MyPlanIQ 401k Investor CAMPBELL SCIENTIFIC INC. 401K PROFIT SHARING PLAN

CAMPBELL SCIENTIFIC INC. 401K PROFIT SHARING PLAN Investment Model Portfolios

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CAMPBELL SCIENTIFIC, INC. 401(K) PROFIT SHARING PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price Associates, Inc.T. Rowe Price International Discovery Fund
WORLD STOCK ANWPX American Funds New Prspctv A
WORLD STOCK SMCWX American Funds SmallCap World A
Others
Conservative Allocation VWIAX Vanguard GroupVanguard Wellesley Income Admiral Fund
Target Date 2046-2050 AALTX American Funds 2050 Target Date A
Target Date 2041-2045 AAHTX American Funds 2045 Target Date A
US EQUITY
LARGE VALUE VWNAX Vanguard GroupVanguard Windsor II Adm Fund
Small Growth WAAEX WasatchWasatch Small Cap Growth Fund
SMALL VALUE VSOIX Victory Capital ManagementVictory Small Company Opportunity I Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price Associates, Inc.T. Rowe Price International Discovery Fund
WORLD STOCK ANWPX American Funds New Prspctv A
WORLD STOCK SMCWX American Funds SmallCap World A
Foreign Large Growth UMBWX UMBScout International Fund
Others
Conservative Allocation VWIAX Vanguard GroupVanguard Wellesley Income Admiral Fund
Target Date 2046-2050 AALTX American Funds 2050 Target Date A
Target Date 2041-2045 AAHTX American Funds 2045 Target Date A
Target Date 2011-2015 AABTX American Funds 2015 Target Date A
Target Date 2031-2035 AAFTX American Funds 2035 Target Date A
Target Date 2021-2025 AADTX American Funds 2025 Target Date A
Target Date 2000-2010 AAATX American Funds 2010 Target Date A
Target Date 2036-2040 AAGTX American Funds 2040 Target Date A
Target Date 2026-2030 AAETX American Funds 2030 Target Date A
Moderate Allocation AMECX American Funds Income Fd A
Target Date 2016-2020 AACTX American Funds 2020 Target Date A
Target Date 2051+ AAMTX American Funds 2055 Target Date A
ROOT CASH American Funds Money Market A
US EQUITY
LARGE VALUE VWNAX Vanguard GroupVanguard Windsor II Adm Fund
Small Growth WAAEX WasatchWasatch Small Cap Growth Fund
SMALL VALUE VSOIX Victory Capital ManagementVictory Small Company Opportunity I Fund
LARGE BLEND ANCFX American Funds Fdmntl Invs A
LARGE GROWTH AGTHX American Funds Growth Fund A
LARGE VALUE AWSHX American Funds Wash Mutual A
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond Fd Am A
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
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price Associates, Inc.T. Rowe Price International Discovery Fund 87% 1 60 0 1.23% 3.77%
WORLD STOCK ANWPX American Funds New Prspctv A 65% 1 60 0 1.47% 0.59%
WORLD STOCK SMCWX American Funds SmallCap World A 62% 1 60 0 0.66% 0.62%
Foreign Large Growth UMBWX UMBScout International Fund 0% 1 60 0 0.95% 44.02%
Others
Conservative Allocation VWIAX Vanguard GroupVanguard Wellesley Income Admiral Fund 91% 1 60 0 0.16% 6.45%
Target Date 2046-2050 AALTX American Funds 2050 Target Date A 60% 1 60 0 0.73% 3.35%
Target Date 2041-2045 AAHTX American Funds 2045 Target Date A 52% 1 60 0 0.72% 3.39%
Target Date 2011-2015 AABTX American Funds 2015 Target Date A 50% 1 60 0 0.3% 5.12%
Target Date 2031-2035 AAFTX American Funds 2035 Target Date A 49% 1 60 0 0.35% 1.71%
Target Date 2021-2025 AADTX American Funds 2025 Target Date A 47% 1 60 0 0.32% 2.53%
Target Date 2000-2010 AAATX American Funds 2010 Target Date A 42% 1 60 0 0.28% 5.02%
Target Date 2036-2040 AAGTX American Funds 2040 Target Date A 40% 1 60 0 1.46% 1.31%
Target Date 2026-2030 AAETX American Funds 2030 Target Date A 40% 1 60 0 0.33% 3.69%
Moderate Allocation AMECX American Funds Income Fd A 38% 1 60 0 0.69% 4.03%
Target Date 2016-2020 AACTX American Funds 2020 Target Date A 32% 1 60 0 0.3% 5.04%
Target Date 2051+ AAMTX American Funds 2055 Target Date A 31% 1 60 0 0.38% 3.24%
ROOT CASH American Funds Money Market A 0% 1 60 0 NA 2.6%
US EQUITY
LARGE VALUE VWNAX Vanguard GroupVanguard Windsor II Adm Fund 81% 1 60 0 0.26% 9.82%
Small Growth WAAEX WasatchWasatch Small Cap Growth Fund 76% 1 60 0 1.06% 0%
SMALL VALUE VSOIX Victory Capital ManagementVictory Small Company Opportunity I Fund 64% 1 60 0 0.85% 0.81%
LARGE BLEND ANCFX American Funds Fdmntl Invs A 52% 1 60 0 0.28% 3.44%
LARGE GROWTH AGTHX American Funds Growth Fund A 41% 1 60 0 0.3% 9.06%
LARGE VALUE AWSHX American Funds Wash Mutual A 37% 1 60 0 0.26% 5.81%
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond Fd Am A 39% 1 60 0 0.33% 3.86%
Average Expense Ratio: 0.59%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -12.5% -10.4% 7.2% 6.0% 5.7% 4.9%

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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 -15.3% -11.6% 7.3% 7.0% 7.5% 5.7%

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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 0.4% 7.0% 0.7% 4.6% 3.5% 3.7%

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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
The plan consists of 24 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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