MyPlanIQ SCHNEIDER NATIONAL INC. 401K SAVINGS AND RETIREMENT PLAN

SCHNEIDER NATIONAL INC. 401K SAVINGS AND RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX Nuveen Investment Funds
REAL ESTATE FREAX Nuveen Investment Funds
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Funds: Foreign Equity Series; Primary Shares
Foreign Large Blend PIEQX T Rowe Price International Index Fund
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Inflation-Protected Bond BPRAX BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; Investor A Shares
US EQUITY
LARGE VALUE TILCX T Rowe Price Institutional Equity Funds
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
LARGE GROWTH SGRAX Wells Fargo Funds Trust: Wells Fargo Advantage Growth Fund; Class A Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX Nuveen Investment Funds
REAL ESTATE FREAX Nuveen Investment Funds
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Funds: Foreign Equity Series; Primary Shares
Foreign Large Blend PIEQX T Rowe Price International Index Fund
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Inflation-Protected Bond BPRAX BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; Investor A Shares
US EQUITY
LARGE VALUE TILCX T Rowe Price Institutional Equity Funds
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
LARGE GROWTH SGRAX Wells Fargo Funds Trust: Wells Fargo Advantage Growth Fund; Class A Shares
Small Growth PGSGX JPMorgan Trust II: JPMorgan Small Cap Growth Fund; Class A Shares
MID-CAP VALUE JDPAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class A Shares
SMALL BLEND TSFAX Touchstone Funds Group Trust: Touchstone Small Cap Core Fund; Class A Shares
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares
LARGE GROWTH SGROX Wells Fargo Funds Trust: Wells Fargo Advantage Growth Fund; Investor Class Shares
SMALL BLEND SMVAX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Class A Shares
LARGE GROWTH NLDAX Neuberger Berman Equity Funds: Neuberger Berman Large Cap Disciplined Growth Fund; Class A Shares
Total Available Funds: 16
  • 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 FARCX Nuveen Investment Funds 88% 3 60 0 1.22% 3.2%
REAL ESTATE FREAX Nuveen Investment Funds 54% 3 60 0 0.97% 8.3%
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Funds: Foreign Equity Series; Primary Shares 86% 3 60 0 0.97% 7.62%
Foreign Large Blend PIEQX T Rowe Price International Index Fund 85% 3 60 0 0.3% 3.08%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.84%
Inflation-Protected Bond BPRAX BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; Investor A Shares 65% 3 60 0 0.56% 2.6%
US EQUITY
LARGE VALUE TILCX T Rowe Price Institutional Equity Funds 82% 3 60 0 0.56% 8.52%
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 79% 3 60 0 0.09% 1.79%
LARGE GROWTH SGRAX Wells Fargo Funds Trust: Wells Fargo Advantage Growth Fund; Class A Shares 61% 3 60 0 1.91% 11.48%
Small Growth PGSGX JPMorgan Trust II: JPMorgan Small Cap Growth Fund; Class A Shares 49% 3 60 0 1.24% 0%
MID-CAP VALUE JDPAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class A Shares 27% 3 60 0 0.5% 14.98%
SMALL BLEND TSFAX Touchstone Funds Group Trust: Touchstone Small Cap Core Fund; Class A Shares 9% 3 60 0 1% 3.21%
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares 0% 3 60 0 1.35% 0%
LARGE GROWTH SGROX Wells Fargo Funds Trust: Wells Fargo Advantage Growth Fund; Investor Class Shares 0% 3 60 0 1.29% 0%
SMALL BLEND SMVAX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Class A Shares 0% 3 60 0 1.28% 0%
LARGE GROWTH NLDAX Neuberger Berman Equity Funds: Neuberger Berman Large Cap Disciplined Growth Fund; Class A Shares 0% 3 60 0 1.11% 0%
Average Expense Ratio: 0.95%
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Related Retirement Plans
SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT 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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