MyPlanIQ 401k Investor INTERACTIVE INTELLIGENCE, INC. 401(k) SAVINGS PLAN

INTERACTIVE INTELLIGENCE, INC. 401(k) SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Mkts A
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World Growth Income R3
Others
World Allocation MDLOX Blackrock Global Allocation A
Technology SLMCX Seligman Communication Information A
Utilities MMUFX MFS Utilities Fund A
FIXED INCOME
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return A
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
LARGE BLEND NYVTX Davis NY Venture A
Small Growth EISGX Eaton Vance Small Cap
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Mkts A
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World Growth Income R3
Others
World Allocation MDLOX Blackrock Global Allocation A
Technology SLMCX Seligman Communication Information A
Utilities MMUFX MFS Utilities Fund A
Health MDHCX Blackrock Healthcare A
FIXED INCOME
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return A
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
LARGE BLEND NYVTX Davis NY Venture A
Small Growth EISGX Eaton Vance Small Cap
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
SMALL BLEND PNSEX Blackrock Small Cap
LARGE BLEND MASRX Blackrock S P 500 Index I
Total Available Funds: 13
  • 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 Mkts A 65% 3 60 0 0.84% 0.54%
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World Growth Income R3 61% 3 60 0 0.53% 3.21%
Others
World Allocation MDLOX Blackrock Global Allocation A 74% 3 60 0 0.84% 0.2%
Technology SLMCX Seligman Communication Information A 46% 3 60 0 1.43% 5.19%
Utilities MMUFX MFS Utilities Fund A 45% 3 60 0 1% 5.82%
Health MDHCX Blackrock Healthcare A 37% 3 60 0 1.12% 4.66%
FIXED INCOME
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return A 65% 3 60 0 0.8% 4.84%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A 93% 3 60 0 1.18% 0.54%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 8.07%
Small Growth EISGX Eaton Vance Small Cap 67% 3 60 0 0.96% 0.81%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 0%
SMALL BLEND PNSEX Blackrock Small Cap 0% 3 60 0 NA NA
LARGE BLEND MASRX Blackrock S P 500 Index I 0% 3 60 0 0.3% 0%
Average Expense Ratio: 0.92%
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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 3.3% 11.0% 0.1% 4.9% 4.3% 6.7%

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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(Ticker:ININ)
The plan consists of 14 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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