MyPlanIQ 401k Investor ELON UNIVERSITY DEFINED CONTRIBUTION PLAN

ELON UNIVERSITY DEFINED CONTRIBUTION PLAN Investment Model Portfolios

This Plan is unrated.
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ELON UNIVERSITY DEFINED CONTRIBUTION PLAN
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE QREARX TIAA Real Estate Account
Emerging Market
DIVERSIFIED EMERGING MKTS DFEPX DFA Emerging Markets Value Portfolio—R2
INTERNATIONAL EQUITY
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Fund—Retirement
Foreign Large Blend REREX American Funds EuroPacific Growth Fund—R4
Foreign Large Blend QCGLPX CREF Global Equites Account
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Fund—Retirement
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Fund—Retirement
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Fund—Retirement
FIXED INCOME
High Yield Bond TIHRX TIHRX
WORLD BOND TPINX Templeton Global Bond Fund—A
Short-Term Bond TISRX TISRX
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE QREARX TIAA Real Estate Account
Emerging Market
DIVERSIFIED EMERGING MKTS DFEPX DFA Emerging Markets Value Portfolio—R2
INTERNATIONAL EQUITY
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Fund—Retirement
Foreign Large Blend REREX American Funds EuroPacific Growth Fund—R4
Foreign Large Blend QCGLPX CREF Global Equites Account
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Fund—Retirement
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Fund—Retirement
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Fund—Retirement
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle 2035 Fund—Retirement
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040 Fund—Retirement
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010 Fund—Retirement
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030 Fund—Retirement
Target Date 2046-2050 TLFRX TIAA-CREF Lifecycle 2050 Fund—Retirement
Target Date 2041-2045 TTFRX TIAA-CREF Lifecycle 2045 Fund—Retirement
Moderate Allocation PACLX T. Rowe Price Capital Appreciation Fund—Advisor
Retirement Income TLIRX TIAA-CREF Lifecycle Retirement Income Fund—Retirement
Target Date 2051 TTRLX TIAA-CREF Lifecycle 2055 Fund—Retirement
ROOT QCMMPX CREF Money Market Account
FIXED INCOME
High Yield Bond TIHRX TIHRX
WORLD BOND TPINX Templeton Global Bond Fund—A
Short-Term Bond TISRX TISRX
Intermediate-Term Bond PTRAX PIMCO Total Return Fund—Admin
Inflation-Protected Bond QCILPX CREF Inflation-Linked Bond Account
US EQUITY
MID-CAP VALUE TRVRX TRVRX
SMALL BLEND TRBIX TRBIX
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Index Fund—Retirement
LARGE GROWTH PJFZX Prudential Jennison Growth Fund—Z
Mid-Cap Growth TRGMX TRGMX
Small Growth LAGWX Lord Abbett Developing Growth Fund—A
LARGE VALUE RMFEX American Funds American Mutual Fund—R4
LARGE BLEND QCSCPX CREF Social Choice Account
SMALL VALUE DFTPX DFA U.S. Targeted Value Portfolio—R2
LARGE BLEND QCSTPX CREF Stock Account
LARGE GROWTH QCGRPX CREF Growth Account
LARGE BLEND QCEQPX CREF Equity Index Account
Total Available Funds: 35
  • 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 QREARX TIAA Real Estate Account 0% 3 60 0 NA NA
Emerging Market
DIVERSIFIED EMERGING MKTS DFEPX DFA Emerging Markets Value Portfolio—R2 0% 3 60 0 0.44% 4.04%
INTERNATIONAL EQUITY
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Fund—Retirement 83% 3 60 0 0.34% 2.63%
Foreign Large Blend REREX American Funds EuroPacific Growth Fund—R4 57% 3 60 0 0.9% 6.78%
Foreign Large Blend QCGLPX CREF Global Equites Account 0% 3 60 0 NA 0%
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Fund—Retirement 96% 3 60 0 0.38% 2.47%
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Fund—Retirement 94% 3 60 0 0.39% 3.26%
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Fund—Retirement 92% 3 60 0 0.41% 3.34%
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle 2035 Fund—Retirement 92% 3 60 0 0.43% 2.69%
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040 Fund—Retirement 91% 3 60 0 0.44% 2.45%
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010 Fund—Retirement 89% 3 60 0 0.37% 4.3%
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030 Fund—Retirement 88% 3 60 0 0.42% 3.05%
Target Date 2046-2050 TLFRX TIAA-CREF Lifecycle 2050 Fund—Retirement 78% 3 60 0 0.6% 3.46%
Target Date 2041-2045 TTFRX TIAA-CREF Lifecycle 2045 Fund—Retirement 70% 3 60 0 0.7% 3.63%
Moderate Allocation PACLX T. Rowe Price Capital Appreciation Fund—Advisor 59% 3 60 0 0.98% 1.96%
Retirement Income TLIRX TIAA-CREF Lifecycle Retirement Income Fund—Retirement 56% 3 60 0 0.45% 2.55%
Target Date 2051 TTRLX TIAA-CREF Lifecycle 2055 Fund—Retirement 52% 3 60 0 0.6% 1.66%
ROOT QCMMPX CREF Money Market Account 0% 3 60 0 NA NA
FIXED INCOME
High Yield Bond TIHRX TIHRX 79% 3 60 0 0.66% 5.85%
WORLD BOND TPINX Templeton Global Bond Fund—A 74% 3 60 0 0.96% 5.19%
Short-Term Bond TISRX TISRX 66% 3 60 0 0.51% 3.46%
Intermediate-Term Bond PTRAX PIMCO Total Return Fund—Admin 66% 3 60 0 0.8% 4.01%
Inflation-Protected Bond QCILPX CREF Inflation-Linked Bond Account 0% 3 60 0 NA 0%
US EQUITY
MID-CAP VALUE TRVRX TRVRX 82% 3 60 0 0.45% 6.74%
SMALL BLEND TRBIX TRBIX 80% 3 60 0 0.06% 6.48%
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Index Fund—Retirement 75% 3 60 0 0.19% 2.77%
LARGE GROWTH PJFZX Prudential Jennison Growth Fund—Z 74% 3 60 0 1.71% 10.13%
Mid-Cap Growth TRGMX TRGMX 73% 3 60 0 0.56% 0%
Small Growth LAGWX Lord Abbett Developing Growth Fund—A 61% 3 60 0 0.59% 0.03%
LARGE VALUE RMFEX American Funds American Mutual Fund—R4 49% 3 60 0 0.38% 1.32%
LARGE BLEND QCSCPX CREF Social Choice Account 0% 3 60 0 NA 0%
SMALL VALUE DFTPX DFA U.S. Targeted Value Portfolio—R2 0% 3 60 0 0.39% 5.41%
LARGE BLEND QCSTPX CREF Stock Account 0% 3 60 0 NA 0%
LARGE GROWTH QCGRPX CREF Growth Account 0% 3 60 0 NA 0%
LARGE BLEND QCEQPX CREF Equity Index Account 0% 3 60 0 NA 0%
Average Expense Ratio: 0.56%
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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 4.6% 8.3% 6.6% 3.8% 4.4% 4.3%

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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*
Click for Portfolio Details or Follow 8.9% 15.5% 9.9% 5.9% 5.7% 4.9%

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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*
Click for Portfolio Details or Follow 1.9% 9.6% 2.6% 4.2% 3.3% 5.7%

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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 31 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, Fixed Income, Foreign Equity and REITs.


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