MyPlanIQ 401k Investor SPARTECH CORPORATION 401(k) SAVINGS & INVESTMENT PLAN

SPARTECH CORPORATION 401(k) SAVINGS & INVESTMENT PLAN Investment Model Portfolios

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SPARTECH CORPORATION 401(K) SAVINGS & INVESTMENT PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Growth R3 Fund
WORLD STOCK OPPAX.LW Oppenheimer Global A Load Waived Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Advisor
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Advisor
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Advisor
FIXED INCOME
Intermediate Government AUSIX Allegiant Government Mortgage Fund I
US EQUITY
MID-CAP BLEND FMDCX Federated Mid-Cap Index Fund
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund
Small Growth GTSAX AIM Small Cap Growth A Load Waived Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Growth R3 Fund
WORLD STOCK OPPAX.LW Oppenheimer Global A Load Waived Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Advisor
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Advisor
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Advisor
Target Date 2000-2010 TRRAX T. Rowe Price rtmt 2010 Advisor
Retirement Income TRRIX T. Rowe Price rtmt Income Advisor
Target Date 2050+ TRRMX T. Rowe Price rtmt 2050 Advisor
FIXED INCOME
Intermediate Government AUSIX Allegiant Government Mortgage Fund I
US EQUITY
MID-CAP BLEND FMDCX Federated Mid-Cap Index Fund
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund
Small Growth GTSAX AIM Small Cap Growth A Load Waived Fund
SMALL VALUE CSMIX Columbia Small Cap Value Fund I A Fund
LARGE GROWTH MIGFX MFS Massachusetts Investors Growth Stock A Fund
LARGE VALUE TWEAX American Century Equity Income A Fund
LARGE BLEND AQDIX Allegiant S P 500 Index Fund I
Total Available Funds: 16
  • 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 RERCX American Funds EuroPacific Growth R3 Fund 56% 3 60 0 0.9% 0.57%
WORLD STOCK OPPAX.LW Oppenheimer Global A Load Waived Fund 0% 3 60 0 NA NA
Others
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Advisor 100% 3 60 0 0.6% 2.29%
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Advisor 100% 3 60 0 1.08% 3.38%
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Advisor 100% 3 60 0 0.78% 4.23%
Target Date 2000-2010 TRRAX T. Rowe Price rtmt 2010 Advisor 97% 3 60 0 0.99% 4.05%
Retirement Income TRRIX T. Rowe Price rtmt Income Advisor 91% 3 60 0 0.34% 3.87%
Target Date 2050+ TRRMX T. Rowe Price rtmt 2050 Advisor 77% 3 60 0 0.63% 1.92%
FIXED INCOME
Intermediate Government AUSIX Allegiant Government Mortgage Fund I 0% 3 60 0 0.45% 0.53%
US EQUITY
MID-CAP BLEND FMDCX Federated Mid-Cap Index Fund 80% 3 60 0 0.32% 0.8%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund 79% 3 60 0 0.5% 13.97%
Small Growth GTSAX AIM Small Cap Growth A Load Waived Fund 53% 3 60 0 0.91% 0%
SMALL VALUE CSMIX Columbia Small Cap Value Fund I A Fund 50% 3 60 0 0.86% 0.53%
LARGE GROWTH MIGFX MFS Massachusetts Investors Growth Stock A Fund 49% 3 60 0 0.71% 0.23%
LARGE VALUE TWEAX American Century Equity Income A Fund 43% 3 60 0 0.59% 1.41%
LARGE BLEND AQDIX Allegiant S P 500 Index Fund I 0% 3 60 0 NA 2.28%
Average Expense Ratio: 0.69%
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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 0.7% 5.3% 2.1% 4.2% 5.0% 5.2%

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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 for Portfolio Details or Follow 0.8% 3.5% -2.4% 3.1% 3.2% 3.1%

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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*
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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:SEH)
The plan consists of 19 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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