MyPlanIQ 401k Investor VAN METER INDUSTRIAL INC. 401K PLAN

VAN METER INDUSTRIAL INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate U.S. Property
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R4
INTERNATIONAL EQUITY PICAX Principal International Small Cap
US EQUITY
MID-CAP VALUE SMVTX RidgeWorth Ceredex Mid-Cap Value
Mid-Cap Growth PCBIX Principal Mid Cap
MID-CAP BLEND MPSIX Principal Mid Cap S&P 400 Index
FIXED INCOME
WORLD BOND OIBYX Oppenheimer International Bond Y
Intermediate-Term Bond PIOIX Principal Trust Income
Intermediate-Term Bond PICYX Pioneer Bond Y
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate U.S. Property
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R4
INTERNATIONAL EQUITY PICAX Principal International Small Cap
US EQUITY
MID-CAP VALUE SMVTX RidgeWorth Ceredex Mid-Cap Value
Mid-Cap Growth PCBIX Principal Mid Cap
MID-CAP BLEND MPSIX Principal Mid Cap S&P 400 Index
SMALL BLEND PSSIX Principal Small Cap S&P 600 Index
LARGE GROWTH TRLGX T. Rowe Price Large Cap Growth I
LARGE BLEND PLFIX Principal Large Cap S&P 500 Index
LARGE VALUE MEIHX MFS Value R3
Small Growth HSRSX Eagle Small Cap Growth R5
SMALL VALUE ABBVX American Beacon Small Cap Value
FIXED INCOME
WORLD BOND OIBYX Oppenheimer International Bond Y
Intermediate-Term Bond PIOIX Principal Trust Income
Intermediate-Term Bond PICYX Pioneer Bond Y
Intermediate Government FKUSX Franklin US Government Securities A
SHORT GOVERNMENT STABLEVALUE Principal Stable Value
Intermediate-Term Bond PCBDX Principal Core Plus Bond
Total Available Funds: 18
  • 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
REAL ESTATE PIREX Principal Real Estate U.S. Property 81% 3 60 0 1.99% 3.53%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R4 94% 3 60 0 0.84% 1.86%
INTERNATIONAL EQUITY PICAX Principal International Small Cap 0% 3 60 0 NA 0%
US EQUITY
MID-CAP VALUE SMVTX RidgeWorth Ceredex Mid-Cap Value 92% 3 60 0 0.79% 1.12%
Mid-Cap Growth PCBIX Principal Mid Cap 90% 3 60 0 0.94% 2.51%
MID-CAP BLEND MPSIX Principal Mid Cap S&P 400 Index 82% 3 60 0 0.42% 1.23%
SMALL BLEND PSSIX Principal Small Cap S&P 600 Index 78% 3 60 0 0.54% 10.04%
LARGE GROWTH TRLGX T. Rowe Price Large Cap Growth I 77% 3 60 0 0.7% 2.07%
LARGE BLEND PLFIX Principal Large Cap S&P 500 Index 76% 3 60 0 0.52% 2.38%
LARGE VALUE MEIHX MFS Value R3 55% 3 60 0 0.8% 8.39%
Small Growth HSRSX Eagle Small Cap Growth R5 0% 3 60 0 0.71% 28.72%
SMALL VALUE ABBVX American Beacon Small Cap Value 0% 3 60 0 1.37% 1.67%
FIXED INCOME
WORLD BOND OIBYX Oppenheimer International Bond Y 94% 3 60 0 0.71% 4.58%
Intermediate-Term Bond PIOIX Principal Trust Income 85% 3 60 0 0.64% 2.88%
Intermediate-Term Bond PICYX Pioneer Bond Y 84% 3 60 0 0.44% 3.63%
Intermediate Government FKUSX Franklin US Government Securities A 57% 3 60 0 1.12% 3.05%
SHORT GOVERNMENT STABLEVALUE Principal Stable Value 16% 3 60 0 NA 27.03%
Intermediate-Term Bond PCBDX Principal Core Plus Bond 0% 3 60 0 0.94% 0%
Average Expense Ratio: 0.84%
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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 6.1% 21.3% 7.3% 8.2% 6.6% 8.6%

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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
The plan consists of 18 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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