MyPlanIQ 401k Investor BOLTON AND MENK INC. 401K PLAN

BOLTON AND MENK INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Euro Gr R5
WORLD STOCK RNPFX American Funds New Per R5
Others
Moderate Allocation JBALX Janus Balanced FUND CLASS I
FIXED INCOME
Intermediate-Term Bond MWTIX MWTIX
Intermediate Government SGVIX Wells Fargo Advantage Govemment Sec I
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Fund N
US EQUITY
MID-CAP BLEND IJH WF/BlackRock S&P MC index CIT N
LARGE VALUE MEIJX MFS Value Fund R4
LARGE BLEND VDIGX Vanguard Dividend Growth
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Euro Gr R5
WORLD STOCK RNPFX American Funds New Per R5
Others
Moderate Allocation JBALX Janus Balanced FUND CLASS I
FIXED INCOME
Intermediate-Term Bond MWTIX MWTIX
Intermediate Government SGVIX Wells Fargo Advantage Govemment Sec I
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Fund N
US EQUITY
MID-CAP BLEND IJH WF/BlackRock S&P MC index CIT N
LARGE VALUE MEIJX MFS Value Fund R4
LARGE BLEND VDIGX Vanguard Dividend Growth
Mid-Cap Growth ARTMX Artisan Mid Cap
MID-CAP VALUE FLMVX JP Morgan Mid Cap Value(instl)
Small Growth OTCFX T.Rowe Price Small-Cap Stk
SMALL BLEND JUSSX JP Morgan US Small Company instl
SMALL VALUE VSOIX Victory Small Company Opportunity I
LARGE GROWTH ASPZX ASPZX
LARGE BLEND MASRX WF/BlackRock S&P500 index CIT N
LARGE GROWTH VIGSX Vanguard Growth index Signal
Total Available Funds: 17
  • 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 RERFX American Funds Euro Gr R5 94% 3 60 0 0.84% 1.86%
WORLD STOCK RNPFX American Funds New Per R5 91% 3 60 0 1.47% 5.72%
Others
Moderate Allocation JBALX Janus Balanced FUND CLASS I 92% 3 60 0 0.7% 3.29%
FIXED INCOME
Intermediate-Term Bond MWTIX MWTIX 89% 3 60 0 0.52% 4.3%
Intermediate Government SGVIX Wells Fargo Advantage Govemment Sec I 87% 3 60 0 0.84% 3.28%
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Fund N 16% 3 60 0 NA 27.03%
US EQUITY
MID-CAP BLEND IJH WF/BlackRock S&P MC index CIT N 94% 3 60 0 0.05% 1.4%
LARGE VALUE MEIJX MFS Value Fund R4 90% 3 60 0 0.8% 8.61%
LARGE BLEND VDIGX Vanguard Dividend Growth 90% 3 60 0 0.3% 1.6%
Mid-Cap Growth ARTMX Artisan Mid Cap 88% 3 60 0 0.96% 0%
MID-CAP VALUE FLMVX JP Morgan Mid Cap Value(instl) 86% 3 60 0 1.14% 1.22%
Small Growth OTCFX T.Rowe Price Small-Cap Stk 77% 3 60 0 1.17% 0.21%
SMALL BLEND JUSSX JP Morgan US Small Company instl 69% 3 60 0 1.69% 0.52%
SMALL VALUE VSOIX Victory Small Company Opportunity I 65% 3 60 0 0.85% 6.56%
LARGE GROWTH ASPZX ASPZX 21% 3 60 0 1.13% 0%
LARGE BLEND MASRX WF/BlackRock S&P500 index CIT N 0% 3 60 0 0.3% 0%
LARGE GROWTH VIGSX Vanguard Growth index Signal 0% 3 60 0 0.1% 1.42%
Average Expense Ratio: 0.8%
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Related Retirement Plans
BOLTON & MENK, INC. 401(K) 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 10.2% 27.5% 8.7% 11.2% 8.5% 8.8%

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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 17 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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