MyPlanIQ O`REILLY AUTOMOTIVE INC. PROFIT SHARING AND SAVINGS PLAN

O`REILLY AUTOMOTIVE INC. PROFIT SHARING AND SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSHX MFS Series Trust I: MFS Research International Fund; Class R3 Shares
Others
Target Date 2000-2010 PARAX T Rowe Price Retirement Funds
Target Date 2026-2030 PARCX T Rowe Price Retirement Funds
Target Date 2016-2020 PARBX T Rowe Price Retirement Funds
FIXED INCOME
Intermediate Government FTRGX Federated Total Return Government Bond Fund; Institutional Shares
Intermediate-Term Bond FTRFX Federated Total Return Series
Intermediate-Term Bond MRBFX MFS Series Trust IX: MFS Research Bond Fund; Class A Shares
US EQUITY
Small Growth RYVPX Royce Fund: Royce Value Plus Fund; Service Class Shares
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
SMALL BLEND SCETX RidgeWorth Funds: Small Cap Value Equity Fund; Class I Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSHX MFS Series Trust I: MFS Research International Fund; Class R3 Shares
Others
Target Date 2000-2010 PARAX T Rowe Price Retirement Funds
Target Date 2026-2030 PARCX T Rowe Price Retirement Funds
Target Date 2016-2020 PARBX T Rowe Price Retirement Funds
FIXED INCOME
Intermediate Government FTRGX Federated Total Return Government Bond Fund; Institutional Shares
Intermediate-Term Bond FTRFX Federated Total Return Series
Intermediate-Term Bond MRBFX MFS Series Trust IX: MFS Research Bond Fund; Class A Shares
US EQUITY
Small Growth RYVPX Royce Fund: Royce Value Plus Fund; Service Class Shares
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
SMALL BLEND SCETX RidgeWorth Funds: Small Cap Value Equity Fund; Class I Shares
LARGE VALUE STVTX RidgeWorth Funds: Large Cap Value Equity Fund; Class I Shares
Mid-Cap Growth KAUAX Federated Equity Funds: Federated Kaufmann Fund; Class A Shares
LARGE GROWTH TRSAX T Rowe Price Growth Stock Fund
Total Available Funds: 13
  • 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 Series Trust I: MFS Research International Fund; Class R3 Shares 47% 3 60 0 0.75% 0%
Others
Target Date 2000-2010 PARAX T Rowe Price Retirement Funds 69% 3 60 0 0.99% 10.4%
Target Date 2026-2030 PARCX T Rowe Price Retirement Funds 67% 3 60 0 1.08% 10.35%
Target Date 2016-2020 PARBX T Rowe Price Retirement Funds 62% 3 60 0 0.78% 11.7%
FIXED INCOME
Intermediate Government FTRGX Federated Total Return Government Bond Fund; Institutional Shares 95% 3 60 0 0.67% 3.02%
Intermediate-Term Bond FTRFX Federated Total Return Series 61% 3 60 0 0.38% 3.02%
Intermediate-Term Bond MRBFX MFS Series Trust IX: MFS Research Bond Fund; Class A Shares 54% 3 60 0 0.45% 4.15%
US EQUITY
Small Growth RYVPX Royce Fund: Royce Value Plus Fund; Service Class Shares 97% 3 60 0 1.24% 0%
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares 93% 3 60 0 1.18% 0.54%
SMALL BLEND SCETX RidgeWorth Funds: Small Cap Value Equity Fund; Class I Shares 90% 3 60 0 1.46% 18.45%
LARGE VALUE STVTX RidgeWorth Funds: Large Cap Value Equity Fund; Class I Shares 89% 3 60 0 0.97% 1.41%
Mid-Cap Growth KAUAX Federated Equity Funds: Federated Kaufmann Fund; Class A Shares 49% 3 60 0 2.51% 1.92%
LARGE GROWTH TRSAX T Rowe Price Growth Stock Fund 36% 3 60 0 0.93% 3.49%
Average Expense Ratio: 1.03%
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Related Retirement Plans
O'REILLY AUTOMOTIVE, INC. PROFIT SHARING AND SAVINGS 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*
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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
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