MyPlanIQ 401k Investor TOTAL FINANCE USA INC. EMPLOYEE SAVINGS PLAN

TOTAL FINANCE USA INC. EMPLOYEE SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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TOTAL FINANCE USA, INC. EMPLOYEE SAVINGS PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio
INTERNATIONAL EQUITY
Foreign Large Value MSIQX Morgan Stanley International Equity Portfolio
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income
FIXED INCOME
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-Intermediate Government Fund,
Intermediate-Term Bond PTRAX PIMCO Total Return Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE BLEND FGRIX Fidelity Growth & Income Portfolio,
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio
INTERNATIONAL EQUITY
Foreign Large Value MSIQX Morgan Stanley International Equity Portfolio
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund,
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Moderate Allocation ABALX American Balanced Fund Class A,
ROOT CASH Fidelity Retirement Money Market Portfolio
ROOT CASH Fidelity Cash Reserves
FIXED INCOME
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-Intermediate Government Fund,
Intermediate-Term Bond PTRAX PIMCO Total Return Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE BLEND FGRIX Fidelity Growth & Income Portfolio,
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Fund
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
LARGE GROWTH CGRIX Calamos Growth Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
Mid-Cap Growth BGRFX Baron Growth Fund
SMALL VALUE GSSCX Goldman Sachs Small Cap Value Fund
Total Available Funds: 24
  • 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 LZEMX Lazard Emerging Markets Portfolio 91% 3 60 0 1.07% 0%
INTERNATIONAL EQUITY
Foreign Large Value MSIQX Morgan Stanley International Equity Portfolio 93% 3 60 0 1.8% 3.44%
Foreign Large Blend FIGRX Fidelity International Discovery Fund 90% 3 60 0 0.99% 2.9%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 0.28%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 0.38%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 1.55%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 0.16%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund, 95% 3 60 0 0.64% 2.36%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 0.2%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 0.09%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 0.37%
Moderate Allocation ABALX American Balanced Fund Class A, 43% 3 60 0 0.31% 1.85%
ROOT CASH Fidelity Retirement Money Market Portfolio 0% 1 60 0 NA 5.5%
ROOT CASH Fidelity Cash Reserves 0% 1 60 0 NA 5.5%
FIXED INCOME
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-Intermediate Government Fund, 87% 3 60 0 0.3% 1.39%
Intermediate-Term Bond PTRAX PIMCO Total Return Fund 66% 3 60 0 0.8% 3.05%
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund 97% 3 60 0 0.94% 0%
LARGE BLEND FGRIX Fidelity Growth & Income Portfolio, 95% 3 60 0 0.58% 0.77%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Fund 86% 3 60 0 1.14% 1.03%
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.13%
LARGE GROWTH CGRIX Calamos Growth Fund 76% 3 60 0 1.05% 0%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 0.25%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 0%
SMALL VALUE GSSCX Goldman Sachs Small Cap Value Fund 37% 3 60 0 1.23% 1.94%
Average Expense Ratio: 0.75%
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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
The plan consists of 25 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.
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