MyPlanIQ 401k Investor Multi-Color Corporation 401(k) Savings Plan

Multi-Color Corporation 401(k) Savings Plan Investment Model Portfolios

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MULTI-COLOR 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 rtmt
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 rtmt
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 rtmt
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Large Growth JAOSX Janus Overseas Class S
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value
SMALL VALUE ROFIX Royce Opportunity
LARGE GROWTH RGAFX Growth Fund of Amer Mutual Fund
FIXED INCOME
Multisector Bond FSRIX Fidelity Advisor Strategic Income
Intermediate-Term Bond RBFFX American Funds Bond
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Inv Mutual Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 rtmt
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 rtmt
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 rtmt
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 rtmt
Moderate Allocation JABAX Janus Balanced Class S
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 rtmt
ROOT CASH BlackRock Money Mkt Fund Money Mkt
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Large Growth JAOSX Janus Overseas Class S
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value
SMALL VALUE ROFIX Royce Opportunity
LARGE GROWTH RGAFX Growth Fund of Amer Mutual Fund
Mid-Cap Growth FMCCX Fidelity Advisor Mid-Cap
Small Growth BSCFX Baron Small Cap
LARGE BLEND BEQAX American Century Equity Growth
MID-CAP BLEND PESPX Dreyfus Midcap Index
LARGE BLEND PNIEX BlackRock Index Equity
FIXED INCOME
Multisector Bond FSRIX Fidelity Advisor Strategic Income
Intermediate-Term Bond RBFFX American Funds Bond
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Inv Mutual Fund
Total Available Funds: 20
  • 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
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 rtmt 100% 3 60 0 0.6% 4.67%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 rtmt 100% 3 60 0 1.08% 5.87%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 rtmt 100% 3 60 0 0.78% 6.2%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 rtmt 97% 3 60 0 0.99% 5.97%
Moderate Allocation JABAX Janus Balanced Class S 90% 3 60 0 0.7% 8.41%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 rtmt 77% 3 60 0 0.63% 4.3%
ROOT CASH BlackRock Money Mkt Fund Money Mkt 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value 100% 3 60 0 1.1% 7.98%
Foreign Large Growth JAOSX Janus Overseas Class S 95% 3 60 0 2.06% 1.32%
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value 97% 3 60 0 0.94% 13.77%
SMALL VALUE ROFIX Royce Opportunity 96% 3 60 0 1.85% 10.61%
LARGE GROWTH RGAFX Growth Fund of Amer Mutual Fund 75% 3 60 0 0.63% 11.32%
Mid-Cap Growth FMCCX Fidelity Advisor Mid-Cap 71% 3 60 0 1.22% 8.3%
Small Growth BSCFX Baron Small Cap 39% 3 60 0 1.31% 8.78%
LARGE BLEND BEQAX American Century Equity Growth 29% 3 60 0 0.45% 11.99%
MID-CAP BLEND PESPX Dreyfus Midcap Index 0% 3 60 0 0.51% 12.76%
LARGE BLEND PNIEX BlackRock Index Equity 0% 3 60 0 0.18% 1.61%
FIXED INCOME
Multisector Bond FSRIX Fidelity Advisor Strategic Income 83% 3 60 0 0.98% 4.48%
Intermediate-Term Bond RBFFX American Funds Bond 75% 3 60 0 0.33% 4.08%
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Inv Mutual Fund 62% 3 60 0 0.4% 3.31%
Average Expense Ratio: 0.88%
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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 to Create Model Portfolio

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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 0.6% 10.8% 2.8% 7.0% 4.9% 5.2%

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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:LABL)
The plan consists of 20 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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