MyPlanIQ 401k Investor RICHARD WOLF MEDICAL INSTRUMENTS CORP. PROFIT SHARING PLAN AND TRUST

RICHARD WOLF MEDICAL INSTRUMENTS CORP. PROFIT SHARING PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX euro pacific growth fund
WORLD STOCK RWIFX world growth and income
WORLD STOCK RSLFX small cap world fund
Others
Moderate Allocation RIDFX income fund of america
World Allocation RIRFX capital income builder
Target Date 2050+ REITX aftd50-a
FIXED INCOME
Intermediate-Term Bond RBFFX bond fund of america
US EQUITY
LARGE BLEND RFNFX fundamental investors
LARGE GROWTH RGAFX growth fund of america
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX euro pacific growth fund
WORLD STOCK RWIFX world growth and income
WORLD STOCK RSLFX small cap world fund
Others
Moderate Allocation RIDFX income fund of america
World Allocation RIRFX capital income builder
Target Date 2050+ REITX aftd50-a
Target Date 2036-2040 REGTX aftd40-a
Target Date 2031-2035 REFTX aftd35-a
Target Date 2041-2045 REHTX aftd45-a
Target Date 2026-2030 REETX aftd30-a
Target Date 2011-2015 REJTX aftd15-a
Target Date 2021-2025 REDTX aftd25-a
Target Date 2016-2020 RECTX aftd20-a
FIXED INCOME
Intermediate-Term Bond RBFFX bond fund of america
US EQUITY
LARGE BLEND RFNFX fundamental investors
LARGE GROWTH RGAFX growth fund of america
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 RERFX euro pacific growth fund 94% 3 60 0 0.84% 3.91%
WORLD STOCK RWIFX world growth and income 92% 3 60 0 0.75% 3.62%
WORLD STOCK RSLFX small cap world fund 88% 3 60 0 0.66% 1%
Others
Moderate Allocation RIDFX income fund of america 87% 3 60 0 0.58% 4.04%
World Allocation RIRFX capital income builder 86% 3 60 0 0.6% 5.28%
Target Date 2050+ REITX aftd50-a 82% 3 60 0 0.73% 5.68%
Target Date 2036-2040 REGTX aftd40-a 76% 3 60 0 1.46% 2.99%
Target Date 2031-2035 REFTX aftd35-a 74% 3 60 0 0.35% 3.06%
Target Date 2041-2045 REHTX aftd45-a 73% 3 60 0 0.72% 5.88%
Target Date 2026-2030 REETX aftd30-a 73% 3 60 0 0.33% 3.09%
Target Date 2011-2015 REJTX aftd15-a 72% 3 60 0 0.3% 3.86%
Target Date 2021-2025 REDTX aftd25-a 71% 3 60 0 0.32% 6.86%
Target Date 2016-2020 RECTX aftd20-a 70% 3 60 0 0.3% 3.6%
FIXED INCOME
Intermediate-Term Bond RBFFX bond fund of america 75% 3 60 0 0.33% 4.15%
US EQUITY
LARGE BLEND RFNFX fundamental investors 88% 3 60 0 0.6% 6.73%
LARGE GROWTH RGAFX growth fund of america 75% 3 60 0 0.63% 8.75%
Average Expense Ratio: 0.59%
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Related Retirement Plans
RICHARD WOLF MEDICAL INSTRUMENTS CORP. PROFIT SHARING PLAN AND TRUST
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 1.3% 13.0% 5.2% 9.7% 7.3% 9.1%

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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 17 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Medline Industries Inc. Employees Profit Sharing Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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