MyPlanIQ 401k Investor KFORCE 401(k) RETIREMENT SAVINGS PLAN

KFORCE 401(k) RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value
WORLD STOCK MDISX Mutual Global Discovery Fund A Mutual Fund
Others
Moderate Allocation ACETX Van Kampen Equity & Income
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond A Mutual Fund
US EQUITY
Small Growth TSCIX Mid Cap Growth/TimesSquare Fund Pooled Separate Account
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Mutual Fund
MID-CAP VALUE GCMTX Goldman Sachs Mid-Cap Value
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value
WORLD STOCK MDISX Mutual Global Discovery Fund A Mutual Fund
Others
Moderate Allocation ACETX Van Kampen Equity & Income
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond A Mutual Fund
US EQUITY
Small Growth TSCIX Mid Cap Growth/TimesSquare Fund Pooled Separate Account
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Mutual Fund
MID-CAP VALUE GCMTX Goldman Sachs Mid-Cap Value
LARGE VALUE LSVVX Large Cap Value/LSV Asset Management Fund Pooled Separate Account
Small Growth JSCRX Jennison Small Company
LARGE BLEND PSIAX Dryden Stock Index
SMALL BLEND LSMAX Columbia Small Cap Value Fund I A Mutual Fund
Total Available Funds: 12
  • 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
Foreign Large Blend TGVIX Thornburg International Value 94% 3 60 0 1.36% 0.4%
WORLD STOCK MDISX Mutual Global Discovery Fund A Mutual Fund 94% 3 60 0 1.45% 1.91%
Others
Moderate Allocation ACETX Van Kampen Equity & Income 76% 3 60 0 0.78% 2.09%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond A Mutual Fund 96% 3 60 0 0.81% 3.45%
US EQUITY
Small Growth TSCIX Mid Cap Growth/TimesSquare Fund Pooled Separate Account 94% 3 60 0 1.19% 0%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Mutual Fund 75% 3 60 0 0.63% 0.75%
MID-CAP VALUE GCMTX Goldman Sachs Mid-Cap Value 67% 3 60 0 0.82% 4.25%
LARGE VALUE LSVVX Large Cap Value/LSV Asset Management Fund Pooled Separate Account 65% 3 60 0 0.35% 4.87%
Small Growth JSCRX Jennison Small Company 44% 3 60 0 0.82% 0.3%
LARGE BLEND PSIAX Dryden Stock Index 34% 3 60 0 0.52% 13.5%
SMALL BLEND LSMAX Columbia Small Cap Value Fund I A Mutual Fund 0% 3 60 0 1.33% 0.87%
Average Expense Ratio: 0.91%
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Related Retirement Plans
KFORCE 401(K) RETIREMENT SAVINGS 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 2.9% 13.5% 2.8% 6.3% 4.4% 7.1%

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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:KFRC)
The plan consists of 13 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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