MyPlanIQ 401k Investor O' Reilly Automotive, Inc. Profit Sharing and Savings Plan

O' Reilly Automotive, Inc. Profit Sharing and Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSIX MFS Research International Fund—A
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Government Bond
Intermediate-Term Bond MRBFX MFS Research Bond Fund – A
SHORT GOVERNMENT STABLEVALUE Retirement Stable Asset Fund Class C
US EQUITY
SMALL BLEND NAESX RidgeWorth Small Cap Value Equity I
LARGE BLEND VFINX Retirement 500 Index Fund Class C
MID-CAP VALUE GCMAX Goldman Sachs Mid Value Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSIX MFS Research International Fund—A
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund
ROOT CASH RidgeWorth Prime Quality Money Market
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Government Bond
Intermediate-Term Bond MRBFX MFS Research Bond Fund – A
SHORT GOVERNMENT STABLEVALUE Retirement Stable Asset Fund Class C
US EQUITY
SMALL BLEND NAESX RidgeWorth Small Cap Value Equity I
LARGE BLEND VFINX Retirement 500 Index Fund Class C
MID-CAP VALUE GCMAX Goldman Sachs Mid Value Fund
LARGE VALUE STVTX RidgeWorth Large Cap Value Equity I
Mid-Cap Growth KAUAX Federated Kaufman Fund A
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Fund – Adv
Small Growth RVPCX Royce Value Plus Service
Total Available Funds: 17
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend MRSIX MFS Research International Fund—A 89% 3 60 0 0.75% 0%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund 100% 3 60 0 0.78% 11.87%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund 97% 3 60 0 0.99% 10.65%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund 78% 3 60 0 0.63% 6.57%
ROOT CASH RidgeWorth Prime Quality Money Market 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Government Bond 90% 3 60 0 0.94% 3.26%
Intermediate-Term Bond MRBFX MFS Research Bond Fund – A 54% 3 60 0 0.45% 4.15%
SHORT GOVERNMENT STABLEVALUE Retirement Stable Asset Fund Class C 16% 3 60 0 NA 27.03%
US EQUITY
SMALL BLEND NAESX RidgeWorth Small Cap Value Equity I 99% 3 60 0 0.03% 1.4%
LARGE BLEND VFINX Retirement 500 Index Fund Class C 98% 3 60 0 0.14% 1.27%
MID-CAP VALUE GCMAX Goldman Sachs Mid Value Fund 93% 3 60 0 1.18% 0.54%
LARGE VALUE STVTX RidgeWorth Large Cap Value Equity I 89% 3 60 0 0.97% 1.41%
Mid-Cap Growth KAUAX Federated Kaufman Fund A 49% 3 60 0 2.51% 1.92%
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Fund – Adv 36% 3 60 0 0.93% 3.49%
Small Growth RVPCX Royce Value Plus Service 0% 3 60 0 1.24% 0%
Average Expense Ratio: 0.88%
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Model Portfolios

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*
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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:ORLY)
The plan consists of 17 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

O 'Reilly Automotive, Inc. operates as a specialty retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States.



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