MyPlanIQ EAST PENN MANUFACTURING CO. INC. PROFIT SHARING and 401K SAVINGS PLAN

EAST PENN MANUFACTURING CO. INC. PROFIT SHARING and 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Others
Natural Resources MDGRX BlackRock Natural Resources Trust; Investor A Shares
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Market Neutral HSKAX JPMorgan Trust I: JPMorgan Highbridge Statistical Market Neutral Fund; Class A Shares
FIXED INCOME
WORLD BOND ESIYX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Class A Shares
WORLD BOND ESIUX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Class B Shares
Intermediate-Term Bond BJBGX Artio Global Investment Funds: Artio Total Return Bond Fund; Class A Shares
US EQUITY
LARGE VALUE GSLAX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares
Small Growth ALSRX Alger Institutional Funds: Alger Small Cap Growth Institutional Fund; Class I Shares
LARGE GROWTH WECDX Wells Fargo Funds Trust: Wells Fargo Advantage Endeavor Select Fund; Administrator Class Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Others
Natural Resources MDGRX BlackRock Natural Resources Trust; Investor A Shares
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Market Neutral HSKAX JPMorgan Trust I: JPMorgan Highbridge Statistical Market Neutral Fund; Class A Shares
FIXED INCOME
WORLD BOND ESIYX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Class A Shares
WORLD BOND ESIUX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Class B Shares
Intermediate-Term Bond BJBGX Artio Global Investment Funds: Artio Total Return Bond Fund; Class A Shares
US EQUITY
LARGE VALUE GSLAX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares
Small Growth ALSRX Alger Institutional Funds: Alger Small Cap Growth Institutional Fund; Class I Shares
LARGE GROWTH WECDX Wells Fargo Funds Trust: Wells Fargo Advantage Endeavor Select Fund; Administrator Class Shares
LARGE VALUE GSVSX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Service Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
Small Growth ALSAX Alger Funds: Alger Small Cap Growth Fund; Class A Shares
MID-CAP BLEND DSECX Dreyfus Stock Funds: Dreyfus Small Cap Equity Fund; Class C Shares
LARGE VALUE AAGAX American Beacon Funds: American Beacon Large Cap Value Fund; AMR Class Shares
MID-CAP BLEND DSERX Dreyfus Stock Funds: Dreyfus Small Cap Equity Fund; Class I 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
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares 99% 3 60 0 1.02% 3.47%
Others
Natural Resources MDGRX BlackRock Natural Resources Trust; Investor A Shares 47% 3 60 0 1.17% 4.33%
Moderate Allocation ABALX American Balanced Fund; Class A Shares 43% 3 60 0 0.31% 2.39%
Market Neutral HSKAX JPMorgan Trust I: JPMorgan Highbridge Statistical Market Neutral Fund; Class A Shares 0% 3 60 0 1.96% 0%
FIXED INCOME
WORLD BOND ESIYX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Class A Shares 0% 3 60 0 1.78% 100.05%
WORLD BOND ESIUX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Class B Shares 0% 3 60 0 1.77% 0%
Intermediate-Term Bond BJBGX Artio Global Investment Funds: Artio Total Return Bond Fund; Class A Shares 0% 3 60 0 0.7% 1.95%
US EQUITY
LARGE VALUE GSLAX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares 93% 3 60 0 1.29% 4.94%
Small Growth ALSRX Alger Institutional Funds: Alger Small Cap Growth Institutional Fund; Class I Shares 89% 3 60 0 1.73% 0%
LARGE GROWTH WECDX Wells Fargo Funds Trust: Wells Fargo Advantage Endeavor Select Fund; Administrator Class Shares 82% 3 60 0 0.94% 6.47%
LARGE VALUE GSVSX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Service Shares 82% 3 60 0 1.01% 0.86%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 1.65%
Small Growth ALSAX Alger Funds: Alger Small Cap Growth Fund; Class A Shares 54% 3 60 0 0.84% 0%
MID-CAP BLEND DSECX Dreyfus Stock Funds: Dreyfus Small Cap Equity Fund; Class C Shares 0% 3 60 0 2.19% 12.35%
LARGE VALUE AAGAX American Beacon Funds: American Beacon Large Cap Value Fund; AMR Class Shares 0% 3 60 0 0.34% 0%
MID-CAP BLEND DSERX Dreyfus Stock Funds: Dreyfus Small Cap Equity Fund; Class I Shares 0% 3 60 0 1.16% 11.7%
Average Expense Ratio: 1.2%
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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*
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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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