MyPlanIQ 401k Investor INGLES MARKETS INCORPORATED INVESTMENT/PROFIT SHARING PLAN

INGLES MARKETS INCORPORATED INVESTMENT/PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Inst.
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn FD CL Z
Foreign Large Blend TIVRX Thornburg Intl Value Fund RS
WORLD STOCK EKGYX Evergreen Global Opportunities I
Others
Moderate Allocation OARBX Oakmark Equity and Income Fund II
US EQUITY
LARGE BLEND PRDGX T Rowe Price Growth Fund
LARGE VALUE AAGPX American Beacon Large Cap Value
LARGE VALUE PRFDX T Rowe Price Equity Income
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Inst.
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn FD CL Z
Foreign Large Blend TIVRX Thornburg Intl Value Fund RS
WORLD STOCK EKGYX Evergreen Global Opportunities I
Others
Moderate Allocation OARBX Oakmark Equity and Income Fund II
US EQUITY
LARGE BLEND PRDGX T Rowe Price Growth Fund
LARGE VALUE AAGPX American Beacon Large Cap Value
LARGE VALUE PRFDX T Rowe Price Equity Income
Small Growth SSETX The Boston Company Small Cap Value I
LARGE VALUE GSLIX Goldman Sachs Large Value Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America Class A
SMALL BLEND ASCQX American Century Small Company I
Small Growth AASOX Alger Small Cap Inst
LARGE GROWTH ESGIX Evergreen Strategic Growth I
SMALL BLEND DSERX Dreyfus Premier Small Cap Equity Fund Class I
MID-CAP BLEND PESPX Dreyfus MidCap Index Fund, Inc.
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Instl
Inflation-Protected Bond PRRIX Pimco Real Return Fund Inst
High Yield Bond PHIYX Pimco High Yield Fund Inst
High Yield Bond JYHRX JP Morgan High Yield Fund
Intermediate-Term Bond LIGRX Loomis Sayles Investment Grade Bond Fund
Intermediate-Term Bond ESFIX Evergreen Short Intermediate Bond Fund Class I
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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Inst. 91% 3 60 0 1.07% 4.97%
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund 67% 3 60 0 1.09% 11.77%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn FD CL Z 99% 3 60 0 1.48% 0%
Foreign Large Blend TIVRX Thornburg Intl Value Fund RS 94% 3 60 0 1.16% 1.89%
WORLD STOCK EKGYX Evergreen Global Opportunities I 92% 3 60 0 1.4% 0%
Others
Moderate Allocation OARBX Oakmark Equity and Income Fund II 0% 3 60 0 0.99% 0.66%
US EQUITY
LARGE BLEND PRDGX T Rowe Price Growth Fund 98% 3 60 0 0.64% 1.09%
LARGE VALUE AAGPX American Beacon Large Cap Value 98% 3 60 0 0.94% 1.57%
LARGE VALUE PRFDX T Rowe Price Equity Income 97% 3 60 0 1.23% 1.94%
Small Growth SSETX The Boston Company Small Cap Value I 85% 3 60 0 1% 0%
LARGE VALUE GSLIX Goldman Sachs Large Value Fund 83% 3 60 0 1.29% 4.86%
LARGE GROWTH RGAFX American Funds Growth Fund of America Class A 75% 3 60 0 0.63% 0.75%
SMALL BLEND ASCQX American Century Small Company I 63% 3 60 0 0.65% 0.61%
Small Growth AASOX Alger Small Cap Inst 54% 3 60 0 1% 0%
LARGE GROWTH ESGIX Evergreen Strategic Growth I 0% 3 60 0 NA 0%
SMALL BLEND DSERX Dreyfus Premier Small Cap Equity Fund Class I 0% 3 60 0 1.16% 11.7%
MID-CAP BLEND PESPX Dreyfus MidCap Index Fund, Inc. 0% 3 60 0 0.51% 15.85%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Instl 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond PRRIX Pimco Real Return Fund Inst 80% 3 60 0 1.37% 4.44%
High Yield Bond PHIYX Pimco High Yield Fund Inst 72% 3 60 0 0.66% 5.61%
High Yield Bond JYHRX JP Morgan High Yield Fund 69% 3 60 0 0.75% 6.44%
Intermediate-Term Bond LIGRX Loomis Sayles Investment Grade Bond Fund 53% 3 60 0 0.74% 3.9%
Intermediate-Term Bond ESFIX Evergreen Short Intermediate Bond Fund Class I 0% 3 60 0 NA NA
Average Expense Ratio: 0.98%
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Related Retirement Plans
INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN
INGLES MARKETS, INCORPORATED INVESTMENT/ PROFIT SHARING PLAN
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:IMKTA)
The plan consists of 23 funds. It covers 5 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.


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