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MyPlanIQ 401k Investor CONTINENTAL MATERIALS CORPORATION EMPLOYEES PROFIT SHARING RETIREMENT PLAN

CONTINENTAL MATERIALS CORPORATION EMPLOYEES PROFIT SHARING RETIREMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Mkts Tr Fund
Others
ROOT CASH MainStay Cash Reserves Fund
INTERNATIONAL EQUITY
Foreign Large Value TEFRX Templeton Foreign Fund
US EQUITY
LARGE BLEND MUBFX MainStay Map Fund I
LARGE BLEND MSPIX NY Life Investment Mgmt MainStay S P 500 Index Fund
Mid-Cap Growth FSGAX Franklin Small Mid-Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE NY Life Insurance Co. Stable Value Fund (Anchor Account I) @=@
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Mkts Tr Fund
Others
ROOT CASH MainStay Cash Reserves Fund
INTERNATIONAL EQUITY
Foreign Large Value TEFRX Templeton Foreign Fund
US EQUITY
LARGE BLEND MUBFX MainStay Map Fund I
LARGE BLEND MSPIX NY Life Investment Mgmt MainStay S P 500 Index Fund
Mid-Cap Growth FSGAX Franklin Small Mid-Cap Growth Fund
LARGE GROWTH OPTFX Oppenheimer Capital app Fund
SMALL BLEND SMVAX Wells Fargo Small Cap Value Fund
LARGE GROWTH JAVLX Janus Twenty Fund
LARGE VALUE ICAEX MainStay ICAP Equity Fund I
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE NY Life Insurance Co. Stable Value Fund (Anchor Account I) @=@
Total Available Funds: 12
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Mkts Tr Fund 79% 3 60 0 1.14% 3.61%
Others
ROOT CASH MainStay Cash Reserves Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value TEFRX Templeton Foreign Fund 53% 3 60 0 0.85% 3.89%
US EQUITY
LARGE BLEND MUBFX MainStay Map Fund I 83% 3 60 0 1.04% 7.72%
LARGE BLEND MSPIX NY Life Investment Mgmt MainStay S P 500 Index Fund 74% 3 60 0 0.52% 1.43%
Mid-Cap Growth FSGAX Franklin Small Mid-Cap Growth Fund 72% 3 60 0 0.85% 6.56%
LARGE GROWTH OPTFX Oppenheimer Capital app Fund 35% 3 60 0 0.63% 11.27%
SMALL BLEND SMVAX Wells Fargo Small Cap Value Fund 0% 3 60 0 1.28% 36.67%
LARGE GROWTH JAVLX Janus Twenty Fund 0% 3 60 0 0.94% 2.5%
LARGE VALUE ICAEX MainStay ICAP Equity Fund I 0% 3 60 0 0.9% 25.84%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 96% 3 60 0 0.83% 4.63%
SHORT GOVERNMENT STABLEVALUE NY Life Insurance Co. Stable Value Fund (Anchor Account I) @=@ 16% 3 60 0 NA 20.17%
Average Expense Ratio: 0.9%
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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*
Click to Create Model Portfolio

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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 0.8% 22.4% 14.3% 10.3% 6.7% 5.8%

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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:CUO)
The plan consists of 13 funds. It covers 4 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Emerging Market Equity and Foreign Equity.

The symbol of the complany is CUO.



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