MyPlanIQ 401k Investor PEROT SYSTEMS CORPORATION RETIREMENT SAVINGS PLAN

PEROT SYSTEMS CORPORATION RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value SGOIX First Eagle Overseas
Others
Moderate Allocation RLBFX American Funds Balanced
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT STABLEVALUE Perot Stable Value
US EQUITY
LARGE BLEND LMVTX Legg Mason Value Trust
SMALL VALUE ROFIX Royce Opportunity
SMALL VALUE ACVIX American Century Small Cap Value
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value SGOIX First Eagle Overseas
Others
Moderate Allocation RLBFX American Funds Balanced
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT STABLEVALUE Perot Stable Value
US EQUITY
LARGE BLEND LMVTX Legg Mason Value Trust
SMALL VALUE ROFIX Royce Opportunity
SMALL VALUE ACVIX American Century Small Cap Value
LARGE VALUE RWMFX American Funds Washington Mutual
Mid-Cap Growth FSGAX Franklin Templeton Small Mid Cap
Small Growth BSCFX Baron Small Cap
LARGE GROWTH PTWZX Jennison 20/20 Focus Z
LARGE BLEND ACQIX American Century Equity Index
LARGE GROWTH IAFSX American Funds Growth
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
INTERNATIONAL EQUITY
Foreign Small/Mid Value SGOIX First Eagle Overseas 96% 3 60 0 0.8% 2.5%
Others
Moderate Allocation RLBFX American Funds Balanced 79% 3 60 0 0.31% 2.64%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE Perot Stable Value 16% 1 60 0 NA 27.03%
US EQUITY
LARGE BLEND LMVTX Legg Mason Value Trust 100% 3 60 0 1.02% 0.54%
SMALL VALUE ROFIX Royce Opportunity 96% 3 60 0 1.85% 4.81%
SMALL VALUE ACVIX American Century Small Cap Value 90% 3 60 0 1.34% 1.18%
LARGE VALUE RWMFX American Funds Washington Mutual 84% 3 60 0 0.26% 3.64%
Mid-Cap Growth FSGAX Franklin Templeton Small Mid Cap 73% 3 60 0 0.85% 0%
Small Growth BSCFX Baron Small Cap 40% 3 60 0 1.31% 3.11%
LARGE GROWTH PTWZX Jennison 20/20 Focus Z 0% 3 60 0 0.89% 0.22%
LARGE BLEND ACQIX American Century Equity Index 0% 3 60 0 0.15% 0%
LARGE GROWTH IAFSX American Funds Growth 0% 3 60 0 NA 0%
Average Expense Ratio: 0.87%
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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 6.7% 21.7% 9.6% 9.1% 6.2% 8.7%

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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:DELL)
The plan consists of 13 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Perot systems corporation is a provider of information technology services and business solutions to a broad range of clients. Includes a range of services and investor data. in 2009, it was acquired by Dell.



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