MyPlanIQ 401k Investor Seneca Foods Corporation Employees' Savings Plan

Seneca Foods Corporation Employees' Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value F
Foreign Large Blend DIISX Dreyfus International Stock Index Fund
Foreign Large Growth AIECX AIM International International Growth Fund C
Others
Moderate Allocation OAKBX Oakmark Equity & Income Fund
FIXED INCOME
Inflation-Protected Bond PRRIX Pimco Funds Real Return Fund
SHORT GOVERNMENT STABLEVALUE U.S. Bank Stable Asset Fund
US EQUITY
Small Growth PSGIX BlackRock Small Cap Growth Equity
LARGE VALUE DODGX Dodge Cox Stock Fund
LARGE BLEND DSPIX Dreyfus Equity Index Fund Y
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value F
Foreign Large Blend DIISX Dreyfus International Stock Index Fund
Foreign Large Growth AIECX AIM International International Growth Fund C
Others
Moderate Allocation OAKBX Oakmark Equity & Income Fund
FIXED INCOME
Inflation-Protected Bond PRRIX Pimco Funds Real Return Fund
SHORT GOVERNMENT STABLEVALUE U.S. Bank Stable Asset Fund
US EQUITY
Small Growth PSGIX BlackRock Small Cap Growth Equity
LARGE VALUE DODGX Dodge Cox Stock Fund
LARGE BLEND DSPIX Dreyfus Equity Index Fund Y
LARGE GROWTH RGAEX American Funds Growth Fund of Amer Class R4
MID-CAP VALUE RMCVX RiverSource Mid Cap Value R4
SMALL BLEND KSCVX Keeley Small Cap Value A
Mid-Cap Growth FRSRX Dreyfus Mid Cap Growth Y
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund
Total Available Funds: 14
  • 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 TGVIX Thornburg International Value F 94% 3 60 0 1.36% 0.4%
Foreign Large Blend DIISX Dreyfus International Stock Index Fund 81% 3 60 0 0.6% 3.09%
Foreign Large Growth AIECX AIM International International Growth Fund C 46% 3 60 0 1.6% 1.29%
Others
Moderate Allocation OAKBX Oakmark Equity & Income Fund 91% 3 60 0 0.83% 2.3%
FIXED INCOME
Inflation-Protected Bond PRRIX Pimco Funds Real Return Fund 80% 3 60 0 1.37% 4.44%
SHORT GOVERNMENT STABLEVALUE U.S. Bank Stable Asset Fund 16% 3 60 0 NA 27.03%
US EQUITY
Small Growth PSGIX BlackRock Small Cap Growth Equity 93% 3 60 0 1% 0.25%
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 4.95%
LARGE BLEND DSPIX Dreyfus Equity Index Fund Y 77% 3 60 0 0.2% 1.31%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer Class R4 39% 3 60 0 0.3% 0%
MID-CAP VALUE RMCVX RiverSource Mid Cap Value R4 0% 3 60 0 1.06% 8.99%
SMALL BLEND KSCVX Keeley Small Cap Value A 0% 3 60 0 1.35% 10.34%
Mid-Cap Growth FRSRX Dreyfus Mid Cap Growth Y 0% 3 60 0 1.23% 12.12%
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund 0% 3 60 0 0.51% 15.85%
Average Expense Ratio: 0.92%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
SENECA FOODS CORPORATION EMPLOYEES' SAVINGS 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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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(Ticker:SENEA)
The plan consists of 15 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.