MyPlanIQ STANDARD MOTOR PRODUCTS INC. PROFIT SHARING 401K CAPITAL ACCUMULATION PLAN

STANDARD MOTOR PRODUCTS INC. PROFIT SHARING 401K CAPITAL ACCUMULATION PLAN Investment Model Portfolios

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STANDARD MOTOR PRODUCTS, INC. PROFIT SHARING 401(K) CAPITAL ACCUMULATION PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2026-2030 JSMAX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Class A Shares
Target Date 2016-2020 JTTAX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Class A Shares
Target Date 2011-2015 JSFAX JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Mid-Cap Growth OSGIX JPMorgan Trust II: JPMorgan Mid Cap Growth Fund; Class A Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2026-2030 JSMAX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Class A Shares
Target Date 2016-2020 JTTAX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Class A Shares
Target Date 2011-2015 JSFAX JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Class A Shares
Target Date 2000-2010 JSWAX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Mid-Cap Growth OSGIX JPMorgan Trust II: JPMorgan Mid Cap Growth Fund; Class A Shares
SMALL BLEND AESGX ING Series Fund
Total Available Funds: 10
  • 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% 1.13%
Others
Target Date 2026-2030 JSMAX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Class A Shares 69% 3 60 0 0.64% 0%
Target Date 2016-2020 JTTAX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Class A Shares 64% 3 60 0 0.62% 0%
Target Date 2011-2015 JSFAX JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Class A Shares 0% 3 60 0 0.91% 1.52%
Target Date 2000-2010 JSWAX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Class A Shares 0% 3 60 0 0.86% 2.66%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 3.01%
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 1.64%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 77% 3 60 0 0.02% 0.74%
Mid-Cap Growth OSGIX JPMorgan Trust II: JPMorgan Mid Cap Growth Fund; Class A Shares 44% 3 60 0 0.95% 0%
SMALL BLEND AESGX ING Series Fund 0% 3 60 0 1.05% 14.61%
Average Expense Ratio: 0.85%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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
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