MyPlanIQ 401k Investor Ogilvy & Mather Account Balance Defined Benefit Pension Plan

Ogilvy & Mather Account Balance Defined Benefit Pension Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T.Rowe Price Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity Fund
Others
Long-Short DHLSX Diamond Hill Long/short Funds
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Institution Fund
Inflation-Protected Bond PRRRX Pimco Real Return Bond Fund
US EQUITY
MID-CAP VALUE IWS Russel Mid-Cap Value Index Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
Small Growth VSGIX Vanguard Index Fund Small Cap Growth
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T.Rowe Price Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity Fund
Others
Long-Short DHLSX Diamond Hill Long/short Funds
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Institution Fund
Inflation-Protected Bond PRRRX Pimco Real Return Bond Fund
US EQUITY
MID-CAP VALUE IWS Russel Mid-Cap Value Index Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
Small Growth VSGIX Vanguard Index Fund Small Cap Growth
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE GROWTH RGAFX The Growth Fund Of America
Mid-Cap Growth MMSRX Munder Mid Cap Core Growth Fund
SMALL VALUE PNVRX Allianz NJF Small-cap Value Fund
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
REAL ESTATE
REAL ESTATE TRREX T.Rowe Price Real Estate Fund 67% 3 60 0 1.09% 11.77%
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Fund 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity Fund 98% 3 60 0 0.9% 0%
Others
Long-Short DHLSX Diamond Hill Long/short Funds 89% 3 60 0 1.49% 2.11%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Institution Fund 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond PRRRX Pimco Real Return Bond Fund 57% 3 60 0 1.37% 3.79%
US EQUITY
MID-CAP VALUE IWS Russel Mid-Cap Value Index Fund 99% 3 60 0 0.23% 1.71%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
Small Growth VSGIX Vanguard Index Fund Small Cap Growth 87% 3 60 0 0.07% 0.65%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 1.36%
LARGE GROWTH RGAFX The Growth Fund Of America 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth MMSRX Munder Mid Cap Core Growth Fund 0% 3 60 0 1.57% 9.14%
SMALL VALUE PNVRX Allianz NJF Small-cap Value Fund 0% 3 60 0 1.43% 0.94%
Average Expense Ratio: 0.86%
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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*
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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 14 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs.
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