MyPlanIQ 401k Investor LITHIA MOTORS INC. SALARY REDUCTION PROFIT SHARING PLAN

LITHIA MOTORS INC. SALARY REDUCTION PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AM FNDS Europacific Growth Fund
WORLD STOCK KGDAX DWS Global Opportunities Fund - A
Others
EQUITY PRECIOUS METALS FGADX Franklin Gold and Precious Metal
Technology DRGTX Allianz RCM Global Tech Fund
Target Date 2011-2015 SPDAX DWS Lifecompass 2015 Fund - A
COMMODITIES
COMMODITIES BROAD BASKET SKIRX DWS Commodity Securities
US EQUITY
MID-CAP VALUE GCMAX GS Mid Cap Value Fund
LARGE BLEND SCPIX DWS S&P 500 Index Fund - S
SMALL BLEND NBGAX Neuberger Berman Genesis – AD
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AM FNDS Europacific Growth Fund
WORLD STOCK KGDAX DWS Global Opportunities Fund - A
Others
EQUITY PRECIOUS METALS FGADX Franklin Gold and Precious Metal
Technology DRGTX Allianz RCM Global Tech Fund
Target Date 2011-2015 SPDAX DWS Lifecompass 2015 Fund - A
Health SHSAX BR Health SCI Opport Port Fund
Target Date 2026-2030 PLUSX DWS Lifecompass 2030 Fund - A
Moderate Allocation MSFRX MFS Total Return Fund - A
Utilities MMUFX MFS Utilities Fund Class A
Target Date 2016-2020 SUPAX DWS Lifecompass 2020 Fund - A
COMMODITIES
COMMODITIES BROAD BASKET SKIRX DWS Commodity Securities
US EQUITY
MID-CAP VALUE GCMAX GS Mid Cap Value Fund
LARGE BLEND SCPIX DWS S&P 500 Index Fund - S
SMALL BLEND NBGAX Neuberger Berman Genesis – AD
LARGE GROWTH RGACX Growth Fund of America - R3
LARGE BLEND ITHSX Hartford Capital APPR Fund - R4
US EQUITY LAD Lithia Motors, Inc
LARGE VALUE KDCAX DWS Large Cap Value Fund – A
Mid-Cap Growth PFMAX Allianz CCM Mid Cap Fund
FIXED INCOME
High Yield Bond GSHTX GS High Yield Fund
Short-Term Bond PLDRX Pimco Low Duration Fund
Inflation-Protected Bond FRIPX American Inflation -ADJ BDN Fund - ADV
Total Available Funds: 23
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets 65% 3 60 0 0.84% 0.54%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AM FNDS Europacific Growth Fund 94% 3 60 0 0.84% 1.86%
WORLD STOCK KGDAX DWS Global Opportunities Fund - A 51% 3 60 0 1.12% 4.65%
Others
EQUITY PRECIOUS METALS FGADX Franklin Gold and Precious Metal 66% 3 60 0 1.63% 0%
Technology DRGTX Allianz RCM Global Tech Fund 58% 3 60 0 1.17% 11.51%
Target Date 2011-2015 SPDAX DWS Lifecompass 2015 Fund - A 57% 3 60 0 0.8% 1.92%
Health SHSAX BR Health SCI Opport Port Fund 48% 3 60 0 1.45% 3.91%
Target Date 2026-2030 PLUSX DWS Lifecompass 2030 Fund - A 47% 3 60 0 0.85% 2.66%
Moderate Allocation MSFRX MFS Total Return Fund - A 46% 3 60 0 0.39% 2.52%
Utilities MMUFX MFS Utilities Fund Class A 46% 3 60 0 1% 5.82%
Target Date 2016-2020 SUPAX DWS Lifecompass 2020 Fund - A 40% 3 60 0 0.48% 1.25%
COMMODITIES
COMMODITIES BROAD BASKET SKIRX DWS Commodity Securities 75% 3 60 0 1.89% 1.95%
US EQUITY
MID-CAP VALUE GCMAX GS Mid Cap Value Fund 93% 3 60 0 1.18% 0.54%
LARGE BLEND SCPIX DWS S&P 500 Index Fund - S 72% 3 60 0 1.26% 0.92%
SMALL BLEND NBGAX Neuberger Berman Genesis – AD 55% 3 60 0 0.84% 0%
LARGE GROWTH RGACX Growth Fund of America - R3 37% 3 60 0 0.3% 0%
LARGE BLEND ITHSX Hartford Capital APPR Fund - R4 21% 3 60 0 0.79% 0.15%
US EQUITY LAD Lithia Motors, Inc 0% 3 60 0 NA 0.62%
LARGE VALUE KDCAX DWS Large Cap Value Fund – A 0% 3 60 0 1.02% 0%
Mid-Cap Growth PFMAX Allianz CCM Mid Cap Fund 0% 3 60 0 NA NA
FIXED INCOME
High Yield Bond GSHTX GS High Yield Fund 82% 3 60 0 0.98% 5.98%
Short-Term Bond PLDRX Pimco Low Duration Fund 53% 3 60 0 1.05% 3.48%
Inflation-Protected Bond FRIPX American Inflation -ADJ BDN Fund - ADV 0% 3 60 0 1.11% 1.4%
Average Expense Ratio: 1%
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Model Portfolios

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:LAD)
The plan consists of 23 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are Commodity, Fixed Income, Foreign Equity, Emerging Market Equity and US Equity.
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