MyPlanIQ JDA SOFTWARE INC. 401K PROFIT SHARING PLAN

JDA SOFTWARE INC. 401K PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund Institutional Class
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares
Others
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Total Return Fund Administrative Class
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund Institutional Class
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares
Others
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares
Mid-Cap Growth ARTMX Artisan Partners Funds
MID-CAP VALUE JMVSX JPMorgan Mid Cap Value Fund Select Class
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
MID-CAP VALUE JAMCX JP Morgan Fleming Mutual Fund Group
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares
SMALL VALUE AASVX American Beacon Funds: American Beacon Small Cap Value Fund; AMR Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Total Return Fund Administrative Class
Total Available Funds: 16
  • 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 HAINX Harbor International Fund Institutional Class 99% 3 60 0 1.02% 3.47%
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares 98% 3 60 0 0.9% 0%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares 16% 3 60 0 0.08% 3.12%
Others
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 3 60 0 0.08% 2.02%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares 99% 3 60 0 0.03% 1.4%
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares 97% 3 60 0 0.04% 1.35%
Mid-Cap Growth ARTMX Artisan Partners Funds 88% 3 60 0 0.96% 0%
MID-CAP VALUE JMVSX JPMorgan Mid Cap Value Fund Select Class 85% 3 60 0 1.14% 1.1%
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares 76% 3 60 0 0.45% 4.34%
MID-CAP VALUE JAMCX JP Morgan Fleming Mutual Fund Group 40% 3 60 0 1.15% 5.76%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares 0% 3 60 0 0.42% 0%
SMALL VALUE AASVX American Beacon Funds: American Beacon Small Cap Value Fund; AMR Class Shares 0% 3 60 0 0.57% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTRAX PIMCO Total Return Fund Administrative Class 66% 3 60 0 0.8% 4.94%
Average Expense Ratio: 0.55%
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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
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