MyPlanIQ 401k Investor REED ELSEVIER US SALARY INVESTMENT PLAN

REED ELSEVIER US SALARY INVESTMENT PLAN Investment Model Portfolios

This Plan is unrated.
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REED ELSEVIER US SALARY INVESTMENT PLAN
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 Blend EFA iShares MSCI EAFE Index
Foreign Large Value DODFX Dodge & Cox International Stock
WORLD STOCK RNPFX American Funds New Perspective R5
Others
ROOT CASH SSgA YES Fund
US EQUITY
SMALL BLEND IWM SSgA Russell 2000 Index Fund
Mid-Cap Growth HIMCX Hartford MidCap HLS IA
Small Growth HIASX Hartford Small Company HLS IA
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 Blend EFA iShares MSCI EAFE Index
Foreign Large Value DODFX Dodge & Cox International Stock
WORLD STOCK RNPFX American Funds New Perspective R5
Others
ROOT CASH SSgA YES Fund
US EQUITY
SMALL BLEND IWM SSgA Russell 2000 Index Fund
Mid-Cap Growth HIMCX Hartford MidCap HLS IA
Small Growth HIASX Hartford Small Company HLS IA
LARGE BLEND RFNFX American Funds Fundamental Invs R5
LARGE GROWTH SBLYX Legg Mason Partners Large Cap Growth I
LARGE BLEND SVSPX SSgA S&P 500 Index
LARGE BLEND DSFRX Domini Social Equity R
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 Blend EFA iShares MSCI EAFE Index 100% 3 60 0 0.33% 3.24%
Foreign Large Value DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.18%
WORLD STOCK RNPFX American Funds New Perspective R5 91% 3 60 0 1.47% 5.29%
Others
ROOT CASH SSgA YES Fund 0% 1 60 0 NA 2.61%
US EQUITY
SMALL BLEND IWM SSgA Russell 2000 Index Fund 99% 3 60 0 0.19% 1.23%
Mid-Cap Growth HIMCX Hartford MidCap HLS IA 91% 3 60 0 0.97% 2.45%
Small Growth HIASX Hartford Small Company HLS IA 88% 3 60 0 1.04% 0%
LARGE BLEND RFNFX American Funds Fundamental Invs R5 87% 3 60 0 0.6% 1.1%
LARGE GROWTH SBLYX Legg Mason Partners Large Cap Growth I 78% 3 60 0 0.68% 4.6%
LARGE BLEND SVSPX SSgA S&P 500 Index 75% 3 60 0 0.16% 9.22%
LARGE BLEND DSFRX Domini Social Equity R 69% 3 60 0 1.09% 5.58%
FIXED INCOME
Intermediate-Term Bond SSBMX SSgA Bond Market 0% 3 60 0 0.51% 1.22%
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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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 to Create Model Portfolio

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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 2.8% 2.2% 0.8% 2.8% 5.2% 6.6%

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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*
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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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