MyPlanIQ The 401(k) Plan

The 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DRPEX Dreyfus Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark Int’l Fund
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
COMMODITIES
COMMODITIES BROAD BASKET GSCCX Goldman Sachs Commodity Strategy Fund
Others
Health VGHCX Vanguard Health Care Fund
Technology PRGTX T. Rowe Price Global Technology
Technology WFSTX Wells Fargo Advtg Specialized Tech Fund Investor Class
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund
High Yield Bond VWEHX Vanguard High Yield Corporate Bond Fund
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DRPEX Dreyfus Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark Int’l Fund
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
COMMODITIES
COMMODITIES BROAD BASKET GSCCX Goldman Sachs Commodity Strategy Fund
Others
Health VGHCX Vanguard Health Care Fund
Technology PRGTX T. Rowe Price Global Technology
Technology WFSTX Wells Fargo Advtg Specialized Tech Fund Investor Class
Technology DTGRX Dreyfus Technology Growth Fund Class A
ROOT CASH Federated Money Market Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund
High Yield Bond VWEHX Vanguard High Yield Corporate Bond Fund
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II
LARGE GROWTH VPMCX Vanguard Primecap Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE MEIIX MFS Value Fund
LARGE BLEND SVSPX State Street Global Advisors S&P 500 Flagship SL Fund
Small Growth MSSGX MSIF Small Company Growth Fund
LARGE GROWTH RYVYX Rydex Nasdaq-100 2X Strategy Fund Class H
MID-CAP BLEND DMCVX Dreyfus Mid-cap Value Fund
LARGE GROWTH AGTHX American Funds Growth Fund of America
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
Emerging Market
DIVERSIFIED EMERGING MKTS DRPEX Dreyfus Emerging Markets Fund 0% 3 60 0 2.5% 3.18%
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark Int’l Fund 100% 3 60 0 0.75% 1.86%
Foreign Large Blend AEPGX American Funds Europacific Growth Fund 57% 3 60 0 0.9% 3.58%
COMMODITIES
COMMODITIES BROAD BASKET GSCCX Goldman Sachs Commodity Strategy Fund 91% 3 60 0 0.93% 3.25%
Others
Health VGHCX Vanguard Health Care Fund 97% 3 60 0 0.34% 6.67%
Technology PRGTX T. Rowe Price Global Technology 58% 3 60 0 0.95% 0%
Technology WFSTX Wells Fargo Advtg Specialized Tech Fund Investor Class 45% 3 60 0 1.23% 0%
Technology DTGRX Dreyfus Technology Growth Fund Class A 39% 3 60 0 0.77% 0%
ROOT CASH Federated Money Market Fund 0% 3 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Index Fund 100% 3 60 0 0.15% 3.17%
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund 98% 3 60 0 0.07% 3.87%
High Yield Bond VWEHX Vanguard High Yield Corporate Bond Fund 95% 3 60 0 0.13% 6.08%
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 87% 3 60 0 0.33% 4.05%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II 99% 3 60 0 0.26% 10.4%
LARGE GROWTH VPMCX Vanguard Primecap Fund 95% 3 60 0 0.31% 7.91%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 6.05%
LARGE VALUE MEIIX MFS Value Fund 91% 3 60 0 0.8% 8.55%
LARGE BLEND SVSPX State Street Global Advisors S&P 500 Flagship SL Fund 75% 3 60 0 0.16% 12.81%
Small Growth MSSGX MSIF Small Company Growth Fund 70% 3 60 0 2.1% 0%
LARGE GROWTH RYVYX Rydex Nasdaq-100 2X Strategy Fund Class H 55% 3 60 0 1.79% 0%
MID-CAP BLEND DMCVX Dreyfus Mid-cap Value Fund 50% 3 60 0 1.14% 4.37%
LARGE GROWTH AGTHX American Funds Growth Fund of America 41% 3 60 0 0.3% 8.43%
Average Expense Ratio: 0.78%
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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
The plan consists of 41 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, Emerging Market Equity and Commodity.
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