MyPlanIQ DISCOUNT TIRE / AMERICA`S TIRE RETIREMENT PLAN

DISCOUNT TIRE / AMERICA`S TIRE RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Retirement Income ARTOX American Century Asset Allocation Portfolios
World Allocation PAAIX PIMCO Funds: PIMCO All Asset Fund; Institutional Class Shares
Moderate Allocation JPDVX JPMorgan Trust I: JPMorgan Diversified Fund; Institutional Shares
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
MID-CAP VALUE JMIVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class L Shares
MID-CAP VALUE FLMVX JP Morgan Fleming Mutual Fund Group
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Retirement Income ARTOX American Century Asset Allocation Portfolios
World Allocation PAAIX PIMCO Funds: PIMCO All Asset Fund; Institutional Class Shares
Moderate Allocation JPDVX JPMorgan Trust I: JPMorgan Diversified Fund; Institutional Shares
Target Date 2011-2015 AABTX American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
MID-CAP VALUE JMIVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class L Shares
MID-CAP VALUE FLMVX JP Morgan Fleming Mutual Fund Group
LARGE VALUE TWVLX American Century Capital Portfolios
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
MID-CAP VALUE JDPAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Multisector Bond PRSNX T Rowe Price Strategic Income Fund
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 DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.19%
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 3.63%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.64%
Others
Retirement Income ARTOX American Century Asset Allocation Portfolios 99% 3 60 0 1% 4.39%
World Allocation PAAIX PIMCO Funds: PIMCO All Asset Fund; Institutional Class Shares 96% 3 60 0 1.84% 3.86%
Moderate Allocation JPDVX JPMorgan Trust I: JPMorgan Diversified Fund; Institutional Shares 86% 3 60 0 0.96% 1.27%
Target Date 2011-2015 AABTX American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares 50% 3 60 0 0.3% 3.44%
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund 97% 3 60 0 1.23% 5.75%
MID-CAP VALUE JMIVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class L Shares 89% 3 60 0 0.5% 8.62%
MID-CAP VALUE FLMVX JP Morgan Fleming Mutual Fund Group 86% 3 60 0 1.14% 5.79%
LARGE VALUE TWVLX American Century Capital Portfolios 81% 3 60 0 1.25% 7.26%
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares 75% 3 60 0 1.83% 0%
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares 46% 3 60 0 1.83% 0%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
MID-CAP VALUE JDPAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class A Shares 27% 3 60 0 0.5% 14.98%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 3.85%
Multisector Bond PRSNX T Rowe Price Strategic Income Fund 38% 3 60 0 0.93% 4.46%
Average Expense Ratio: 0.98%
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Related Retirement Plans
DISCOUNT TIRE/AMERICA'S TIRE 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*
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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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