MyPlanIQ 401k Investor TestPlan_09192011

TestPlan_09192011

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX St&ard Insurance Company Separate Account A Dodge Cox Intl Stock
Foreign Large Blend TIVRX St&ard Insurance Company Separate Account A Thornburg International Value R5
Foreign Large Growth VIFIX St&ard Insurance Company Separate Account A Van Kampen Intl Growth I
Others
Moderate Allocation VWENX St&ard Insurance Company Separate Account A Vanguard Wellington Admiral
Conservative Allocation VSCGX St&ard Insurance Company Separate Account A Vanguard Lifestrategy Cons
Moderate Allocation VSMGX St&ard Insurance Company Separate Account A Vanguard Lifestrategy Mod
FIXED INCOME
Inflation-Protected Bond VIPSX St&ard Insurance Company Separate Account A Vanguard Inflation Protected Sec
Intermediate-Term Bond HABDX St&ard Insurance Company Separate Account A Harbor Bond
US EQUITY
SMALL BLEND PENNX St&ard Insurance Company Separate Account A Royce Pennsylavania Mutual Inv
LARGE GROWTH PRGFX St&ard Insurance Company Separate Account A T. Rowe Price Retirement Growth Stock
LARGE GROWTH TRBCX St&ard Insurance Company Separate Account A T. Rowe Price Retirement Blue Chip Growth
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX St&ard Insurance Company Separate Account A Dodge Cox Intl Stock
Foreign Large Blend TIVRX St&ard Insurance Company Separate Account A Thornburg International Value R5
Foreign Large Growth VIFIX St&ard Insurance Company Separate Account A Van Kampen Intl Growth I
Others
Moderate Allocation VWENX St&ard Insurance Company Separate Account A Vanguard Wellington Admiral
Conservative Allocation VSCGX St&ard Insurance Company Separate Account A Vanguard Lifestrategy Cons
Moderate Allocation VSMGX St&ard Insurance Company Separate Account A Vanguard Lifestrategy Mod
FIXED INCOME
Inflation-Protected Bond VIPSX St&ard Insurance Company Separate Account A Vanguard Inflation Protected Sec
Intermediate-Term Bond HABDX St&ard Insurance Company Separate Account A Harbor Bond
US EQUITY
SMALL BLEND PENNX St&ard Insurance Company Separate Account A Royce Pennsylavania Mutual Inv
LARGE GROWTH PRGFX St&ard Insurance Company Separate Account A T. Rowe Price Retirement Growth Stock
LARGE GROWTH TRBCX St&ard Insurance Company Separate Account A T. Rowe Price Retirement Blue Chip Growth
Small Growth PSGIX St&ard Insurance Company Separate Account A BlackRock Sm Cap Grwth Eq Inst
LARGE GROWTH BGFIX St&ard Insurance Company Separate Account A William Blair Intl Growth I
LARGE BLEND VASGX St&ard Insurance Company Separate Account A Vanguard Lifestrategy Growth
Mid-Cap Growth RPMGX St&ard Insurance Company Separate Account A T. Rowe Price Retirement Mid-Cap Growth
MID-CAP VALUE FLMVX St&ard Insurance Company Separate Account A JPMorgan Mid Cap Value I
Mid-Cap Growth MGOYX St&ard Insurance Company Separate Account A Munder Mid Cap Core Growth Y
LARGE VALUE VWNAX St&ard Insurance Company Separate Account A Vanguard Windsor II Admiral
MID-CAP BLEND FMDCX St&ard Insurance Company Separate Account A Federated Mid-Cap Index
LARGE BLEND VINIX St&ard Insurance Company Separate Account A Vanguard Institutional Index
SMALL VALUE PCVAX St&ard Insurance Company Separate Account A Allianz NFJ Small Cap Value
LARGE GROWTH TTMEX St&ard Insurance Company Separate Account A Turner Core Growth II
Total Available Funds: 22
  • 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 Value DODFX St&ard Insurance Company Separate Account A Dodge Cox Intl Stock 99% 3 60 0 0.52% 2.33%
Foreign Large Blend TIVRX St&ard Insurance Company Separate Account A Thornburg International Value R5 94% 3 60 0 1.16% 1.89%
Foreign Large Growth VIFIX St&ard Insurance Company Separate Account A Van Kampen Intl Growth I 0% 3 60 0 NA NA
Others
Moderate Allocation VWENX St&ard Insurance Company Separate Account A Vanguard Wellington Admiral 90% 3 60 0 0.17% 12.42%
Conservative Allocation VSCGX St&ard Insurance Company Separate Account A Vanguard Lifestrategy Cons 89% 3 60 0 0.12% 2.84%
Moderate Allocation VSMGX St&ard Insurance Company Separate Account A Vanguard Lifestrategy Mod 83% 3 60 0 0.13% 2.53%
FIXED INCOME
Inflation-Protected Bond VIPSX St&ard Insurance Company Separate Account A Vanguard Inflation Protected Sec 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond HABDX St&ard Insurance Company Separate Account A Harbor Bond 93% 3 60 0 0.3% 4.39%
US EQUITY
SMALL BLEND PENNX St&ard Insurance Company Separate Account A Royce Pennsylavania Mutual Inv 100% 3 60 0 0.96% 0.36%
LARGE GROWTH PRGFX St&ard Insurance Company Separate Account A T. Rowe Price Retirement Growth Stock 100% 3 60 0 0% 0%
LARGE GROWTH TRBCX St&ard Insurance Company Separate Account A T. Rowe Price Retirement Blue Chip Growth 100% 3 60 0 1.23% 0%
Small Growth PSGIX St&ard Insurance Company Separate Account A BlackRock Sm Cap Grwth Eq Inst 93% 3 60 0 1% 0.25%
LARGE GROWTH BGFIX St&ard Insurance Company Separate Account A William Blair Intl Growth I 91% 3 60 0 0.92% 9.81%
LARGE BLEND VASGX St&ard Insurance Company Separate Account A Vanguard Lifestrategy Growth 89% 3 60 0 0.14% 1.97%
Mid-Cap Growth RPMGX St&ard Insurance Company Separate Account A T. Rowe Price Retirement Mid-Cap Growth 87% 3 60 0 1.29% 6.44%
MID-CAP VALUE FLMVX St&ard Insurance Company Separate Account A JPMorgan Mid Cap Value I 86% 3 60 0 1.14% 1.22%
Mid-Cap Growth MGOYX St&ard Insurance Company Separate Account A Munder Mid Cap Core Growth Y 82% 3 60 0 1.57% 4.61%
LARGE VALUE VWNAX St&ard Insurance Company Separate Account A Vanguard Windsor II Admiral 81% 3 60 0 0.26% 1.59%
MID-CAP BLEND FMDCX St&ard Insurance Company Separate Account A Federated Mid-Cap Index 79% 3 60 0 0.32% 11.71%
LARGE BLEND VINIX St&ard Insurance Company Separate Account A Vanguard Institutional Index 78% 3 60 0 0.02% 1.36%
SMALL VALUE PCVAX St&ard Insurance Company Separate Account A Allianz NFJ Small Cap Value 56% 3 60 0 0.89% 16.12%
LARGE GROWTH TTMEX St&ard Insurance Company Separate Account A Turner Core Growth II 0% 3 60 0 0.69% 0%
Average Expense Ratio: 0.61%
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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
The plan consists of 23 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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