MyPlanIQ 401k Investor BALCHEM CORPORATION 401(k)/PROFIT SHARING PLAN

BALCHEM CORPORATION 401(k)/PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX International Blend / Artio Fund
WORLD STOCK OPPAX Oppenheimer Global Fund
Others
Moderate Allocation JABAX Janus Advisor Balanced Fund
US EQUITY
Small Growth TSCIX Small Cap Growth / Times Square Fund
Mid-Cap Growth ARTMX Mid-Cap Growth / Artisan Partners Fund
LARGE BLEND PDSIX Dryden S P 500 Index Fund
FIXED INCOME
Multisector Bond ACG Guaranteed Income Fund
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX International Blend / Artio Fund
WORLD STOCK OPPAX Oppenheimer Global Fund
Others
Moderate Allocation JABAX Janus Advisor Balanced Fund
US EQUITY
Small Growth TSCIX Small Cap Growth / Times Square Fund
Mid-Cap Growth ARTMX Mid-Cap Growth / Artisan Partners Fund
LARGE BLEND PDSIX Dryden S P 500 Index Fund
SMALL VALUE GSSMX Goldman Sachs Small Cap Value (Class A) Fund
LARGE GROWTH TSGEX Large Cap Growth/Turner Investment Fund
FIXED INCOME
Multisector Bond ACG Guaranteed Income Fund
Total Available Funds: 9
  • 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 Blend JIEIX International Blend / Artio Fund 93% 3 60 0 0.9% 7.06%
WORLD STOCK OPPAX Oppenheimer Global Fund 49% 3 60 0 1.31% 0%
Others
Moderate Allocation JABAX Janus Advisor Balanced Fund 91% 3 60 0 0.7% 3.12%
US EQUITY
Small Growth TSCIX Small Cap Growth / Times Square Fund 94% 3 60 0 1.19% 0%
Mid-Cap Growth ARTMX Mid-Cap Growth / Artisan Partners Fund 88% 3 60 0 0.96% 0%
LARGE BLEND PDSIX Dryden S P 500 Index Fund 76% 3 60 0 0.19% 1.32%
SMALL VALUE GSSMX Goldman Sachs Small Cap Value (Class A) Fund 39% 3 60 0 1.23% 3.76%
LARGE GROWTH TSGEX Large Cap Growth/Turner Investment Fund 0% 3 60 0 NA 0%
FIXED INCOME
Multisector Bond ACG Guaranteed Income Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.93%
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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*
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:BCPC)
The plan consists of 15 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

The symbol of the company is BCPC.



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