MyPlanIQ 401k Investor SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN

SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Templeton Developing Markets Class A
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Foreign Equity
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate Term Bond Index Signal Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond FGBPX Fidelity Invst Gr Bd
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Templeton Developing Markets Class A
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Foreign Equity
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation FASMX Fidelity Asset Mgr 50%
ROOT CASH Money market substitute
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
ROOT CASH Fidelity Institutional Cash Portfolio Money Market Fund
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate Term Bond Index Signal Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond FGBPX Fidelity Invst Gr Bd
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FGRIX Fidelity Growth and Income Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Portfolio Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE VALUE KDHSX DWS Dreman High Return Equity Class A
LARGE GROWTH INYDX Pioneer Indpendence
Mid-Cap Growth FRSGX Franklin Small Mid Cap Growth A
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund
LARGE GROWTH VIGSX Vanguard Growth Index Signal Shares
Total Available Funds: 31
  • 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 TEDMX Templeton Developing Markets Class A 46% 3 60 0 1.63% 3.51%
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty 94% 3 60 0 0.88% 3.83%
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Foreign Equity 86% 3 60 0 0.97% 13.49%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 2.59%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.09%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 2.53%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.51%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.12%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 1.76%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 1.45%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 2.52%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 1.45%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.68%
Moderate Allocation FASMX Fidelity Asset Mgr 50% 76% 3 60 0 0.92% 2.36%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.67%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 6.09%
ROOT CASH Fidelity Institutional Cash Portfolio Money Market Fund 0% 3 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate Term Bond Index Signal Shares 99% 3 60 0 0.07% 3.35%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 4.03%
Intermediate-Term Bond FGBPX Fidelity Invst Gr Bd 76% 3 60 0 1.53% 3.7%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 3.7%
LARGE BLEND FGRIX Fidelity Growth and Income Fund 95% 3 60 0 0.58% 4.26%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value 93% 3 60 0 0.91% 10.14%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Portfolio Fund 79% 3 60 0 0.09% 1.67%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 1.81%
LARGE VALUE KDHSX DWS Dreman High Return Equity Class A 69% 3 60 0 0.8% 6.36%
LARGE GROWTH INYDX Pioneer Indpendence 66% 3 60 0 1% 0.31%
Mid-Cap Growth FRSGX Franklin Small Mid Cap Growth A 41% 3 60 0 0.85% 0%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund 1% 3 60 0 0.92% 17.2%
LARGE GROWTH VIGSX Vanguard Growth Index Signal Shares 0% 3 60 0 0.1% 1.35%
Average Expense Ratio: 0.69%
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Related Retirement Plans
SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS 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 -0.4% 7.5% 2.1% 6.5% 5.5% 6.0%

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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(Ticker:SPG)
The plan consists of 33 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.


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