MyPlanIQ 401k Investor Lance Inc. Profit Sharing And 401 K Retirement Savings Plan

Lance Inc. Profit Sharing And 401 K Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK CWGIX American Funds Capital World G/I A
WORLD STOCK RWIGX American Funds Capital World G/I R6
US EQUITY
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
MID-CAP VALUE JMIVX Perkins Mid Cap Value L
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government CPTNX American Century Government Bond Inv
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK CWGIX American Funds Capital World G/I A
WORLD STOCK RWIGX American Funds Capital World G/I R6
US EQUITY
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
MID-CAP VALUE JMIVX Perkins Mid Cap Value L
LARGE BLEND DNVYX Davis NY Venture Y
Mid-Cap Growth NBGAX Neuberger Berman Genesis Adv
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
MID-CAP VALUE HWMAX Hotchkis and Wiley Mid-Cap Value A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
LARGE GROWTH RGAAX American Funds Growth Fund of Amer R1
Mid-Cap Growth NBGNX Neuberger Berman Genesis Inv
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government CPTNX American Century Government Bond Inv
Total Available Funds: 16
  • 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 RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 1.86%
WORLD STOCK CWGIX American Funds Capital World G/I A 65% 3 60 0 0.53% 3.47%
WORLD STOCK RWIGX American Funds Capital World G/I R6 33% 3 60 0 0.53% 3.8%
US EQUITY
MID-CAP VALUE JMVAX Perkins Mid Cap Value I 90% 3 60 0 0.91% 1.13%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 89% 3 60 0 1.08% 3.11%
MID-CAP VALUE JMIVX Perkins Mid Cap Value L 89% 3 60 0 0.5% 15.41%
LARGE BLEND DNVYX Davis NY Venture Y 69% 3 60 0 1.75% 8.03%
Mid-Cap Growth NBGAX Neuberger Berman Genesis Adv 55% 3 60 0 0.84% 0%
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A 48% 3 60 0 1.27% 2.98%
MID-CAP VALUE HWMAX Hotchkis and Wiley Mid-Cap Value A 46% 3 60 0 1.97% 0.11%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 0%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 0%
LARGE GROWTH RGAAX American Funds Growth Fund of Amer R1 36% 3 60 0 1.43% 0%
Mid-Cap Growth NBGNX Neuberger Berman Genesis Inv 24% 3 60 0 0.84% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate Government CPTNX American Century Government Bond Inv 94% 3 60 0 0.36% 3.7%
Average Expense Ratio: 0.89%
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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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