MyPlanIQ REED SMITH LLP DEFERRED PROFIT SHARING PLAN

REED SMITH LLP DEFERRED PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MIEGX BNY Mellon Funds Trust: BNY Mellon Emerging Markets Fund; Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
Foreign Large Blend ARTIX Artisan Partners Funds
Others
World Allocation MALOX BlackRock Global Allocation Fund
Convertibles CCVIX Calamos Investment Trust: Calamos Convertible Fund; Class A Shares
US EQUITY
LARGE VALUE PNEAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MIEGX BNY Mellon Funds Trust: BNY Mellon Emerging Markets Fund; Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
Foreign Large Blend ARTIX Artisan Partners Funds
Others
World Allocation MALOX BlackRock Global Allocation Fund
Convertibles CCVIX Calamos Investment Trust: Calamos Convertible Fund; Class A Shares
US EQUITY
LARGE VALUE PNEAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
LARGE GROWTH MAFGX BlackRock Capital Appreciation Fund
LARGE BLEND ADVDX Alpine Series Trust: Alpine Dynamic Dividend Fund; Institutional Class Shares
Mid-Cap Growth BPTIX Baron Select Funds: Baron Partners Fund; Institutional Class Shares
LARGE GROWTH CGMFX CGM Trust: CGM Focus Fund
Small Growth POPAX Allianz Funds: AllianzGI Opportunity Fund; Class A Shares
SMALL VALUE ABBVX American Beacon Funds: American Beacon Small Cap Value II Fund; Investor Class Shares
Total Available Funds: 14
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS MIEGX BNY Mellon Funds Trust: BNY Mellon Emerging Markets Fund; Investor Shares 84% 3 60 0 1.68% 1.43%
INTERNATIONAL EQUITY
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 ARTIX Artisan Partners Funds 91% 3 60 0 0.97% 1.83%
Others
World Allocation MALOX BlackRock Global Allocation Fund 90% 3 60 0 0.84% 0.44%
Convertibles CCVIX Calamos Investment Trust: Calamos Convertible Fund; Class A Shares 87% 3 60 0 0.88% 0.76%
US EQUITY
LARGE VALUE PNEAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares 92% 3 60 0 1.72% 16.31%
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund 92% 3 60 0 1.01% 0%
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares 87% 3 60 0 1.04% 3.66%
LARGE GROWTH MAFGX BlackRock Capital Appreciation Fund 83% 3 60 0 1.33% 3.35%
LARGE BLEND ADVDX Alpine Series Trust: Alpine Dynamic Dividend Fund; Institutional Class Shares 71% 3 60 0 1.5% 5.74%
Mid-Cap Growth BPTIX Baron Select Funds: Baron Partners Fund; Institutional Class Shares 11% 3 60 0 1.69% 0%
LARGE GROWTH CGMFX CGM Trust: CGM Focus Fund 0% 3 60 0 1.3% 0%
Small Growth POPAX Allianz Funds: AllianzGI Opportunity Fund; Class A Shares 0% 3 60 0 1.31% 2.93%
SMALL VALUE ABBVX American Beacon Funds: American Beacon Small Cap Value II Fund; Investor Class Shares 0% 3 60 0 1.37% 1.67%
Average Expense Ratio: 1.25%
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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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