MyPlanIQ KFORCE GOVERNMENT PRACTICE PLAN

KFORCE GOVERNMENT PRACTICE PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
WORLD STOCK TEDIX Mutual Global Discovery Fund A,,
Others
Moderate Allocation ACETX Van Kampen Equity and Income Fund,,
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Inflation-Protected Bond BPRAX BlackRock Inflation Protected Bond A
US EQUITY
LARGE VALUE LSVEX Large Cap Value/LSV Asset Management Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid-Cap Value Fund,,
Mid-Cap Growth TMDIX Mid Cap Growth/TimesSquare Fund*
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
WORLD STOCK TEDIX Mutual Global Discovery Fund A,,
Others
Moderate Allocation ACETX Van Kampen Equity and Income Fund,,
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Inflation-Protected Bond BPRAX BlackRock Inflation Protected Bond A
US EQUITY
LARGE VALUE LSVEX Large Cap Value/LSV Asset Management Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid-Cap Value Fund,,
Mid-Cap Growth TMDIX Mid Cap Growth/TimesSquare Fund*
LARGE BLEND PDSIX Dryden Stock Index Fund,,
SMALL VALUE CSMIX Columbia Small Cap Value Fund I A
Small Growth PGOAX Jennison Small Company Fund,,
Small Growth JSCRX Jennison Small Company Fund
LARGE GROWTH RGAAX American Funds Growth Fund of America
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
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund 94% 3 60 0 1.36% 0.4%
WORLD STOCK TEDIX Mutual Global Discovery Fund A,, 58% 3 60 0 1.45% 1.75%
Others
Moderate Allocation ACETX Van Kampen Equity and Income Fund,, 76% 3 60 0 0.78% 2.09%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond BPRAX BlackRock Inflation Protected Bond A 65% 3 60 0 0.56% 2.6%
US EQUITY
LARGE VALUE LSVEX Large Cap Value/LSV Asset Management Fund 93% 3 60 0 0.66% 13.03%
MID-CAP VALUE GCMAX Goldman Sachs Mid-Cap Value Fund,, 93% 3 60 0 1.18% 0.54%
Mid-Cap Growth TMDIX Mid Cap Growth/TimesSquare Fund* 90% 3 60 0 1.18% 0%
LARGE BLEND PDSIX Dryden Stock Index Fund,, 77% 3 60 0 0.19% 1.32%
SMALL VALUE CSMIX Columbia Small Cap Value Fund I A 50% 3 60 0 0.86% 7.79%
Small Growth PGOAX Jennison Small Company Fund,, 46% 3 60 0 0.82% 0.38%
Small Growth JSCRX Jennison Small Company Fund 44% 3 60 0 0.82% 0.3%
LARGE GROWTH RGAAX American Funds Growth Fund of America 36% 3 60 0 1.43% 0%
Average Expense Ratio: 0.93%
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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*
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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:KFRC)
The plan consists of 13 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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