MyPlanIQ 401k Investor JEFFERIES GROUP, INC. EMPLOYEES PROFIT SHARING PLAN

JEFFERIES GROUP, INC. EMPLOYEES PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIDKX Fidelity International Discovery K Fund
Foreign Large Blend FOSKX Fidelity Overseas K Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund K 2020
Target Date 2011-2015 FFVFX FiFidelity Freedom Fund K 2015
Target Date 2026-2030 FFFEX Fidelity Freedom Fund K 2030
US EQUITY
LARGE GROWTH FOCPX Fidelity OTC Portfolio Fund
SMALL BLEND FSLCX Fidelity Small Capital Stock Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity interm Bond Fund
Multisector Bond FSICX Fidelity Strategic Income Fund
High Yield Bond LBHBX Neuberger Berman Neuberger Berman High Income Bond Inv
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIDKX Fidelity International Discovery K Fund
Foreign Large Blend FOSKX Fidelity Overseas K Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund K 2020
Target Date 2011-2015 FFVFX FiFidelity Freedom Fund K 2015
Target Date 2026-2030 FFFEX Fidelity Freedom Fund K 2030
Target Date 2036-2040 FFFFX Fidelity Freedom Fund K 2040
Target Date 2021-2025 FFTWX Fidelity Freedom Fund K 2025
Target Date 2031-2035 FFTHX Fidelity Freedom Fund K 2035
Target Date 2050+ FFFHX Fidelity Freedom Fund K 2050
Target Date 2000-2010 FFFCX Fidelity Freedom Fund K 2010
Target Date 2041-2045 FFFGX Fidelity Freedom Fund K 2045
Target Date 2000-2010 FFFVX Fidelity Freedom Fund K 2005
ROOT CASH Fidelity rtmt Government Money Mkt Fund
ROOT CASH Fidelity rtmt Money Mkt Fund
Target Date 2000-2010 FFFBX Fidelity Freedom Fund K 2000
ROOT CASH Fidelity Management Tr Company Brokeragelink Fund
ROOT CASH Fidelity Management Tr Company Institutional Cash Portfolio
US EQUITY
LARGE GROWTH FOCPX Fidelity OTC Portfolio Fund
SMALL BLEND FSLCX Fidelity Small Capital Stock Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund
LARGE VALUE FETKX Fidelity Freedom K Income Fund
LARGE GROWTH FMGKX Fidelity Magellan K Fund
LARGE GROWTH FOCKX Fidelity OTC Portfolio K Fund
MID-CAP BLEND FLPKX Fidelity Low Price K Fund
LARGE VALUE LSGIX Loomis Value Y Fund
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity interm Bond Fund
Multisector Bond FSICX Fidelity Strategic Income Fund
High Yield Bond LBHBX Neuberger Berman Neuberger Berman High Income Bond Inv
Total Available Funds: 28
  • 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 FIDKX Fidelity International Discovery K Fund 72% 3 60 0 0.99% 2.07%
Foreign Large Blend FOSKX Fidelity Overseas K Fund 71% 3 60 0 0.95% 1.16%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund K 2020 98% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX FiFidelity Freedom Fund K 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom Fund K 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom Fund K 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom Fund K 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom Fund K 2035 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom Fund K 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom Fund K 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom Fund K 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom Fund K 2005 87% 3 60 0 0.42% 2.92%
ROOT CASH Fidelity rtmt Government Money Mkt Fund 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity rtmt Money Mkt Fund 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom Fund K 2000 0% 3 60 0 0.44% 0%
ROOT CASH Fidelity Management Tr Company Brokeragelink Fund 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity Management Tr Company Institutional Cash Portfolio 0% 1 60 0 NA 4.14%
US EQUITY
LARGE GROWTH FOCPX Fidelity OTC Portfolio Fund 94% 3 60 0 0.81% 0.06%
SMALL BLEND FSLCX Fidelity Small Capital Stock Fund 82% 3 60 0 0.67% 0.02%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.79%
LARGE VALUE FETKX Fidelity Freedom K Income Fund 68% 3 60 0 0.58% 7.23%
LARGE GROWTH FMGKX Fidelity Magellan K Fund 68% 3 60 0 0.68% 11.94%
LARGE GROWTH FOCKX Fidelity OTC Portfolio K Fund 67% 3 60 0 0.81% 0.09%
MID-CAP BLEND FLPKX Fidelity Low Price K Fund 60% 3 60 0 0.82% 18.74%
LARGE VALUE LSGIX Loomis Value Y Fund 0% 3 60 0 0.74% 462.59%
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity interm Bond Fund 78% 3 60 0 0.45% 3.11%
Multisector Bond FSICX Fidelity Strategic Income Fund 74% 3 60 0 0.7% 2.07%
High Yield Bond LBHBX Neuberger Berman Neuberger Berman High Income Bond Inv 0% 3 60 0 NA 0%
Average Expense Ratio: 0.63%
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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 2.1% 10.3% 2.6% 7.6% 3.6% 6.2%

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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:JEF)
The plan consists of 28 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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