MyPlanIQ 401k Investor NATURE’S SUNSHINE PRODUCTS, INC.TAX DEFERRED RETIREMENT PLAN

NATURE’S SUNSHINE PRODUCTS, INC.TAX DEFERRED RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
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NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate InvReal Estate Securities R5 Fund
Emerging Market
DIVERSIFIED EMERGING MKTS PEPSX Principal Global InvestorsInternational Emerging Markets R5 Fund
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor Capital AdvisorsHarbor International Inv Fund
Foreign Large Blend PINPX Principal Global InvestorsDiversified International R5 Fund
Others
Target Date 2046-2050 PTEFX Multiple Sub-AdvisorsPrincipal LifeTime 2050 R5 Fund
Target Date 2036-2040 PTDPX PTDPX,Multiple Sub-AdvisorsPrincipal LifeTime 2040 R5 Fund
Target Date 2016-2020 PTBPX Multiple Sub-AdvisorsPrincipal LifeTime 2020 R5 Fund
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCOPIMCO Total Return A Fund
High Yield Bond FAHYX Fidelity Management & ResearchFidelity Advisor High Income Advant T Fund
Intermediate Government FVITX Fidelity Management & ResearchFidelity Advisor Government Income T Fund
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate InvReal Estate Securities R5 Fund
Emerging Market
DIVERSIFIED EMERGING MKTS PEPSX Principal Global InvestorsInternational Emerging Markets R5 Fund
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor Capital AdvisorsHarbor International Inv Fund
Foreign Large Blend PINPX Principal Global InvestorsDiversified International R5 Fund
Others
Target Date 2046-2050 PTEFX Multiple Sub-AdvisorsPrincipal LifeTime 2050 R5 Fund
Target Date 2036-2040 PTDPX PTDPX,Multiple Sub-AdvisorsPrincipal LifeTime 2040 R5 Fund
Target Date 2016-2020 PTBPX Multiple Sub-AdvisorsPrincipal LifeTime 2020 R5 Fund
Retirement Income PLSPX Multiple Sub-AdvisorsPrincipal LifeTime Strategic Income R5 Fund
Aggressive Allocation PCWPX Multiple Sub-AdvisorsPrincipal Global InvestorsSAM Conservative Growth R5 Portfolio
Conservative Allocation PCBFX Multiple Sub-AdvisorsPrincipal Global InvestorsSAM Conservative Balanced R5 Portfolio
Conservative Allocation PFIFX Multiple Sub-AdvisorsSAM Flexible Income R5 Portfolio
Moderate Allocation PSBFX Multiple Sub-AdvisorsPrincipal Global InvestorsSAM Balanced R5 Portfolio
Target Date 2026-2030 PTCPX Multiple Sub-AdvisorsPrincipal LifeTime 2030 R5 Fund
Target Date 2000-2010 PTAPX Multiple Sub-AdvisorsPrincipal LifeTime 2010 R5 Fund
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCOPIMCO Total Return A Fund
High Yield Bond FAHYX Fidelity Management & ResearchFidelity Advisor High Income Advant T Fund
Intermediate Government FVITX Fidelity Management & ResearchFidelity Advisor Government Income T Fund
WORLD BOND FGBRX Franklin Advisers IncTempleton Global Bond R Fund
US EQUITY
MID-CAP VALUE PABVX Goldman Sachs/LA Capital MgmtMidCap Value I R5 Fund
MID-CAP BLEND PMFPX Principal Global InvestorsMidCap S&P 400 Index R5 Fund
LARGE GROWTH PPUPX Rowe Price/Brown AdvisoryLargeCap Growth I R5 Fund
SMALL BLEND PSSPX Principal Global InvestorsSmallCap S&P 600 Index R5 Fund
LARGE BLEND PLFPX Principal Global InvestorsLargeCap S&P 500 Index R5 Fund
SMALL VALUE HRVIX Heartland Mutual FundsHeartland Value Plus Fund
LARGE BLEND PSGFX Multiple Sub-AdvisorsPrincipal Global InvestorsSAM Strategic Growth R5 Portfolio
LARGE VALUE MDDVX ,BlackRock Advisors, LLCBlackRock Equity Dividend A Fund
LARGE BLEND RFNEX Capital Research and Mgmt CoAmerican Funds Fundamental Investors R4 Fund
Mid-Cap Growth LACAX Columbia Management AdvisorsColumbia Acorn A Fund
Small Growth LADRX Lord Abbett & Co, LLCLord Abbett Developing Growth R3 Fund
Total Available Funds: 29
  • 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
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate InvReal Estate Securities R5 Fund 77% 1 60 0 1.99% 2.11%
Emerging Market
DIVERSIFIED EMERGING MKTS PEPSX Principal Global InvestorsInternational Emerging Markets R5 Fund 89% 1 60 0 1.11% 0%
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor Capital AdvisorsHarbor International Inv Fund 60% 1 60 0 0.69% 0%
Foreign Large Blend PINPX Principal Global InvestorsDiversified International R5 Fund 0% 1 60 0 0.78% 2.24%
Others
Target Date 2046-2050 PTEFX Multiple Sub-AdvisorsPrincipal LifeTime 2050 R5 Fund 99% 1 60 0 1.04% 0%
Target Date 2036-2040 PTDPX PTDPX,Multiple Sub-AdvisorsPrincipal LifeTime 2040 R5 Fund 93% 1 60 0 1% 0%
Target Date 2016-2020 PTBPX Multiple Sub-AdvisorsPrincipal LifeTime 2020 R5 Fund 88% 1 60 0 0.91% 0%
Retirement Income PLSPX Multiple Sub-AdvisorsPrincipal LifeTime Strategic Income R5 Fund 82% 1 60 0 1.4% 0%
Aggressive Allocation PCWPX Multiple Sub-AdvisorsPrincipal Global InvestorsSAM Conservative Growth R5 Portfolio 74% 1 60 0 1.09% 0%
Conservative Allocation PCBFX Multiple Sub-AdvisorsPrincipal Global InvestorsSAM Conservative Balanced R5 Portfolio 67% 1 60 0 0.82% 2.17%
Conservative Allocation PFIFX Multiple Sub-AdvisorsSAM Flexible Income R5 Portfolio 67% 1 60 0 0.79% 1.34%
Moderate Allocation PSBFX Multiple Sub-AdvisorsPrincipal Global InvestorsSAM Balanced R5 Portfolio 65% 1 60 0 1.08% 0.55%
Target Date 2026-2030 PTCPX Multiple Sub-AdvisorsPrincipal LifeTime 2030 R5 Fund 0% 1 60 0 1.45% 2.47%
Target Date 2000-2010 PTAPX Multiple Sub-AdvisorsPrincipal LifeTime 2010 R5 Fund 0% 1 60 0 0.72% 6.78%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCOPIMCO Total Return A Fund 65% 1 60 0 0.8% 3.01%
High Yield Bond FAHYX Fidelity Management & ResearchFidelity Advisor High Income Advant T Fund 52% 1 60 0 0.75% 2.99%
Intermediate Government FVITX Fidelity Management & ResearchFidelity Advisor Government Income T Fund 18% 1 60 0 0.76% 2.08%
WORLD BOND FGBRX Franklin Advisers IncTempleton Global Bond R Fund 17% 1 60 0 0.96% 3.49%
US EQUITY
MID-CAP VALUE PABVX Goldman Sachs/LA Capital MgmtMidCap Value I R5 Fund 79% 1 60 0 0.7% 0%
MID-CAP BLEND PMFPX Principal Global InvestorsMidCap S&P 400 Index R5 Fund 79% 1 60 0 0.42% 1.22%
LARGE GROWTH PPUPX Rowe Price/Brown AdvisoryLargeCap Growth I R5 Fund 77% 1 60 0 0.59% 0%
SMALL BLEND PSSPX Principal Global InvestorsSmallCap S&P 600 Index R5 Fund 77% 1 60 0 0.54% 1.09%
LARGE BLEND PLFPX Principal Global InvestorsLargeCap S&P 500 Index R5 Fund 71% 1 60 0 0.52% 0%
SMALL VALUE HRVIX Heartland Mutual FundsHeartland Value Plus Fund 63% 1 60 0 1.01% 0.5%
LARGE BLEND PSGFX Multiple Sub-AdvisorsPrincipal Global InvestorsSAM Strategic Growth R5 Portfolio 61% 1 60 0 1.72% 1.16%
LARGE VALUE MDDVX ,BlackRock Advisors, LLCBlackRock Equity Dividend A Fund 56% 1 60 0 1% 1.7%
LARGE BLEND RFNEX Capital Research and Mgmt CoAmerican Funds Fundamental Investors R4 Fund 52% 1 60 0 0.28% 0.94%
Mid-Cap Growth LACAX Columbia Management AdvisorsColumbia Acorn A Fund 45% 1 60 0 1.83% 0%
Small Growth LADRX Lord Abbett & Co, LLCLord Abbett Developing Growth R3 Fund 9% 1 60 0 0.59% 0%
Average Expense Ratio: 0.94%
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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 -0.1% 4.0% 0.2% 2.8% 3.0% 4.1%

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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*
Click for Portfolio Details or Follow -0.0% 5.9% -1.9% 2.2% 2.8% 4.2%

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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 for Portfolio Details or Follow 1.2% 2.9% -1.8% 3.2% 1.9% 3.3%

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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:NATR)
The plan consists of 29 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity, Emerging Market Equity and REITs.
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