MyPlanIQ 401k Investor KIMCO REALTY CORP. 401(k) PLAN

KIMCO REALTY CORP. 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE NRFAX AEW Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend MRSAX MFS Research International Fund - A
Foreign Small/Mid Value LZSMX Perkins Small Cap Value
Others
Moderate Allocation DDIIX Henderson International Opportunity
Target Date 2036-2040 LTLAX Allianceber 2040 Ret Strategy
Target Date 2026-2030 LTJAX Allianceber 2030 Ret Strategy
US EQUITY
Small Growth JSMGX Janus Balanced
LARGE BLEND NYVTX Davis New York Venture
LARGE BLEND BTIEX DWS Equity 500 Index Fund – S
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE NRFAX AEW Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend MRSAX MFS Research International Fund - A
Foreign Small/Mid Value LZSMX Perkins Small Cap Value
Others
Moderate Allocation DDIIX Henderson International Opportunity
Target Date 2036-2040 LTLAX Allianceber 2040 Ret Strategy
Target Date 2026-2030 LTJAX Allianceber 2030 Ret Strategy
Target Date 2016-2020 LTHAX Allianceber 2020 Ret Strategy
Target Date 2000-2010 LTDAX Allianceber 2010 Ret Strategy
ROOT KIM Kimco Realty Company Stock
US EQUITY
Small Growth JSMGX Janus Balanced
LARGE BLEND NYVTX Davis New York Venture
LARGE BLEND BTIEX DWS Equity 500 Index Fund – S
LARGE VALUE KDHIX Alger Capital Appreciation
LARGE GROWTH AGTHX American Funds Growth
MID-CAP VALUE CMUAX Columbia Mid Cap Value
Mid-Cap Growth THCGX Thornburg Core Growth Fund
LARGE GROWTH NMTAX Columbia Acorn International
Small Growth VISCX Van Kampen Small Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond MBDIX MFS Bond Fund
WORLD BOND TPINX Templeton Global Bond
Multisector Bond FRSTX Franklin Strategic Income
Total Available Funds: 21
  • 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
REAL ESTATE
REAL ESTATE NRFAX AEW Real Estate A 56% 3 60 0 0.9% 2.32%
INTERNATIONAL EQUITY
Foreign Large Blend MRSAX MFS Research International Fund - A 47% 3 60 0 0.75% 0%
Foreign Small/Mid Value LZSMX Perkins Small Cap Value 43% 3 60 0 1.13% 0.59%
Others
Moderate Allocation DDIIX Henderson International Opportunity 85% 3 60 0 0.79% 2.2%
Target Date 2036-2040 LTLAX Allianceber 2040 Ret Strategy 0% 3 60 0 1.06% 0.73%
Target Date 2026-2030 LTJAX Allianceber 2030 Ret Strategy 0% 3 60 0 1.06% 1.29%
Target Date 2016-2020 LTHAX Allianceber 2020 Ret Strategy 0% 3 60 0 1.02% 1.86%
Target Date 2000-2010 LTDAX Allianceber 2010 Ret Strategy 0% 3 60 0 0.94% 2.14%
ROOT KIM Kimco Realty Company Stock 0% 3 60 0 NA 4.16%
US EQUITY
Small Growth JSMGX Janus Balanced 96% 3 60 0 1.32% 0%
LARGE BLEND NYVTX Davis New York Venture 92% 3 60 0 1.75% 8.07%
LARGE BLEND BTIEX DWS Equity 500 Index Fund – S 78% 3 60 0 0.2% 1.22%
LARGE VALUE KDHIX Alger Capital Appreciation 70% 3 60 0 0.8% 2.34%
LARGE GROWTH AGTHX American Funds Growth 41% 3 60 0 0.3% 0%
MID-CAP VALUE CMUAX Columbia Mid Cap Value 41% 3 60 0 1.13% 1.24%
Mid-Cap Growth THCGX Thornburg Core Growth Fund 34% 3 60 0 0.95% 0%
LARGE GROWTH NMTAX Columbia Acorn International 0% 3 60 0 1.31% 0%
Small Growth VISCX Van Kampen Small Cap Growth Fund 0% 3 60 0 1.08% 0%
FIXED INCOME
Intermediate-Term Bond MBDIX MFS Bond Fund 79% 3 60 0 0.77% 4.29%
WORLD BOND TPINX Templeton Global Bond 73% 3 60 0 0.96% 3.86%
Multisector Bond FRSTX Franklin Strategic Income 63% 3 60 0 0.52% 4.78%
Average Expense Ratio: 0.94%
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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 1.2% 9.1% 1.7% 5.0% 4.2% 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 for Portfolio Details or Follow 1.1% 10.0% 0.0% 6.0% 5.2% 7.0%

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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:KIM)
The plan consists of 24 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.


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