MyPlanIQ DAIRY FARMERS OF AMERICA INC. SUPER SAVINGS PLAN TRUST

DAIRY FARMERS OF AMERICA INC. SUPER SAVINGS PLAN TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
Small Growth RYVPX Royce Fund: Royce Value Plus Fund; Service Class Shares
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
Small Growth RYVPX Royce Fund: Royce Value Plus Fund; Service Class Shares
Mid-Cap Growth ARTMX Artisan Partners Funds
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund
LARGE BLEND SRVEX Victory Portfolios: Diversified Stock Fund; Class A Shares
SMALL VALUE GSSMX Goldman Sachs Trust: Goldman Sachs Small Cap Value Fund; Class A Shares
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE BLEND FUSVX Fidelity Concord Street Trust: Spartan 500 Index Fund; Fidelity Advantage Class Shares
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 AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.67%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 4.06%
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.12%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 2.53%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 2.93%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 3.81%
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 1.16%
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 98% 3 60 0 0.94% 6.22%
Small Growth RYVPX Royce Fund: Royce Value Plus Fund; Service Class Shares 97% 3 60 0 1.24% 0%
Mid-Cap Growth ARTMX Artisan Partners Funds 88% 3 60 0 0.96% 0%
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares 75% 3 60 0 1.83% 0%
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund 73% 3 60 0 0.83% 3.84%
LARGE BLEND SRVEX Victory Portfolios: Diversified Stock Fund; Class A Shares 51% 3 60 0 0.78% 10.95%
SMALL VALUE GSSMX Goldman Sachs Trust: Goldman Sachs Small Cap Value Fund; Class A Shares 39% 3 60 0 1.23% 5.03%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 17.47%
LARGE BLEND FUSVX Fidelity Concord Street Trust: Spartan 500 Index Fund; Fidelity Advantage Class Shares 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.81%
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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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