MyPlanIQ Savings and Investment Plan

Savings and Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVAX Thornburg International Value Fund A
Foreign Large Blend REREX American Funds Europacific Growth R-4
Others
Moderate Allocation ATCAX American Century Strategic Allocation Moderate Fund A
ROOT CASH FFI Institutional Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II
LARGE VALUE DODGX Dodge & Cox Stock Fund
MID-CAP VALUE JMVAX Perkins Mid Cap Value Fund A
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
Intermediate-Term Bond PGBOX JPMorgan Core Bond Fund A
SHORT GOVERNMENT GSSDX Goldman Sachs Short Duration Govt. Fund A
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVAX Thornburg International Value Fund A
Foreign Large Blend REREX American Funds Europacific Growth R-4
Others
Moderate Allocation ATCAX American Century Strategic Allocation Moderate Fund A
ROOT CASH FFI Institutional Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II
LARGE VALUE DODGX Dodge & Cox Stock Fund
MID-CAP VALUE JMVAX Perkins Mid Cap Value Fund A
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Fund
MID-CAP VALUE TRMCX T. Rowe Price Mid Cap Value Fund
LARGE BLEND VFIAX Vanguard 500 Index Admin Fund
LARGE GROWTH MCGFX Aston/Montag & Caldwell Growth Fund N
LARGE VALUE MEIAX MFS Value Fund A
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth,Fund A
Small Growth SAGWX Sentinel Small Company Fund A
LARGE GROWTH RGAEX American Funds Growth Fund R-4
SMALL VALUE GSSMX Goldman Sachs Small Cap Value Fund A
LARGE GROWTH SRLAX BlackRock Capital Appreciation Portfolio A
LARGE BLEND MASRX BlackRock S&P 500 Index Fund I
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
Intermediate-Term Bond PGBOX JPMorgan Core Bond Fund A
SHORT GOVERNMENT GSSDX Goldman Sachs Short Duration Govt. Fund A
Intermediate Government OGGAX JPMorgan Government Bond Fund A
Total Available Funds: 22
  • 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 Blend TGVAX Thornburg International Value Fund A 64% 3 60 0 1.36% 0.41%
Foreign Large Blend REREX American Funds Europacific Growth R-4 56% 3 60 0 0.9% 3.74%
Others
Moderate Allocation ATCAX American Century Strategic Allocation Moderate Fund A 0% 3 60 0 NA NA
ROOT CASH FFI Institutional Fund 0% 1 60 0 NA 3.73%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II 99% 3 60 0 0.26% 8.81%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 5.1%
MID-CAP VALUE JMVAX Perkins Mid Cap Value Fund A 91% 3 60 0 0.91% 9.06%
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Fund 87% 3 60 0 1.29% 6.08%
MID-CAP VALUE TRMCX T. Rowe Price Mid Cap Value Fund 81% 3 60 0 0.83% 7.06%
LARGE BLEND VFIAX Vanguard 500 Index Admin Fund 78% 3 60 0 0.14% 1.34%
LARGE GROWTH MCGFX Aston/Montag & Caldwell Growth Fund N 59% 3 60 0 0.91% 3.74%
LARGE VALUE MEIAX MFS Value Fund A 56% 3 60 0 0.8% 8.34%
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth,Fund A 55% 3 60 0 1.08% 4.35%
Small Growth SAGWX Sentinel Small Company Fund A 45% 3 60 0 0.81% 0.16%
LARGE GROWTH RGAEX American Funds Growth Fund R-4 39% 3 60 0 0.3% 0%
SMALL VALUE GSSMX Goldman Sachs Small Cap Value Fund A 39% 3 60 0 1.23% 3.76%
LARGE GROWTH SRLAX BlackRock Capital Appreciation Portfolio A 0% 3 60 0 NA NA
LARGE BLEND MASRX BlackRock S&P 500 Index Fund I 0% 3 60 0 0.3% 0%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 87% 3 60 0 0.33% 4.11%
Intermediate-Term Bond PGBOX JPMorgan Core Bond Fund A 65% 3 60 0 1.1% 3.49%
SHORT GOVERNMENT GSSDX Goldman Sachs Short Duration Govt. Fund A 55% 3 60 0 0.47% 2.82%
Intermediate Government OGGAX JPMorgan Government Bond Fund A 40% 3 60 0 0.48% 2.47%
Average Expense Ratio: 0.74%
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ANESTHESIA ASSOCIATES OF MORRISTOWN P.A. SAVINGS AND INVESTMENT PLAN
ITW BARGAINING SAVINGS AND INVESTMENT PLAN
CASCADE CORPORATION SAVINGS AND INVESTMENT PLAN
SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN
MELROE SAVINGS AND INVESTMENT PLAN
ELECTRONIC WARFARE ASSOCIATES, INC. TAX DEFERRED SAVINGS AND INVESTMENT PLAN
DISNEY SAVINGS AND INVESTMENT PLAN
SPRING-GREEN LAWN CARE CORP. SAVINGS AND INVESTMENT PLAN AND TRUST
CLEVELAND-CLIFFS STEEL LLC SAVINGS AND INVESTMENT PLAN
THE CONNECTICARE SAVINGS AND INVESTMENT PLAN
J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN
THOS. S. BYRNE, INC. SAVINGS AND INVESTMENT PLAN
AMES RUBBER CORPORATION SAVINGS AND INVESTMENT PLAN
CLARIOS RETIREMENT SAVINGS AND INVESTMENT PLAN
THE NASSAU COMPANIES OF NEW YORK SAVINGS AND INVESTMENT PLAN
JOHN HANCOCK SAVINGS AND INVESTMENT PLAN
KINDERCARE EDUCATION SAVINGS AND INVESTMENT PLAN
SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES
CJT KOOLCARB, INC. SAVINGS AND INVESTMENT PLAN
SUNSOURCE SAVINGS AND INVESTMENT PLAN
S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN
SMOLIN, LUPIN & CO. SAVINGS AND INVESTMENT PLAN
MEREDITH OPERATIONS CORPORATION SAVINGS AND INVESTMENT PLAN
JSJ CORPORATION RETIREMENT SAVINGS AND INVESTMENT PLAN
DONATECH CORPORATION SAVINGS AND INVESTMENT PLAN
AGC FLAT GLASS NORTH AMERICA, INC. HOURLY EMPLOYEES SAVINGS AND INVESTMENT PLAN
AGC FLAT GLASS NORTH AMERICA, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN
GT SERVICES LLC SAVINGS AND INVESTMENT PLAN
ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN
CERIDIAN SAVINGS AND INVESTMENT PLAN
SG ADMINISTRATION, LP 401(K) SAVINGS AND INVESTMENT PLAN
NBBJ GROUP RETIREMENT SAVINGS AND INVESTMENT PLANS
PGAV SAVINGS AND INVESTMENT PLAN
EMPLOYEE SAVINGS AND INVESTMENT PLAN OF LEVI STRAUSS & CO.
RICHARD A. ALAIMO ASSOCIATES SAVINGS AND INVESTMENT PLAN
NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN
SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN
FRIEDKIN SAVINGS AND INVESTMENT PLAN
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
DALE CARNEGIE & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN
FIRST QUALITY SAVINGS AND INVESTMENT PLAN
SOUTHERN DESIGN SERVICES, INC. SAVINGS AND INVESTMENT PLAN
THE NORTH-EASTERN PENNSYLVANIA TELEPHONE COMPANY SAVINGS AND INVESTMENT PLAN
MBDA INCORPORATED EMPLOYEES' SAVINGS AND INVESTMENT PLAN
BRADESCO BAC FLORIDA BANK SAVINGS AND INVESTMENT PLAN
SCHENCK USA SAVINGS AND INVESTMENT PLAN
MEDTRONIC SAVINGS AND INVESTMENT PLAN (ALSO KNOWN AS THE MEDTRONIC 401(K) PLAN)
THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN
EVERTEC GROUP, LLC SAVINGS & INVESTMENT PLAN SAVINGS AND INVESTMENT PLAN
RIMACO, INC. SAVINGS AND INVESTMENT PLAN
NVENT MANAGEMENT COMPANY RETIREMENT SAVINGS AND INVESTMENT PLAN
ALEDADE 401(K) SAVINGS AND INVESTMENT PLAN
THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN
RON JON SAVINGS AND INVESTMENT PLAN
MATERIAL SCIENCES CORPORATION SAVINGS AND INVESTMENT PLAN
CRANE SAVINGS AND INVESTMENT PLAN
PRIMIENT HOURLY SAVINGS AND INVESTMENT PLAN
DOVER MOTORSPORTS, LLC SAVINGS AND INVESTMENT PLAN
AMERICAN INDUSTRIAL TRANSPORT, INC. SAVINGS AND INVESTMENT PLAN
MID-AMERICA TRANSPLANT SERVICES SAVINGS AND INVESTMENT PLAN
DOMINO FOODS, INC. SAVINGS AND INVESTMENT PLAN
BAL SEAL ENGINEERING, LLC SAVINGS AND INVESTMENT PLAN
DUPONT PUERTO RICO SAVINGS AND INVESTMENT PLAN
GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN
INEOS PIGMENTS SUPPLEMENTAL SAVINGS AND INVESTMENT PLAN
NBBJ GROUP RETIREMENT SAVINGS AND INVESTMENT PLAN
PRYM CONSUMER USA INC. SAVINGS AND INVESTMENT PLAN
NIKON INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN
401(K) SAVINGS AND INVESTMENT PLAN
ONE10 LLC EMPLOYEE SAVINGS AND INVESTMENT PLAN
ALDO US, INC. SAVINGS AND INVESTMENT PLAN
KAISER ALUMINUM INVESTMENTS COMPANY SAVINGS AND INVESTMENT PLAN
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
TROY GROUP, INC. 401(K) SAVINGS AND INVESTMENT PLAN
DASSAULT FALCON JET - WILMINGTON CORP., SAVINGS AND INVESTMENT PLAN
CHIQUITA/FRESH EXPRESS SAVINGS AND INVESTMENT PLAN
MARTINREA INDUSTRIES, INC. EMPLOYEES SAVINGS AND INVESTMENT PLAN - ICON UNION EMPLOYEES
Model Portfolios

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
The plan consists of 22 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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