MyPlanIQ 401k Investor AMERICAN WOODMARK CORPORATION INVESTMENT SAVINGS STOCK OWNERSHIP PLAN

AMERICAN WOODMARK CORPORATION INVESTMENT SAVINGS STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund
Foreign Large Blend TIEUX Consulting Group International Equity Fund
WORLD STOCK SMCWX American Small Cap World Fund
Others
Moderate Allocation FGTZX Franklin Templeton Growth Fund
ROOT CASH Consulting Group Government Money Mkt
ROOT CASH American Money Mkt
FIXED INCOME
Intermediate-Term Bond TIIUX Consulting Group Core Fixed Income Investments Fund
Intermediate-Term Bond FBDAX Franklin Total Return Fund
Inflation-Protected Bond PRRIX Pimco Real Return Fund
Total Available Funds: 30
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund
Foreign Large Blend TIEUX Consulting Group International Equity Fund
WORLD STOCK SMCWX American Small Cap World Fund
Foreign Small/Mid Value FTFAX Templeton Foreign Smaller Companies Fund
Others
Moderate Allocation FGTZX Franklin Templeton Growth Fund
ROOT CASH Consulting Group Government Money Mkt
ROOT CASH American Money Mkt
ROOT CASH SEI Prime Obligation Cash Fund 0.05 %
FIXED INCOME
Intermediate-Term Bond TIIUX Consulting Group Core Fixed Income Investments Fund
Intermediate-Term Bond FBDAX Franklin Total Return Fund
Inflation-Protected Bond PRRIX Pimco Real Return Fund
Intermediate-Term Bond CFACX American Bond Fund of Amer
US EQUITY
LARGE GROWTH JAGIX Janus Growth Income Fund
LARGE BLEND DGAGX Dreyfus app Fund
LARGE VALUE AMRMX American Mutual Fund
LARGE GROWTH FCGAX Franklin Growth Fund
LARGE GROWTH JAMRX Janus Research Core Fund
LARGE GROWTH TLGUX Consulting Group Large Cap Growth Fund
Small Growth TSGUX Consulting Group Small Cap Growth Fund
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund
LARGE GROWTH RAFFX Amcap Fund
LARGE GROWTH FKDNX Franklin Dynatech Fund
SMALL VALUE FRVLX Franklin Small Cap Value Fund
LARGE VALUE FISEX Franklin Equity Income Fund
LARGE VALUE ALNFX Allianz NFJ Large Cap Value Fund
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund
SMALL VALUE TSVUX Consulting Group Small Cap Value Fund
LARGE VALUE TLVUX Consulting Group Large Cap Value Equity Fund
Mid-Cap Growth ACTWX Columbia Acorn Select Fund Z
Mid-Cap Growth PMGIX Allianz CCM Mid Cap Fund
Total Available Funds: 30
  • 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 Europacific Growth Fund 94% 3 60 0 0.84% 3.92%
Foreign Large Blend TIEUX Consulting Group International Equity Fund 76% 3 60 0 0.67% 2.12%
WORLD STOCK SMCWX American Small Cap World Fund 63% 3 60 0 0.66% 0.7%
Foreign Small/Mid Value FTFAX Templeton Foreign Smaller Companies Fund 0% 3 60 0 1.3% 2.27%
Others
Moderate Allocation FGTZX Franklin Templeton Growth Fund 72% 3 60 0 0.89% 4.05%
ROOT CASH Consulting Group Government Money Mkt 0% 1 60 0 NA 2.67%
ROOT CASH American Money Mkt 0% 1 60 0 NA 2.67%
ROOT CASH SEI Prime Obligation Cash Fund 0.05 % 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond TIIUX Consulting Group Core Fixed Income Investments Fund 89% 3 60 0 0.52% 3.97%
Intermediate-Term Bond FBDAX Franklin Total Return Fund 82% 3 60 0 0.52% 3.65%
Inflation-Protected Bond PRRIX Pimco Real Return Fund 80% 3 60 0 1.37% 3.31%
Intermediate-Term Bond CFACX American Bond Fund of Amer 37% 3 60 0 0.33% 3.1%
US EQUITY
LARGE GROWTH JAGIX Janus Growth Income Fund 98% 3 60 0 1.01% 8.08%
LARGE BLEND DGAGX Dreyfus app Fund 97% 3 60 0 0.66% 8.37%
LARGE VALUE AMRMX American Mutual Fund 94% 3 60 0 0.38% 3.93%
LARGE GROWTH FCGAX Franklin Growth Fund 92% 3 60 0 0.46% 7.04%
LARGE GROWTH JAMRX Janus Research Core Fund 91% 3 60 0 0.52% 3.39%
LARGE GROWTH TLGUX Consulting Group Large Cap Growth Fund 84% 3 60 0 0.48% 6.49%
Small Growth TSGUX Consulting Group Small Cap Growth Fund 80% 3 60 0 0.59% 1.03%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund 76% 3 60 0 1.13% 1.68%
LARGE GROWTH RAFFX Amcap Fund 72% 3 60 0 0.49% 4.11%
LARGE GROWTH FKDNX Franklin Dynatech Fund 58% 3 60 0 0.45% 0%
SMALL VALUE FRVLX Franklin Small Cap Value Fund 55% 3 60 0 1.73% 4.96%
LARGE VALUE FISEX Franklin Equity Income Fund 31% 3 60 0 0.58% 4.41%
LARGE VALUE ALNFX Allianz NFJ Large Cap Value Fund 29% 3 60 0 0.9% 7.4%
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund 0% 3 60 0 0.51% 12.75%
SMALL VALUE TSVUX Consulting Group Small Cap Value Fund 0% 3 60 0 0.98% 0%
LARGE VALUE TLVUX Consulting Group Large Cap Value Equity Fund 0% 3 60 0 0.68% 0%
Mid-Cap Growth ACTWX Columbia Acorn Select Fund Z 0% 3 60 0 0.92% 10.01%
Mid-Cap Growth PMGIX Allianz CCM Mid Cap Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.75%
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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 7.9% 17.2% 4.9% 9.4% 6.6% 8.6%

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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:AMWD)
The plan consists of 30 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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