MyPlanIQ 401k Investor RETIREMENT PLAN FOR OCEANFIRST BANK

RETIREMENT PLAN FOR OCEANFIRST BANK Investment Model Portfolios

This Plan is unrated.
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RETIREMENT PLAN FOR OCEANFIRST BANK
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GEICX GE Institutional International Equity Fund
Others
Target Date 2031-2035 WFQRX SSgA Dow Jones Target 2035 Fund
Target Date 2021-2025 WFGYX SSgA Dow Jones Target 2025 Fund
Target Date 2011-2015 WFQEX SSgA Dow Jones Target 2015 Fund
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Fund
LARGE BLEND NYVTX Davis NY Venture Fund
LARGE VALUE MADVX Black Rock Equity Dividend Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Inflation-Protected Bond DIIGX Transamerica Financial Life Ins. Co. Inflation-Protected Securities Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GEICX GE Institutional International Equity Fund
Others
Target Date 2031-2035 WFQRX SSgA Dow Jones Target 2035 Fund
Target Date 2021-2025 WFGYX SSgA Dow Jones Target 2025 Fund
Target Date 2011-2015 WFQEX SSgA Dow Jones Target 2015 Fund
Moderate Allocation DVASX Transamerica Financial Life Ins. Co. interm/Long Horizon Asset Allocation Fund
Conservative Allocation DVMSX Transamerica Financial Life Ins. Co. interm Horizon Asset Allocation Fund
Conservative Allocation DVSIX Transamerica Financial Life Ins. Co. Short Horizon Asset Allocation Fund
ROOT CASH Transamerica Financial Life Ins. Co. Money Mkt Fund
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Fund
LARGE BLEND NYVTX Davis NY Venture Fund
LARGE VALUE MADVX Black Rock Equity Dividend Fund
MID-CAP BLEND ABMIX ABN AMRO/VERDUS Aston/Optimum Mid Cap Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE BLEND DSKIX Transamerica Stock Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Inflation-Protected Bond DIIGX Transamerica Financial Life Ins. Co. Inflation-Protected Securities Fund
Total Available Funds: 16
  • 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 GEICX GE Institutional International Equity Fund 0% 3 60 0 NA 0.99%
Others
Target Date 2031-2035 WFQRX SSgA Dow Jones Target 2035 Fund 0% 3 60 0 0.49% 17.95%
Target Date 2021-2025 WFGYX SSgA Dow Jones Target 2025 Fund 0% 3 60 0 0.91% 2.92%
Target Date 2011-2015 WFQEX SSgA Dow Jones Target 2015 Fund 0% 3 60 0 0.9% 2.11%
Moderate Allocation DVASX Transamerica Financial Life Ins. Co. interm/Long Horizon Asset Allocation Fund 0% 3 60 0 1.3% 0.88%
Conservative Allocation DVMSX Transamerica Financial Life Ins. Co. interm Horizon Asset Allocation Fund 0% 3 60 0 1.23% 1.07%
Conservative Allocation DVSIX Transamerica Financial Life Ins. Co. Short Horizon Asset Allocation Fund 0% 3 60 0 1.18% 2.36%
ROOT CASH Transamerica Financial Life Ins. Co. Money Mkt Fund 0% 1 60 0 NA 2.61%
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Fund 100% 3 60 0 0.96% 0.57%
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 19.91%
LARGE VALUE MADVX Black Rock Equity Dividend Fund 91% 3 60 0 1% 10.31%
MID-CAP BLEND ABMIX ABN AMRO/VERDUS Aston/Optimum Mid Cap Fund 87% 3 60 0 0.76% 0.6%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 9.19%
LARGE BLEND DSKIX Transamerica Stock Index Fund 0% 3 60 0 0.65% 1.15%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 96% 3 60 0 0.83% 4.3%
Inflation-Protected Bond DIIGX Transamerica Financial Life Ins. Co. Inflation-Protected Securities Fund 0% 3 60 0 0.65% 2.02%
Average Expense Ratio: 0.95%
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Model Portfolios

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*
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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 to Create Model Portfolio

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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:OCFC)
The plan consists of 17 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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