MyPlanIQ 401k Investor WELLINGTON EMPLOYEE BENEFIT PLAN

WELLINGTON EMPLOYEE BENEFIT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
REAL ESTATE
REAL ESTATE CLARX ING Real Estate A
INTERNATIONAL EQUITY
Foreign Large Growth CIGRX Calamos International Growth A
WORLD STOCK RNPCX American Funds New Perspective R3
Foreign Large Blend MDIDX MFS International Diversification A
Others
Conservative Allocation MACFX MFS Conservative Allocation A
ROOT CASH MRAXX (Ready Asstet)
Moderate Allocation MBEAX Managers AMG Chicago Eq Part Bal A
FIXED INCOME
High Yield Bond WHIYX Ivy High Income Y
WORLD BOND PFUAX PIMCO Foreign Bond (Unhedged) A
Intermediate Government PAGNX PIMCO GNMA A
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
REAL ESTATE
REAL ESTATE CLARX ING Real Estate A
INTERNATIONAL EQUITY
Foreign Large Growth CIGRX Calamos International Growth A
WORLD STOCK RNPCX American Funds New Perspective R3
Foreign Large Blend MDIDX MFS International Diversification A
Foreign Large Value MGIAX MFS International Value A
Others
Conservative Allocation MACFX MFS Conservative Allocation A
ROOT CASH MRAXX (Ready Asstet)
Moderate Allocation MBEAX Managers AMG Chicago Eq Part Bal A
FIXED INCOME
High Yield Bond WHIYX Ivy High Income Y
WORLD BOND PFUAX PIMCO Foreign Bond (Unhedged) A
Intermediate Government PAGNX PIMCO GNMA A
Short-Term Bond LALDX Lord Abbett Short Duration Income A
Intermediate-Term Bond NEFRX Loomis Sayles Core Plus Bond A
Long-Term Bond DEEAX Delaware Extended Duration Bond A
SHORT GOVERNMENT IPFIX Victory Fund for Income A
Inflation-Protected Bond HIPSX Hartford Inflation Plus R4
US EQUITY
LARGE GROWTH SGRAX Wells Fargo Advantage Growth A
Mid-Cap Growth WMGYX Ivy Mid Cap Growth Y
SMALL VALUE SSGSX Victory Small Company Opportunity A
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A
Small Growth WSCYX Ivy Small Cap Growth Y
MID-CAP BLEND PEMGX Principal MidCap Blend A
LARGE BLEND FRDPX Franklin Rising Dividends A
MID-CAP VALUE JVMAX JHancock3 Disciplined Value Mid Cap A
SMALL BLEND ATIAX Invesco Small Companies A
Total Available Funds: 26
  • 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 ODMAX Oppenheimer Developing Markets A 65% 1 60 0 0.84% 0.54%
REAL ESTATE
REAL ESTATE CLARX ING Real Estate A 53% 1 60 0 1.43% 4.03%
INTERNATIONAL EQUITY
Foreign Large Growth CIGRX Calamos International Growth A 65% 1 60 0 0.85% 0%
WORLD STOCK RNPCX American Funds New Perspective R3 63% 1 60 0 1.47% 5.3%
Foreign Large Blend MDIDX MFS International Diversification A 53% 1 60 3 1.07% 2.16%
Foreign Large Value MGIAX MFS International Value A 52% 1 60 3 0.61% 0%
Others
Conservative Allocation MACFX MFS Conservative Allocation A 64% 1 60 3 0.83% 3.42%
ROOT CASH MRAXX (Ready Asstet) 0% 1 60 0 NA 4.14%
Moderate Allocation MBEAX Managers AMG Chicago Eq Part Bal A 0% 1 60 0 0.82% 27.06%
FIXED INCOME
High Yield Bond WHIYX Ivy High Income Y 66% 1 60 0 0.99% 7.39%
WORLD BOND PFUAX PIMCO Foreign Bond (Unhedged) A 64% 1 60 0 0.61% 2.82%
Intermediate Government PAGNX PIMCO GNMA A 60% 1 60 0 1.67% 4.14%
Short-Term Bond LALDX Lord Abbett Short Duration Income A 59% 1 60 0 0.31% 3.36%
Intermediate-Term Bond NEFRX Loomis Sayles Core Plus Bond A 59% 1 60 3 0.49% 3.51%
Long-Term Bond DEEAX Delaware Extended Duration Bond A 56% 1 60 0 0.82% 4.04%
SHORT GOVERNMENT IPFIX Victory Fund for Income A 49% 1 60 0 0.63% 5.38%
Inflation-Protected Bond HIPSX Hartford Inflation Plus R4 41% 1 60 0 0.87% 3.76%
US EQUITY
LARGE GROWTH SGRAX Wells Fargo Advantage Growth A 61% 1 60 0 1.91% 11.48%
Mid-Cap Growth WMGYX Ivy Mid Cap Growth Y 57% 1 60 0 0.79% 6.24%
SMALL VALUE SSGSX Victory Small Company Opportunity A 57% 1 60 0 0.85% 6.32%
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A 57% 1 60 0 1% 7.02%
Small Growth WSCYX Ivy Small Cap Growth Y 55% 1 60 0 1.39% 0%
MID-CAP BLEND PEMGX Principal MidCap Blend A 48% 1 60 0 0.94% 2.62%
LARGE BLEND FRDPX Franklin Rising Dividends A 26% 1 60 0 0.59% 0.95%
MID-CAP VALUE JVMAX JHancock3 Disciplined Value Mid Cap A 10% 1 60 0 1.85% 4.59%
SMALL BLEND ATIAX Invesco Small Companies A 0% 1 60 0 1.28% 0%
Average Expense Ratio: 1%
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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 7.0% 36.6% 9.1% 6.7% 5.4% 6.0%

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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 26 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs, Fixed Income and Emerging Market Equity.


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