MyPlanIQ 401k Investor CB RICHARD ELLIS 401 (k) PLAN

CB RICHARD ELLIS 401 (k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Intermediate-Term Bond DODIX Dodge Cox Income Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Intermediate-Term Bond DODIX Dodge Cox Income Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
MID-CAP VALUE FLMVX JPMorgan MidCap Value Fund
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Tr - Midcap Growth
Small Growth WFSIX Wells Fargo Adv Small Cap Growth Fund
SMALL VALUE PNVRX Allianz NFJ Small-Cap Value Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund
Total Available Funds: 25
  • 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
WORLD STOCK VHGEX Vanguard Global Equity Fund 100% 3 60 0 0.42% 1.09%
Foreign Large Blend VWIGX Vanguard International Growth Fund 83% 3 60 0 0.45% 1.84%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Income Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund 90% 3 60 0 0.17% 12.31%
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund 66% 3 60 0 0.08% 4.48%
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.78%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 2.59%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond DODIX Dodge Cox Income Fund 87% 3 60 0 0.33% 3.91%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund 95% 3 60 0 0.31% 7.81%
MID-CAP VALUE FLMVX JPMorgan MidCap Value Fund 86% 3 60 0 1.14% 1.22%
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Tr - Midcap Growth 80% 3 60 0 0.74% 0%
Small Growth WFSIX Wells Fargo Adv Small Cap Growth Fund 0% 3 60 0 NA 0%
SMALL VALUE PNVRX Allianz NFJ Small-Cap Value Fund 0% 3 60 0 1.43% 0.94%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund 0% 3 60 0 0.42% 0%
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 3.4% 17.4% 4.0% 9.7% 7.2% 8.5%

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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:CBG)
The plan consists of 26 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

CB Richard Ellis Group, Inc., through its subsidiaries, operates as a commercial real estate services firm worldwide.



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