MyPlanIQ SONY PICTURES ENTERTAINMENT SAVINGS AND PROFIT SHARING PLAN

SONY PICTURES ENTERTAINMENT SAVINGS AND PROFIT SHARING PLAN Investment Model Portfolios

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SONY PICTURES ENTERTAINMENT SAVINGS AND PROFIT SHARING PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Investment Trust: Fidelity Worldwide Fund
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Others
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
High Yield Bond GSHIX Goldman Sachs Trust: Goldman Sachs High Yield Fund; Institutional Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Investment Trust: Fidelity Worldwide Fund
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Foreign Large Growth FIAGX Fidelity Investment Trust: Fidelity Advisor International Growth Fund; Class A Shares
Others
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Retirement Income TRRIX T Rowe Price Retirement Funds
Target Date 2046-2050 TRRMX T Rowe Price Retirement Funds
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
High Yield Bond GSHIX Goldman Sachs Trust: Goldman Sachs High Yield Fund; Institutional Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
High Yield Bond GSHAX Goldman Sachs Trust: Goldman Sachs High Yield Fund; Class A Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
MID-CAP BLEND FSEMX Fidelity Concord Street Trust: Spartan Extended Market Index Fund; Investor Class Shares
Total Available Funds: 19
  • 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
WORLD STOCK FWWFX Fidelity Investment Trust: Fidelity Worldwide Fund 99% 3 60 0 0.95% 13.92%
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 3.76%
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares 72% 3 60 0 0.99% 3.82%
Foreign Large Growth FIAGX Fidelity Investment Trust: Fidelity Advisor International Growth Fund; Class A Shares 30% 3 60 0 0.89% 0.49%
Others
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds 100% 3 60 0 0.6% 2.29%
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds 100% 3 60 0 0.76% 3.96%
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds 100% 3 60 0 0.34% 3.83%
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds 100% 3 60 0 0.78% 4.23%
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 7.88%
Retirement Income TRRIX T Rowe Price Retirement Funds 91% 3 60 0 0.34% 3.87%
Target Date 2046-2050 TRRMX T Rowe Price Retirement Funds 77% 3 60 0 0.63% 1.92%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.64%
High Yield Bond GSHIX Goldman Sachs Trust: Goldman Sachs High Yield Fund; Institutional Shares 72% 3 60 0 0.98% 5.53%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.32%
High Yield Bond GSHAX Goldman Sachs Trust: Goldman Sachs High Yield Fund; Class A Shares 48% 3 60 0 0.7% 5.83%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 7.01%
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 6.2%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 77% 3 60 0 0.02% 2.73%
MID-CAP BLEND FSEMX Fidelity Concord Street Trust: Spartan Extended Market Index Fund; Investor Class Shares 76% 3 60 0 0.1% 1.26%
Average Expense Ratio: 0.6%
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Model Portfolios

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*
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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 to Create Model Portfolio

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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
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