MyPlanIQ FRIENDLY ICE CREAM CORPORATION EMPLOYEE SAVINGS AND INVESTMENT PLAN

FRIENDLY ICE CREAM CORPORATION EMPLOYEE SAVINGS AND INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Templeton Funds
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
Mid-Cap Growth RYPRX Royce Fund: Royce Premier Fund; Investment Class Shares
LARGE GROWTH AGTHX Growth Fund of America
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Templeton Funds
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
Mid-Cap Growth RYPRX Royce Fund: Royce Premier Fund; Investment Class Shares
LARGE GROWTH AGTHX Growth Fund of America
LARGE BLEND SLASX Selected American Shares
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares
Total Available Funds: 10
  • 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 Value TEMFX Templeton Funds 53% 3 60 0 0.85% 1.01%
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares 13% 3 60 0 0.9% 0%
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 99% 3 60 0 0.83% 2.3%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 76% 3 60 0 0.83% 3.98%
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares 35% 3 60 0 1.05% 4.06%
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund 59% 3 60 0 1.23% 1.94%
Mid-Cap Growth RYPRX Royce Fund: Royce Premier Fund; Investment Class Shares 53% 3 60 0 2.24% 7.04%
LARGE GROWTH AGTHX Growth Fund of America 47% 3 60 0 0.3% 0%
LARGE BLEND SLASX Selected American Shares 35% 3 60 0 0.99% 0.75%
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares 31% 3 60 0 1.3% 1.84%
Average Expense Ratio: 1.05%
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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
The investment options have not been imported yet.


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