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MyPlan 2013
Investment Model Portfolios

Investment options of MyPlan 2013

Total Available Funds: 54
Asset Class Ticker Description
Others
Conservative Allocation GOF Claymore/Guggenheim Strategic Opp
Moderate Allocation PDT JHancock Premium Dividend Fund
Equity Energy AMJ JPMorgan Alerian MLP Index ETN
Natural Resources KYN Kayne Anderson MLP
ROOT CASH CASH
Utilities FRUAX fruax
Moderate Allocation VBIAX vbiax
World Allocation PAUDX paudx
Long/Short Equity BRBPX brbpx
Long/Short Equity GATEX gatex
Moderate Allocation VWENX vwenx
Conservative Allocation VWINX vwinx
MISCELLANEOUS SECTOR PFF pff
Moderate Allocation HEQ heq
FIXED INCOME
Multisector Bond PONDX PIMCO Income D
LONG GOVERNMENT TLT iShares Barclays 20 Year Treas Bond
Muni National Long NQM Nuveen Investment Qual Muni
High Yield Bond SPHIX Fidelity High Income
Inflation-Protected Bond LTPZ Pimco Long TIPS
Emerging Markets Bond AWF AllianceBernstein Global High Income
Bank Loan JFR Nuveen Floating Rate Income
Bank Loan PPR ING Prime Rate
Bank Loan JRO Nuveen Floating Rate Income Opportunity
Bank Loan EFT Eaton Vance Floating-Rate Income
Emerging Markets Bond ESD Western Asset Emerging Markets Debt
Long-Term Bond HPF JHancock Preferred Income II
Multisector Bond EVV Eaton Vance Limited Duration Income
Emerging Markets Bond ELD WisdomTree Emerging Markets Local Debt
WORLD BOND FAX Aberdeen Asia-Pacific Income Fund
Emerging Markets Bond TEI Templeton Emerg Mkts Income
WORLD BOND GIM Templeton Global Income
WORLD BOND PDI Pimco Dynamic Income Fund
High Yield Bond DSU dsu
High Yield Bond HYV hyv
High Yield Bond HYT hyt
US EQUITY
LARGE BLEND VDIGX Vanguard Dividend Growth Inv
LARGE VALUE HTD JHancock Tax-Advantaged Dividend Inc
SMALL BLEND RVT Royce Value Trust
LARGE VALUE YACKX Yacktman
LARGE BLEND SEQUX Sequoia
LARGE BLEND GAB Gabelli Equity
LARGE VALUE CVY Guggenheim Multi-Asset Income
LARGE BLEND VTI vti
LARGE GROWTH EOI eoi
LARGE GROWTH ETV etv
LARGE BLEND ETB etb
REAL ESTATE
Global Real Estate IGR ING Clarion Global Real Estate Income
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA MAPIX Matthews Asia Pacific Equity Income
Foreign Large Value EFAV efav
Foreign Large Blend VEU veu
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
COMMODITIES BROAD BASKET usci United States Commodity Index
Emerging Market
DIVERSIFIED EMERGING MKTS DGS WisdomTree Emerging Mkts SmallCap Div
DIVERSIFIED EMERGING MKTS EEMV eemv

Investment model portfolios

We provide two types of investment model portfolios for MyPlan 2013 participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.