MyPlanIQ 401k Investor PREMIER DISTRIBUTING COMPANY 401K P/S PLAN

PREMIER DISTRIBUTING COMPANY 401K P/S PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSAX MFS Research International A
Others
Target Date 2050+ WFQDX Wells Fargo Advantage DJ Target 2050 Adm
Target Date 2036-2040 WFLWX Wells Fargo Advantage DJ Target 2040 Adm
Target Date 2026-2030 WFLIX Wells Fargo Advantage DJ Target 2030 Adm
US EQUITY
Small Growth VSEIX JPMorgan Small Cap Equity Sel
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE GROWTH JARTX Janus Forty S
FIXED INCOME
Intermediate-Term Bond MNTRX Wells Fargo Advantage Ttl Return Bond Ad
Inflation-Protected Bond AIAVX American Century Infl-Adj Bond Adv
ULTRASHORT BOND GSAMX
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSAX MFS Research International A
Others
Target Date 2050+ WFQDX Wells Fargo Advantage DJ Target 2050 Adm
Target Date 2036-2040 WFLWX Wells Fargo Advantage DJ Target 2040 Adm
Target Date 2026-2030 WFLIX Wells Fargo Advantage DJ Target 2030 Adm
Target Date 2016-2020 WFLPX Wells Fargo Advantage DJ Target 2020 Adm
Target Date 2000-2010 WFLGX Wells Fargo Advantage DJ Target 2010 Adm
Retirement Income WFLOX Wells Fargo Advantage DJ Target Tod Adm
US EQUITY
Small Growth VSEIX JPMorgan Small Cap Equity Sel
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE GROWTH JARTX Janus Forty S
LARGE VALUE MEIAX MFS Value A
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
LARGE BLEND WFIOX Wells Fargo Advantage Index Adm
FIXED INCOME
Intermediate-Term Bond MNTRX Wells Fargo Advantage Ttl Return Bond Ad
Inflation-Protected Bond AIAVX American Century Infl-Adj Bond Adv
ULTRASHORT BOND GSAMX
Total Available Funds: 16
  • 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 MRSAX MFS Research International A 47% 1 60 0 0.75% 1.72%
Others
Target Date 2050+ WFQDX Wells Fargo Advantage DJ Target 2050 Adm 0% 1 60 0 0.85% 22.96%
Target Date 2036-2040 WFLWX Wells Fargo Advantage DJ Target 2040 Adm 0% 1 60 0 0.49% 18.14%
Target Date 2026-2030 WFLIX Wells Fargo Advantage DJ Target 2030 Adm 0% 1 60 0 0.29% 15.73%
Target Date 2016-2020 WFLPX Wells Fargo Advantage DJ Target 2020 Adm 0% 1 60 0 0.49% 13.17%
Target Date 2000-2010 WFLGX Wells Fargo Advantage DJ Target 2010 Adm 0% 1 60 0 1.35% 9.48%
Retirement Income WFLOX Wells Fargo Advantage DJ Target Tod Adm 0% 1 60 0 0.6% 9.56%
US EQUITY
Small Growth VSEIX JPMorgan Small Cap Equity Sel 94% 1 60 0 1.26% 0.28%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 1 60 0 1.83% 0%
LARGE GROWTH JARTX Janus Forty S 62% 1 60 0 1.64% 10.98%
LARGE VALUE MEIAX MFS Value A 54% 1 60 0 0.8% 1.19%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 1 60 0 0.3% 9%
LARGE BLEND WFIOX Wells Fargo Advantage Index Adm 20% 1 60 0 0.45% 1.13%
FIXED INCOME
Intermediate-Term Bond MNTRX Wells Fargo Advantage Ttl Return Bond Ad 92% 1 60 0 0.7% 3.47%
Inflation-Protected Bond AIAVX American Century Infl-Adj Bond Adv 59% 1 60 0 0.21% 1.73%
ULTRASHORT BOND GSAMX 0% 3 60 0 0.59% 0.18%
Average Expense Ratio: 0.79%
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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 -3.0% -0.4% 9.6% 6.6% 5.2% 4.8%

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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 -3.3% 3.0% 7.4% 5.6% 4.4% 4.8%

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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:)
The plan consists of 16 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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