MyPlanIQ 401k Investor PROFIT SHARING PLAN

PROFIT SHARING PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement Trust 2030 Fund
Target Date 2036-2040 SWERX Schwab Managed Retirement Trust 2040 Fund
Target Date 2016-2020 SWCRX Schwab Managed Retirement Trust 2020 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH VPMCX Vanguard Primecap Fund
LARGE VALUE AADEX American Beacon Large Cap Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement Trust 2030 Fund
Target Date 2036-2040 SWERX Schwab Managed Retirement Trust 2040 Fund
Target Date 2016-2020 SWCRX Schwab Managed Retirement Trust 2020 Fund
Target Date 2000-2010 SWBRX Schwab Managed Retirement Trust 2010 Fund
Moderate Allocation FBALX Fidelity Balanced Fund
Retirement Income SWARX Schwab Managed Retirement Trust Income Fund
ROOT CASH Treasury Fund,Money market fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH VPMCX Vanguard Primecap Fund
LARGE VALUE AADEX American Beacon Large Cap Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
Small Growth JSERX JP Morgan Small Cap,  Equity Fund
SMALL BLEND RDISX Laudus Rosenberg U.S. Discovery Fund
Total Available Funds: 15
  • 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 Value DODFX Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.42%
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement Trust 2030 Fund 97% 3 60 0 0.42% 4.49%
Target Date 2036-2040 SWERX Schwab Managed Retirement Trust 2040 Fund 97% 3 60 0 0.5% 4.1%
Target Date 2016-2020 SWCRX Schwab Managed Retirement Trust 2020 Fund 96% 3 60 0 0.29% 7.11%
Target Date 2000-2010 SWBRX Schwab Managed Retirement Trust 2010 Fund 95% 3 60 0 0.26% 4.43%
Moderate Allocation FBALX Fidelity Balanced Fund 80% 3 60 0 0.5% 2.6%
Retirement Income SWARX Schwab Managed Retirement Trust Income Fund 0% 3 60 0 NA 3.2%
ROOT CASH Treasury Fund,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%
US EQUITY
LARGE GROWTH VPMCX Vanguard Primecap Fund 95% 3 60 0 0.31% 7.91%
LARGE VALUE AADEX American Beacon Large Cap Value Fund 78% 3 60 0 0.94% 5.74%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 3.37%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 8.75%
Small Growth JSERX JP Morgan Small Cap,  Equity Fund 65% 3 60 0 0.81% 4.39%
SMALL BLEND RDISX Laudus Rosenberg U.S. Discovery Fund 0% 3 60 0 NA 1.35%
Average Expense Ratio: 0.5%
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Related Retirement Plans
EMPLOYEES' PROFIT SHARING 401 (K) PLAN
401(K) AND PROFIT SHARING 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 7.3% 18.4% 4.7% 7.9% 5.7% 7.6%

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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
The plan consists of 17 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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