MyPlanIQ 401k Investor INTERTAPE POLYMER CORP. USA EMPLOYEES’ STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN

INTERTAPE POLYMER CORP. USA EMPLOYEES’ STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World G/I Fund
Foreign Large Growth MIOFX Columbia Marsico International Opportunities Fund
Others
Target Date 2041-2045 AOOIX American Century Livestrong 2045 Fund
Target Date 2031-2035 ARLIX American Century Livestrong 2035 Fund
Target Date 2021-2025 ARWFX American Century Livestrong 2025 Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund Bond fund
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Fund
LARGE GROWTH JAGIX Janus G/I Fund
Mid-Cap Growth JORNX Janus Orion Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World G/I Fund
Foreign Large Growth MIOFX Columbia Marsico International Opportunities Fund
Others
Target Date 2041-2045 AOOIX American Century Livestrong 2045 Fund
Target Date 2031-2035 ARLIX American Century Livestrong 2035 Fund
Target Date 2021-2025 ARWFX American Century Livestrong 2025 Fund
Retirement Income ARTAX American Century Livestrong Income Fund
Moderate Allocation CIMFX Stable Asset Fund Bank of Amer N.A. collective trust fund
Moderate Allocation ACETX Van Kampen Equity & Income Fund
Target Date 2011-2015 ARNIX American Century Livestrong 2015 Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund Bond fund
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Fund
LARGE GROWTH JAGIX Janus G/I Fund
Mid-Cap Growth JORNX Janus Orion Fund
SMALL VALUE CSCZX Columbia Small Cap Value I Fund
LARGE BLEND NINDX Columbia Large Cap Index Fund
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund
MID-CAP BLEND VSPIX Victory Special Value Fund
Mid-Cap Growth BGRFX Baron Growth Fund
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
WORLD STOCK RWIFX American Funds Capital World G/I Fund 92% 3 60 0 0.75% 1.35%
Foreign Large Growth MIOFX Columbia Marsico International Opportunities Fund 51% 3 60 0 1.5% 2.45%
Others
Target Date 2041-2045 AOOIX American Century Livestrong 2045 Fund 100% 3 60 0 0.88% 2.19%
Target Date 2031-2035 ARLIX American Century Livestrong 2035 Fund 100% 3 60 0 1.08% 4.73%
Target Date 2021-2025 ARWFX American Century Livestrong 2025 Fund 100% 3 60 0 0.42% 5.13%
Retirement Income ARTAX American Century Livestrong Income Fund 100% 3 60 0 1% 7.02%
Moderate Allocation CIMFX Stable Asset Fund Bank of Amer N.A. collective trust fund 87% 3 60 0 0.58% 3.54%
Moderate Allocation ACETX Van Kampen Equity & Income Fund 76% 3 60 0 0.78% 1.78%
Target Date 2011-2015 ARNIX American Century Livestrong 2015 Fund 0% 3 60 0 0.58% 4.64%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund Bond fund 90% 3 60 0 0.94% 3.37%
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Fund 100% 3 60 0 1.18% 1.68%
LARGE GROWTH JAGIX Janus G/I Fund 98% 3 60 0 1.01% 0.56%
Mid-Cap Growth JORNX Janus Orion Fund 93% 3 60 0 1.04% 0.98%
SMALL VALUE CSCZX Columbia Small Cap Value I Fund 89% 3 60 0 1.24% 0.66%
LARGE BLEND NINDX Columbia Large Cap Index Fund 76% 3 60 0 0.45% 1.05%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund 76% 3 60 0 1.13% 0.79%
MID-CAP BLEND VSPIX Victory Special Value Fund 54% 3 60 0 1.15% 13.44%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 11.73%
Average Expense Ratio: 0.95%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 0.9% 9.9% 4.0% 7.3% 6.1% 6.9%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 8.3% 1.3% 4.9% 4.8% 5.2%

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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:ITP)
The plan consists of 18 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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