MyPlanIQ NATIONAL GYPSUM COMPANY GENERAL SAVINGS PLAN

NATIONAL GYPSUM COMPANY GENERAL SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg Investment Trust: Thornburg International Value Fund; Institutional Class Shares
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Funds: Dodge & Cox Income Fund
US EQUITY
Mid-Cap Growth MGOYX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class Y Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
SMALL BLEND FSCDX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class A Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg Investment Trust: Thornburg International Value Fund; Institutional Class Shares
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Funds: Dodge & Cox Income Fund
US EQUITY
Mid-Cap Growth MGOYX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class Y Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
SMALL BLEND FSCDX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class A Shares
SMALL BLEND FSCTX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class T Shares
SMALL VALUE ESPAX Wells Fargo Funds Trust: Wells Fargo Advantage Special Small Cap Value Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
MID-CAP VALUE CMUAX Columbia Funds Series Trust: Columbia Mid Cap Value Fund; Class A Shares
Mid-Cap Growth MGOAX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class A Shares
SMALL BLEND SMVAX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Class A Shares
Total Available Funds: 14
  • 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 Growth TGVIX Thornburg Investment Trust: Thornburg International Value Fund; Institutional Class Shares 94% 3 60 0 1.36% 0.4%
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares 64% 3 60 0 1.36% 0.41%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 58% 3 60 0 0.9% 3.64%
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Funds: Dodge & Cox Income Fund 87% 3 60 0 0.33% 3.91%
US EQUITY
Mid-Cap Growth MGOYX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class Y Shares 83% 3 60 0 1.57% 4.61%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 1.65%
SMALL BLEND FSCDX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class A Shares 51% 3 60 0 2.15% 4.64%
SMALL BLEND FSCTX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class T Shares 50% 3 60 0 2.15% 5.27%
SMALL VALUE ESPAX Wells Fargo Funds Trust: Wells Fargo Advantage Special Small Cap Value Fund; Class A Shares 44% 3 60 0 1.16% 1.25%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
MID-CAP VALUE CMUAX Columbia Funds Series Trust: Columbia Mid Cap Value Fund; Class A Shares 41% 3 60 0 1.13% 1.24%
Mid-Cap Growth MGOAX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class A Shares 39% 3 60 0 1.57% 6.45%
SMALL BLEND SMVAX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Class A Shares 0% 3 60 0 1.28% 0%
Average Expense Ratio: 1.19%
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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
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