MyPlanIQ 401k Investor Burns and McDonnell Inc. 401(k) Savings Plan

Burns and McDonnell Inc. 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
Foreign Large Growth UMBWX Scout International
Others
Conservative Allocation VWIAX Vanguard Wellesley Income Adm
FIXED INCOME
High Yield Bond NHINX Neuberger Berman High Inc Bond Inv
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
LARGE VALUE VWNAX Vanguard Windsor II Adm
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
Foreign Large Growth UMBWX Scout International
Others
Conservative Allocation VWIAX Vanguard Wellesley Income Adm
FIXED INCOME
High Yield Bond NHINX Neuberger Berman High Inc Bond Inv
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
LARGE VALUE VWNAX Vanguard Windsor II Adm
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
Small Growth WAAEX Wasatch Small Cap Growth
SMALL VALUE VSOIX Victory Small Company Opportunity I
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
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 SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery 88% 3 60 0 1.23% 2.11%
Foreign Large Growth UMBWX Scout International 0% 3 60 0 0.95% 44.02%
Others
Conservative Allocation VWIAX Vanguard Wellesley Income Adm 91% 3 60 0 0.16% 4.93%
FIXED INCOME
High Yield Bond NHINX Neuberger Berman High Inc Bond Inv 67% 3 60 0 0.61% 6.91%
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl 83% 3 60 0 1.18% 5.26%
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 3 60 0 0.26% 10.52%
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I 80% 3 60 0 0.74% 0%
Small Growth WAAEX Wasatch Small Cap Growth 76% 3 60 0 1.06% 0%
SMALL VALUE VSOIX Victory Small Company Opportunity I 65% 3 60 0 0.85% 7.02%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 8.46%
Average Expense Ratio: 0.73%
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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*
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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