MyPlanIQ 401k Investor GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN

GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund,
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund,
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund,
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
US EQUITY
LARGE BLEND VFINX Putnam S&P 500 Index Fund Common/Collective Trust,
LARGE BLEND CFIMX The Clipper Fund
LARGE GROWTH VHCAX Vanguard Capital Opportunities Admiral Share Fund
Total Available Funds: 27
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund,
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund,
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund,
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund,
Conservative Allocation EXDAX Manning & Napier Pro-Blend Conservative Fund,
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund,
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund,
Moderate Allocation MNMIX Manning & Napier Pro-Blend Moderate Fund
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund,
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund,
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055 Fund
Moderate Allocation MNBIX Manning & Napier Pro-Blend Extended Fund Mutual Fund,
Retirement Income TRRIX T. Rowe Price Retirement Income Fund,
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund,
ROOT CASH Putnam Money Market Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
US EQUITY
LARGE BLEND VFINX Putnam S&P 500 Index Fund Common/Collective Trust,
LARGE BLEND CFIMX The Clipper Fund
LARGE GROWTH VHCAX Vanguard Capital Opportunities Admiral Share Fund
SMALL VALUE NOSGX Northern Small-Cap Value Fund,
Small Growth MIMFX Managers Institutional Micro-Cap Fund,
LARGE GROWTH HACAX Harbor Capital International Fund
MID-CAP VALUE FBSAX Franklin Balance Sheet Fund Mutual Fund,
MID-CAP VALUE LMCYX Lord Abbett Mid-Cap Value Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Mutual Fund,
Total Available Funds: 27
  • 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
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund, 100% 3 60 0 0.34% 4.34%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund, 100% 3 60 0 0.76% 5.61%
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund, 100% 3 60 0 0.6% 5.91%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund 100% 3 60 0 0.78% 6.84%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund, 100% 3 60 0 1.08% 6.35%
Conservative Allocation EXDAX Manning & Napier Pro-Blend Conservative Fund, 98% 3 60 0 0.1% 3.03%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund, 97% 3 60 0 0.84% 4.95%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund, 97% 3 60 0 0.99% 4.44%
Moderate Allocation MNMIX Manning & Napier Pro-Blend Moderate Fund 97% 3 60 0 0.1% 2.52%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund, 96% 3 60 0 1.05% 6.7%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund, 96% 3 60 0 1.12% 4.73%
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055 Fund 93% 3 60 0 1.14% 4.13%
Moderate Allocation MNBIX Manning & Napier Pro-Blend Extended Fund Mutual Fund, 93% 3 60 0 0.11% 2.1%
Retirement Income TRRIX T. Rowe Price Retirement Income Fund, 91% 3 60 0 0.34% 4.38%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund, 78% 3 60 0 0.63% 4.79%
ROOT CASH Putnam Money Market Fund 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.99%
Multisector Bond LSBDX Loomis Sayles Bond Fund 82% 3 60 0 0.6% 5.48%
US EQUITY
LARGE BLEND VFINX Putnam S&P 500 Index Fund Common/Collective Trust, 98% 3 60 0 0.14% 1.57%
LARGE BLEND CFIMX The Clipper Fund 97% 3 60 0 0.71% 7.1%
LARGE GROWTH VHCAX Vanguard Capital Opportunities Admiral Share Fund 91% 3 60 0 0.43% 5.52%
SMALL VALUE NOSGX Northern Small-Cap Value Fund, 89% 3 60 0 1% 7.84%
Small Growth MIMFX Managers Institutional Micro-Cap Fund, 79% 3 60 0 1.15% 0.9%
LARGE GROWTH HACAX Harbor Capital International Fund 75% 3 60 0 1.04% 0%
MID-CAP VALUE FBSAX Franklin Balance Sheet Fund Mutual Fund, 73% 3 60 0 1.15% 2.67%
MID-CAP VALUE LMCYX Lord Abbett Mid-Cap Value Fund 67% 3 60 0 1.26% 1.68%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Mutual Fund, 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.72%
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Related Retirement Plans
GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) 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 2.9% 14.3% 0.8% 5.8% 5.4% 7.4%

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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:GVA)
The plan consists of 27 funds. It covers 2 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity and Fixed Income.
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