MyPlanIQ 401k Investor Brown Printing Company Profit Sharing And 401 K Plan

Brown Printing Company Profit Sharing And 401 K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend BJBIX Artio International Equity A
Foreign Large Blend JIEIX Artio International Equity I
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 Instl
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Instl
US EQUITY
LARGE VALUE AAGPX American Beacon Lg Cap Value Inv
Mid-Cap Growth LACAX Columbia Acorn A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend BJBIX Artio International Equity A
Foreign Large Blend JIEIX Artio International Equity I
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 Instl
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Instl
Target Date 2036-2040 SMTSX JPMorgan SmartRetirement 2040 Select
Target Date 2026-2030 JSMAX JPMorgan SmartRetirement 2030 A
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010 Instl
Target Date 2000-2010 JSWAX JPMorgan SmartRetirement 2010 A
US EQUITY
LARGE VALUE AAGPX American Beacon Lg Cap Value Inv
Mid-Cap Growth LACAX Columbia Acorn A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE BLEND PLFMX Principal Large Cap S&P 500 Index R3
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 DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.4%
Foreign Large Blend BJBIX Artio International Equity A 98% 3 60 0 0.9% 0%
Foreign Large Blend JIEIX Artio International Equity I 93% 3 60 0 0.9% 0%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 93% 3 60 0 0.42% 5.79%
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 Instl 79% 3 60 0 0.64% 2.88%
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Instl 74% 3 60 0 0.62% 3.51%
Target Date 2036-2040 SMTSX JPMorgan SmartRetirement 2040 Select 73% 3 60 0 0.67% 2.08%
Target Date 2026-2030 JSMAX JPMorgan SmartRetirement 2030 A 69% 3 60 0 0.64% 2.52%
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010 Instl 0% 3 60 0 0.61% 2.9%
Target Date 2000-2010 JSWAX JPMorgan SmartRetirement 2010 A 0% 3 60 0 0.86% 2.66%
US EQUITY
LARGE VALUE AAGPX American Beacon Lg Cap Value Inv 98% 3 60 0 0.94% 6.14%
Mid-Cap Growth LACAX Columbia Acorn A 46% 3 60 0 1.83% 0%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 8.44%
LARGE BLEND PLFMX Principal Large Cap S&P 500 Index R3 32% 3 60 0 0.52% 4.04%
Average Expense Ratio: 0.74%
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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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