Average Quality Fund Plan 2010
Investment Model Portfolios

Basing on the fund quality result calculated on 10/16/2010, we select one or two average quality funds from each asset class to construct this plan. The plan consists of 50 funds, the fund quality scores of which are all around 50%.

Investment options of Average Quality Fund Plan 2010

Total Available Funds: 52
Asset Class Ticker Description
Others
Conservative Allocation SBIPX Principal SAM Conservative Bal B
Conservative Allocation PACAX Putnam Asset Allocation: Conservative A
Moderate Allocation PAMGX Target Moderate Allocation A
Moderate Allocation BCGTX BB&T Capital Manager Moderate Gr I
ROOT CASH Money Market
Emerging Market
DIVERSIFIED EMERGING MKTS QEMAX Quant Emerging Markets Instl
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock
INTERNATIONAL EQUITY
EUROPE STOCK FBEAX Fidelity Advisor Europe Cap Apprec B
FOREIGN SMALL/MID GROWTH OSMBX Oppenheimer International Small Co B
Foreign Large Blend OEIAX JPMorgan International Equity Index A
Foreign Large Blend NIEQX Columbia Multi-Advisor Intl Equity Z
Foreign Large Growth PIOCX Putnam International New Opportunities C
Foreign Large Value NVICX Columbia International Value C
Foreign Large Value MEQAX American Century Intl Value A
Foreign Small/Mid Value PUVCX Putnam International Capital Opp C
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Instl
WORLD STOCK FGEBX Fidelity Advisor Global Capital Apprec B
FIXED INCOME
Emerging Markets Bond FMKAX Fidelity Advisor Emerging Markets Inc A
High Yield Bond EKHBX Evergreen High Income B
High Yield Bond PHDBX PIMCO High Yield B
Inflation-Protected Bond PRRBX PIMCO Real Return B
Intermediate Government AGOVX AIM US Government A
Intermediate Government GSOSX Goldman Sachs Government Income Svc
Intermediate-Term Bond BCBAX BlackRock Total Return II Inv A
Intermediate-Term Bond SNIDX Bernstein Intermediate Duration
Long-Term Bond VBLTX Vanguard Long-Term Bond Index
Multisector Bond NEFZX Loomis Sayles Strategic Income A
Muni Single State Interm FICTX First Investors Tax Exempt CT A
Muni Single State Long FGAIX Franklin GA Tax-Free Income C
SHORT GOVERNMENT FFXSX Fidelity Instl Short-Interm Govt
Short-Term Bond BLDAX BlackRock Low Duration Bd Inv A
Short-Term Bond AASBX American Beacon Short-Term Bd Instl
WORLD BOND ANABX AllianceBernstein Global Bond B
WORLD BOND IGBFX RiverSource Global Bond A
US EQUITY
LARGE BLEND WBGIX Wells Fargo Advantage WB Equity
LARGE BLEND KBCBX DWS Blue Chip B
LARGE GROWTH MFCAX MFS Core Growth A
LARGE GROWTH MALHX BlackRock Large Cap Growth I
LARGE VALUE VVIAX Vanguard Value Index Adm
LARGE VALUE GSVCX Goldman Sachs Large Cap Value C
MID-CAP BLEND FASOX Fidelity Advisor Value Strategies I
MID-CAP BLEND AIMIX ING Index Plus MidCap I
MID-CAP VALUE PQNBX Allianz NFJ Renaissance B
MID-CAP VALUE GCMCX Goldman Sachs Mid Cap Value C
Mid-Cap Growth CHCYX AllianceBernstein S/M Cap Growth Adv
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y
SMALL BLEND GESVX GE Small-Cap Equity Y
SMALL BLEND MDSKX BlackRock Small Cap Index A
Small Growth PSCPX Columbia Small Cap Growth II Z
Small Growth SSETX Dreyfus/The Boston Company Small Cap Gr
REAL ESTATE
REAL ESTATE ACRCX Van Kampen Real Estate Secs C
REAL ESTATE DFREX DFA Real Estate Securities I

Investment model portfolios

We provide two types of investment model portfolios for Average Quality Fund Plan 2010 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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Average Quality Fund Plan 2010 Tactical Asset Allocation Moderate NA 6.26% 8.07% 6.24% 12.60% NA NA … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 12.78% 12.95% 4.28% 8.12% 4.29% 8.41% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.90% 8.39% 3.43% 7.44% 5.58% NA … …
Data as of 02/28/2013, Common starting date is 12/31/2000

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