MyPlanIQ 401k Investor THE BON-TON STORES, INC.RETIREMENT CONTRIBUTION PLAN

THE BON-TON STORES, INC.RETIREMENT CONTRIBUTION PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 53
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Dev Mkts Cl N
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Open Class
Others
Moderate Allocation PRWCX T Rowe Price Cap app
ROOT RYSRX Rydex SGI All Cap Oppt Class H
Moderate Allocation VGSTX Vanguard Star
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox Internatl Stock Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Cl Z
FOREIGN SMALL/MID GROWTH OSMYX Oppenheimer Intl Small Company Cl A
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock
LARGE BLEND VFINX Vanguard 500 Index Fd Investor Shs
Small Growth RYVPX Royce Value Plus Svc Class
Total Available Funds: 53
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Dev Mkts Cl N
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Open Class
Others
Moderate Allocation PRWCX T Rowe Price Cap app
ROOT RYSRX Rydex SGI All Cap Oppt Class H
Moderate Allocation VGSTX Vanguard Star
Moderate Allocation RLBFX American Funds Balanced Fund R4
Health FSPHX Fidelity Select Health Care
Equity Energy ICENX Icon Energy
ROOT CASH State Street Global Advisor Money Mkt Fund Money Mkt
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox Internatl Stock Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Cl Z
FOREIGN SMALL/MID GROWTH OSMYX Oppenheimer Intl Small Company Cl A
Foreign Large Blend CEUFX American Funds EuroPacific
Foreign Large Blend CEUFX American Europacific Growth Class F
Foreign Large Growth HLMIX Harding Loevner Intl Equity Portfolio
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock
LARGE BLEND VFINX Vanguard 500 Index Fd Investor Shs
Small Growth RYVPX Royce Value Plus Svc Class
LARGE BLEND SLASX Selected American Shares Cl S
LARGE BLEND FAIRX Fairholme Fund
LARGE VALUE MUHLX Muhlenkamp Fund
LARGE VALUE PNEAX Allianz NFJ Dividend Value
Small Growth CCASX Conestoga Small Cap
LARGE VALUE YAFFX Yacktman Focused FD
LARGE GROWTH JAMRX Janus Research Core Fund Class J
SMALL VALUE ACVIX American Century Small Cap Value
LARGE BLEND STFAX State Street Global Advisor S P 500 Index Fund
LARGE GROWTH CGFFX American Growth Fund of Amer Class F
LARGE GROWTH JARTX Janus Forty Cl S
SMALL BLEND WEMMX GAMCO Westwood Mighty Mites FD AAA
LARGE BLEND ANCFX American Fundamental Investors Cl F
Mid-Cap Growth BGRFX Baron Growth Fund
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
LARGE BLEND VTSSX Vanguard Total Stock Mrkt Signal Cl Shs
MID-CAP VALUE DEFIX The Delafield Fund
US EQUITY SJT San Juan Basin Rty Tr Unit Ben Int
LARGE VALUE RSVCX Russell US Value Class S
MID-CAP BLEND MKMVX Munder Mid Cap
US EQUITY HGT Hugoton Rty Tr Tex Unit Ben Int
Mid-Cap Growth FBRVX FBR Focus Fund
US EQUITY DOM Dominion Res Black Warrior Tr Unit Ben It
MID-CAP BLEND UMVEX Columbia Mid Cap
US EQUITY ADC Agree Rlty Corp Registered Investment Company
REAL ESTATE
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr Cl
REAL ESTATE CSRSX Cohen Steers Realty Shares
FIXED INCOME
SHORT GOVERNMENT SHY Ishares Barclays 1-3 Yr Treasury Bd Fd
Intermediate-Term Bond TGCFX TCW Core Fix Ed income Class I
High Yield Bond AHIFX American High-Income Class F
Emerging Markets Bond PEBIX Pacific Investment Management Company Emerging Mkts Bond Instl
SHORT GOVERNMENT SNGVX SIT US Gov t Secs
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Admin Fund
Intermediate-Term Bond PTTDX Pacific Investment Management Company Total Return Class D
Intermediate-Term Bond VIBSX Vanguard interm Trm Bd Indx Signal
Total Available Funds: 53
  • 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 ODVNX Oppenheimer Dev Mkts Cl N 63% 3 60 0 0.84% 36.22%
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Open Class 60% 3 60 0 1.07% 2.09%
Others
Moderate Allocation PRWCX T Rowe Price Cap app 99% 3 60 0 0.98% 15.67%
ROOT RYSRX Rydex SGI All Cap Oppt Class H 98% 3 60 0 1.76% 104.63%
Moderate Allocation VGSTX Vanguard Star 83% 3 60 0 0.31% 9.27%
Moderate Allocation RLBFX American Funds Balanced Fund R4 78% 3 60 0 0.31% 8.91%
Health FSPHX Fidelity Select Health Care 74% 3 60 0 0.69% 20.36%
Equity Energy ICENX Icon Energy 3% 3 60 0 1.5% 1.46%
ROOT CASH State Street Global Advisor Money Mkt Fund Money Mkt 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox Internatl Stock Fund 99% 3 60 0 0.52% 1.39%
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Cl Z 99% 3 60 0 1.48% 5.57%
FOREIGN SMALL/MID GROWTH OSMYX Oppenheimer Intl Small Company Cl A 96% 3 60 0 0.97% 17.57%
Foreign Large Blend CEUFX American Funds EuroPacific 94% 3 60 0 0.9% 14.04%
Foreign Large Blend CEUFX American Europacific Growth Class F 94% 3 60 0 0.9% 14.04%
Foreign Large Growth HLMIX Harding Loevner Intl Equity Portfolio 87% 3 60 0 0.79% 14.51%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock 100% 3 60 0 0% 13.74%
LARGE BLEND VFINX Vanguard 500 Index Fd Investor Shs 97% 3 60 0 0.14% 1.18%
Small Growth RYVPX Royce Value Plus Svc Class 97% 3 60 0 1.24% 16.64%
LARGE BLEND SLASX Selected American Shares Cl S 97% 3 60 0 0.99% 12.3%
LARGE BLEND FAIRX Fairholme Fund 97% 3 60 0 1% 0.73%
LARGE VALUE MUHLX Muhlenkamp Fund 95% 3 60 0 1.26% 3.59%
LARGE VALUE PNEAX Allianz NFJ Dividend Value 92% 3 60 0 1.72% 12.24%
Small Growth CCASX Conestoga Small Cap 92% 3 60 0 0.9% 5.03%
LARGE VALUE YAFFX Yacktman Focused FD 92% 3 60 0 1.26% 18.17%
LARGE GROWTH JAMRX Janus Research Core Fund Class J 91% 3 60 0 0.52% 12.22%
SMALL VALUE ACVIX American Century Small Cap Value 90% 3 60 0 1.34% 13.1%
LARGE BLEND STFAX State Street Global Advisor S P 500 Index Fund 75% 3 60 0 0.62% 1.48%
LARGE GROWTH CGFFX American Growth Fund of Amer Class F 75% 3 60 0 0.63% 11.45%
LARGE GROWTH JARTX Janus Forty Cl S 62% 3 60 0 1.64% 13.94%
SMALL BLEND WEMMX GAMCO Westwood Mighty Mites FD AAA 52% 3 60 0 1.41% 21.15%
LARGE BLEND ANCFX American Fundamental Investors Cl F 52% 3 60 0 0.28% 9.14%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 15.53%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 11.15%
LARGE BLEND VTSSX Vanguard Total Stock Mrkt Signal Cl Shs 0% 3 60 0 0.06% 1.97%
MID-CAP VALUE DEFIX The Delafield Fund 0% 3 60 0 1.25% 5.97%
US EQUITY SJT San Juan Basin Rty Tr Unit Ben Int 0% 3 60 0 NA 0%
LARGE VALUE RSVCX Russell US Value Class S 0% 3 60 0 2.13% 0%
MID-CAP BLEND MKMVX Munder Mid Cap 0% 3 60 0 NA 1.04%
US EQUITY HGT Hugoton Rty Tr Tex Unit Ben Int 0% 3 60 0 NA 2.67%
Mid-Cap Growth FBRVX FBR Focus Fund 0% 3 60 0 1.44% 10.58%
US EQUITY DOM Dominion Res Black Warrior Tr Unit Ben It 0% 3 60 0 NA 0%
MID-CAP BLEND UMVEX Columbia Mid Cap 0% 3 60 0 NA 6.88%
US EQUITY ADC Agree Rlty Corp Registered Investment Company 0% 3 60 0 NA 4.24%
REAL ESTATE
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr Cl 86% 3 60 0 1.4% 1.95%
REAL ESTATE CSRSX Cohen Steers Realty Shares 76% 3 60 0 0.88% 2.95%
FIXED INCOME
SHORT GOVERNMENT SHY Ishares Barclays 1-3 Yr Treasury Bd Fd 98% 3 60 0 0.15% 3.67%
Intermediate-Term Bond TGCFX TCW Core Fix Ed income Class I 94% 3 60 0 0.44% 4.12%
High Yield Bond AHIFX American High-Income Class F 82% 3 60 0 0.72% 6.11%
Emerging Markets Bond PEBIX Pacific Investment Management Company Emerging Mkts Bond Instl 75% 3 60 0 0.99% 6.87%
SHORT GOVERNMENT SNGVX SIT US Gov t Secs 72% 3 60 0 0.8% 3.52%
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Admin Fund 66% 3 60 0 0.8% 4.37%
Intermediate-Term Bond PTTDX Pacific Investment Management Company Total Return Class D 65% 3 60 0 0.75% 4.31%
Intermediate-Term Bond VIBSX Vanguard interm Trm Bd Indx Signal 0% 3 60 0 0.11% 3.65%
Average Expense Ratio: 0.9%
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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*
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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:BONT)
The plan consists of 60 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.
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