MyPlanIQ 401k Investor DeVry Inc. Success Sharing Retirement Plan

DeVry Inc. Success Sharing Retirement Plan Investment Model Portfolios

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DEVRY INC. SUCCESS SHARING RETIREMENT PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value CIVIX Causeway Capital Management International Value Fund
Others
Retirement Income VTINX The Vanguard Group, Inc. Target Retirement Income Fund
Moderate Allocation DODBX Dodge and Cox Balanced Fund
ROOT CASH Money market substitute
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH TPLGX Bank of America Large Cap Core Fund
LARGE GROWTH RGAFX American Funds The Growth Fund of America
LARGE VALUE FSLVX Fidelity Management Trust Company Large Cap Value Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value CIVIX Causeway Capital Management International Value Fund
Others
Retirement Income VTINX The Vanguard Group, Inc. Target Retirement Income Fund
Moderate Allocation DODBX Dodge and Cox Balanced Fund
ROOT CASH Money market substitute
ROOT CASH Fidelity Management Trust Company Trustee Money Market Fund
Target Date 2000-2010 VTOVX The Vanguard Group, Inc. Target Retirement Fund 2045
Target Date 2000-2010 VTOVX The Vanguard Group, Inc. Target Retirement Fund 2035
Target Date 2000-2010 VTOVX The Vanguard Group, Inc. Target Retirement Fund 2025
Target Date 2000-2010 VTOVX The Vanguard Group, Inc. Target Retirement Fund 2015
Target Date 2000-2010 VTOVX The Vanguard Group, Inc. Target Retirement Fund 2005
ROOT CASH Fidelity Short Term Interest Money Market Fund
EQUITY PRU Prudential Life Insurance Company Income Fund
ROOT CASH Fidelity Management Trust Company Retirement Government Money Market Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH TPLGX Bank of America Large Cap Core Fund
LARGE GROWTH RGAFX American Funds The Growth Fund of America
LARGE VALUE FSLVX Fidelity Management Trust Company Large Cap Value Fund
Small Growth FDSCX Fidelity Management Trust Company Small Cap Independence Fund
LARGE BLEND FSMAX Fidelity Management Trust Company Spartan 500 Index Fund
Total Available Funds: 19
  • 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 Value CIVIX Causeway Capital Management International Value Fund 86% 3 60 0 0.88% 8.44%
Others
Retirement Income VTINX The Vanguard Group, Inc. Target Retirement Income Fund 97% 3 60 0 0.08% 5.89%
Moderate Allocation DODBX Dodge and Cox Balanced Fund 92% 3 60 0 0.42% 7.13%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.61%
ROOT CASH Fidelity Management Trust Company Trustee Money Market Fund 0% 1 60 0 NA 2.61%
Target Date 2000-2010 VTOVX The Vanguard Group, Inc. Target Retirement Fund 2045 0% 3 60 0 NA 2.94%
Target Date 2000-2010 VTOVX The Vanguard Group, Inc. Target Retirement Fund 2035 0% 3 60 0 NA 2.94%
Target Date 2000-2010 VTOVX The Vanguard Group, Inc. Target Retirement Fund 2025 0% 3 60 0 NA 2.94%
Target Date 2000-2010 VTOVX The Vanguard Group, Inc. Target Retirement Fund 2015 0% 3 60 0 NA 2.94%
Target Date 2000-2010 VTOVX The Vanguard Group, Inc. Target Retirement Fund 2005 0% 3 60 0 NA 2.94%
ROOT CASH Fidelity Short Term Interest Money Market Fund 0% 1 60 0 NA 2.61%
EQUITY PRU Prudential Life Insurance Company Income Fund 0% 3 60 0 NA 4.52%
ROOT CASH Fidelity Management Trust Company Retirement Government Money Market Fund 0% 1 60 0 NA 2.61%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 3 60 0 0.83% 4.65%
US EQUITY
LARGE GROWTH TPLGX Bank of America Large Cap Core Fund 82% 3 60 0 0.56% 0.03%
LARGE GROWTH RGAFX American Funds The Growth Fund of America 75% 3 60 0 0.63% 9.29%
LARGE VALUE FSLVX Fidelity Management Trust Company Large Cap Value Fund 73% 3 60 0 1.94% 10.44%
Small Growth FDSCX Fidelity Management Trust Company Small Cap Independence Fund 70% 3 60 0 1.46% 2.84%
LARGE BLEND FSMAX Fidelity Management Trust Company Spartan 500 Index Fund 70% 3 60 0 0.03% 0.55%
Average Expense Ratio: 0.76%
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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 0.4% 5.5% 5.6% 8.3% 6.8% 7.0%

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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 0.7% 15.3% 7.9% 9.9% 8.0% 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:DV)
The plan consists of 19 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

DeVry Inc., through its wholly owned subsidiaries, owns and operates DeVry University, Advanced Academics, Ross University, Chamberlain College of Nursing, and Becker Professional Review.



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