MyPlanIQ 401k Investor ARTESIAN RETIREMENT PLAN

ARTESIAN RETIREMENT PLAN Investment Model Portfolios

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ARTESIAN 401(K) RETIREMENT PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TEFRX Templeton Funds Foreign Fund R
Others
Moderate Allocation VBINX Vanguard Balanced Index
Moderate Allocation DODBX Dodge Cox Funds Balanced
ROOT CASH Investment Fund Liquidity Fund
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value A
LARGE VALUE DODGX Dodge Cox Funds Stock Fund
LARGE BLEND NYVTX Davis Funds NY Venture A
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Funds Total Return Fund Admin.
SHORT GOVERNMENT STABLEVALUE Gartmore Morley Tr Co. Stable Value Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TEFRX Templeton Funds Foreign Fund R
Others
Moderate Allocation VBINX Vanguard Balanced Index
Moderate Allocation DODBX Dodge Cox Funds Balanced
ROOT CASH Investment Fund Liquidity Fund
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value A
LARGE VALUE DODGX Dodge Cox Funds Stock Fund
LARGE BLEND NYVTX Davis Funds NY Venture A
Mid-Cap Growth ACRNX Columbia Funds Acorn Z
LARGE GROWTH CVGRX Calamos Growth A
LARGE GROWTH AGTHX American Fund Growth Fund of Amer A
MID-CAP VALUE CMUAX Columbia Funds Mid-Cap Value A
SMALL BLEND RLPRX Royce Low Priced Stock
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Funds Total Return Fund Admin.
SHORT GOVERNMENT STABLEVALUE Gartmore Morley Tr Co. Stable Value Fund
Total Available Funds: 14
  • 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 Value TEFRX Templeton Funds Foreign Fund R 53% 3 60 0 0.85% 0%
Others
Moderate Allocation VBINX Vanguard Balanced Index 92% 3 60 0 0.07% 1.09%
Moderate Allocation DODBX Dodge Cox Funds Balanced 92% 3 60 0 0.42% 2.07%
ROOT CASH Investment Fund Liquidity Fund 0% 1 60 0 NA 5.5%
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value A 93% 3 60 0 0.86% 0.6%
LARGE VALUE DODGX Dodge Cox Funds Stock Fund 93% 3 60 0 0.52% 1.17%
LARGE BLEND NYVTX Davis Funds NY Venture A 92% 3 60 0 1.75% 1.62%
Mid-Cap Growth ACRNX Columbia Funds Acorn Z 75% 3 60 0 1.83% 0%
LARGE GROWTH CVGRX Calamos Growth A 52% 3 60 0 1.05% 7.56%
LARGE GROWTH AGTHX American Fund Growth Fund of Amer A 41% 3 60 0 0.3% 9.77%
MID-CAP VALUE CMUAX Columbia Funds Mid-Cap Value A 41% 3 60 0 1.13% 0.62%
SMALL BLEND RLPRX Royce Low Priced Stock 0% 3 60 0 1.86% 6.57%
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Funds Total Return Fund Admin. 66% 3 60 0 0.8% 2.64%
SHORT GOVERNMENT STABLEVALUE Gartmore Morley Tr Co. Stable Value Fund 16% 3 60 0 NA 28.05%
Average Expense Ratio: 0.95%
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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 0.7% 18.6% 12.6% 9.9% 6.8% 6.6%

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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*
Click to Create Model Portfolio

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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*
Click for Portfolio Details or Follow 0.7% 19.9% 13.2% 9.6% 5.6% 5.4%

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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*
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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:ARTNA)
The plan consists of 14 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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