MyPlanIQ WESTERN WASHINGTON U.A. SUPPLEMENTAL PENSION PLAN

WESTERN WASHINGTON U.A. SUPPLEMENTAL PENSION PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Others
World Allocation PAAIX PIMCO Funds: PIMCO All Asset Fund; Institutional Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
SMALL BLEND HASCX Harbor Funds: Harbor Small Cap Value Fund; Institutional Class Shares
LARGE GROWTH RGROX John Hancock Funds III: Rainier Growth Fund; Class A Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Others
World Allocation PAAIX PIMCO Funds: PIMCO All Asset Fund; Institutional Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
SMALL BLEND HASCX Harbor Funds: Harbor Small Cap Value Fund; Institutional Class Shares
LARGE GROWTH RGROX John Hancock Funds III: Rainier Growth Fund; Class A Shares
LARGE BLEND UASPX Advisors' Inner Circle Fund: United Association S&P 500 Index Fund; Class I Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 12
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares 96% 3 60 0 0.44% 4.53%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 1.86%
Others
World Allocation PAAIX PIMCO Funds: PIMCO All Asset Fund; Institutional Class Shares 96% 3 60 0 1.84% 3.53%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 3 60 0 0.17% 0%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
SMALL BLEND HASCX Harbor Funds: Harbor Small Cap Value Fund; Institutional Class Shares 77% 3 60 0 0.8% 6.36%
LARGE GROWTH RGROX John Hancock Funds III: Rainier Growth Fund; Class A Shares 0% 3 60 0 1.25% 0%
LARGE BLEND UASPX Advisors' Inner Circle Fund: United Association S&P 500 Index Fund; Class I Shares 0% 3 60 0 0.28% 0.8%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.84%
Average Expense Ratio: 0.7%
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Related Retirement Plans
WESTERN WASHINGTON U.A. SUPPLEMENTAL PENSION PLAN
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 8.2% 8.6% 2.0% 5.6% 5.6% 8.0%

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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
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