MyPlanIQ 401k Investor BGC Partners, Inc. Deferral Plan for Employees of Cantor

BGC Partners, Inc. Deferral Plan for Employees of Cantor

This Plan is unrated.
Investment Options
Total Available Funds: 46
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRSX DWS RREEF Global Real Estate Securities
REAL ESTATE CGMRX CGM Realty Fund
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Mkts Fund Class A
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Portfolio Fund O
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund Class T
Foreign Large Blend RERFX American Funds Europacific Growth Fund
Foreign Large Blend DIISX Dreyfus International Stock Index Fund
COMMODITIES
COMMODITIES BROAD BASKET DXCTX Direxion Community Trends Strategy Fund
Others
Moderate Allocation RIDFX American Funds The Income Fund of Amer
Financial LPEIX Alps Listed Private Equity Class A
Moderate Allocation LAAIX Leuthold Asset Allocation Fund
Total Available Funds: 46
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRSX DWS RREEF Global Real Estate Securities
REAL ESTATE CGMRX CGM Realty Fund
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Mkts Fund Class A
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Portfolio Fund O
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund Class T
Foreign Large Blend RERFX American Funds Europacific Growth Fund
Foreign Large Blend DIISX Dreyfus International Stock Index Fund
Foreign Small/Mid Value SGOVX First Eagle Overseas Fund Class A
Foreign Large Value MGIAX MFS International Value Class A
Foreign Large Growth WBIGX William Blair International Growth N
WORLD STOCK JARFX Janus Global Research Fund Class T
PACIFIC/ASIA EX-JAPAN STK DPCAX Dreyfus Greater China Fund Class A
COMMODITIES
COMMODITIES BROAD BASKET DXCTX Direxion Community Trends Strategy Fund
Others
Moderate Allocation RIDFX American Funds The Income Fund of Amer
Financial LPEIX Alps Listed Private Equity Class A
Moderate Allocation LAAIX Leuthold Asset Allocation Fund
Long-Short HSKAX JPMorgan Hibrdg Stat Mkt Neutral Fund
ROOT CASH TD Bank USA Money Mkt Deposit Account Cash Equivalent
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Institutional
ULTRASHORT BOND GEIIX Goldman Sachs Enhanced Income Fund Class
High Yield Bond FAGIX Fidelity Prime Fund Capital Reserves Class
High Yield Bond FAGIX Fidelity Capital & Income Fund Retail
Intermediate-Term Bond FIIFX Federated interm Corporate Bond Fund
Emerging Markets Bond PLMIX Pacific Investment Management Company Developing Local Mkts Fund Class
Inflation-Protected Bond IBRIX Blackrock Inflation Protected Bond Investment
High Yield Bond JYHRX JPMorgan High Yield Bond Class A
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Fund
Intermediate Government FGOBX Federated Government Obligations Fund IS
US EQUITY
LARGE BLEND JSVAX Janus Contrarian Fund Class T
LARGE GROWTH FCNTX Fidelity ContraFund
LARGE VALUE DODGX Dodge & Cox Stock Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund Class A
MID-CAP BLEND CRMMX CRM Mid Cap Value Investor
LARGE GROWTH RGAFX American Funds The Growth Fund of Amer
Mid-Cap Growth ACRNX Columbia Acorn Fund Class Z
LARGE GROWTH JARTX Janus Forty Fund Class S
SMALL VALUE ARSIX Aston/River Road Small Cap Value Fund CL
Small Growth ALSAX Alger Smallcap Growth Fund Class A
LARGE GROWTH CVGRX Calamos Growth Fund Class A
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund Class A
LARGE VALUE DDVAX Delaware Value Fund Class A
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund
SMALL BLEND KSCIX Keeley Small Cap Value Fund
LARGE BLEND FSMKX Fidelity Spartan 500 Index Fund Investor
LARGE GROWTH CGMFX CGM Focus Fund
SMALL BLEND ATASX Aston/Amro Small Cap Fund Class N
Total Available Funds: 46
  • 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 RRRSX DWS RREEF Global Real Estate Securities 48% 3 60 0 0.53% 1.18%
REAL ESTATE CGMRX CGM Realty Fund 0% 3 60 0 1.09% 0%
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Mkts Fund Class A 77% 3 60 0 1.1% 1.75%
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Portfolio Fund O 61% 3 60 0 1.07% 4.6%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund Class T 95% 3 60 0 2.06% 2.7%
Foreign Large Blend RERFX American Funds Europacific Growth Fund 94% 3 60 0 0.84% 1.86%
Foreign Large Blend DIISX Dreyfus International Stock Index Fund 81% 3 60 0 0.6% 3.09%
Foreign Small/Mid Value SGOVX First Eagle Overseas Fund Class A 61% 3 60 0 0.8% 2.28%
Foreign Large Value MGIAX MFS International Value Class A 52% 3 60 0 0.61% 0%
Foreign Large Growth WBIGX William Blair International Growth N 36% 3 60 0 0.99% 3.46%
WORLD STOCK JARFX Janus Global Research Fund Class T 0% 3 60 0 1.11% 0%
PACIFIC/ASIA EX-JAPAN STK DPCAX Dreyfus Greater China Fund Class A 0% 3 60 0 1.84% 0%
COMMODITIES
COMMODITIES BROAD BASKET DXCTX Direxion Community Trends Strategy Fund 31% 3 60 0 1.33% 8.49%
Others
Moderate Allocation RIDFX American Funds The Income Fund of Amer 87% 3 60 0 0.58% 3.88%
Financial LPEIX Alps Listed Private Equity Class A 50% 3 60 0 1.88% 5.55%
Moderate Allocation LAAIX Leuthold Asset Allocation Fund 0% 3 60 0 1.12% 0%
Long-Short HSKAX JPMorgan Hibrdg Stat Mkt Neutral Fund 0% 3 60 0 1.96% 0%
ROOT CASH TD Bank USA Money Mkt Deposit Account Cash Equivalent 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Institutional 97% 3 60 0 0.83% 3.98%
ULTRASHORT BOND GEIIX Goldman Sachs Enhanced Income Fund Class 92% 3 60 0 0.35% 3.4%
High Yield Bond FAGIX Fidelity Prime Fund Capital Reserves Class 91% 3 60 0 0.93% 4.03%
High Yield Bond FAGIX Fidelity Capital & Income Fund Retail 91% 3 60 0 0.93% 4.03%
Intermediate-Term Bond FIIFX Federated interm Corporate Bond Fund 81% 3 60 0 0.58% 2.91%
Emerging Markets Bond PLMIX Pacific Investment Management Company Developing Local Mkts Fund Class 71% 3 60 0 0.96% 7%
Inflation-Protected Bond IBRIX Blackrock Inflation Protected Bond Investment 71% 3 60 0 0.83% 3.73%
High Yield Bond JYHRX JPMorgan High Yield Bond Class A 69% 3 60 0 0.75% 6.44%
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Fund 61% 3 60 0 0.4% 3.01%
Intermediate Government FGOBX Federated Government Obligations Fund IS 0% 3 60 0 1.75% 1.22%
US EQUITY
LARGE BLEND JSVAX Janus Contrarian Fund Class T 97% 3 60 0 0.99% 0.4%
LARGE GROWTH FCNTX Fidelity ContraFund 96% 3 60 0 0.55% 4.32%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund Class A 93% 3 60 0 1.18% 0.54%
MID-CAP BLEND CRMMX CRM Mid Cap Value Investor 87% 3 60 0 1.16% 1.01%
LARGE GROWTH RGAFX American Funds The Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth ACRNX Columbia Acorn Fund Class Z 75% 3 60 0 1.83% 0%
LARGE GROWTH JARTX Janus Forty Fund Class S 63% 3 60 0 1.64% 9.3%
SMALL VALUE ARSIX Aston/River Road Small Cap Value Fund CL 61% 3 60 0 1.01% 4.73%
Small Growth ALSAX Alger Smallcap Growth Fund Class A 54% 3 60 0 0.84% 0%
LARGE GROWTH CVGRX Calamos Growth Fund Class A 53% 3 60 0 1.05% 0%
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund Class A 48% 3 60 0 1.27% 2.98%
LARGE VALUE DDVAX Delaware Value Fund Class A 27% 3 60 0 0.59% 1.19%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund 1% 3 60 0 0.92% 1.69%
SMALL BLEND KSCIX Keeley Small Cap Value Fund 0% 3 60 0 1.1% 11.04%
LARGE BLEND FSMKX Fidelity Spartan 500 Index Fund Investor 0% 3 60 0 NA NA
LARGE GROWTH CGMFX CGM Focus Fund 0% 3 60 0 1.3% 0%
SMALL BLEND ATASX Aston/Amro Small Cap Fund Class N 0% 3 60 0 1.22% 0%
Average Expense Ratio: 1.04%
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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 -0.0% 1.1% 1.2% 3.2% 4.4% 5.0%

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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:BGC)
The plan consists of 47 funds. It covers 5 major asset classes and 28 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, Foreign Equity, Fixed Income and REITs.
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