MyPlanIQ 401k Investor PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN

PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
World Allocation MFWLX MFS Global Total Return R5
ROOT CASH Vanguard Prime Money Mkt Fund Inst
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TTL Return Institutional
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Inflation-Protected Bond VAIPX Vanguard INFLTN PRT SEC ADM
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income FND
SMALL VALUE TASVX Target SM Capitalization Val
MID-CAP VALUE FLMVX JPMorgan Mid Cap Val FD CL I
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Foreign Large Growth MGRDX MFS International Growth R5
Others
World Allocation MFWLX MFS Global Total Return R5
ROOT CASH Vanguard Prime Money Mkt Fund Inst
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TTL Return Institutional
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Inflation-Protected Bond VAIPX Vanguard INFLTN PRT SEC ADM
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
WORLD BOND PIGLX PIMCO Global Bond UNHDGD INSTL
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income FND
SMALL VALUE TASVX Target SM Capitalization Val
MID-CAP VALUE FLMVX JPMorgan Mid Cap Val FD CL I
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE GROWTH HACAX Harbor Capital Appreciation
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins
Small Growth JGMNX Janus Triton Fund N Shares
Mid-Cap Growth PJGQX Prudential Jenison MD-CP GW Q
Mid-Cap Growth NRGSX Neuberger Berman Genesis R6
Total Available Funds: 21
  • 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 HAINX Harbor International Fund 99% 3 60 0 1.02% 3.47%
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 0%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 28% 3 60 0 0.07% 3.33%
Foreign Large Growth MGRDX MFS International Growth R5 6% 3 60 0 0.7% 0%
Others
World Allocation MFWLX MFS Global Total Return R5 2% 3 60 0 1.34% 4.14%
ROOT CASH Vanguard Prime Money Mkt Fund Inst 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TTL Return Institutional 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 94% 3 60 0 0.15% 3.25%
Inflation-Protected Bond VAIPX Vanguard INFLTN PRT SEC ADM 91% 3 60 0 0.07% 4.34%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 91% 3 60 0 0.1% 4.92%
WORLD BOND PIGLX PIMCO Global Bond UNHDGD INSTL 0% 3 60 0 0.57% 4.88%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income FND 97% 3 60 0 1.23% 1.94%
SMALL VALUE TASVX Target SM Capitalization Val 90% 3 60 0 0.79% 3.5%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Val FD CL I 86% 3 60 0 1.14% 1.22%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 3 60 0 0.05% 1.55%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 3 60 0 0.02% 1.36%
LARGE GROWTH HACAX Harbor Capital Appreciation 75% 3 60 0 1.04% 0%
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins 72% 3 60 0 0.04% 1.5%
Small Growth JGMNX Janus Triton Fund N Shares 3% 3 60 0 0.69% 12.95%
Mid-Cap Growth PJGQX Prudential Jenison MD-CP GW Q 2% 3 60 0 1.08% 2.94%
Mid-Cap Growth NRGSX Neuberger Berman Genesis R6 1% 3 60 0 0.84% 0%
Average Expense Ratio: 0.66%
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Related Retirement Plans
PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.8% 12.4% 1.1% 6.9% 5.4% 7.7%

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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(Ticker:PRGO)
The plan consists of 28 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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