MyPlanIQ 401k Investor THE MACERICH PROPERTY MANAGEMENT COMPANY 401(k) PROFIT SHARING PLAN

THE MACERICH PROPERTY MANAGEMENT COMPANY 401(k) PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX Invesco AIM Advisors Inc. AIM Real Estate Fund-A RIC
REAL ESTATE CSDIX Cohen Steers Cohen Steers Realty Income Fund-A RIC
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX Capital Research & Mgmt Co. American Funds EuroPacific Growth Fund-A RIC
Foreign Large Growth AWPAX AllianceBernstein LP AllianceBernstein International Growth Fund-A RIC
WORLD STOCK TEQIX Franklin Mutual Quest Fund-A RIC
Others
Moderate Allocation CTFDX Columbia Columbia Acorn Fund-A RIC
Moderate Allocation MSFJX MFS Investment Mgmt. MFS Total Return Fund-A RIC
ROOT CASH MFS MFS Money Mkt Fund RIC
FIXED INCOME
Intermediate Government MGSIX MFS Co. MFS Government Securities Fund-A RIC
Intermediate-Term Bond MRBIX MFS Co. MFS Research Bond Fund-A RIC
WORLD BOND TPINX Franklin Advisers Inc. Templeton Global Bond Fund-A RIC
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX Invesco AIM Advisors Inc. AIM Real Estate Fund-A RIC
REAL ESTATE CSDIX Cohen Steers Cohen Steers Realty Income Fund-A RIC
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX Capital Research & Mgmt Co. American Funds EuroPacific Growth Fund-A RIC
Foreign Large Growth AWPAX AllianceBernstein LP AllianceBernstein International Growth Fund-A RIC
WORLD STOCK TEQIX Franklin Mutual Quest Fund-A RIC
Others
Moderate Allocation CTFDX Columbia Columbia Acorn Fund-A RIC
Moderate Allocation MSFJX MFS Investment Mgmt. MFS Total Return Fund-A RIC
ROOT CASH MFS MFS Money Mkt Fund RIC
FIXED INCOME
Intermediate Government MGSIX MFS Co. MFS Government Securities Fund-A RIC
Intermediate-Term Bond MRBIX MFS Co. MFS Research Bond Fund-A RIC
WORLD BOND TPINX Franklin Advisers Inc. Templeton Global Bond Fund-A RIC
US EQUITY
LARGE GROWTH MGTIX MFS Investment Mgmt. MFS Massachusetts Investors Growth Stock Fund-A RIC
LARGE BLEND DSPIX Dreyfus Corp. Dreyfus Basic S P 500 Index Fund-A RIC
LARGE VALUE EHSTX Boston Mgmt. Research Eaton Vance Large Cap Value-A RIC
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
REAL ESTATE
REAL ESTATE IARIX Invesco AIM Advisors Inc. AIM Real Estate Fund-A RIC 78% 3 60 0 1.24% 2.47%
REAL ESTATE CSDIX Cohen Steers Cohen Steers Realty Income Fund-A RIC 65% 3 60 0 1.1% 2.11%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX Capital Research & Mgmt Co. American Funds EuroPacific Growth Fund-A RIC 58% 3 60 0 0.9% 3.64%
Foreign Large Growth AWPAX AllianceBernstein LP AllianceBernstein International Growth Fund-A RIC 50% 3 60 0 1.49% 0%
WORLD STOCK TEQIX Franklin Mutual Quest Fund-A RIC 49% 3 60 0 1.03% 3.38%
Others
Moderate Allocation CTFDX Columbia Columbia Acorn Fund-A RIC 97% 3 60 0 0.85% 1.74%
Moderate Allocation MSFJX MFS Investment Mgmt. MFS Total Return Fund-A RIC 83% 3 60 0 0.39% 2.75%
ROOT CASH MFS MFS Money Mkt Fund RIC 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate Government MGSIX MFS Co. MFS Government Securities Fund-A RIC 93% 3 60 0 1.51% 3.21%
Intermediate-Term Bond MRBIX MFS Co. MFS Research Bond Fund-A RIC 79% 3 60 0 0.6% 4.25%
WORLD BOND TPINX Franklin Advisers Inc. Templeton Global Bond Fund-A RIC 73% 3 60 0 0.96% 3.86%
US EQUITY
LARGE GROWTH MGTIX MFS Investment Mgmt. MFS Massachusetts Investors Growth Stock Fund-A RIC 79% 3 60 0 0.71% 0%
LARGE BLEND DSPIX Dreyfus Corp. Dreyfus Basic S P 500 Index Fund-A RIC 77% 3 60 0 0.2% 1.31%
LARGE VALUE EHSTX Boston Mgmt. Research Eaton Vance Large Cap Value-A RIC 48% 3 60 0 1.27% 2.98%
Average Expense Ratio: 0.94%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
MACERICH PROPERTY MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN
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 -0.1% 6.3% 1.3% 5.3% 5.3% 7.6%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:MAC)
The plan consists of 15 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are REITs, Foreign Equity, US Equity and Fixed Income.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.