MyPlanIQ 401k Investor COMERICA INCORPORATED PREFERRED SAVINGS PLAN

COMERICA INCORPORATED PREFERRED SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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COMERICA INCORPORATED PREFERRED SAVINGS PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World Growth & Income
Foreign Large Growth BIGIX William Blair Funds William Blair International Growth Fund
Others
Target Date 2031-2035 NWLIX Comerica Incorporated Destination 2035 Fund
Target Date 2011-2015 NWEIX Comerica Incorporated Destination 2015 Fund
Moderate Allocation ACETX Van Kampen Funds Van Kampen Equity & Income Fund
FIXED INCOME
Intermediate-Term Bond GDFTX Goldman Sachs Funds Goldman Sachs Core Fixed Income Fund
Intermediate Government AGVRX Invesco Aim Funds Aim STIT Treasury Fund
Intermediate Government ACGUX Van Kampen Funds Van Kampen Government Securities
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Fund
LARGE GROWTH BGFIX William Blair Funds William Blair Growth Fund
LARGE GROWTH RGAFX American Funds The Growth Fund of America
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World Growth & Income
Foreign Large Growth BIGIX William Blair Funds William Blair International Growth Fund
Others
Target Date 2031-2035 NWLIX Comerica Incorporated Destination 2035 Fund
Target Date 2011-2015 NWEIX Comerica Incorporated Destination 2015 Fund
Moderate Allocation ACETX Van Kampen Funds Van Kampen Equity & Income Fund
Target Date 2041-2045 NWNIX Comerica Incorporated Destination 2045 Fund
Target Date 2021-2025 NWHIX Comerica Incorporated Destination 2025 Fund
Moderate Allocation FGTRX Franklin/Templeton Investments Templeton Growth Fund
Retirement Income NWRIX Comerica Incorporated Destination Retirement Fund
ROOT CASH Comerica Incorporated Stable Value Fund
FIXED INCOME
Intermediate-Term Bond GDFTX Goldman Sachs Funds Goldman Sachs Core Fixed Income Fund
Intermediate Government AGVRX Invesco Aim Funds Aim STIT Treasury Fund
Intermediate Government ACGUX Van Kampen Funds Van Kampen Government Securities
Short-Term Bond MCAIX Comerica Incorporated Short Term Fund
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Fund
LARGE GROWTH BGFIX William Blair Funds William Blair Growth Fund
LARGE GROWTH RGAFX American Funds The Growth Fund of America
Small Growth HSIIX Eagle Funds Eagle Small Cap Growth Fund
LARGE BLEND GRMIX Comerica Incorporated S&P 500 Index Fund
MID-CAP BLEND IVOO Vanguard S&P MidCap Index Fund
LARGE BLEND FRDRX Franklin/Templeton Investments Franklin Rising Dividends Fund
SMALL BLEND VIOO Vanguard S&P Small Cap Index Fund
Mid-Cap Growth MMSRX Munder MidCap Core Growth Fund
LARGE VALUE MUGAX Munder Large Cap Value Fund
Total Available Funds: 24
  • 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 RWIFX American Funds Capital World Growth & Income 92% 3 60 0 0.75% 1.39%
Foreign Large Growth BIGIX William Blair Funds William Blair International Growth Fund 79% 3 60 0 0.99% 1.49%
Others
Target Date 2031-2035 NWLIX Comerica Incorporated Destination 2035 Fund 77% 3 60 0 0.9% 12.69%
Target Date 2011-2015 NWEIX Comerica Incorporated Destination 2015 Fund 76% 3 60 0 0.92% 3.49%
Moderate Allocation ACETX Van Kampen Funds Van Kampen Equity & Income Fund 76% 3 60 0 0.78% 1.76%
Target Date 2041-2045 NWNIX Comerica Incorporated Destination 2045 Fund 75% 3 60 0 0.89% 14.29%
Target Date 2021-2025 NWHIX Comerica Incorporated Destination 2025 Fund 73% 3 60 0 0.92% 4.79%
Moderate Allocation FGTRX Franklin/Templeton Investments Templeton Growth Fund 71% 3 60 0 0.89% 1.51%
Retirement Income NWRIX Comerica Incorporated Destination Retirement Fund 0% 3 60 0 0.13% 5.47%
ROOT CASH Comerica Incorporated Stable Value Fund 0% 1 60 0 NA 2.6%
FIXED INCOME
Intermediate-Term Bond GDFTX Goldman Sachs Funds Goldman Sachs Core Fixed Income Fund 71% 3 60 0 0.46% 3.44%
Intermediate Government AGVRX Invesco Aim Funds Aim STIT Treasury Fund 40% 3 60 0 0.54% 4.26%
Intermediate Government ACGUX Van Kampen Funds Van Kampen Government Securities 0% 3 60 0 NA 1.98%
Short-Term Bond MCAIX Comerica Incorporated Short Term Fund 0% 3 60 0 0.55% 1.37%
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Fund 96% 3 60 0 0.84% 2.11%
LARGE GROWTH BGFIX William Blair Funds William Blair Growth Fund 91% 3 60 0 0.92% 21.37%
LARGE GROWTH RGAFX American Funds The Growth Fund of America 75% 3 60 0 0.63% 9.57%
Small Growth HSIIX Eagle Funds Eagle Small Cap Growth Fund 67% 3 60 0 0.71% 18.89%
LARGE BLEND GRMIX Comerica Incorporated S&P 500 Index Fund 38% 3 60 0 0.59% 0.94%
MID-CAP BLEND IVOO Vanguard S&P MidCap Index Fund 27% 3 60 0 0.1% 0.93%
LARGE BLEND FRDRX Franklin/Templeton Investments Franklin Rising Dividends Fund 26% 3 60 0 0.59% 0.35%
SMALL BLEND VIOO Vanguard S&P Small Cap Index Fund 21% 3 60 0 0.1% 1.48%
Mid-Cap Growth MMSRX Munder MidCap Core Growth Fund 0% 3 60 0 1.57% 9.44%
LARGE VALUE MUGAX Munder Large Cap Value Fund 0% 3 60 0 1.5% 15.88%
Average Expense Ratio: 0.74%
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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 1.8% 26.0% 9.0% 11.8% 7.2% 8.8%

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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 to Create Model Portfolio

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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 2.3% 11.3% 2.8% 10.4% 7.7% 8.8%

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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*
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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:CMA)
The plan consists of 24 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Comerica Incorporated, through its subsidiaries, provides financial products and services in the Midwest, Western, Texas, and Florida. The company's Business Bank segment comprises middle market, commercial real estate, national dealer services, international finance, global corporate, leasing, financial services, and technology and life sciences businesses.



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