MyPlanIQ 401k Investor REED ELSEVIER US SALARY INVESTMENT PLAN

REED ELSEVIER US SALARY INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SEMSX SSgA Emerging Markets Select
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
WORLD STOCK RNPFX American Funds New Perspective R5
Foreign Large Blend EFA iShares MSCI EAFE Index
Others
ROOT CASH SSgA YES Fund
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index
LARGE BLEND RFNFX American Funds Fundamental Invs R5
LARGE GROWTH SBLYX Legg Mason Partners Large Cap Growth I
FIXED INCOME
Intermediate-Term Bond SSBMX SSgA Bond Market
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SEMSX SSgA Emerging Markets Select
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
WORLD STOCK RNPFX American Funds New Perspective R5
Foreign Large Blend EFA iShares MSCI EAFE Index
Others
ROOT CASH SSgA YES Fund
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index
LARGE BLEND RFNFX American Funds Fundamental Invs R5
LARGE GROWTH SBLYX Legg Mason Partners Large Cap Growth I
LARGE BLEND DSFRX Domini Social Equity R
Small Growth HIASX Hartford Small Company HLS IA
SMALL BLEND IWM SSgA Russell 2000 Index Fund
Mid-Cap Growth HIMCX Hartford MidCap HLS IA
FIXED INCOME
Intermediate-Term Bond SSBMX SSgA Bond Market
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 SEMSX SSgA Emerging Markets Select 0% 3 60 0 1.04% 0%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock 88% 3 60 0 0.52% 2.33%
WORLD STOCK RNPFX American Funds New Perspective R5 76% 3 60 0 1.47% 5.72%
Foreign Large Blend EFA iShares MSCI EAFE Index 71% 3 60 0 0.33% 2.9%
Others
ROOT CASH SSgA YES Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index 92% 3 60 0 0.16% 8.53%
LARGE BLEND RFNFX American Funds Fundamental Invs R5 74% 3 60 0 0.6% 1.27%
LARGE GROWTH SBLYX Legg Mason Partners Large Cap Growth I 58% 3 60 0 0.68% 10.54%
LARGE BLEND DSFRX Domini Social Equity R 44% 3 60 0 1.09% 1.36%
Small Growth HIASX Hartford Small Company HLS IA 39% 3 60 0 1.04% 0%
SMALL BLEND IWM SSgA Russell 2000 Index Fund 15% 3 60 0 0.19% 1.33%
Mid-Cap Growth HIMCX Hartford MidCap HLS IA 10% 3 60 0 0.97% 0.04%
FIXED INCOME
Intermediate-Term Bond SSBMX SSgA Bond Market 0% 3 60 0 0.51% 0.4%
Average Expense Ratio: 0.72%
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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 2.3% 1.9% 6.7% 8.8% 5.7% 7.0%

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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
The plan consists of 13 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.

This plan was created based on a user's request.



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