MyPlanIQ TBC RETAIL ASSOCIATES 401K PROFIT SHARING PLAN

TBC RETAIL ASSOCIATES 401K PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GIEIX GE Institutional Funds: International Equity Fund; Investment Class Shares
US EQUITY
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
LARGE BLEND ANCFX Fundamental Investors
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
High Yield Bond PHIYX PIMCO Funds: PIMCO High Yield Fund; Institutional Class Shares
Intermediate-Term Bond DBMIX Dreyfus/Laurel Funds
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GIEIX GE Institutional Funds: International Equity Fund; Investment Class Shares
US EQUITY
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
LARGE BLEND ANCFX Fundamental Investors
Mid-Cap Growth FGSAX Federated Equity Funds: Federated MDT Mid Cap Growth Strategies Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
High Yield Bond PHIYX PIMCO Funds: PIMCO High Yield Fund; Institutional Class Shares
Intermediate-Term Bond DBMIX Dreyfus/Laurel Funds
Total Available Funds: 9
  • 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 Large Blend GIEIX GE Institutional Funds: International Equity Fund; Investment Class Shares 0% 3 60 0 0.56% 0%
US EQUITY
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares 89% 3 60 0 1.24% 0.68%
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares 87% 3 60 0 1.04% 3.66%
LARGE BLEND ANCFX Fundamental Investors 53% 3 60 0 0.28% 1.65%
Mid-Cap Growth FGSAX Federated Equity Funds: Federated MDT Mid Cap Growth Strategies Fund; Class A Shares 42% 3 60 0 0.85% 0%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares 80% 3 60 0 1.37% 4.44%
High Yield Bond PHIYX PIMCO Funds: PIMCO High Yield Fund; Institutional Class Shares 72% 3 60 0 0.66% 5.61%
Intermediate-Term Bond DBMIX Dreyfus/Laurel Funds 61% 3 60 0 0.4% 3.01%
Average Expense Ratio: 0.74%
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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
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