MyPlanIQ TYSON FOODS INC. RETIREMENT SAVINGS PLAN

TYSON FOODS INC. RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
MID-CAP VALUE ARTQX Artisan Partners Funds
LARGE BLEND ACEHX Invesco Van Kampen Exchange Fund
LARGE BLEND BTIIX DWS Institutional Funds: DWS Equity 500 Index Fund; Institutional Class Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
MID-CAP VALUE ARTQX Artisan Partners Funds
LARGE BLEND ACEHX Invesco Van Kampen Exchange Fund
LARGE BLEND BTIIX DWS Institutional Funds: DWS Equity 500 Index Fund; Institutional Class Shares
LARGE VALUE MEIAX MFS Series Trust I: MFS Value Fund; Class A Shares
LARGE BLEND ANCFX Fundamental Investors
LARGE GROWTH AGTHX Growth Fund of America
Mid-Cap Growth LTFAX Columbia Acorn Trust: Columbia Acorn Select Fund; Class A Shares
SMALL BLEND KSCVX KEELEY Funds
Total Available Funds: 11
  • 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 AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.59%
Others
Moderate Allocation ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares 49% 3 60 0 1.04% 7.13%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 3.69%
US EQUITY
MID-CAP VALUE ARTQX Artisan Partners Funds 91% 3 60 0 1.05% 16.63%
LARGE BLEND ACEHX Invesco Van Kampen Exchange Fund 91% 3 60 0 0.54% 2.54%
LARGE BLEND BTIIX DWS Institutional Funds: DWS Equity 500 Index Fund; Institutional Class Shares 77% 3 60 0 0.2% 23.87%
LARGE VALUE MEIAX MFS Series Trust I: MFS Value Fund; Class A Shares 56% 3 60 0 0.8% 8.37%
LARGE BLEND ANCFX Fundamental Investors 53% 3 60 0 0.28% 6.41%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 8.34%
Mid-Cap Growth LTFAX Columbia Acorn Trust: Columbia Acorn Select Fund; Class A Shares 0% 3 60 0 1.17% 11.43%
SMALL BLEND KSCVX KEELEY Funds 0% 3 60 0 1.35% 7.66%
Average Expense Ratio: 0.77%
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Related Retirement Plans
TYSON FOODS, INC. RETIREMENT SAVINGS PLAN
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 6.3% 13.9% 7.3% 7.1% 7.4% 6.6%

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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 for Portfolio Details or Follow

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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
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