MyPlanIQ MARKETLIVE INC. 401K PLAN

MARKETLIVE INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX COHEN & STEERS RLTY
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
FIXED INCOME
WORLD BOND TPINX TMPL GLOBAL BOND A 5
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD
Short-Term Bond PLDAX PIMCO LOW DUR ADM
US EQUITY
LARGE VALUE DDFIX INVS DIVRS DIVD INST
LARGE GROWTH FNCMX FID NASDAQ COMP INDX
Small Growth NVSCX WFA SM CO GROWTH ADM
Total Available Funds: 12
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX COHEN & STEERS RLTY
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
FIXED INCOME
WORLD BOND TPINX TMPL GLOBAL BOND A 5
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD
Short-Term Bond PLDAX PIMCO LOW DUR ADM
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
US EQUITY
LARGE VALUE DDFIX INVS DIVRS DIVD INST
LARGE GROWTH FNCMX FID NASDAQ COMP INDX
Small Growth NVSCX WFA SM CO GROWTH ADM
SMALL VALUE HRVIX HEARTLAND VAL PLS IV
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
Total Available Funds: 12
  • 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 CSRSX COHEN & STEERS RLTY 76% 3 60 0 0.88% 3.77%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y 89% 3 60 0 0.84% 0.78%
FIXED INCOME
WORLD BOND TPINX TMPL GLOBAL BOND A 5 73% 3 60 0 0.96% 4.5%
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD 61% 3 60 0 1.37% 4.19%
Short-Term Bond PLDAX PIMCO LOW DUR ADM 56% 3 60 0 1.05% 3.84%
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV 0% 3 60 0 0.11% 0%
US EQUITY
LARGE VALUE DDFIX INVS DIVRS DIVD INST 87% 3 60 0 0.82% 2.03%
LARGE GROWTH FNCMX FID NASDAQ COMP INDX 84% 3 60 0 0.29% 0.61%
Small Growth NVSCX WFA SM CO GROWTH ADM 75% 3 60 0 0.94% 5.25%
SMALL VALUE HRVIX HEARTLAND VAL PLS IV 64% 3 60 0 1.01% 2.23%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 1.17%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.7%
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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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