MyPlanIQ 401k Investor SCHIFF HARDIN LLP INCENTIVE SAVINGS 401K PLAN

SCHIFF HARDIN LLP INCENTIVE SAVINGS 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA INTL SMALL CO I
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend VGTSX VANG TOT INTL STK S
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I
ROOT CASH FID RETIRE MMKT
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Short-Term Bond PTLDX PIM LOW DUR INST
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA INTL SMALL CO I
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend VGTSX VANG TOT INTL STK S
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I
ROOT CASH FID RETIRE MMKT
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Short-Term Bond PTLDX PIM LOW DUR INST
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
US EQUITY
LARGE VALUE PRFDX TRP EQUITY INCOME
Small Growth PSCZX PRU/J SMALL CO Z
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL
Mid-Cap Growth PEGZX PRU/J MID CAP GR Z
LARGE BLEND FUSEX FID US EQ INDX
LARGE GROWTH CGRIX CALAMOS GROWTH INST
LARGE GROWTH HACAX HARBOR CAP APPR INST
MID-CAP BLEND FLPKX FID LOW PRICED STK K
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
SMALL BLEND SMCEX COL SM CAP CORE Z
Total Available Funds: 19
  • 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 ODVYX OPP DEVELOPING MKT Y 89% 1 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA INTL SMALL CO I 100% 1 60 0 0.39% 3.03%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 4.5%
Foreign Large Blend VGTSX VANG TOT INTL STK S 16% 1 60 0 0.08% 3.12%
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I 91% 1 60 0 0.83% 2.3%
ROOT CASH FID RETIRE MMKT 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.98%
Short-Term Bond PTLDX PIM LOW DUR INST 90% 1 60 0 1.05% 4.06%
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG 0% 1 60 0 0.1% 2.96%
US EQUITY
LARGE VALUE PRFDX TRP EQUITY INCOME 97% 1 60 0 1.23% 1.94%
Small Growth PSCZX PRU/J SMALL CO Z 93% 1 60 0 0.82% 0.51%
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL 91% 1 60 0 1.05% 17.63%
Mid-Cap Growth PEGZX PRU/J MID CAP GR Z 89% 1 60 0 1.08% 3.11%
LARGE BLEND FUSEX FID US EQ INDX 79% 1 60 0 0.09% 1.79%
LARGE GROWTH CGRIX CALAMOS GROWTH INST 76% 1 60 0 1.05% 0%
LARGE GROWTH HACAX HARBOR CAP APPR INST 75% 1 60 0 1.04% 0%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 60% 1 60 0 0.82% 18.74%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 1.17%
SMALL BLEND SMCEX COL SM CAP CORE Z 0% 1 60 0 1.08% 0.97%
Average Expense Ratio: 0.75%
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Related Retirement Plans
SCHIFF HARDIN LLP INCENTIVE SAVINGS 401(K) PLAN
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 2.4% 7.4% -0.5% 4.4% 4.1% 6.5%

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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 20 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.


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