MyPlanIQ 401k Investor Campbell Scientific Inc. 401(k) Profit Sharing Plan

Campbell Scientific Inc. 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective A
WORLD STOCK SMCWX American Funds SMALLCAP World A
Others
Target Date 2046-2050 AALTX American Funds Trgt Date Ret 2050 A
Target Date 2041-2045 AAHTX American Funds Trgt Date Ret 2045 A
Target Date 2011-2015 AABTX American Funds Trgt Date Ret 2015 A
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond Fund of Amer A
US EQUITY
LARGE BLEND ANCFX American Funds Fundamental Investors A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE VALUE AWSHX American Funds Washington Mutual A
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective A
WORLD STOCK SMCWX American Funds SMALLCAP World A
Others
Target Date 2046-2050 AALTX American Funds Trgt Date Ret 2050 A
Target Date 2041-2045 AAHTX American Funds Trgt Date Ret 2045 A
Target Date 2011-2015 AABTX American Funds Trgt Date Ret 2015 A
Target Date 2031-2035 AAFTX American Funds Trgt Date Ret 2035 A
Target Date 2021-2025 AADTX American Funds Trgt Date Ret 2025 A
Target Date 2000-2010 AAATX American Funds Trgt Date Ret 2010 A
Target Date 2036-2040 AAGTX American Funds Trgt Date Ret 2040 A
Target Date 2026-2030 AAETX American Funds Trgt Date Ret 2030 A
Moderate Allocation AMECX American Funds Inc Fund of Amer A
Target Date 2016-2020 AACTX American Funds Trgt Date Ret 2020 A
Target Date 2051+ AAMTX American Funds Trgt Date Ret 2055 A
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond Fund of Amer A
US EQUITY
LARGE BLEND ANCFX American Funds Fundamental Investors A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE VALUE AWSHX American Funds Washington Mutual A
Total Available Funds: 17
  • 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
WORLD STOCK ANWPX American Funds New Perspective A 66% 3 60 0 1.47% 5.44%
WORLD STOCK SMCWX American Funds SMALLCAP World A 63% 3 60 0 0.66% 0%
Others
Target Date 2046-2050 AALTX American Funds Trgt Date Ret 2050 A 61% 3 60 0 0.73% 5.96%
Target Date 2041-2045 AAHTX American Funds Trgt Date Ret 2045 A 51% 3 60 0 0.72% 5.72%
Target Date 2011-2015 AABTX American Funds Trgt Date Ret 2015 A 50% 3 60 0 0.3% 3.44%
Target Date 2031-2035 AAFTX American Funds Trgt Date Ret 2035 A 49% 3 60 0 0.35% 4.72%
Target Date 2021-2025 AADTX American Funds Trgt Date Ret 2025 A 47% 3 60 0 0.32% 3.58%
Target Date 2000-2010 AAATX American Funds Trgt Date Ret 2010 A 44% 3 60 0 0.28% 3.18%
Target Date 2036-2040 AAGTX American Funds Trgt Date Ret 2040 A 41% 3 60 0 1.46% 5.45%
Target Date 2026-2030 AAETX American Funds Trgt Date Ret 2030 A 39% 3 60 0 0.33% 3.9%
Moderate Allocation AMECX American Funds Inc Fund of Amer A 39% 3 60 0 0.69% 3.71%
Target Date 2016-2020 AACTX American Funds Trgt Date Ret 2020 A 32% 3 60 0 0.3% 3.63%
Target Date 2051+ AAMTX American Funds Trgt Date Ret 2055 A 31% 3 60 0 0.38% 5.81%
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Bond Fund of Amer A 39% 3 60 0 0.33% 3.52%
US EQUITY
LARGE BLEND ANCFX American Funds Fundamental Investors A 53% 3 60 0 0.28% 1.65%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 0%
LARGE VALUE AWSHX American Funds Washington Mutual A 39% 3 60 0 0.26% 3.46%
Average Expense Ratio: 0.54%
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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
The investment options have not been imported yet.


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