MyPlanIQ 401k Investor CB RICHARD ELLIS 401(k) PLAN

CB RICHARD ELLIS 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity
Foreign Large Blend VWIGX Vanguard International Growth
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Intermediate-Term Bond DODIX Dodge & Cox Income
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH VPMCX Vanguard PRIMECAP
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity
Foreign Large Blend VWIGX Vanguard International Growth
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Moderate Allocation VWELX Vanguard Wellington
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Intermediate-Term Bond DODIX Dodge & Cox Income
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH VPMCX Vanguard PRIMECAP
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
Small Growth WFSIX Wells Fargo Advantage Small Cap Growth I
SMALL VALUE PNVRX Allianz NFJ Small Cap Value R
LARGE GROWTH VMRGX Vanguard Morgan Growth
Total Available Funds: 25
  • 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
WORLD STOCK VHGEX Vanguard Global Equity 100% 3 60 0 0.42% 1.09%
Foreign Large Blend VWIGX Vanguard International Growth 83% 3 60 0 0.45% 1.84%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington 90% 3 60 0 0.17% 12.31%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 4.48%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 0% 3 60 0 NA 2.78%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 3 60 0 0.08% 2.59%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 3.91%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Investor 98% 3 60 0 0.14% 1.27%
LARGE GROWTH VPMCX Vanguard PRIMECAP 95% 3 60 0 0.31% 7.81%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 1.22%
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I 80% 3 60 0 0.74% 0%
Small Growth WFSIX Wells Fargo Advantage Small Cap Growth I 0% 3 60 0 NA 0%
SMALL VALUE PNVRX Allianz NFJ Small Cap Value R 0% 3 60 0 1.43% 0.94%
LARGE GROWTH VMRGX Vanguard Morgan Growth 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.31%
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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 3.4% 17.6% 4.1% 9.8% 7.2% 8.6%

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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(Ticker:CBG)
The plan consists of 26 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
Chubb Corp (Ticker:CB) has the "CB RICHARD ELLIS 401(k) PLAN".


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