MyPlanIQ 401k Investor Jennie O Turkey Store Retirement Savings Plan

Jennie O Turkey Store Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BISIX BlackRock International Opp Instl
Foreign Large Blend BREAX BlackRock International Opp Inv A
Foreign Large Growth AIIYX Invesco International Growth Y
FIXED INCOME
Intermediate-Term Bond PMBIX PIMCO Total Return II Instl
US EQUITY
LARGE GROWTH HCAIX Harbor Capital Appreciation Inv
SMALL VALUE ACVIX American Century Small Cap Value Instl
LARGE GROWTH JCAPX Janus Forty I
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BISIX BlackRock International Opp Instl
Foreign Large Blend BREAX BlackRock International Opp Inv A
Foreign Large Growth AIIYX Invesco International Growth Y
FIXED INCOME
Intermediate-Term Bond PMBIX PIMCO Total Return II Instl
US EQUITY
LARGE GROWTH HCAIX Harbor Capital Appreciation Inv
SMALL VALUE ACVIX American Century Small Cap Value Instl
LARGE GROWTH JCAPX Janus Forty I
LARGE VALUE MEIJX MFS Value R4
Small Growth WAAEX Wasatch Small Cap Growth
LARGE VALUE FEIIX Nuveen Equity Index I
Total Available Funds: 10
  • 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 BISIX BlackRock International Opp Instl 95% 3 60 0 0.93% 1.71%
Foreign Large Blend BREAX BlackRock International Opp Inv A 92% 3 60 0 0.9% 1.68%
Foreign Large Growth AIIYX Invesco International Growth Y 48% 3 60 0 1.6% 1.86%
FIXED INCOME
Intermediate-Term Bond PMBIX PIMCO Total Return II Instl 64% 3 60 0 0.62% 3.62%
US EQUITY
LARGE GROWTH HCAIX Harbor Capital Appreciation Inv 64% 3 60 0 0.67% 0%
SMALL VALUE ACVIX American Century Small Cap Value Instl 60% 3 60 0 1.34% 1.18%
LARGE GROWTH JCAPX Janus Forty I 53% 3 60 0 1.64% 8.47%
LARGE VALUE MEIJX MFS Value R4 51% 3 60 0 0.8% 8.61%
Small Growth WAAEX Wasatch Small Cap Growth 23% 3 60 0 1.06% 0%
LARGE VALUE FEIIX Nuveen Equity Index I 0% 3 60 0 0.37% 0%
Average Expense Ratio: 0.99%
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Related Retirement Plans
JENNIE-O TURKEY STORE RETIREMENT 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

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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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