MyPlanIQ 401k Investor UNIFIRST RETIREMENT SAVINGS PLAN

UNIFIRST RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American EuroPacific Growth Fund
Foreign Large Value TFEQX Templeton Foreign Fund
Others
World Allocation MALOX BlackRock Global Allocation Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
ULTRASHORT BOND MGSDX Goldman Sachs Short Duration Government
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
Small Growth PSCZX Jennison Small Company Fund
SMALL VALUE JSCVX Perkins Small Cap Value
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American EuroPacific Growth Fund
Foreign Large Value TFEQX Templeton Foreign Fund
Others
World Allocation MALOX BlackRock Global Allocation Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
ULTRASHORT BOND MGSDX Goldman Sachs Short Duration Government
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
Small Growth PSCZX Jennison Small Company Fund
SMALL VALUE JSCVX Perkins Small Cap Value
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE VALUE MABAX BlackRock Basic Value Fund
SMALL BLEND MASKX Merrill Lynch Small Cap Index Trust
SMALL VALUE HWSIX Hotchkis & Wiley Small Cap Value Fund,
Small Growth SSEGX BlackRock Small/Mid-cap Growth Fund
Total Available Funds: 13
  • 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 CEUFX American EuroPacific Growth Fund 94% 3 60 0 0.9% 3.89%
Foreign Large Value TFEQX Templeton Foreign Fund 86% 3 60 0 0.97% 7.62%
Others
World Allocation MALOX BlackRock Global Allocation Fund 90% 3 60 0 0.84% 0.44%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
ULTRASHORT BOND MGSDX Goldman Sachs Short Duration Government 0% 3 60 0 0.75% 1.84%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund 100% 3 60 0 0% 0%
Small Growth PSCZX Jennison Small Company Fund 93% 3 60 0 0.82% 0.51%
SMALL VALUE JSCVX Perkins Small Cap Value 92% 3 60 0 1.36% 9.58%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.07%
LARGE VALUE MABAX BlackRock Basic Value Fund 86% 3 60 0 0.54% 4.93%
SMALL BLEND MASKX Merrill Lynch Small Cap Index Trust 78% 3 60 0 0.37% 2.98%
SMALL VALUE HWSIX Hotchkis & Wiley Small Cap Value Fund, 70% 3 60 0 1.94% 1.95%
Small Growth SSEGX BlackRock Small/Mid-cap Growth Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.92%
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Related Retirement Plans
UNIFIRST CORPORATION RETIREMENT 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 3.5% 14.5% 2.0% 7.4% 5.1% 7.4%

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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(Ticker:UNF)
The plan consists of 15 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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