MyPlanIQ 401k Investor KIRSH FOUNDRY SAVINGS FOR RETIREMENT PLAN

KIRSH FOUNDRY SAVINGS FOR RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSHX MFS Research International R3
Others
Target Date 2050+ WFQDX Wells Fargo Advanced Dow Jones TGT 2050 ADM
Target Date 2036-2040 WFLWX Wells Fargo Advanced Dow Jones TGT 2040 ADM
Target Date 2026-2030 WFLIX Wells Fargo Advanced Dow Jones TGT 2030 ADM
US EQUITY
LARGE BLEND CBLLX Wells Fargo Advantage C&B Large CAP V ADM
Mid-Cap Growth SEPKX Wells Fargo Advantage Enterprise ADM
LARGE BLEND NYVRX Davis New York Venture Fund - R
FIXED INCOME
Intermediate-Term Bond MNTRX Wells Fargo Advantage Total Return Bond ADM
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSHX MFS Research International R3
Others
Target Date 2050+ WFQDX Wells Fargo Advanced Dow Jones TGT 2050 ADM
Target Date 2036-2040 WFLWX Wells Fargo Advanced Dow Jones TGT 2040 ADM
Target Date 2026-2030 WFLIX Wells Fargo Advanced Dow Jones TGT 2030 ADM
Target Date 2016-2020 WFLPX Wells Fargo Advanced Dow Jones TGT 2020 ADM
Target Date 2000-2010 WFLGX Wells Fargo Advanced Dow Jones TGT 2010 ADM
Retirement Income STWRX Wells Fargo Advanced Dow Jones TGT Today ADM
Moderate Allocation NVGBX Wells Fargo Advantage Growth Balanced ADMIN
US EQUITY
LARGE BLEND CBLLX Wells Fargo Advantage C&B Large CAP V ADM
Mid-Cap Growth SEPKX Wells Fargo Advantage Enterprise ADM
LARGE BLEND NYVRX Davis New York Venture Fund - R
Small Growth IHSSX Hartford Small Company Fund - R4
LARGE BLEND WFIOX Wells Fargo Advantage Index Admin
SMALL BLEND SSMVX Wells Fargo Advantage Small Cap Value Inv
Mid-Cap Growth WMCGX Wells Fargo Advantage Mid Cap Disciplined ADM
LARGE GROWTH WFCDX Wells Fargo Advantage Capital Growth ADMWFCDX
FIXED INCOME
Intermediate-Term Bond MNTRX Wells Fargo Advantage Total Return Bond ADM
Total Available Funds: 17
  • 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 MRSHX MFS Research International R3 47% 3 60 0 0.75% 0%
Others
Target Date 2050+ WFQDX Wells Fargo Advanced Dow Jones TGT 2050 ADM 0% 3 60 0 0.85% 1.53%
Target Date 2036-2040 WFLWX Wells Fargo Advanced Dow Jones TGT 2040 ADM 0% 3 60 0 0.49% 1.51%
Target Date 2026-2030 WFLIX Wells Fargo Advanced Dow Jones TGT 2030 ADM 0% 3 60 0 0.29% 1.55%
Target Date 2016-2020 WFLPX Wells Fargo Advanced Dow Jones TGT 2020 ADM 0% 3 60 0 0.49% 1.7%
Target Date 2000-2010 WFLGX Wells Fargo Advanced Dow Jones TGT 2010 ADM 0% 3 60 0 1.35% 1.71%
Retirement Income STWRX Wells Fargo Advanced Dow Jones TGT Today ADM 0% 3 60 0 0.6% 1.65%
Moderate Allocation NVGBX Wells Fargo Advantage Growth Balanced ADMIN 0% 3 60 0 1.88% 3.23%
US EQUITY
LARGE BLEND CBLLX Wells Fargo Advantage C&B Large CAP V ADM 84% 3 60 0 1% 12.12%
Mid-Cap Growth SEPKX Wells Fargo Advantage Enterprise ADM 82% 3 60 0 1.18% 0%
LARGE BLEND NYVRX Davis New York Venture Fund - R 42% 3 60 0 1.75% 7.81%
Small Growth IHSSX Hartford Small Company Fund - R4 25% 3 60 0 0.99% 0%
LARGE BLEND WFIOX Wells Fargo Advantage Index Admin 21% 3 60 0 0.45% 7.69%
SMALL BLEND SSMVX Wells Fargo Advantage Small Cap Value Inv 0% 3 60 0 1.35% 0%
Mid-Cap Growth WMCGX Wells Fargo Advantage Mid Cap Disciplined ADM 0% 3 60 0 NA NA
LARGE GROWTH WFCDX Wells Fargo Advantage Capital Growth ADMWFCDX 0% 3 60 0 0.95% 0%
FIXED INCOME
Intermediate-Term Bond MNTRX Wells Fargo Advantage Total Return Bond ADM 92% 3 60 0 0.7% 3.78%
Average Expense Ratio: 0.94%
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Related Retirement Plans
KIRSH FOUNDRY SAVINGS FOR RETIREMENT PLAN
Model Portfolios

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 18 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.

Kirsh Foundry Savings For Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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