MyPlanIQ 401k Investor LPL Financial Corporation Profit Sharing 401k Plan

LPL Financial Corporation Profit Sharing 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund
Foreign Large Blend ARTIX Artisan International Fund
Others
Moderate Allocation PAARX Putnam Asset Allocation Balanced Fund
ROOT CASH Fiserv Trust Money Market
FIXED INCOME
Intermediate Government VFITX Vanguard Intermediate Term U.S. Treasury Fund
Intermediate-Term Bond PTTRX Pimco Pacific Investment Total Return Fund
SHORT GOVERNMENT VSGBX Vanguard Short-term Federal Fund
US EQUITY
MID-CAP BLEND ARGFX Ariel Fund
LARGE BLEND OAKMX Oakmark Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund
Foreign Large Blend ARTIX Artisan International Fund
Others
Moderate Allocation PAARX Putnam Asset Allocation Balanced Fund
ROOT CASH Fiserv Trust Money Market
FIXED INCOME
Intermediate Government VFITX Vanguard Intermediate Term U.S. Treasury Fund
Intermediate-Term Bond PTTRX Pimco Pacific Investment Total Return Fund
SHORT GOVERNMENT VSGBX Vanguard Short-term Federal Fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
High Yield Bond ERIBX Eaton Vance Income Boston Fund
US EQUITY
MID-CAP BLEND ARGFX Ariel Fund
LARGE BLEND OAKMX Oakmark Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE ACIIX American Century Equity Income Fund
Mid-Cap Growth ARTMX Artisan Midcap Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund
LARGE GROWTH HACAX Harbor Capital Appreciation Fund
LARGE GROWTH RGAFX American Growth Fund
Mid-Cap Growth ACRNX Columbia Acorn Fund
LARGE BLEND PEOPX Dreyfus S&P 500 Index Fund
MID-CAP BLEND CAAPX Ariel Appreciation Fund
LARGE VALUE HWLRX Hotchkis & Wiley Large Cap Value Fund
SMALL BLEND MNSMX Manning & Napier Small Cap Fund
LARGE GROWTH GEERX GE U.S. Equity Fund
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund
Total Available Funds: 27
  • 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 DFEMX DFA Emerging Markets Fund 91% 3 60 0 0.61% 3.52%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund 94% 3 60 0 0.84% 3.89%
Foreign Large Blend ARTIX Artisan International Fund 91% 3 60 0 0.97% 1.84%
Others
Moderate Allocation PAARX Putnam Asset Allocation Balanced Fund 39% 3 60 0 1.19% 3.31%
ROOT CASH Fiserv Trust Money Market 0% 3 60 0 NA 2.66%
FIXED INCOME
Intermediate Government VFITX Vanguard Intermediate Term U.S. Treasury Fund 97% 3 60 0 0.2% 3.63%
Intermediate-Term Bond PTTRX Pimco Pacific Investment Total Return Fund 97% 3 60 0 0.83% 4%
SHORT GOVERNMENT VSGBX Vanguard Short-term Federal Fund 95% 3 60 0 0.1% 3.46%
Multisector Bond LSBDX Loomis Sayles Bond Fund 82% 3 60 0 0.6% 5.49%
High Yield Bond ERIBX Eaton Vance Income Boston Fund 49% 3 60 0 0.66% 5.67%
US EQUITY
MID-CAP BLEND ARGFX Ariel Fund 100% 3 60 0 0.68% 5.33%
LARGE BLEND OAKMX Oakmark Fund 99% 3 60 0 0.63% 1.23%
LARGE VALUE AAGPX American Beacon Large Cap Value Fund 98% 3 60 0 0.94% 6.14%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 6%
LARGE VALUE ACIIX American Century Equity Income Fund 92% 3 60 0 1.18% 7.83%
Mid-Cap Growth ARTMX Artisan Midcap Fund 88% 3 60 0 0.96% 0%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund 83% 3 60 0 1.18% 5.26%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund 79% 3 60 0 0.5% 9%
LARGE GROWTH HACAX Harbor Capital Appreciation Fund 75% 3 60 0 1.04% 0%
LARGE GROWTH RGAFX American Growth Fund 75% 3 60 0 0.63% 8.76%
Mid-Cap Growth ACRNX Columbia Acorn Fund 75% 3 60 0 1.83% 0%
LARGE BLEND PEOPX Dreyfus S&P 500 Index Fund 72% 3 60 0 0.5% 6.7%
MID-CAP BLEND CAAPX Ariel Appreciation Fund 46% 3 60 0 1.1% 6.59%
LARGE VALUE HWLRX Hotchkis & Wiley Large Cap Value Fund 0% 3 60 0 1.55% 2.15%
SMALL BLEND MNSMX Manning & Napier Small Cap Fund 0% 3 60 0 1.12% 6.94%
LARGE GROWTH GEERX GE U.S. Equity Fund 0% 3 60 0 NA 0.37%
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund 0% 3 60 0 0.51% 12.75%
Average Expense Ratio: 0.83%
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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 4.8% 12.3% 0.7% 5.9% 4.3% 6.3%

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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:)
The plan consists of 30 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.

LPL Financial was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice.



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