MyPlanIQ 401k Investor UBS SAVINGS AND INVESTMENT PLAN

UBS SAVINGS AND INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity Fund
Others
Conservative Allocation PRSIX T. Rowe Price Personal Strategy Income Fund
Moderate Allocation TRPBX T. Rowe Price Personal Strategy Balanced Fund
World Allocation BNGLX UBS Global Allocation Fund
FIXED INCOME
Short-Term Bond VFSTX Collective Short-Term Investment Fund
Intermediate-Term Bond PTTRX Pimco Total Return Fund
WORLD BOND LSGBX Loomis Sayles Global Bond Fund
US EQUITY
LARGE BLEND TRSGX T. Rowe Price Personal Strategy Growth Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Small Growth BISCX UBS Global Asset Management U.S. Small Cap Growth Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity Fund
Others
Conservative Allocation PRSIX T. Rowe Price Personal Strategy Income Fund
Moderate Allocation TRPBX T. Rowe Price Personal Strategy Balanced Fund
World Allocation BNGLX UBS Global Allocation Fund
ROOT CASH Vanguard Prime Money Market Fund
ROOT DSF Strategy Fund
FIXED INCOME
Short-Term Bond VFSTX Collective Short-Term Investment Fund
Intermediate-Term Bond PTTRX Pimco Total Return Fund
WORLD BOND LSGBX Loomis Sayles Global Bond Fund
Intermediate-Term Bond BPBDX UBS U.S. Bond Fund
Intermediate-Term Bond SBMRX State Street Global Advisors Passive Bond Market
US EQUITY
LARGE BLEND TRSGX T. Rowe Price Personal Strategy Growth Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Small Growth BISCX UBS Global Asset Management U.S. Small Cap Growth Fund
LARGE BLEND BEAYX UBS U.S. Equity Fund
MID-CAP BLEND RPRRX Royce and Associates Premier Fund
LARGE GROWTH GEPRX GE Asset Management Premier Growth Fund
Total Available Funds: 17
  • 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 JIEIX Artio International Equity Fund 93% 3 60 0 0.9% 7.06%
Others
Conservative Allocation PRSIX T. Rowe Price Personal Strategy Income Fund 92% 3 60 0 0.67% 3.7%
Moderate Allocation TRPBX T. Rowe Price Personal Strategy Balanced Fund 84% 3 60 0 0.71% 7.06%
World Allocation BNGLX UBS Global Allocation Fund 60% 3 60 0 1.29% 4.46%
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 4.14%
ROOT DSF Strategy Fund 0% 3 60 0 NA 0%
FIXED INCOME
Short-Term Bond VFSTX Collective Short-Term Investment Fund 99% 3 60 0 0.1% 3.28%
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 3 60 0 0.83% 3.98%
WORLD BOND LSGBX Loomis Sayles Global Bond Fund 87% 3 60 0 0.95% 0%
Intermediate-Term Bond BPBDX UBS U.S. Bond Fund 0% 3 60 0 0.4% 0%
Intermediate-Term Bond SBMRX State Street Global Advisors Passive Bond Market 0% 3 60 0 NA 0.63%
US EQUITY
LARGE BLEND TRSGX T. Rowe Price Personal Strategy Growth Fund 88% 3 60 0 0.76% 6.57%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 1.36%
Small Growth BISCX UBS Global Asset Management U.S. Small Cap Growth Fund 75% 3 60 0 0.99% 4.54%
LARGE BLEND BEAYX UBS U.S. Equity Fund 0% 3 60 0 1.26% 0%
MID-CAP BLEND RPRRX Royce and Associates Premier Fund 0% 3 60 0 2.24% 0%
LARGE GROWTH GEPRX GE Asset Management Premier Growth Fund 0% 3 60 0 NA NA
Average Expense Ratio: 0.86%
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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 6.1% 8.8% 7.5% 4.8% 3.9% 3.6%

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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:UBS)
The plan consists of 17 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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