MyPlanIQ 401k Investor SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN

SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN Investment Model Portfolios

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SMOLIN, LUPIN & CO. SAVINGS AND INVESTMENT PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE SETAX SEI Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS SIEMX SEI Emerging Markets Equity Tr
INTERNATIONAL EQUITY
Foreign Large Blend SEITX SEI International Equity Tr
Others
Conservative Allocation SMOAX SEI Moderate Strategy A
US EQUITY
LARGE BLEND VFINX SEI S&P 500 Index A
SMALL VALUE SESVX SEI Small Cap Value A
LARGE GROWTH SELCX SEI Large Cap Growth A
FIXED INCOME
Intermediate-Term Bond PMBIX PIMCO Total Return II
High Yield Bond SHYAX SEI High Yield Bond A
Intermediate-Term Bond TRLVX SEI Core Fixed Income A
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE SETAX SEI Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS SIEMX SEI Emerging Markets Equity Tr
INTERNATIONAL EQUITY
Foreign Large Blend SEITX SEI International Equity Tr
Others
Conservative Allocation SMOAX SEI Moderate Strategy A
US EQUITY
LARGE BLEND VFINX SEI S&P 500 Index A
SMALL VALUE SESVX SEI Small Cap Value A
LARGE GROWTH SELCX SEI Large Cap Growth A
LARGE VALUE TRMVX SEI Large Cap Value A
Small Growth SSCGX SEI Small Cap Growth A
SMALL BLEND SMCEX Columbia Small Cap Core Z
FIXED INCOME
Intermediate-Term Bond PMBIX PIMCO Total Return II
High Yield Bond SHYAX SEI High Yield Bond A
Intermediate-Term Bond TRLVX SEI Core Fixed Income A
Intermediate-Term Bond WATFX Western Asset Core Bond Fund I
Inflation-Protected Bond PRLPX PIMCO Real Return P
Total Available Funds: 15
  • 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 SETAX SEI Real Estate A 65% 3 60 0 1.36% 2.38%
Emerging Market
DIVERSIFIED EMERGING MKTS SIEMX SEI Emerging Markets Equity Tr 79% 3 60 0 1.68% 3.15%
INTERNATIONAL EQUITY
Foreign Large Blend SEITX SEI International Equity Tr 74% 3 60 0 0.85% 3.07%
Others
Conservative Allocation SMOAX SEI Moderate Strategy A 86% 3 60 0 1.18% 2.98%
US EQUITY
LARGE BLEND VFINX SEI S&P 500 Index A 97% 3 60 0 0.14% 1.3%
SMALL VALUE SESVX SEI Small Cap Value A 81% 3 60 0 0.89% 18.39%
LARGE GROWTH SELCX SEI Large Cap Growth A 76% 3 60 0 1.11% 21.3%
LARGE VALUE TRMVX SEI Large Cap Value A 73% 3 60 0 0.64% 1.52%
Small Growth SSCGX SEI Small Cap Growth A 73% 3 60 0 1.11% 7.26%
SMALL BLEND SMCEX Columbia Small Cap Core Z 0% 3 60 0 1.08% 0.85%
FIXED INCOME
Intermediate-Term Bond PMBIX PIMCO Total Return II 94% 3 60 0 0.62% 2.84%
High Yield Bond SHYAX SEI High Yield Bond A 84% 3 60 0 0.89% 6.25%
Intermediate-Term Bond TRLVX SEI Core Fixed Income A 79% 3 60 0 0.41% 2.72%
Intermediate-Term Bond WATFX Western Asset Core Bond Fund I 77% 3 60 0 0.42% 4.22%
Inflation-Protected Bond PRLPX PIMCO Real Return P 68% 3 60 0 1.37% 2.12%
Average Expense Ratio: 0.92%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.1% 4.1% 0.7% 3.6% 3.8% 5.1%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.1% 5.3% -0.3% 3.2% 3.9% 5.2%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.4% 5.5% 0.7% 6.7% 5.4% 6.7%

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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
The plan consists of 19 funds. It covers 5 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity, REITs and Emerging Market Equity.


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