MyPlanIQ 401k Investor DODGE and COX PROFIT SHARING PLAN and TRUST

DODGE and COX PROFIT SHARING PLAN and TRUST Investment Model Portfolios

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DODGE & COX PROFIT SHARING PLAN AND TRUST
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Index Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund
Foreign Large Blend DODFX Dodge & Cox Stock Fund
WORLD STOCK DODWX Dodge & Cox Global Stock Fund
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Moderate Allocation VBAIX Vanguard Balanced Index Fund
EQUITY DODEX Dodge & Cox Emerging Markets Fund
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Market Index Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
WORLD BOND DODLX Dodge & Cox Global Bond Fund
Intermediate-Term Bond VTBIX Vanguard Total Bond Market Index Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Index Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund
Foreign Large Blend DODFX Dodge & Cox Stock Fund
WORLD STOCK DODWX Dodge & Cox Global Stock Fund
Foreign Large Blend VXUS Vanguard Total International Stock Index Fund
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Moderate Allocation VBAIX Vanguard Balanced Index Fund
EQUITY DODEX Dodge & Cox Emerging Markets Fund
EQUITY VTILX Vanguard Total International Bond Index Fund
EQUITY VCTXX Vanguard Federal Money Market Fund
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Market Index Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
WORLD BOND DODLX Dodge & Cox Global Bond Fund
Intermediate-Term Bond VTBIX Vanguard Total Bond Market Index Fund
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 VWO Vanguard Emerging Markets Index Fund 97% 1 60 0 0.08% 3.18%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund 99% 1 60 0 0.52% 2.21%
Foreign Large Blend DODFX Dodge & Cox Stock Fund 99% 1 60 0 0.52% 2.21%
WORLD STOCK DODWX Dodge & Cox Global Stock Fund 76% 1 60 0 0.62% 1.82%
Foreign Large Blend VXUS Vanguard Total International Stock Index Fund 29% 1 60 0 0.07% 3.24%
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund 92% 1 60 0 0.42% 7.13%
Moderate Allocation VBAIX Vanguard Balanced Index Fund 84% 1 60 0 0.06% 3.63%
EQUITY DODEX Dodge & Cox Emerging Markets Fund 7% 1 60 0 0.7% 1.92%
EQUITY VTILX Vanguard Total International Bond Index Fund 1% 1 60 0 0.07% 4.28%
EQUITY VCTXX Vanguard Federal Money Market Fund 0% 1 60 0 NA 2.31%
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Market Index Fund 94% 1 60 0 0.03% 1.28%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 87% 1 60 0 0.33% 3.15%
WORLD BOND DODLX Dodge & Cox Global Bond Fund 2% 1 60 0 0.37% 3.73%
Intermediate-Term Bond VTBIX Vanguard Total Bond Market Index Fund 0% 1 60 0 0.12% NA
Average Expense Ratio: 0.28%
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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 2.3% 4.7% 3.1% 6.7% 5.7% 6.7%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.1% 9.5% 5.4% 8.2% 6.6% 7.7%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.9% 5.4% 3.9% 5.2% 5.0% 7.4%

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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 14 funds. It covers 4 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.


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