MyPlanIQ PANDUIT CORP. EMPLOYEES` PROFIT SHARING PLAN

PANDUIT CORP. EMPLOYEES` PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
Small Growth PRNHX T Rowe Price New Horizons Fund
Mid-Cap Growth BMEAX BlackRock Funds: BlackRock US Opportunities Portfolio; Investor A Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
Small Growth PRNHX T Rowe Price New Horizons Fund
Mid-Cap Growth BMEAX BlackRock Funds: BlackRock US Opportunities Portfolio; Investor A Shares
SMALL VALUE COVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
LARGE VALUE LSVRX Loomis Sayles Funds II: Natixis Loomis Sayles Value Fund; Class A Shares
SMALL VALUE CSLIX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class I Shares
LARGE VALUE LSGIX Loomis Sayles Funds II: Natixis Loomis Sayles Value Fund; Class Y Shares
Total Available Funds: 11
  • 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 Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares 64% 3 60 0 1.36% 0.41%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 98% 3 60 0 0.14% 1.27%
Small Growth PRNHX T Rowe Price New Horizons Fund 80% 3 60 0 0.79% 0%
Mid-Cap Growth BMEAX BlackRock Funds: BlackRock US Opportunities Portfolio; Investor A Shares 61% 3 60 0 0.8% 6.07%
SMALL VALUE COVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class A Shares 46% 3 60 0 1.27% 6.99%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
LARGE VALUE LSVRX Loomis Sayles Funds II: Natixis Loomis Sayles Value Fund; Class A Shares 0% 3 60 0 0.98% 13.88%
SMALL VALUE CSLIX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class I Shares 0% 3 60 0 0.84% NA
LARGE VALUE LSGIX Loomis Sayles Funds II: Natixis Loomis Sayles Value Fund; Class Y Shares 0% 3 60 0 0.74% 462.59%
Average Expense Ratio: 0.74%
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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 5.4% 16.1% 3.0% 7.8% 5.8% 7.8%

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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
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