MyPlanIQ 401k Investor Borders Group, Inc. Savings Plan

Borders Group, Inc. Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
WORLD STOCK GGAIX AIM International Growth Institutional
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Portfolio Institutional
US EQUITY
SMALL VALUE VSMIX Van Kampen Small Cap Value I
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value I
LARGE GROWTH TWGIX American Growth Fund of Amer R
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
WORLD STOCK GGAIX AIM International Growth Institutional
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Portfolio Institutional
US EQUITY
SMALL VALUE VSMIX Van Kampen Small Cap Value I
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value I
LARGE GROWTH TWGIX American Growth Fund of Amer R
Mid-Cap Growth PEGZX Jennison Mid Cap Growth class Z
LARGE VALUE ACGMX Van Kampen Growth Income I
SMALL BLEND VSSCX JPMorgan Small Cap
LARGE BLEND DNVYX Davis NY Venture class Y
MID-CAP BLEND MLPXX FFI Premier Institutional Fund
LARGE BLEND PNIEX Merrill Lynch Institutional Index Tr
LARGE BLEND UMEQX Blended Preservation Fund
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
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund 99% 3 60 0 1.02% 3.47%
WORLD STOCK GGAIX AIM International Growth Institutional 0% 3 60 0 0.88% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Portfolio Institutional 97% 3 60 0 0.83% 3.98%
US EQUITY
SMALL VALUE VSMIX Van Kampen Small Cap Value I 94% 3 60 0 1.1% 0.65%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value I 93% 3 60 0 1.18% 0.54%
LARGE GROWTH TWGIX American Growth Fund of Amer R 89% 3 60 0 0% 1.48%
Mid-Cap Growth PEGZX Jennison Mid Cap Growth class Z 89% 3 60 0 1.08% 3.11%
LARGE VALUE ACGMX Van Kampen Growth Income I 81% 3 60 0 0.79% 1.73%
SMALL BLEND VSSCX JPMorgan Small Cap 75% 3 60 0 0.89% 0.21%
LARGE BLEND DNVYX Davis NY Venture class Y 69% 3 60 0 1.75% 8.03%
MID-CAP BLEND MLPXX FFI Premier Institutional Fund 0% 3 60 0 NA NA
LARGE BLEND PNIEX Merrill Lynch Institutional Index Tr 0% 3 60 0 0.18% 0%
LARGE BLEND UMEQX Blended Preservation Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.88%
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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:BGP)
The plan consists of 16 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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