MyPlanIQ 401k Investor PMI Alternate 401(k) Plan

PMI Alternate 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Dev Mkts Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
Others
Target Date 2026-2030 STLDX Barclays Global Investors Lifepath 2030 Fund
Target Date 2036-2040 STLEX Barclays Global Investors Lifepath 2040 Fund 706.1651 shares
ROOT CASH Merrill Lynch rtmt Reserves Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Intermediate-Term Bond WFBIX Barclays Global Investors MSCI EAFE Equity Index Fund
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund
MID-CAP VALUE CMVIX Blackrock Mid Cap Value Opp Fund
LARGE GROWTH MAFGX Blackrock Fundamental Growth Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Dev Mkts Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
Others
Target Date 2026-2030 STLDX Barclays Global Investors Lifepath 2030 Fund
Target Date 2036-2040 STLEX Barclays Global Investors Lifepath 2040 Fund 706.1651 shares
ROOT CASH Merrill Lynch rtmt Reserves Fund
Target Date 2016-2020 STLCX Barclays Global Investors Lifepath rtmt Portfolio Income Fund 681.6221 shares
Target Date 2016-2020 STLCX Barclays Global Investors Lifepath 2020 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Intermediate-Term Bond WFBIX Barclays Global Investors MSCI EAFE Equity Index Fund
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund
MID-CAP VALUE CMVIX Blackrock Mid Cap Value Opp Fund
LARGE GROWTH MAFGX Blackrock Fundamental Growth Fund
Mid-Cap Growth MGOAX Munder Mid Cap Core Growth Fund A
Total Available Funds: 13
  • 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 ODMAX Oppenheimer Dev Mkts Fund 65% 3 60 0 0.84% 0.54%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund 94% 3 60 0 1.36% 0.4%
Others
Target Date 2026-2030 STLDX Barclays Global Investors Lifepath 2030 Fund 94% 3 60 0 0.34% 3.1%
Target Date 2036-2040 STLEX Barclays Global Investors Lifepath 2040 Fund 706.1651 shares 92% 3 60 0 1.04% 3.18%
ROOT CASH Merrill Lynch rtmt Reserves Fund 0% 1 60 0 NA 4.14%
Target Date 2016-2020 STLCX Barclays Global Investors Lifepath rtmt Portfolio Income Fund 681.6221 shares 0% 3 60 0 0.67% 1.74%
Target Date 2016-2020 STLCX Barclays Global Investors Lifepath 2020 Fund 0% 3 60 0 0.67% 1.74%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond WFBIX Barclays Global Investors MSCI EAFE Equity Index Fund 96% 3 60 0 0.1% 3.31%
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 8.07%
MID-CAP VALUE CMVIX Blackrock Mid Cap Value Opp Fund 88% 3 60 0 0.87% 0.22%
LARGE GROWTH MAFGX Blackrock Fundamental Growth Fund 83% 3 60 0 1.33% 3.35%
Mid-Cap Growth MGOAX Munder Mid Cap Core Growth Fund A 39% 3 60 0 1.57% 6.45%
Average Expense Ratio: 0.97%
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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(Ticker:PMI)
The plan consists of 17 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income and Foreign Equity.


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