MyPlanIQ 401k Investor GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN

GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Capital Advisors Harbor International Fund
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Fund
Conservative Allocation PRSIX BlackRock Pension Strategy Fund
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Fund
US EQUITY
Small Growth BUFSX Kornitzer Capital Management, Inc. Buffalo Small Cap Fund
SMALL BLEND LRSYX Lord Abbett & Co. LLC Lord Abbett Small Cap Value Fund
LARGE VALUE ACGMX Van Kampen Asset Management Inc. Van Kampen Growth & Income Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
SHORT GOVERNMENT MISTX The Bank of New York Mellon short-term investments
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Common Trust Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Capital Advisors Harbor International Fund
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Fund
Conservative Allocation PRSIX BlackRock Pension Strategy Fund
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Fund
Target Date 2050+ STLFX BlackRock LifePath 2050 Fund
Moderate Allocation RLBFX Capital Research and Management Company American Balanced Fund
Retirement Income LPRRX BlackRock LifePath Income Fund
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Fund
ROOT CASH BlackRock Money Market Fund
ROOT CASH Money market substitute
US EQUITY
Small Growth BUFSX Kornitzer Capital Management, Inc. Buffalo Small Cap Fund
SMALL BLEND LRSYX Lord Abbett & Co. LLC Lord Abbett Small Cap Value Fund
LARGE VALUE ACGMX Van Kampen Asset Management Inc. Van Kampen Growth & Income Fund
LARGE GROWTH RGAFX Capital Research and Management Company Growth Fund of America
LARGE BLEND PNIEX BlackRock Equity Index Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
SHORT GOVERNMENT MISTX The Bank of New York Mellon short-term investments
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Common Trust Fund
Total Available Funds: 18
  • 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 HAINX Harbor Capital Advisors Harbor International Fund 99% 3 60 0 1.02% 3.47%
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Fund 94% 3 60 0 0.34% 3.1%
Conservative Allocation PRSIX BlackRock Pension Strategy Fund 92% 3 60 0 0.67% 3.7%
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Fund 92% 3 60 0 1.04% 3.18%
Target Date 2050+ STLFX BlackRock LifePath 2050 Fund 81% 3 60 0 0.34% 1.14%
Moderate Allocation RLBFX Capital Research and Management Company American Balanced Fund 79% 3 60 0 0.31% 2.64%
Retirement Income LPRRX BlackRock LifePath Income Fund 20% 3 60 0 1.04% 1.41%
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Fund 0% 3 60 0 0.67% 1.74%
ROOT CASH BlackRock Money Market Fund 0% 1 60 0 NA 4.14%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
US EQUITY
Small Growth BUFSX Kornitzer Capital Management, Inc. Buffalo Small Cap Fund 92% 3 60 0 1.01% 0%
SMALL BLEND LRSYX Lord Abbett & Co. LLC Lord Abbett Small Cap Value Fund 92% 3 60 0 1.43% 0.26%
LARGE VALUE ACGMX Van Kampen Asset Management Inc. Van Kampen Growth & Income Fund 81% 3 60 0 0.79% 1.73%
LARGE GROWTH RGAFX Capital Research and Management Company Growth Fund of America 75% 3 60 0 0.63% 0.75%
LARGE BLEND PNIEX BlackRock Equity Index Fund 0% 3 60 0 0.18% 0%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 87% 3 60 0 0.33% 3.91%
SHORT GOVERNMENT MISTX The Bank of New York Mellon short-term investments 77% 3 60 0 0.5% 2.44%
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Common Trust Fund 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.69%
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Related Retirement Plans
GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN
Model Portfolios

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:GNW)
The plan consists of 19 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Genworth Financial, Inc., a financial security company, provides insurance, wealth management, investment, and financial solutions in the United States and internationally. The company operates in three segments: Retirement and Protection, International, and U.S. Mortgage Insurance.



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