC. QUALIFIED EMPLOYEE STOCK PURCHASE PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRIX Virtus Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific R-4
Others
Target Date 2026-2030 STLDX BlackRock Lifepath 2030 I
Target Date 2036-2040 STLEX BlackRock Lifepath 2040 I
Target Date 2050+ STLFX BlackRock Lifepath 2050 I
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Funds Total Return Adm
Intermediate-Term Bond MDHQX BlackRock Inv Ret Port I
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Mkt Index
Small Growth PSGIX BlackRock Small Cap Growth Equity
LARGE GROWTH HACAX Harbor Capital Apprec Admin
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRIX Virtus Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific R-4
Others
Target Date 2026-2030 STLDX BlackRock Lifepath 2030 I
Target Date 2036-2040 STLEX BlackRock Lifepath 2040 I
Target Date 2050+ STLFX BlackRock Lifepath 2050 I
Target Date 2016-2020 STLCX BlackRock Lifepath 2020 I
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Funds Total Return Adm
Intermediate-Term Bond MDHQX BlackRock Inv Ret Port I
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Mkt Index
Small Growth PSGIX BlackRock Small Cap Growth Equity
LARGE GROWTH HACAX Harbor Capital Apprec Admin
SMALL VALUE PVADX Allianz NFJ Small Cap Admin
LARGE VALUE AAGAX American Beacon Large Cap Val A
Total Available Funds: 13
  • 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 PHRIX Virtus Real Estate Securities Fund 58% 3 60 0 2.05% 10.83%
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific R-4 56% 3 60 0 0.9% 3.74%
Others
Target Date 2026-2030 STLDX BlackRock Lifepath 2030 I 94% 3 60 0 0.34% 3.1%
Target Date 2036-2040 STLEX BlackRock Lifepath 2040 I 92% 3 60 0 1.04% 3.18%
Target Date 2050+ STLFX BlackRock Lifepath 2050 I 81% 3 60 0 0.34% 1.14%
Target Date 2016-2020 STLCX BlackRock Lifepath 2020 I 0% 3 60 0 0.67% 1.74%
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Funds Total Return Adm 66% 3 60 0 0.8% 4.94%
Intermediate-Term Bond MDHQX BlackRock Inv Ret Port I 34% 3 60 0 0.6% 3.78%
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Mkt Index 94% 3 60 0 0.09% 1.62%
Small Growth PSGIX BlackRock Small Cap Growth Equity 93% 3 60 0 1% 0.25%
LARGE GROWTH HACAX Harbor Capital Apprec Admin 75% 3 60 0 1.04% 0%
SMALL VALUE PVADX Allianz NFJ Small Cap Admin 57% 3 60 0 0.89% 15.52%
LARGE VALUE AAGAX American Beacon Large Cap Val A 0% 3 60 0 0.34% 0%
Average Expense Ratio: 0.78%
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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 2.0% 13.3% 1.4% 5.1% 4.4% 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:GNCMA)
The plan consists of 13 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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