MyPlanIQ Profit Participation Plan

Profit Participation Plan Investment Model Portfolios

This Plan is unrated.
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CENTRAL EMPLOYEES' SAVINGS AND PROFIT PARTICIPATION PLAN
PROFIT PARTICIPATION PLAN OF MOODY'S CORPORATION
PROFIT PARTICIPATION PLAN FOR THE EMPLOYEES OF THE MOODY'S CORPORATION
PROFIT PARTICIPATION PLAN FOR THE EMPLOYEES OF THE MOODYS CORPORATION
PROFIT PARTICIPATION PLAN FOR THE EMPLOYEES OF MOODYS CORPORATION
DONTECH PROFIT PARTICIPATION PLAN
PROFIT PARTICIPATION PLAN FOR EMPLOYEES OF MOODYS CORPORATION
PROFIT PARTICIPATION PLAN OF THE DUN & BRADSTREET CORPORATION
PROFIT PARTICIPATION PLAN OF R.H. DONNELLEY
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRRX DWS Real Estate Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Equity Portfolio Institutional Shares
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
FIXED INCOME
Intermediate-Term Bond IPTIX Pacific Investment Management Company Total Return Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRRX DWS Real Estate Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Equity Portfolio Institutional Shares
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
FIXED INCOME
Intermediate-Term Bond IPTIX Pacific Investment Management Company Total Return Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
US EQUITY
LARGE VALUE PWV EV Large Cap Value 1
LARGE VALUE FEQTX Fidelity Managed Income Portfolio II
LARGE GROWTH MLRRX Mainstay Large-Cap Growth Fund
LARGE BLEND FUSEX Fidelity U.S. Equity Index Commingled Pool
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Fund
MID-CAP VALUE GCMTX Goldman Sachs Midcap Value Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE GROWTH ACGHX The Dun BradSt Legacy Fund
Total Available Funds: 26
  • 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 RRRRX DWS Real Estate Securities Fund 83% 3 60 0 0.61% 2.43%
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Equity Portfolio Institutional Shares 91% 3 60 0 1.07% 2.97%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 3.66%
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund 86% 3 60 0 0.17% 2.86%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 5.64%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 4.81%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.12%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 4.68%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 4.92%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 5.15%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 4.58%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 4.17%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.83%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 4.29%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 3.49%
FIXED INCOME
Intermediate-Term Bond IPTIX Pacific Investment Management Company Total Return Fund 0% 3 60 0 0.58% 0%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.17%
US EQUITY
LARGE VALUE PWV EV Large Cap Value 1 100% 3 60 0 0.55% 1.08%
LARGE VALUE FEQTX Fidelity Managed Income Portfolio II 97% 3 60 0 0.58% 8.49%
LARGE GROWTH MLRRX Mainstay Large-Cap Growth Fund 90% 3 60 0 1.33% 17.31%
LARGE BLEND FUSEX Fidelity U.S. Equity Index Commingled Pool 79% 3 60 0 0.09% 1.65%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund 77% 3 60 0 0.75% 5.61%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Fund 76% 3 60 0 0.1% 1.33%
MID-CAP VALUE GCMTX Goldman Sachs Midcap Value Fund 67% 3 60 0 0.82% 7.9%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 14.11%
LARGE GROWTH ACGHX The Dun BradSt Legacy Fund 0% 3 60 0 0.92% 8.37%
Average Expense Ratio: 0.6%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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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
The plan consists of 27 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity, REITs and Foreign Equity.


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