MyPlanIQ 401k Investor SHAKER ADVERTISING AGENCY EMPLOYEES` 401K PLAN

SHAKER ADVERTISING AGENCY EMPLOYEES` 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDVIX Fidelity Adv Diversified Intl
Others
Target Date 2050+ WFQGX Wells Fargo Advantage DJ Target 2050 Inv
Target Date 2036-2040 WFFTX Wells Fargo Advantage DJ Target 2040 Inv
Target Date 2026-2030 WFETX Wells Fargo Advantage DJ Target 2030 Inv
US EQUITY
LARGE VALUE MEIHX MFS Value R3
MID-CAP BLEND CHTTX ASTON/Fairpointe Mid Cap N
LARGE BLEND GRINX Victory Diversified Stock
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return/Adm
Intermediate Government STVSX Wells Fargo Advtg Gov Securities-Inv
ULTRASHORT BOND NVSIX Wells Fargo Coll Stable Return (N6)
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDVIX Fidelity Adv Diversified Intl
Others
Target Date 2050+ WFQGX Wells Fargo Advantage DJ Target 2050 Inv
Target Date 2036-2040 WFFTX Wells Fargo Advantage DJ Target 2040 Inv
Target Date 2026-2030 WFETX Wells Fargo Advantage DJ Target 2030 Inv
Target Date 2016-2020 WFDTX Wells Fargo Advantage DJ Target 2020 Inv
Target Date 2000-2010 WFCTX Wells Fargo Advantage DJ Target 2010 Inv
Retirement Income WFODX Wells Fargo Advantage DJ Target Today Inv
US EQUITY
LARGE VALUE MEIHX MFS Value R3
MID-CAP BLEND CHTTX ASTON/Fairpointe Mid Cap N
LARGE BLEND GRINX Victory Diversified Stock
SMALL BLEND SMVCX Wells Fargo Advantage Small Cap Value Inv
Mid-Cap Growth STCSX Wells Fargo Advantage Common Stock - Inv
LARGE GROWTH SLGIX Wells Fargo Advantage Capital Growth
LARGE BLEND WFVEX Wells Fargo Adv Index
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return/Adm
Intermediate Government STVSX Wells Fargo Advtg Gov Securities-Inv
ULTRASHORT BOND NVSIX Wells Fargo Coll Stable Return (N6)
Total Available Funds: 17
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend FDVIX Fidelity Adv Diversified Intl 75% 3 60 0 0.91% 4.31%
Others
Target Date 2050+ WFQGX Wells Fargo Advantage DJ Target 2050 Inv 0% 3 60 0 0.93% 0%
Target Date 2036-2040 WFFTX Wells Fargo Advantage DJ Target 2040 Inv 0% 3 60 0 0.93% 0%
Target Date 2026-2030 WFETX Wells Fargo Advantage DJ Target 2030 Inv 0% 3 60 0 0.92% 0%
Target Date 2016-2020 WFDTX Wells Fargo Advantage DJ Target 2020 Inv 0% 3 60 0 0.91% 0%
Target Date 2000-2010 WFCTX Wells Fargo Advantage DJ Target 2010 Inv 0% 3 60 0 0.88% 0%
Retirement Income WFODX Wells Fargo Advantage DJ Target Today Inv 0% 3 60 0 0.6% 0.73%
US EQUITY
LARGE VALUE MEIHX MFS Value R3 55% 3 60 0 0.8% 8.39%
MID-CAP BLEND CHTTX ASTON/Fairpointe Mid Cap N 52% 3 60 0 0.76% 0.41%
LARGE BLEND GRINX Victory Diversified Stock 50% 3 60 0 0.78% 10.94%
SMALL BLEND SMVCX Wells Fargo Advantage Small Cap Value Inv 0% 3 60 0 2.03% 0%
Mid-Cap Growth STCSX Wells Fargo Advantage Common Stock - Inv 0% 3 60 0 1.3% 0%
LARGE GROWTH SLGIX Wells Fargo Advantage Capital Growth 0% 3 60 0 1.27% 0%
LARGE BLEND WFVEX Wells Fargo Adv Index 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return/Adm 66% 3 60 0 0.8% 4.94%
Intermediate Government STVSX Wells Fargo Advtg Gov Securities-Inv 0% 3 60 0 0.89% 0%
ULTRASHORT BOND NVSIX Wells Fargo Coll Stable Return (N6) 0% 3 60 0 NA 0%
Average Expense Ratio: 0.98%
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Related Retirement Plans
SHAKER ADVERTISING AGENCY EMPLOYEES' 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 2.0% 1.0% 4.7% 4.4% 4.4%

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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 17 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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