MyPlanIQ 401k Investor RYAN COMPANIES US INC. EMPLOYEES PROFIT SHARING PLAN

RYAN COMPANIES US INC. EMPLOYEES PROFIT SHARING PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective R3
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Blend MRSHX MFS Research International R3
Others
Target Date 2046-2050 PTEFX Principal Lifetime 2050 R5
Target Date 2036-2040 PTDPX Principal Lifetime 2040 R5
Target Date 2016-2020 PTBPX Principal Lifetime 2020 R5
FIXED INCOME
Intermediate-Term Bond PBMMX Principal Bond & Mtg Securities R3
US EQUITY
MID-CAP BLEND PMFPX Principal MidCap S&P 400 Index R5
LARGE GROWTH PPUPX Principal Large Cap Growth I R5
SMALL BLEND PSSPX Principal SmallCap S&P 600 Index R5
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective R3
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Blend MRSHX MFS Research International R3
Others
Target Date 2046-2050 PTEFX Principal Lifetime 2050 R5
Target Date 2036-2040 PTDPX Principal Lifetime 2040 R5
Target Date 2016-2020 PTBPX Principal Lifetime 2020 R5
Retirement Income PLSPX Principal Lifetime Strategic Inc R5
Moderate Allocation RLBCX American Funds American Balanced R3
Target Date 2026-2030 PTCPX Principal Lifetime 2030 R5
Target Date 2000-2010 PTAPX Principal Lifetime 2010 R5
FIXED INCOME
Intermediate-Term Bond PBMMX Principal Bond & Mtg Securities R3
US EQUITY
MID-CAP BLEND PMFPX Principal MidCap S&P 400 Index R5
LARGE GROWTH PPUPX Principal Large Cap Growth I R5
SMALL BLEND PSSPX Principal SmallCap S&P 600 Index R5
LARGE BLEND PLFPX Principal Large Cap S&P 500 Index R5
SMALL VALUE ACSCX American Century Small Cap Value A
Mid-Cap Growth CBSAX Columbia Mid Cap Growth A
LARGE VALUE TWEAX American Century Equity Income A
LARGE VALUE RWMCX American Funds Washington Mutual R3
LARGE BLEND FRDPX Franklin Rising Dividends A
Small Growth PPMPX Principal SmallCap Growth II R5
SMALL VALUE PVSIX Principal Stable Value
Total Available Funds: 22
  • 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
WORLD STOCK RNPCX American Funds New Perspective R3 62% 1 60 0 1.47% 0.26%
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 56% 1 60 0 0.9% 0.55%
Foreign Large Blend MRSHX MFS Research International R3 47% 1 60 0 0.75% 1.74%
Others
Target Date 2046-2050 PTEFX Principal Lifetime 2050 R5 99% 1 60 0 1.04% 6.25%
Target Date 2036-2040 PTDPX Principal Lifetime 2040 R5 93% 1 60 0 1% 6.75%
Target Date 2016-2020 PTBPX Principal Lifetime 2020 R5 88% 1 60 0 0.91% 7%
Retirement Income PLSPX Principal Lifetime Strategic Inc R5 82% 1 60 0 1.4% 4.43%
Moderate Allocation RLBCX American Funds American Balanced R3 63% 1 60 0 0.31% 1.5%
Target Date 2026-2030 PTCPX Principal Lifetime 2030 R5 0% 1 60 0 1.45% 2.37%
Target Date 2000-2010 PTAPX Principal Lifetime 2010 R5 0% 1 60 0 0.72% 6.78%
FIXED INCOME
Intermediate-Term Bond PBMMX Principal Bond & Mtg Securities R3 38% 1 60 0 0.88% 3.72%
US EQUITY
MID-CAP BLEND PMFPX Principal MidCap S&P 400 Index R5 79% 1 60 0 0.42% 1.2%
LARGE GROWTH PPUPX Principal Large Cap Growth I R5 77% 1 60 0 0.59% 27.7%
SMALL BLEND PSSPX Principal SmallCap S&P 600 Index R5 77% 1 60 0 0.54% 1.07%
LARGE BLEND PLFPX Principal Large Cap S&P 500 Index R5 71% 1 60 0 0.52% 2.62%
SMALL VALUE ACSCX American Century Small Cap Value A 58% 1 60 0 0.74% 0.5%
Mid-Cap Growth CBSAX Columbia Mid Cap Growth A 51% 1 60 0 0.88% 14.87%
LARGE VALUE TWEAX American Century Equity Income A 43% 1 60 0 0.59% 1.46%
LARGE VALUE RWMCX American Funds Washington Mutual R3 33% 1 60 0 0.26% 0.82%
LARGE BLEND FRDPX Franklin Rising Dividends A 26% 1 60 0 0.59% 0.77%
Small Growth PPMPX Principal SmallCap Growth II R5 0% 1 60 0 1.27% 11.42%
SMALL VALUE PVSIX Principal Stable Value 0% 1 60 0 NA 0%
Average Expense Ratio: 0.82%
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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 0.4% 8.3% 2.0% 6.0% 5.6% 6.2%

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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 for Portfolio Details or Follow 0.4% 7.2% 0.8% 4.6% 4.6% 5.6%

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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 0.7% 4.5% -1.6% 2.9% 2.4% 2.9%

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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 22 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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