MyPlanIQ 401k Investor REGENCY CENTERS 401(k) PROFIT SHARING PLAN

REGENCY CENTERS 401(k) PROFIT SHARING PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate
INTERNATIONAL EQUITY
WORLD STOCK CNPFX American Funds New Perspective
Foreign Large Blend AEPGX American Funds Europacific Growth
Others
Moderate Allocation FBALX Fidelity Balanced Fund,,
Conservative Allocation MFV MFS Value
ROOT REG Regency Centers Corporation Common Stock Fund
US EQUITY
Small Growth BSCFX Baron Small Cap
MID-CAP BLEND RSVAX RS Investments Value (A),,
LARGE GROWTH RGAAX American Funds Growth Fund of America
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate
INTERNATIONAL EQUITY
WORLD STOCK CNPFX American Funds New Perspective
Foreign Large Blend AEPGX American Funds Europacific Growth
Others
Moderate Allocation FBALX Fidelity Balanced Fund,,
Conservative Allocation MFV MFS Value
ROOT REG Regency Centers Corporation Common Stock Fund
Target Date 2050+ WFQFX Wells Fargo Advantage - Dow Jones Target 2050 (INST)
Retirement Income WFBTX Wells Fargo Advantage - Dow Jones Target Today (I)
Target Date 2000-2010 WFOAX Wells Fargo Advantage - Dow Jones Target 2010 (I)
Target Date 2036-2040 WFOSX Wells Fargo Advantage - Dow Jones Target 2040 (I)
Target Date 2016-2020 WFOBX Wells Fargo Advantage - Dow Jones Target 2020 (I)
Target Date 2026-2030 STHRX Wells Fargo Advantage - Dow Jones Target 2030 (I)
ROOT CASH Wells Fargo Treasury Plus Institutional Money Market Fund
US EQUITY
Small Growth BSCFX Baron Small Cap
MID-CAP BLEND RSVAX RS Investments Value (A),,
LARGE GROWTH RGAAX American Funds Growth Fund of America
LARGE BLEND NVINX Wells Fargo Advantage Index
Small Growth LSBYX Lord Abbett Small Cap Blend
FIXED INCOME
Intermediate-Term Bond MBFIX Wells Fargo Advantage Total Return Bond
ULTRASHORT BOND NVSIX Wells Fargo Collective Stable Return Fund
Total Available Funds: 20
  • 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 IARIX AIM Real Estate 22% 3 60 0 1.24% 2.47%
INTERNATIONAL EQUITY
WORLD STOCK CNPFX American Funds New Perspective 71% 3 60 0 1.47% 5.71%
Foreign Large Blend AEPGX American Funds Europacific Growth 32% 3 60 0 0.9% 3.64%
Others
Moderate Allocation FBALX Fidelity Balanced Fund,, 90% 3 60 0 0.5% 1.59%
Conservative Allocation MFV MFS Value 32% 3 60 0 NA 10.36%
ROOT REG Regency Centers Corporation Common Stock Fund 0% 3 60 0 NA 3.92%
Target Date 2050+ WFQFX Wells Fargo Advantage - Dow Jones Target 2050 (INST) 0% 3 60 0 0.85% 1.87%
Retirement Income WFBTX Wells Fargo Advantage - Dow Jones Target Today (I) 0% 3 60 0 0.86% 0%
Target Date 2000-2010 WFOAX Wells Fargo Advantage - Dow Jones Target 2010 (I) 0% 3 60 0 1.35% 2.15%
Target Date 2036-2040 WFOSX Wells Fargo Advantage - Dow Jones Target 2040 (I) 0% 3 60 0 0.49% 1.85%
Target Date 2016-2020 WFOBX Wells Fargo Advantage - Dow Jones Target 2020 (I) 0% 3 60 0 0.49% 2.06%
Target Date 2026-2030 STHRX Wells Fargo Advantage - Dow Jones Target 2030 (I) 0% 3 60 0 0.29% 1.51%
ROOT CASH Wells Fargo Treasury Plus Institutional Money Market Fund 0% 1 60 0 NA 4.14%
US EQUITY
Small Growth BSCFX Baron Small Cap 90% 3 60 0 1.31% 3.11%
MID-CAP BLEND RSVAX RS Investments Value (A),, 59% 3 60 0 1.3% 6.42%
LARGE GROWTH RGAAX American Funds Growth Fund of America 33% 3 60 0 1.43% 0%
LARGE BLEND NVINX Wells Fargo Advantage Index 0% 3 60 0 NA NA
Small Growth LSBYX Lord Abbett Small Cap Blend 0% 3 60 0 0.98% 0%
FIXED INCOME
Intermediate-Term Bond MBFIX Wells Fargo Advantage Total Return Bond 72% 3 60 0 0.7% 4.05%
ULTRASHORT BOND NVSIX Wells Fargo Collective Stable Return Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.94%
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Related Retirement Plans
REGENCY CENTERS 401(K) PROFIT SHARING PLAN
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 0.2% 11.8% 1.9% 6.7% 6.4% 8.0%

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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:REG)
The plan consists of 21 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
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