MyPlanIQ 401k Investor Virco Mfg. Corporation 401(k) Plan

Virco Mfg. Corporation 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Euro Pacific Growth Fund
WORLD STOCK RWIFX Capital World Growth Income
Others
Target Date 2011-2015 SPBAX DWS Lifecompass 2015 Fund
Moderate Allocation RIDFX Income Fund of Amer
World Allocation RIRFX Capital Income Builder Fund
FIXED INCOME
Intermediate-Term Bond RBFFX Bond Fund of Amer
Intermediate Government MFGSX MFS Ser Tr 1 Class A Value Fund
US EQUITY
LARGE VALUE CBBIX Alliance Growth Income Fund
LARGE GROWTH RGAFX Growth Fund of Amer
LARGE BLEND SCPIX DWS S P 500 Index Fund A
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Euro Pacific Growth Fund
WORLD STOCK RWIFX Capital World Growth Income
Others
Target Date 2011-2015 SPBAX DWS Lifecompass 2015 Fund
Moderate Allocation RIDFX Income Fund of Amer
World Allocation RIRFX Capital Income Builder Fund
Moderate Allocation RLBFX American Balanced Fund
Technology MTCAX MFS Technology Fund-A
Target Date 2016-2020 HTWTX Hartford Target rtmt 2020 Fund R4
Target Date 2026-2030 HTHTX Hartford Target Retire 2030 R4 Fund
Target Date 2036-2040 TGTSX DWS Lifecompass 2040 Fund
ROOT CASH Wilmington Tr Company Cash account
ROOT CASH American Money Mkt Fund A Cash account
FIXED INCOME
Intermediate-Term Bond RBFFX Bond Fund of Amer
Intermediate Government MFGSX MFS Ser Tr 1 Class A Value Fund
US EQUITY
LARGE VALUE CBBIX Alliance Growth Income Fund
LARGE GROWTH RGAFX Growth Fund of Amer
LARGE BLEND SCPIX DWS S P 500 Index Fund A
MID-CAP BLEND LVOAX Lord Abbett Value Opportunity Fund A
Total Available Funds: 18
  • 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 Euro Pacific Growth Fund 94% 3 60 0 0.84% 1.86%
WORLD STOCK RWIFX Capital World Growth Income 92% 3 60 0 0.75% 1.99%
Others
Target Date 2011-2015 SPBAX DWS Lifecompass 2015 Fund 91% 3 60 0 0.8% 2.16%
Moderate Allocation RIDFX Income Fund of Amer 87% 3 60 0 0.58% 3.88%
World Allocation RIRFX Capital Income Builder Fund 86% 3 60 0 0.6% 3.6%
Moderate Allocation RLBFX American Balanced Fund 79% 3 60 0 0.31% 2.64%
Technology MTCAX MFS Technology Fund-A 45% 3 60 0 0.88% 11.08%
Target Date 2016-2020 HTWTX Hartford Target rtmt 2020 Fund R4 0% 3 60 0 0.85% 5.73%
Target Date 2026-2030 HTHTX Hartford Target Retire 2030 R4 Fund 0% 3 60 0 0.85% 5.89%
Target Date 2036-2040 TGTSX DWS Lifecompass 2040 Fund 0% 3 60 0 1% 0%
ROOT CASH Wilmington Tr Company Cash account 0% 1 60 0 NA 4.14%
ROOT CASH American Money Mkt Fund A Cash account 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond RBFFX Bond Fund of Amer 75% 3 60 0 0.33% 3.84%
Intermediate Government MFGSX MFS Ser Tr 1 Class A Value Fund 59% 3 60 0 1.51% 2.96%
US EQUITY
LARGE VALUE CBBIX Alliance Growth Income Fund 87% 3 60 0 0.9% 1.42%
LARGE GROWTH RGAFX Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
LARGE BLEND SCPIX DWS S P 500 Index Fund A 72% 3 60 0 1.26% 0.92%
MID-CAP BLEND LVOAX Lord Abbett Value Opportunity Fund A 51% 3 60 0 1.01% 1.47%
Average Expense Ratio: 0.82%
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Related Retirement Plans
VIRCO MFG. CORPORATION 401K 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 1.4% 9.2% 4.1% 8.3% 5.9% 8.1%

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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:VIRC)
The plan consists of 18 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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