MyPlanIQ PREMERA 401K SAVINGS PLAN AND TRUST

PREMERA 401K SAVINGS PLAN AND TRUST Investment Model Portfolios

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PREMERA 401K SAVINGS PLAN AND TRUST
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Fund Investor Shares
Others
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Aggressive Allocation PAXWX Pax World Funds Series Trust I: Pax World Balanced Fund; Individual Investor Class
ROOT VMFXX Vanguard Money Market Reserves: Vanguard Federal Money Market Fund; Investor Shares
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE GROWTH VIGRX Vanguard Growth Index Fund Investor Shares
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Fund Investor Shares
Others
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Aggressive Allocation PAXWX Pax World Funds Series Trust I: Pax World Balanced Fund; Individual Investor Class
ROOT VMFXX Vanguard Money Market Reserves: Vanguard Federal Money Market Fund; Investor Shares
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE GROWTH VIGRX Vanguard Growth Index Fund Investor Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
SMALL BLEND RTRIX Royce Fund: Royce Total Return Fund; Institutional Class Shares
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares
Mid-Cap Growth barax Baron Investment Funds Trust: Baron Asset Fund; Retail Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
Intermediate Government VFITX Vanguard Fixed Income Securities Funds: Vanguard Intermediate-Term Treasury Fund; Investor Shares
Total Available Funds: 15
  • 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 VGSIX Vanguard REIT Index Fund Investor Shares 81% 3 60 0 0.12% 4.01%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares 99% 3 60 0 0.08% 2.89%
INTERNATIONAL EQUITY
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Fund Investor Shares 0% 3 60 0 0.2% 3.08%
Others
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 3 60 0 0.08% 3.13%
Aggressive Allocation PAXWX Pax World Funds Series Trust I: Pax World Balanced Fund; Individual Investor Class 47% 3 60 0 0.65% 3.87%
ROOT VMFXX Vanguard Money Market Reserves: Vanguard Federal Money Market Fund; Investor Shares 0% 3 60 0 0.19% 4.25%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 3 60 0 0.26% 9.91%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 97% 3 60 0 0.14% 1.25%
LARGE GROWTH VIGRX Vanguard Growth Index Fund Investor Shares 97% 3 60 0 0.04% 0.29%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares 95% 3 60 0 0.31% 6.07%
SMALL BLEND RTRIX Royce Fund: Royce Total Return Fund; Institutional Class Shares 94% 3 60 0 1.95% 3.2%
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares 40% 3 60 0 1.3% 11.73%
Mid-Cap Growth barax Baron Investment Funds Trust: Baron Asset Fund; Retail Shares 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares 100% 3 60 0 0.15% 3.74%
Intermediate Government VFITX Vanguard Fixed Income Securities Funds: Vanguard Intermediate-Term Treasury Fund; Investor Shares 97% 3 60 0 0.2% 3.67%
Average Expense Ratio: 0.47%
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Model Portfolios

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*
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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 to Create Model Portfolio

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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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