MyPlanIQ 401k Investor CANANDAIGUA MEDICAL GROUP P.C. PROFIT SHARING PLAN

CANANDAIGUA MEDICAL GROUP P.C. PROFIT SHARING PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Fund Class Z
Foreign Large Blend HRINX Harbor International Administrative Shar
Others
Conservative Allocation EXDAX Manning & Napier Promix Conserv Term Coll
Moderate Allocation MNMIX Manning & Napier Promix Moderate Term M
Moderate Allocation MNBIX Manning & Napier Promix Extended Term Collect
FIXED INCOME
Intermediate-Term Bond PTTDX Pimco Total Return Fund Class D
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Investor
SMALL BLEND RYPFX Royce Pennsylvania Fund Service Share Cl
LARGE BLEND EXHAX Manning & Napier Promix Max Term Collect
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Fund Class Z
Foreign Large Blend HRINX Harbor International Administrative Shar
Others
Conservative Allocation EXDAX Manning & Napier Promix Conserv Term Coll
Moderate Allocation MNMIX Manning & Napier Promix Moderate Term M
Moderate Allocation MNBIX Manning & Napier Promix Extended Term Collect
FIXED INCOME
Intermediate-Term Bond PTTDX Pimco Total Return Fund Class D
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Investor
SMALL BLEND RYPFX Royce Pennsylvania Fund Service Share Cl
LARGE BLEND EXHAX Manning & Napier Promix Max Term Collect
LARGE BLEND PEOPX Dreyfus S & P 500 Index Fund
LARGE GROWTH RGAEX Growth Fund of America Class R-4
Total Available Funds: 11
  • 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 ACINX Columbia Acorn Fund Class Z 99% 3 60 0 1.48% 1.27%
Foreign Large Blend HRINX Harbor International Administrative Shar 59% 3 60 0 0.69% 3.34%
Others
Conservative Allocation EXDAX Manning & Napier Promix Conserv Term Coll 99% 3 60 0 0.1% 3.29%
Moderate Allocation MNMIX Manning & Napier Promix Moderate Term M 97% 3 60 0 0.1% 2.54%
Moderate Allocation MNBIX Manning & Napier Promix Extended Term Collect 93% 3 60 0 0.11% 2.25%
FIXED INCOME
Intermediate-Term Bond PTTDX Pimco Total Return Fund Class D 65% 3 60 0 0.75% 3.98%
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Investor 97% 3 60 0 0.94% 13.12%
SMALL BLEND RYPFX Royce Pennsylvania Fund Service Share Cl 97% 3 60 0 1.96% 8.05%
LARGE BLEND EXHAX Manning & Napier Promix Max Term Collect 93% 3 60 0 0.11% 6.29%
LARGE BLEND PEOPX Dreyfus S & P 500 Index Fund 72% 3 60 0 0.5% 10.3%
LARGE GROWTH RGAEX Growth Fund of America Class R-4 39% 3 60 0 0.3% 9.38%
Average Expense Ratio: 0.64%
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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 0.4% 6.1% 3.1% 5.0% 4.8% 5.8%

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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 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 0.5% 5.0% -0.5% 4.5% 3.5% 4.2%

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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:)
The plan consists of 14 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Darling International Inc. Salaried Employees` Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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