MyPlanIQ 401k Investor FCSTONE GROUP EMPLOYEE STOCK OWNERSHIP PLAN

FCSTONE GROUP EMPLOYEE STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend JETAX Artio International Equity II A
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2015
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2035
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2025
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate Term Fund
Short-Term Bond SSHIX Vanguard Target Retirement 2045
US EQUITY
LARGE VALUE MEIIX MFS Value Fund
LARGE BLEND VINIX Vanguard Institutional Index
LARGE GROWTH RGAFX American Growth Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend JETAX Artio International Equity II A
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2015
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2035
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2025
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2011-2015 VTXVX Vanguard Target Retirement Income
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate Term Fund
Short-Term Bond SSHIX Vanguard Target Retirement 2045
US EQUITY
LARGE VALUE MEIIX MFS Value Fund
LARGE BLEND VINIX Vanguard Institutional Index
LARGE GROWTH RGAFX American Growth Fund
Total Available Funds: 16
  • 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 SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 0%
Foreign Large Blend JETAX Artio International Equity II A 51% 3 60 0 0.9% 4.68%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2015 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2035 97% 3 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2025 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement Income 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate Term Fund 99% 3 60 0 0.07% 3.22%
Short-Term Bond SSHIX Vanguard Target Retirement 2045 88% 3 60 0 0.25% 3.43%
US EQUITY
LARGE VALUE MEIIX MFS Value Fund 91% 3 60 0 0.8% 8.54%
LARGE BLEND VINIX Vanguard Institutional Index 78% 3 60 0 0.02% 1.36%
LARGE GROWTH RGAFX American Growth Fund 75% 3 60 0 0.63% 0.75%
Average Expense Ratio: 0.31%
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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 1.0% 8.7% 1.7% 8.2% 6.1% 7.9%

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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:FCSX)
The plan consists of 16 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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