MyPlanIQ 401k Investor SCHOOL SPECIALTY, INC. 401(k) Plan

SCHOOL SPECIALTY, INC. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World G/I Fund - International Blend
Foreign Large Value JNUSX JPMorgan International Value Fund - Foreign Large Value
Others
Moderate Allocation IUAIX Van Kampen Equity & Income Fund - Large Cap Value
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund - interm Bond
US EQUITY
SMALL BLEND DISSX Dreyfus Small Cap Index Fund - S P Small Cap 600 Index
LARGE BLEND PDSIX Dryden Stock Index Fund - S P 500 Index
LARGE GROWTH RGAFX American Funds Growth Fund of Amer - Large Cap Growth
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World G/I Fund - International Blend
Foreign Large Value JNUSX JPMorgan International Value Fund - Foreign Large Value
Others
Moderate Allocation IUAIX Van Kampen Equity & Income Fund - Large Cap Value
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund - interm Bond
US EQUITY
SMALL BLEND DISSX Dreyfus Small Cap Index Fund - S P Small Cap 600 Index
LARGE BLEND PDSIX Dryden Stock Index Fund - S P 500 Index
LARGE GROWTH RGAFX American Funds Growth Fund of Amer - Large Cap Growth
LARGE GROWTH ELCIX Eaton Vance Large Cap Growth Fund - Large Cap Growth
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value Fund - Mid Cap Value
LARGE BLEND VDSIX Victory Diversified Stock Fund - Large Cap Blend
Small Growth AASOX Alger Small Cap Growth Institutional Fund - Small Cap Growth
Mid-Cap Growth JDERX Jennison Mid Cap Growth Fund - Mid Cap Growth
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund - S P Mid Cap 400 Index
SMALL BLEND KDSIX DWS Dreman Small Cap Value Fund - Small Cap Value
Total Available Funds: 14
  • 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 - International Blend 92% 3 60 0 0.75% 1.99%
Foreign Large Value JNUSX JPMorgan International Value Fund - Foreign Large Value 82% 3 60 0 1.5% 3.39%
Others
Moderate Allocation IUAIX Van Kampen Equity & Income Fund - Large Cap Value 79% 3 60 0 1.02% 7.58%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund - interm Bond 97% 3 60 0 0.83% 3.98%
US EQUITY
SMALL BLEND DISSX Dreyfus Small Cap Index Fund - S P Small Cap 600 Index 79% 3 60 0 0.5% 12.27%
LARGE BLEND PDSIX Dryden Stock Index Fund - S P 500 Index 76% 3 60 0 0.19% 1.32%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer - Large Cap Growth 75% 3 60 0 0.63% 0.75%
LARGE GROWTH ELCIX Eaton Vance Large Cap Growth Fund - Large Cap Growth 69% 3 60 0 0.8% 8.72%
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value Fund - Mid Cap Value 67% 3 60 0 0.82% 4.25%
LARGE BLEND VDSIX Victory Diversified Stock Fund - Large Cap Blend 59% 3 60 0 0.78% 10.81%
Small Growth AASOX Alger Small Cap Growth Institutional Fund - Small Cap Growth 54% 3 60 0 1% 0%
Mid-Cap Growth JDERX Jennison Mid Cap Growth Fund - Mid Cap Growth 54% 3 60 0 1.08% 5.28%
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund - S P Mid Cap 400 Index 0% 3 60 0 0.51% 15.85%
SMALL BLEND KDSIX DWS Dreman Small Cap Value Fund - Small Cap Value 0% 3 60 0 0.89% 10.54%
Average Expense Ratio: 0.81%
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Related Retirement Plans
SCHOOL SPECIALTY 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 5.0% 17.6% 4.1% 7.0% 5.9% 8.0%

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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:SCHS)
The plan consists of 14 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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