MyPlanIQ GROWMARK MEMBER COOPERATIVE 401K SAVINGS PLAN

GROWMARK MEMBER COOPERATIVE 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND MUBFX MainStay Funds: MainStay MAP Fund; Class I Shares
LARGE BLEND MSPIX MainStay Funds Trust: MainStay S&P 500 Index Fund; Class I Shares
FIXED INCOME
Intermediate-Term Bond MIXIX MainStay Funds Trust: MainStay Indexed Bond Fund; Class I Shares
Inflation-Protected Bond PARRX PIMCO Funds: Real Return Fund; Administrative Class Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND MUBFX MainStay Funds: MainStay MAP Fund; Class I Shares
LARGE BLEND MSPIX MainStay Funds Trust: MainStay S&P 500 Index Fund; Class I Shares
LARGE VALUE ACGIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Growth & Income Fund; Class A Shares
LARGE GROWTH RGAEX Growth Fund of America
LARGE VALUE CGRAX COUNTRY Mutual Funds Trust: COUNTRY Growth Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond MIXIX MainStay Funds Trust: MainStay Indexed Bond Fund; Class I Shares
Inflation-Protected Bond PARRX PIMCO Funds: Real Return Fund; Administrative Class Shares
Total Available Funds: 9
  • 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 REREX EuroPacific Growth Fund; Class R-4 Shares 56% 3 60 0 0.9% 3.69%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 3.75%
LARGE BLEND MUBFX MainStay Funds: MainStay MAP Fund; Class I Shares 83% 3 60 0 1.04% 1.73%
LARGE BLEND MSPIX MainStay Funds Trust: MainStay S&P 500 Index Fund; Class I Shares 74% 3 60 0 0.52% 1.45%
LARGE VALUE ACGIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Growth & Income Fund; Class A Shares 55% 3 60 0 0.53% 13.45%
LARGE GROWTH RGAEX Growth Fund of America 39% 3 60 0 0.3% 8.45%
LARGE VALUE CGRAX COUNTRY Mutual Funds Trust: COUNTRY Growth Fund; Class A Shares 0% 3 60 0 1.15% 7.83%
FIXED INCOME
Intermediate-Term Bond MIXIX MainStay Funds Trust: MainStay Indexed Bond Fund; Class I Shares 95% 3 60 0 0.75% 4.96%
Inflation-Protected Bond PARRX PIMCO Funds: Real Return Fund; Administrative Class Shares 61% 3 60 0 1.37% 3.05%
Average Expense Ratio: 0.79%
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Related Retirement Plans
GROWMARK MEMBER COOPERATIVE 401(K) SAVINGS PLAN
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*
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
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