MyPlanIQ SONEPAR USA 401 K PLAN

SONEPAR USA 401 K PLAN Investment Model Portfolios

This Plan is unrated.
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SONEPAR USA 401 (K) PLAN
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
Mid-Cap Growth RYPRX Royce Fund: Royce Premier Fund; Investment Class Shares
LARGE VALUE LBSAX Columbia Funds Series Trust I: Columbia Dividend Income Fund; Class A Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
Mid-Cap Growth RYPRX Royce Fund: Royce Premier Fund; Investment Class Shares
LARGE VALUE LBSAX Columbia Funds Series Trust I: Columbia Dividend Income Fund; Class A Shares
Small Growth PGOAX Prudential Jennison Small Company Fund
LARGE GROWTH AGTHX Growth Fund of America
MID-CAP BLEND CHTTX Aston Funds: ASTON/Fairpointe Mid Cap Fund; Class N Shares
MID-CAP VALUE RSCMX Columbia Funds Series Trust II: Columbia Mid Cap Value Opportunity Fund; Class R5 Shares
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 AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 6.92%
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund 79% 3 60 0 0.5% 5.31%
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 97% 3 60 0 0.14% 1.28%
Mid-Cap Growth RYPRX Royce Fund: Royce Premier Fund; Investment Class Shares 95% 3 60 0 2.24% 0.01%
LARGE VALUE LBSAX Columbia Funds Series Trust I: Columbia Dividend Income Fund; Class A Shares 52% 3 60 0 1.16% 1.17%
Small Growth PGOAX Prudential Jennison Small Company Fund 45% 3 60 0 0.82% 0.58%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 9.31%
MID-CAP BLEND CHTTX Aston Funds: ASTON/Fairpointe Mid Cap Fund; Class N Shares 0% 3 60 0 0.76% 13.71%
MID-CAP VALUE RSCMX Columbia Funds Series Trust II: Columbia Mid Cap Value Opportunity Fund; Class R5 Shares 0% 3 60 0 0.91% 4.19%
Average Expense Ratio: 0.86%
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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 2.3% 7.5% 5.8% 7.7% 5.6% 6.2%

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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 to Create Model Portfolio

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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
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