MyPlanIQ 401k Investor Bloomberg LP 401K

Bloomberg LP 401K Investment Model Portfolios

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BLOOMBERG L.P. 401(K) PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend VDMIX Vanguard Developed Markets Index Instl
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CASH Vanguard Prime Money Market Instl
US EQUITY
LARGE BLEND LMVTX Legg Mason Cap Mgmt Value I
LARGE VALUE VWNDX Vanguard Explorer/Admrl
LARGE GROWTH FCNTX Fidelity Contrafund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
SHORT GOVERNMENT TSPGFUND Galliard Managed Income Fund 25,
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend VDMIX Vanguard Developed Markets Index Instl
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CASH Vanguard Prime Money Market Instl
US EQUITY
LARGE BLEND LMVTX Legg Mason Cap Mgmt Value I
LARGE VALUE VWNDX Vanguard Explorer/Admrl
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL BLEND RTRIX Royce Fund Total Return/Instl
LARGE VALUE SWDSX Schwab Institutional Large Cap Value Retirement,
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE BLEND VIIIX Vanguard Institutional Index Instl
LARGE GROWTH HACAX Harbor Capital Appreciation Instl
MID-CAP BLEND VMCIX Vanguard Mid Capitalization Index Ins
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
SHORT GOVERNMENT TSPGFUND Galliard Managed Income Fund 25,
Total Available Funds: 16
  • 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 HAINX Harbor International Instl 99% 3 60 0 1.02% 0%
Foreign Large Blend VDMIX Vanguard Developed Markets Index Instl 0% 3 60 0 0.2% 2.88%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 92% 3 60 0 0.42% 2.24%
ROOT CASH Vanguard Prime Money Market Instl 0% 3 60 0 NA 5.51%
US EQUITY
LARGE BLEND LMVTX Legg Mason Cap Mgmt Value I 100% 3 60 0 1.02% 0%
LARGE VALUE VWNDX Vanguard Explorer/Admrl 97% 3 60 0 0.32% 1.09%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 0.02%
SMALL BLEND RTRIX Royce Fund Total Return/Instl 94% 3 60 0 1.95% 0.5%
LARGE VALUE SWDSX Schwab Institutional Large Cap Value Retirement, 86% 3 60 0 0.89% 1.52%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 3 60 0 0.05% 1.07%
LARGE BLEND VIIIX Vanguard Institutional Index Instl 78% 3 60 0 0.02% 1.15%
LARGE GROWTH HACAX Harbor Capital Appreciation Instl 75% 3 60 0 1.04% 0%
MID-CAP BLEND VMCIX Vanguard Mid Capitalization Index Ins 72% 3 60 0 0.04% 1.23%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 3.76%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.01%
SHORT GOVERNMENT TSPGFUND Galliard Managed Income Fund 25, 20% 3 60 0 NA 29.22%
Average Expense Ratio: 0.61%
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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 0.4% 21.5% 13.7% 12.7% 8.6% 7.9%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 25.3% 14.5% 12.9% 9.3% 8.6%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.8% 21.8% 15.2% 13.3% 10.2% 9.9%

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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 for Portfolio Details or Follow 0.5% 18.2% 12.6% 10.4% 8.5% 8.6%

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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
The plan consists of 16 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Bloomberg L.P. is a financial software services, news and data company created by Michael Bloomberg in 1981.

The New York-based company employs more than 10,000 people in over 135 offices around the world. Bloomberg is about information: accessing it, reporting it, analyzing it and distributing it, faster and more accurately than any other organization. The BLOOMBERG PROFESSIONAL® service, the core product of Bloomberg, is the fastest-growing real-time financial information network in the world.



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