MyPlanIQ 401k Investor A.C. MOORE ARTS CRAFTS, INC. 401(K) PLAN

A.C. MOORE ARTS CRAFTS, INC. 401(K) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVAX Thornburg International Value A
Others
Moderate Allocation OAKBX The Oakmark Equity & Income Fund
Health SHSSX Black Rock Health Sciences Opp
Utilities MMUFX MFS Utilities Fund A
US EQUITY
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE VALUE MRBVX Black Rock Basic Value Fund
MID-CAP BLEND SSVSX Victory Special Value A
FIXED INCOME
Intermediate Government CPTNX American Funds American Century Government Bond Fund
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return Fund A
Intermediate Government FGOAX Federated Government Income Securities
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVAX Thornburg International Value A
Others
Moderate Allocation OAKBX The Oakmark Equity & Income Fund
Health SHSSX Black Rock Health Sciences Opp
Utilities MMUFX MFS Utilities Fund A
Technology RAGTX Allianz Funds RCM Technology Fund A
US EQUITY
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE VALUE MRBVX Black Rock Basic Value Fund
MID-CAP BLEND SSVSX Victory Special Value A
SMALL BLEND DSEAX Dreyfus Small Cap Equity A
LARGE BLEND MDSRX Black Rock S P 500 Index Fund
FIXED INCOME
Intermediate Government CPTNX American Funds American Century Government Bond Fund
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return Fund A
Intermediate Government FGOAX Federated Government Income Securities
Total Available Funds: 13
  • 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 TGVAX Thornburg International Value A 64% 3 60 0 1.36% 0.41%
Others
Moderate Allocation OAKBX The Oakmark Equity & Income Fund 91% 3 60 0 0.83% 2.3%
Health SHSSX Black Rock Health Sciences Opp 66% 3 60 0 1.45% 3.89%
Utilities MMUFX MFS Utilities Fund A 45% 3 60 0 1% 5.82%
Technology RAGTX Allianz Funds RCM Technology Fund A 40% 3 60 0 1.17% 16.54%
US EQUITY
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
LARGE VALUE MRBVX Black Rock Basic Value Fund 46% 3 60 0 0.54% 5.52%
MID-CAP BLEND SSVSX Victory Special Value A 36% 3 60 0 1.15% 9.71%
SMALL BLEND DSEAX Dreyfus Small Cap Equity A 0% 3 60 0 1.39% 9.7%
LARGE BLEND MDSRX Black Rock S P 500 Index Fund 0% 3 60 0 0.56% 1.58%
FIXED INCOME
Intermediate Government CPTNX American Funds American Century Government Bond Fund 94% 3 60 0 0.36% 3.7%
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return Fund A 65% 3 60 0 0.8% 4.84%
Intermediate Government FGOAX Federated Government Income Securities 0% 3 60 0 1.76% 2.12%
Average Expense Ratio: 1%
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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 3.5% 10.2% 1.6% 6.2% 5.0% 6.5%

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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:ACMR)
The plan consists of 14 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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