MyPlanIQ PRINTPACK INC SAVINGS and PROFIT SHARING PLAN

PRINTPACK INC SAVINGS and PROFIT SHARING PLAN Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 5
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Small Growth CSGEX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Investor A Shares
SMALL VALUE TSVRX Target Portfolio Trust: Small Capitalization Value Portfolio; Class R Shares
Total Available Funds: 5
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Small Growth CSGEX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Investor A Shares
SMALL VALUE TSVRX Target Portfolio Trust: Small Capitalization Value Portfolio; Class R Shares
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
Total Available Funds: 5
  • 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 REREX EuroPacific Growth Fund; Class R-4 Shares 57% 3 60 0 0.9% 1.17%
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 77% 3 60 0 0.02% 0.74%
Small Growth CSGEX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Investor A Shares 53% 3 60 0 1% 0.2%
SMALL VALUE TSVRX Target Portfolio Trust: Small Capitalization Value Portfolio; Class R Shares 51% 3 60 0 0.79% 1.19%
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares 47% 3 60 0 1.27% 0.82%
Average Expense Ratio: 0.8%
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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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