MyPlanIQ 401k Investor VERSA PRODUCTS COMPANY INC. PROFIT SHARING PLAN

VERSA PRODUCTS COMPANY INC. PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX odmax
REAL ESTATE
REAL ESTATE PREPX prepx
INTERNATIONAL EQUITY
WORLD STOCK MWELX mwelx
Foreign Large Blend REREX rerex
Foreign Large Blend PIIQX piiqx
Others
Nontraditional Bond GSZAX gszax
US EQUITY
Small Growth PPNPX ppnpx
MID-CAP VALUE PABVX pabvx
MID-CAP BLEND PMFPX pmfpx
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX odmax
REAL ESTATE
REAL ESTATE PREPX prepx
INTERNATIONAL EQUITY
WORLD STOCK MWELX mwelx
Foreign Large Blend REREX rerex
Foreign Large Blend PIIQX piiqx
Others
Nontraditional Bond GSZAX gszax
US EQUITY
Small Growth PPNPX ppnpx
MID-CAP VALUE PABVX pabvx
MID-CAP BLEND PMFPX pmfpx
SMALL VALUE DEVIX devix
SMALL BLEND PSSPX psspx
LARGE GROWTH PPUPX ppupx
LARGE BLEND PLFPX plfpx
Mid-Cap Growth IYMIX iymix
LARGE VALUE PEIQX peiqx
FIXED INCOME
High Yield Bond BHYIX bhyix
WORLD BOND OIBAX oibax
Inflation-Protected Bond PARRX parrx
Intermediate-Term Bond PBIQX pbiqx
Total Available Funds: 19
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX odmax 65% 3 60 0 0.84% 0.54%
REAL ESTATE
REAL ESTATE PREPX prepx 77% 3 60 0 1.99% 3.49%
INTERNATIONAL EQUITY
WORLD STOCK MWELX mwelx 89% 3 60 0 0.9% 0%
Foreign Large Blend REREX rerex 56% 3 60 0 0.9% 3.74%
Foreign Large Blend PIIQX piiqx 4% 3 60 0 0.33% 2.25%
Others
Nontraditional Bond GSZAX gszax 20% 3 60 0 0.7% 3.87%
US EQUITY
Small Growth PPNPX ppnpx 84% 3 60 0 1.19% 0%
MID-CAP VALUE PABVX pabvx 79% 3 60 0 0.7% 6.39%
MID-CAP BLEND PMFPX pmfpx 78% 3 60 0 0.42% 1%
SMALL VALUE DEVIX devix 78% 3 60 0 1.36% 1.29%
SMALL BLEND PSSPX psspx 77% 3 60 0 0.54% 9.35%
LARGE GROWTH PPUPX ppupx 77% 3 60 0 0.59% 9%
LARGE BLEND PLFPX plfpx 72% 3 60 0 0.52% 2.12%
Mid-Cap Growth IYMIX iymix 67% 3 60 0 0.79% 5.83%
LARGE VALUE PEIQX peiqx 2% 3 60 0 1.62% 2.61%
FIXED INCOME
High Yield Bond BHYIX bhyix 72% 3 60 0 0.51% 5.59%
WORLD BOND OIBAX oibax 70% 3 60 0 0.71% 4.34%
Inflation-Protected Bond PARRX parrx 61% 3 60 0 1.37% 4.19%
Intermediate-Term Bond PBIQX pbiqx 7% 3 60 0 0.51% 1.34%
Average Expense Ratio: 0.87%
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Related Retirement Plans
VERSA PRODUCTS COMPANY, INC. 401(K) PROFIT SHARING 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 0.4% 6.0% -0.6% 4.1% 4.4% 7.1%

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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 19 funds. It covers 5 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.


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