MyPlanIQ 401k Investor Lender Processing Services, Inc. 401(k) Profit Sharing Plan

Lender Processing Services, Inc. 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend WFISX Wells Fargo Wells Fargo International Equity Index Fund G
Others
ROOT BJBIX The Julius Baer Group Artio International Equity Fund Institutional Shares
Moderate Allocation OAKBX The Oakmark Funds Oakmark Equity & Income Fund Class One
US EQUITY
MID-CAP BLEND RSVAX RS Investments Robertson Stephens Value Fund Class A
SMALL BLEND DISSX The Dreyfus Corporation Dreyfus Small Cap Stock Index Fund
LARGE GROWTH RGAFX American Funds American Growth Fund of Amer Class
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Pimco Real Return Bond Fund Class Institutional
Short-Term Bond SSTBX Wells Fargo Wells Fargo Short-Term Investment Fund G
Intermediate-Term Bond DRITX The Dreyfus Corporation Dreyfus interm Term Income Fund Class A
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend WFISX Wells Fargo Wells Fargo International Equity Index Fund G
Others
ROOT BJBIX The Julius Baer Group Artio International Equity Fund Institutional Shares
Moderate Allocation OAKBX The Oakmark Funds Oakmark Equity & Income Fund Class One
US EQUITY
MID-CAP BLEND RSVAX RS Investments Robertson Stephens Value Fund Class A
SMALL BLEND DISSX The Dreyfus Corporation Dreyfus Small Cap Stock Index Fund
LARGE GROWTH RGAFX American Funds American Growth Fund of Amer Class
LARGE VALUE ACSTX Van Kampen Investments Van Kampen Comstock Fund Class A
Small Growth HDMBX The Hartford Hartford Small Company HLS Fund Class 1B
Mid-Cap Growth WFMGX Wells Fargo Wells Fargo S P Midcap Index Fund G
LARGE BLEND WFVEX Wells Fargo Wells Fargo S P 500 Index Fund N
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Pimco Real Return Bond Fund Class Institutional
Short-Term Bond SSTBX Wells Fargo Wells Fargo Short-Term Investment Fund G
Intermediate-Term Bond DRITX The Dreyfus Corporation Dreyfus interm Term Income Fund Class A
Intermediate-Term Bond VIBSX Vanguard Investments Vanguard interm Term Bond Index Signal Fund
ULTRASHORT BOND NVSAX Wells Fargo Wells Fargo Stable Return Fund
Total Available Funds: 15
  • 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 WFISX Wells Fargo Wells Fargo International Equity Index Fund G 0% 3 60 0 0.99% 1.21%
Others
ROOT BJBIX The Julius Baer Group Artio International Equity Fund Institutional Shares 98% 3 60 0 0.9% 0%
Moderate Allocation OAKBX The Oakmark Funds Oakmark Equity & Income Fund Class One 91% 3 60 0 0.83% 2.3%
US EQUITY
MID-CAP BLEND RSVAX RS Investments Robertson Stephens Value Fund Class A 91% 3 60 0 1.3% 6.42%
SMALL BLEND DISSX The Dreyfus Corporation Dreyfus Small Cap Stock Index Fund 79% 3 60 0 0.5% 12.27%
LARGE GROWTH RGAFX American Funds American Growth Fund of Amer Class 75% 3 60 0 0.63% 0.75%
LARGE VALUE ACSTX Van Kampen Investments Van Kampen Comstock Fund Class A 49% 3 60 0 1.55% 1.32%
Small Growth HDMBX The Hartford Hartford Small Company HLS Fund Class 1B 36% 3 60 0 1.04% 0%
Mid-Cap Growth WFMGX Wells Fargo Wells Fargo S P Midcap Index Fund G 0% 3 60 0 NA NA
LARGE BLEND WFVEX Wells Fargo Wells Fargo S P 500 Index Fund N 0% 3 60 0 NA NA
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Pimco Real Return Bond Fund Class Institutional 80% 3 60 0 1.37% 4.44%
Short-Term Bond SSTBX Wells Fargo Wells Fargo Short-Term Investment Fund G 0% 3 60 0 0.84% 0%
Intermediate-Term Bond DRITX The Dreyfus Corporation Dreyfus interm Term Income Fund Class A 0% 3 60 0 0.88% 3.1%
Intermediate-Term Bond VIBSX Vanguard Investments Vanguard interm Term Bond Index Signal Fund 0% 3 60 0 0.11% 4.88%
ULTRASHORT BOND NVSAX Wells Fargo Wells Fargo Stable Return Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.91%
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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 0.8% -0.3% 4.7% 4.7% 4.2%

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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:LPS)
The plan consists of 15 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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