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MyPlanIQ 401k Investor THE DOE FUND INC 401(K)PLAN

THE DOE FUND INC 401(K)PLAN Investment Model Portfolios

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THE DOE FUND, INC. 401(K) PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Equity Energy VGENX Vanguard Energy Fund
Moderate Allocation VWENX Vanguard Wellington Fund
EQUITY PRECIOUS METALS FGADX Franklin Gold & Precious Mteal
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stk Index
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index
LARGE BLEND VFINX Vanguard 500 Index
SMALL VALUE GSSIX Goldman Sachs Small Cap Value
REAL ESTATE
REAL ESTATE GREIX Goldman Sachs Real Estate
FIXED INCOME
High Yield Bond GSHTX Goldman Sachs High Yield Bond
SHORT GOVERNMENT STABLEVALUE Vanguard Ret Savings Trust
Intermediate-Term Bond VIBSX Vanguard Interm Bond In Signal
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Equity Energy VGENX Vanguard Energy Fund
Moderate Allocation VWENX Vanguard Wellington Fund
EQUITY PRECIOUS METALS FGADX Franklin Gold & Precious Mteal
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stk Index
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index
LARGE BLEND VFINX Vanguard 500 Index
SMALL VALUE GSSIX Goldman Sachs Small Cap Value
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value
LARGE VALUE VWNAX Vanguard Windsor Ii Adm
LARGE GROWTH RGAFX Growth Fund Of American R-5
Mid-Cap Growth ACRNX Columbia Acorn Fund
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Fund
REAL ESTATE
REAL ESTATE GREIX Goldman Sachs Real Estate
FIXED INCOME
High Yield Bond GSHTX Goldman Sachs High Yield Bond
SHORT GOVERNMENT STABLEVALUE Vanguard Ret Savings Trust
Intermediate-Term Bond VIBSX Vanguard Interm Bond In Signal
Total Available Funds: 16
  • 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
Others
Equity Energy VGENX Vanguard Energy Fund 97% 3 60 0 0.46% 8.88%
Moderate Allocation VWENX Vanguard Wellington Fund 89% 3 60 0 0.17% 11.74%
EQUITY PRECIOUS METALS FGADX Franklin Gold & Precious Mteal 67% 3 60 0 1.63% 15.28%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stk Index 16% 3 60 0 0.08% 3.25%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index 99% 3 60 0 0.03% 1.38%
LARGE BLEND VFINX Vanguard 500 Index 97% 3 60 0 0.14% 1.18%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value 85% 3 60 0 1% 18.17%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value 83% 3 60 0 1.18% 14.13%
LARGE VALUE VWNAX Vanguard Windsor Ii Adm 81% 3 60 0 0.26% 11.95%
LARGE GROWTH RGAFX Growth Fund Of American R-5 75% 3 60 0 0.63% 11.32%
Mid-Cap Growth ACRNX Columbia Acorn Fund 75% 3 60 0 1.83% 0%
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Fund 72% 3 60 0 0.04% 1.59%
REAL ESTATE
REAL ESTATE GREIX Goldman Sachs Real Estate 75% 3 60 0 1.96% 26.24%
FIXED INCOME
High Yield Bond GSHTX Goldman Sachs High Yield Bond 81% 3 60 0 0.98% 5.93%
SHORT GOVERNMENT STABLEVALUE Vanguard Ret Savings Trust 16% 3 60 0 NA 19.62%
Intermediate-Term Bond VIBSX Vanguard Interm Bond In Signal 0% 3 60 0 0.11% 3.65%
Average Expense Ratio: 0.7%
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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*
Click for Portfolio Details or Follow 0.5% 21.1% 11.9% 11.4% 8.1% 7.7%

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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 for Portfolio Details or Follow 0.1% 18.8% 10.6% 10.3% 6.2% 6.7%

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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:)
The plan consists of 16 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.

Plan Sponsor Information
Sponsor Name THE DOE FUND, INC.
Address
 
Telephone (646) 672-2990
EIN 13-3412540
Named Administrator
Plan Administrator
Administrator Name THE DOE FUND, INC.
Address 345 E 102ND ST. 3RD FLOOR
NEW YORK,  NY 10029
Telephone (646) 672-2990
EIN 13-3412540
Named Administrator LORETTA BUCKMAN



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