MyPlanIQ 401k Investor RUDDICK RETIREMENT AND SAVINGS PLAN

RUDDICK RETIREMENT AND SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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RUDDICK RETIREMENT AND SAVINGS PLAN
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURAX Dryden Global Real Estate Fund
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Funds Cap World Growth Income Fund
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Associates Inc. rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Associates Inc. rtmt 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Associates Inc. rtmt 2020 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Instl Fund
Intermediate-Term Bond PBDIX T. Rowe Price Associates Inc. U.S. Bond Index Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Associates Inc. Blue Chip Growth Fund
LARGE VALUE TRVLX T. Rowe Price Associates Inc. Value Fund
LARGE GROWTH VHCOX Vanguard Capital Opportunity
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURAX Dryden Global Real Estate Fund
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Funds Cap World Growth Income Fund
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Associates Inc. rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Associates Inc. rtmt 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Associates Inc. rtmt 2020 Fund
Target Date 2011-2015 TRRGX T. Rowe Price Associates Inc. rtmt 2015 Fund
Target Date 2000-2010 TRRFX T. Rowe Price Associates Inc. rtmt 2005 Fund
Target Date 2031-2035 TRRJX T. Rowe Price Associates Inc. rtmt 2035 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Associates Inc. rtmt 2010 Fund
Target Date 2021-2025 TRRHX T. Rowe Price Associates Inc. rtmt 2025 Fund
Target Date 2041-2045 TRRKX T. Rowe Price Associates Inc. rtmt 2045 Fund
Target Date 2050+ TRRNX T. Rowe Price Associates Inc. rtmt 2055 Fund
Retirement Income TRRIX T. Rowe Price Associates Inc. rtmt Income Fund
Moderate Allocation TRPBX T. Rowe Price Associates Inc. Personal Strategy Balanced Fund
Target Date 2050+ TRRMX T. Rowe Price Associates Inc. rtmt 2050 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Instl Fund
Intermediate-Term Bond PBDIX T. Rowe Price Associates Inc. U.S. Bond Index Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Associates Inc. Blue Chip Growth Fund
LARGE VALUE TRVLX T. Rowe Price Associates Inc. Value Fund
LARGE GROWTH VHCOX Vanguard Capital Opportunity
SMALL BLEND PRSVX T. Rowe Price Associates Inc. Small Cap Value Fund
Small Growth VEXPX Vanguard Explorer Growth
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE BLEND PREIX T. Rowe Price Associates Inc. Equity Index Tr
Total Available Funds: 25
  • 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
REAL ESTATE
Global Real Estate PURAX Dryden Global Real Estate Fund 57% 3 60 0 1.31% 2.36%
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Funds Cap World Growth Income Fund 64% 3 60 0 0.53% 1.67%
Foreign Large Blend AEPGX American Funds Europacific Growth Fund 57% 3 60 0 0.9% 6.72%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Associates Inc. rtmt 2040 Fund 100% 3 60 0 0.6% 2.27%
Target Date 2026-2030 TRRCX T. Rowe Price Associates Inc. rtmt 2030 Fund 100% 3 60 0 1.08% 3.36%
Target Date 2016-2020 TRRBX T. Rowe Price Associates Inc. rtmt 2020 Fund 100% 3 60 0 0.78% 4.22%
Target Date 2011-2015 TRRGX T. Rowe Price Associates Inc. rtmt 2015 Fund 100% 3 60 0 0.76% 3.95%
Target Date 2000-2010 TRRFX T. Rowe Price Associates Inc. rtmt 2005 Fund 100% 3 60 0 0.34% 3.83%
Target Date 2031-2035 TRRJX T. Rowe Price Associates Inc. rtmt 2035 Fund 97% 3 60 0 0.84% 2.37%
Target Date 2000-2010 TRRAX T. Rowe Price Associates Inc. rtmt 2010 Fund 97% 3 60 0 0.99% 4.04%
Target Date 2021-2025 TRRHX T. Rowe Price Associates Inc. rtmt 2025 Fund 96% 3 60 0 1.05% 4.08%
Target Date 2041-2045 TRRKX T. Rowe Price Associates Inc. rtmt 2045 Fund 96% 3 60 0 1.12% 1.97%
Target Date 2050+ TRRNX T. Rowe Price Associates Inc. rtmt 2055 Fund 93% 3 60 0 1.14% 1.78%
Retirement Income TRRIX T. Rowe Price Associates Inc. rtmt Income Fund 91% 3 60 0 0.34% 3.86%
Moderate Allocation TRPBX T. Rowe Price Associates Inc. Personal Strategy Balanced Fund 83% 3 60 0 0.71% 6.01%
Target Date 2050+ TRRMX T. Rowe Price Associates Inc. rtmt 2050 Fund 77% 3 60 0 0.63% 1.9%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Instl Fund 96% 3 60 0 0.83% 4.3%
Intermediate-Term Bond PBDIX T. Rowe Price Associates Inc. U.S. Bond Index Fund 93% 3 60 0 0.12% 3.89%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Associates Inc. Blue Chip Growth Fund 100% 3 60 0 1.23% 8.87%
LARGE VALUE TRVLX T. Rowe Price Associates Inc. Value Fund 98% 3 60 0 0.57% 8.16%
LARGE GROWTH VHCOX Vanguard Capital Opportunity 91% 3 60 0 0.43% 0.65%
SMALL BLEND PRSVX T. Rowe Price Associates Inc. Small Cap Value Fund 85% 3 60 0 1.17% 9.91%
Small Growth VEXPX Vanguard Explorer Growth 76% 3 60 0 0.45% 6.54%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 9.19%
LARGE BLEND PREIX T. Rowe Price Associates Inc. Equity Index Tr 73% 3 60 0 0.3% 1.24%
Average Expense Ratio: 0.75%
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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 0.3% 9.9% 3.1% 7.0% 5.3% 7.9%

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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 -0.3% 5.2% -1.7% 4.1% 4.3% 5.1%

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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*
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:RDK)
The plan consists of 26 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs and Fixed Income.


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