MyPlanIQ 401k Investor Scottrade Incorporated 401(k) Plan

Scottrade Incorporated 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Stears Realty Shares
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSGA SMSCI EAFE Index strategy Fund
Foreign Large Blend TGVIX Thornburg International Value Fund - Institutional Class
WORLD STOCK OPPAX Oppenheimer Global Fund - Class A
Others
Target Date 2000-2010 PARAX T Rowe Price Retirement 2010 - Adv
Target Date 2036-2040 PARDX T Rowe Price Retirement 2040 - Adv
Target Date 2026-2030 PARCX T Rowe Price Retirement 2030 - Adv
US EQUITY
Small Growth BUFSX Buffalo Small Cap Fund
LARGE BLEND NYVTX Davis New York Venture Fund - Class A
LARGE BLEND SVSPX SSGA S&P 500 Index Fund
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Stears Realty Shares
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSGA SMSCI EAFE Index strategy Fund
Foreign Large Blend TGVIX Thornburg International Value Fund - Institutional Class
WORLD STOCK OPPAX Oppenheimer Global Fund - Class A
WORLD STOCK ABAGX Alliance Bernstein Global Technology Fund - Class A
Others
Target Date 2000-2010 PARAX T Rowe Price Retirement 2010 - Adv
Target Date 2036-2040 PARDX T Rowe Price Retirement 2040 - Adv
Target Date 2026-2030 PARCX T Rowe Price Retirement 2030 - Adv
Target Date 2016-2020 PARBX T Rowe Price Retirement 2020 - Adv
Equity Energy IENYX AIM Energy Fund - Class A
Natural Resources PGNAX Jenneson Natural Resources - Class A
Retirement Income PARIX T Rowe Price Retirement Income - Adv
US EQUITY
Small Growth BUFSX Buffalo Small Cap Fund
LARGE BLEND NYVTX Davis New York Venture Fund - Class A
LARGE BLEND SVSPX SSGA S&P 500 Index Fund
MID-CAP VALUE RRMVX T. Rowe Price Mid-Cap Value Fund - R Class
Mid-Cap Growth AGIRX Alger MidCap Growth Institutional Fund - Class I
SMALL BLEND SMEAX AIM Small-Cap Equity Fund - Class A
LARGE GROWTH OPTFX Oppenheimer Capital Appreciation Fund - Class A
FIXED INCOME
Short-Term Bond VFSTX ABN AMRO Income Plus Fund
Intermediate-Term Bond PTTAX PIMCO Total Return Fund - Class A
Inflation-Protected Bond PRTNX PIMCO Real Return Fund - Class A
Intermediate-Term Bond SBMRX SSGA Bond Market Index Fund
Total Available Funds: 23
  • 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
REAL ESTATE
REAL ESTATE CSRSX Cohen & Stears Realty Shares 76% 3 60 0 0.88% 2.09%
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSGA SMSCI EAFE Index strategy Fund 100% 3 60 0 0.33% 2.9%
Foreign Large Blend TGVIX Thornburg International Value Fund - Institutional Class 94% 3 60 0 1.36% 0.4%
WORLD STOCK OPPAX Oppenheimer Global Fund - Class A 49% 3 60 0 1.31% 0%
WORLD STOCK ABAGX Alliance Bernstein Global Technology Fund - Class A 0% 3 60 0 1.62% 1.05%
Others
Target Date 2000-2010 PARAX T Rowe Price Retirement 2010 - Adv 69% 3 60 0 0.99% 10.4%
Target Date 2036-2040 PARDX T Rowe Price Retirement 2040 - Adv 67% 3 60 0 0.6% 7.41%
Target Date 2026-2030 PARCX T Rowe Price Retirement 2030 - Adv 67% 3 60 0 1.08% 10.35%
Target Date 2016-2020 PARBX T Rowe Price Retirement 2020 - Adv 62% 3 60 0 0.78% 11.7%
Equity Energy IENYX AIM Energy Fund - Class A 51% 3 60 0 0.92% 0%
Natural Resources PGNAX Jenneson Natural Resources - Class A 49% 3 60 0 0.9% 1.95%
Retirement Income PARIX T Rowe Price Retirement Income - Adv 45% 3 60 0 0.49% 9.3%
US EQUITY
Small Growth BUFSX Buffalo Small Cap Fund 92% 3 60 0 1.01% 0%
LARGE BLEND NYVTX Davis New York Venture Fund - Class A 92% 3 60 0 1.75% 8.07%
LARGE BLEND SVSPX SSGA S&P 500 Index Fund 75% 3 60 0 0.16% 8.53%
MID-CAP VALUE RRMVX T. Rowe Price Mid-Cap Value Fund - R Class 60% 3 60 0 0.83% 7.28%
Mid-Cap Growth AGIRX Alger MidCap Growth Institutional Fund - Class I 46% 3 60 0 1.88% 0%
SMALL BLEND SMEAX AIM Small-Cap Equity Fund - Class A 39% 3 60 0 1.01% 0%
LARGE GROWTH OPTFX Oppenheimer Capital Appreciation Fund - Class A 36% 3 60 0 0.63% 0%
FIXED INCOME
Short-Term Bond VFSTX ABN AMRO Income Plus Fund 99% 3 60 0 0.1% 3.28%
Intermediate-Term Bond PTTAX PIMCO Total Return Fund - Class A 65% 3 60 0 0.8% 4.84%
Inflation-Protected Bond PRTNX PIMCO Real Return Fund - Class A 59% 3 60 0 1.37% 4.04%
Intermediate-Term Bond SBMRX SSGA Bond Market Index Fund 0% 3 60 0 NA 0.63%
Average Expense Ratio: 0.95%
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Model Portfolios

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 24 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.

Scottrade Incorporated 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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