MyPlanIQ 401k Investor AMERICAN ASSOCIATION OF BLOOD BANKS 403(B) PLAN

AMERICAN ASSOCIATION OF BLOOD BANKS 403(B) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE OREYX Oppenheimer Real Estate Y
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
World Allocation MDLOX BlackRock Global Allocation Inv A
US EQUITY
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv
LARGE BLEND MMFVX MassMutual Select Focused Value L
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
FIXED INCOME
Intermediate-Term Bond MDBLX MassMutual Premier Diversified Bond L
High Yield Bond BHYAX BlackRock High Yield Bond Inv A
WORLD BOND ANAGX AllianceBern Global Bond A
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE OREYX Oppenheimer Real Estate Y
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
World Allocation MDLOX BlackRock Global Allocation Inv A
US EQUITY
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv
LARGE BLEND MMFVX MassMutual Select Focused Value L
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE GROWTH MBCLX MassMutual Select Blue Chip Growth L
LARGE BLEND VFIAX Vanguard 500 Index Admiral
Small Growth FSSAX Franklin Small Cap Growth Adv
LARGE VALUE ACSDX Invesco Van Kampen Comstock Y
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A
SMALL VALUE FRVLX Franklin Small Cap Value A
FIXED INCOME
Intermediate-Term Bond MDBLX MassMutual Premier Diversified Bond L
High Yield Bond BHYAX BlackRock High Yield Bond Inv A
WORLD BOND ANAGX AllianceBern Global Bond A
Total Available Funds: 18
  • 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 OREYX Oppenheimer Real Estate Y 0% 3 60 0 1.09% 4.87%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 0.8%
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 55% 3 60 0 0.9% 3.41%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 29% 3 60 0 0.07% 3.49%
Others
World Allocation MDLOX BlackRock Global Allocation Inv A 74% 3 60 0 0.84% 1.21%
US EQUITY
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv 90% 3 60 0 1.23% 5.4%
LARGE BLEND MMFVX MassMutual Select Focused Value L 84% 3 60 0 1.04% 4.73%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 3 60 0 0.05% 1.75%
LARGE GROWTH MBCLX MassMutual Select Blue Chip Growth L 79% 3 60 0 1.34% 24.08%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 3 60 0 0.14% 1.68%
Small Growth FSSAX Franklin Small Cap Growth Adv 77% 3 60 0 1.11% 0%
LARGE VALUE ACSDX Invesco Van Kampen Comstock Y 77% 3 60 0 1.55% 9.11%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm 72% 3 60 0 0.04% 1.8%
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A 55% 3 60 0 1.08% 4.65%
SMALL VALUE FRVLX Franklin Small Cap Value A 55% 3 60 0 1.73% 5.02%
FIXED INCOME
Intermediate-Term Bond MDBLX MassMutual Premier Diversified Bond L 84% 3 60 0 0.84% 5.13%
High Yield Bond BHYAX BlackRock High Yield Bond Inv A 50% 3 60 0 0.51% 6.81%
WORLD BOND ANAGX AllianceBern Global Bond A 47% 3 60 0 0.55% 3.36%
Average Expense Ratio: 0.83%
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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 -0.5% 4.3% 3.3% 4.9% 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*
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 18 funds. It covers 5 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity, REITs and Foreign Equity.


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