MyPlanIQ 401k Investor KAYDON CORPORATION EMPLOYEE STOCK OWNERSHIP AND THRIFT PLAN

KAYDON CORPORATION EMPLOYEE STOCK OWNERSHIP AND THRIFT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSDIX Cohen Strs Rlty Income Fund
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX MFS International Growth Fund
Foreign Large Value TFEQX Templeton Foreign Account
Others
Technology USTFX Waddell Reed Adv. SCI Tech
FIXED INCOME
High Yield Bond GSHBX High Grade Bond/GSAM Fund
US EQUITY
Small Growth TSCIX Small Cap Growth/Times Square Fund
MID-CAP VALUE SPRAX Mid Cap Value/Wellington Mgmt Fund
LARGE BLEND PBEAX Large Cap Growth/Jennison Fund
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSDIX Cohen Strs Rlty Income Fund
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX MFS International Growth Fund
Foreign Large Value TFEQX Templeton Foreign Account
Others
Technology USTFX Waddell Reed Adv. SCI Tech
FIXED INCOME
High Yield Bond GSHBX High Grade Bond/GSAM Fund
US EQUITY
Small Growth TSCIX Small Cap Growth/Times Square Fund
MID-CAP VALUE SPRAX Mid Cap Value/Wellington Mgmt Fund
LARGE BLEND PBEAX Large Cap Growth/Jennison Fund
LARGE BLEND PTMAX Large Cap Value/AJO Fund
SMALL VALUE PZVAX Small Cap Value/Kennedy Capital Fund
Mid-Cap Growth TMGFX Turner Mid-Cap Growth Fund
Total Available Funds: 11
  • 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
REAL ESTATE
REAL ESTATE CSDIX Cohen Strs Rlty Income Fund 65% 3 60 0 1.1% 3.11%
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX MFS International Growth Fund 92% 3 60 0 0.7% 2.35%
Foreign Large Value TFEQX Templeton Foreign Account 86% 3 60 0 0.97% 13.02%
Others
Technology USTFX Waddell Reed Adv. SCI Tech 40% 3 60 0 1.03% 8.08%
FIXED INCOME
High Yield Bond GSHBX High Grade Bond/GSAM Fund 0% 3 60 0 1.81% 6.66%
US EQUITY
Small Growth TSCIX Small Cap Growth/Times Square Fund 94% 3 60 0 1.19% 0%
MID-CAP VALUE SPRAX Mid Cap Value/Wellington Mgmt Fund 58% 3 60 0 0.98% 1.49%
LARGE BLEND PBEAX Large Cap Growth/Jennison Fund 44% 3 60 0 1.4% 7.46%
LARGE BLEND PTMAX Large Cap Value/AJO Fund 27% 3 60 0 1.2% 3.16%
SMALL VALUE PZVAX Small Cap Value/Kennedy Capital Fund 0% 3 60 0 1.68% 2.02%
Mid-Cap Growth TMGFX Turner Mid-Cap Growth Fund 0% 3 60 0 1.18% 0%
Average Expense Ratio: 1.2%
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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(Ticker:KDN)
The plan consists of 18 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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