MyPlanIQ 401k Investor ALL AMERICAN GROUP, INC. RETIREMENT PLAN AND TRUST

ALL AMERICAN GROUP, INC. RETIREMENT PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend STITX Ridgeworth International Equity Index I
Others
Target Date 2036-2040 TRRDX T. Rowe Price 2040 rtmt Income R
Target Date 2026-2030 TRRCX T. Rowe Price 2030 rtmt Income R
Target Date 2016-2020 TRRBX T. Rowe Price 2020 rtmt Income R
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Fund
Small Growth RYVPX Royce Value Plus Service
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Funds Total Return Fund
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend STITX Ridgeworth International Equity Index I
Others
Target Date 2036-2040 TRRDX T. Rowe Price 2040 rtmt Income R
Target Date 2026-2030 TRRCX T. Rowe Price 2030 rtmt Income R
Target Date 2016-2020 TRRBX T. Rowe Price 2020 rtmt Income R
Target Date 2011-2015 TRRGX T. Rowe Price 2015 rtmt Income R
Target Date 2000-2010 TRRFX T. Rowe Price 2005 rtmt Income R
Target Date 2031-2035 TRRJX T. Rowe Price 2035 rtmt Income R
Target Date 2000-2010 TRRAX T. Rowe Price 2010 rtmt Income R
Target Date 2021-2025 TRRHX T. Rowe Price 2025 rtmt Income R
Target Date 2041-2045 TRRKX T. Rowe Price 2045 rtmt Income R
Target Date 2050+ TRRNX T. Rowe Price 2055 rtmt Income R
Retirement Income TRRIX T. Rowe Price rtmt Income R
Target Date 2050+ TRRMX T. Rowe Price 2050 rtmt Income R
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Fund
Small Growth RYVPX Royce Value Plus Service
LARGE VALUE CVFYX Pioneer Cullen Value Y
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
Mid-Cap Growth THGRX Thornburg Core Growth R5
SMALL VALUE CSMIX Columbia Small Cap Value I Fund A
LARGE GROWTH RGAEX American Funds Growth Fund R4
LARGE BLEND VIFSX Vanguard 500 Index Signal
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Funds Total Return Fund
Total Available Funds: 23
  • 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 STITX Ridgeworth International Equity Index I 71% 3 60 0 1.07% 0.34%
Others
Target Date 2036-2040 TRRDX T. Rowe Price 2040 rtmt Income R 100% 3 60 0 0.6% 5.91%
Target Date 2026-2030 TRRCX T. Rowe Price 2030 rtmt Income R 100% 3 60 0 1.08% 6.35%
Target Date 2016-2020 TRRBX T. Rowe Price 2020 rtmt Income R 100% 3 60 0 0.78% 6.85%
Target Date 2011-2015 TRRGX T. Rowe Price 2015 rtmt Income R 100% 3 60 0 0.76% 5.62%
Target Date 2000-2010 TRRFX T. Rowe Price 2005 rtmt Income R 100% 3 60 0 0.34% 4.34%
Target Date 2031-2035 TRRJX T. Rowe Price 2035 rtmt Income R 97% 3 60 0 0.84% 4.95%
Target Date 2000-2010 TRRAX T. Rowe Price 2010 rtmt Income R 97% 3 60 0 0.99% 4.44%
Target Date 2021-2025 TRRHX T. Rowe Price 2025 rtmt Income R 96% 3 60 0 1.05% 6.7%
Target Date 2041-2045 TRRKX T. Rowe Price 2045 rtmt Income R 96% 3 60 0 1.12% 4.72%
Target Date 2050+ TRRNX T. Rowe Price 2055 rtmt Income R 93% 3 60 0 1.14% 4.12%
Retirement Income TRRIX T. Rowe Price rtmt Income R 91% 3 60 0 0.34% 4.39%
Target Date 2050+ TRRMX T. Rowe Price 2050 rtmt Income R 78% 3 60 0 0.63% 4.78%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.62%
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Fund 98% 3 60 0 0.04% 1.67%
Small Growth RYVPX Royce Value Plus Service 97% 3 60 0 1.24% 0%
LARGE VALUE CVFYX Pioneer Cullen Value Y 83% 3 60 0 0.45% 2.48%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z 76% 3 60 0 1.13% 1.67%
Mid-Cap Growth THGRX Thornburg Core Growth R5 74% 3 60 0 1.36% 0%
SMALL VALUE CSMIX Columbia Small Cap Value I Fund A 50% 3 60 0 0.86% 8.59%
LARGE GROWTH RGAEX American Funds Growth Fund R4 39% 3 60 0 0.3% 8.46%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.09%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Funds Total Return Fund 97% 3 60 0 0.83% 4%
Average Expense Ratio: 0.74%
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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% 8.4% 2.3% 7.7% 6.4% 8.8%

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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
The plan consists of 23 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

The symbol of the complany is COHM.PK.



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