MyPlanIQ WILSON`S MACHINE PRODUCTS INC. 401K PROFIT SHARING PLAN and TRUST

WILSON`S MACHINE PRODUCTS INC. 401K PROFIT SHARING PLAN and TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery R
Foreign Large Growth JDIRX Janus Overseas R
Others
Conservative Allocation FISRX
World Allocation MRLOX
Moderate Allocation ACESX
US EQUITY
LARGE GROWTH JDCRX Janus Forty R
SMALL VALUE FVFRX Franklin Small Cap Value R
LARGE VALUE ERSTX Eaton Vance Large-Cap Value R
FIXED INCOME
Intermediate-Term Bond DPRFX
Intermediate Government BGIRX
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery R
Foreign Large Growth JDIRX Janus Overseas R
Others
Conservative Allocation FISRX
World Allocation MRLOX
Moderate Allocation ACESX
Technology SCIRX Seligman Communications & Information R2
ROOT CASH Ready Assets Prime Money Fund Ticker: MRAXX
Target Date 2050+ BRPKX
Target Date 2041-2045 BRPJX
Target Date 2036-2040 BRPHX
Target Date 2031-2035 BRPGX
Target Date 2026-2030 BRPEX
Target Date 2021-2025 BRPDX
Target Date 2016-2020 BRPCX
Target Date 2011-2015 BRPBX
US EQUITY
LARGE GROWTH JDCRX Janus Forty R
SMALL VALUE FVFRX Franklin Small Cap Value R
LARGE VALUE ERSTX Eaton Vance Large-Cap Value R
LARGE BLEND NYVRX Davis NY Venture R
Mid-Cap Growth OEGNX Oppenheimer Emerging Growth N
MID-CAP BLEND VSVGX Victory Special Value R
Mid-Cap Growth THCRX
MID-CAP VALUE JDPRX
SMALL BLEND ATIRX AIM Trimark Small Companies R
FIXED INCOME
Intermediate-Term Bond DPRFX
Intermediate Government BGIRX
Total Available Funds: 26
  • 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 TEDRX Mutual Global Discovery R 57% 3 60 0 1.45% 1.55%
Foreign Large Growth JDIRX Janus Overseas R 32% 3 60 0 2.06% 1.72%
Others
Conservative Allocation FISRX 82% 3 60 0 0.72% 5.33%
World Allocation MRLOX 74% 3 60 0 0.84% 0%
Moderate Allocation ACESX 46% 3 60 0 1.04% 1.23%
Technology SCIRX Seligman Communications & Information R2 46% 3 60 0 1.43% 5.72%
ROOT CASH Ready Assets Prime Money Fund Ticker: MRAXX 0% 1 60 0 NA 4.14%
Target Date 2050+ BRPKX 0% 3 60 0 0.82% 2.29%
Target Date 2041-2045 BRPJX 0% 3 60 0 0.82% 2.52%
Target Date 2036-2040 BRPHX 0% 3 60 0 0.81% 2.34%
Target Date 2031-2035 BRPGX 0% 3 60 0 0.82% 2.8%
Target Date 2026-2030 BRPEX 0% 3 60 0 0.81% 2.66%
Target Date 2021-2025 BRPDX 0% 3 60 0 0.81% 2.79%
Target Date 2016-2020 BRPCX 0% 3 60 0 0.82% 2.44%
Target Date 2011-2015 BRPBX 0% 3 60 0 0.81% 1.75%
US EQUITY
LARGE GROWTH JDCRX Janus Forty R 62% 3 60 0 1.64% 10.55%
SMALL VALUE FVFRX Franklin Small Cap Value R 52% 3 60 0 1.42% 0.14%
LARGE VALUE ERSTX Eaton Vance Large-Cap Value R 47% 3 60 0 1.27% 2.74%
LARGE BLEND NYVRX Davis NY Venture R 42% 3 60 0 1.75% 7.81%
Mid-Cap Growth OEGNX Oppenheimer Emerging Growth N 41% 3 60 0 0.79% 0%
MID-CAP BLEND VSVGX Victory Special Value R 35% 3 60 0 1.15% 10.61%
Mid-Cap Growth THCRX 34% 3 60 0 0.95% 0%
MID-CAP VALUE JDPRX 27% 3 60 0 0.5% 14.6%
SMALL BLEND ATIRX AIM Trimark Small Companies R 0% 3 60 0 1.53% 0%
FIXED INCOME
Intermediate-Term Bond DPRFX 62% 3 60 0 0.36% 3.66%
Intermediate Government BGIRX 0% 3 60 0 NA NA
Average Expense Ratio: 1.06%
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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 1.7% 12.9% 3.5% 7.6% 4.9% 13.8%

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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
The plan consists of 26 funds. It covers 3 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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