MyPlanIQ LERNER NEW YORK INC. SAVINGS AND RETIREMENT PLAN

LERNER NEW YORK INC. SAVINGS AND RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Investment Trust: Fidelity Emerging Asia Fund
Others
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
US EQUITY
SMALL BLEND RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Investment Trust: Fidelity Emerging Asia Fund
Others
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
US EQUITY
SMALL BLEND RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
LARGE VALUE LAFFX Lord Abbett Affiliated Fund
LARGE GROWTH AGTHX Growth Fund of America
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 10
  • 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
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Investment Trust: Fidelity Emerging Asia Fund 82% 3 60 0 1.18% 0.08%
Others
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
US EQUITY
SMALL BLEND RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares 92% 3 60 0 1.95% 10%
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 0.02%
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 79% 3 60 0 0.09% 1.79%
LARGE VALUE LAFFX Lord Abbett Affiliated Fund 42% 3 60 0 1.47% 1.68%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.8%
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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*
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
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