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MyPlanIQ 401k Investor THE GORMAN-RUPP COMPANY 401(k) PLAN

THE GORMAN-RUPP COMPANY 401(k) PLAN Investment Model Portfolios

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THE GORMAN-RUPP COMPANY 401K PLAN
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Others
Moderate Allocation PRWCX T Rowe Price Capital app Fund
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Fund I
Retirement Income STLAX BlackRock LifePath Retire Fund I
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign Fund
WORLD STOCK OPGIX Oppenheimer Global Fund (A)
Foreign Large Blend RERCX American EuroPacific Growth R3
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value A
LARGE BLEND NYVTX Davis NY Venture Fund (A)
SMALL BLEND FSCIX Fid Advisor Small Cap Fund A
Total Available Funds: 35
Asset Class Ticker Description Rating
Others
Moderate Allocation PRWCX T Rowe Price Capital app Fund
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Fund I
Retirement Income STLAX BlackRock LifePath Retire Fund I
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Fund I
EQUITY PRECIOUS METALS IGDYX Aim Gold Prec Metals Inv
Natural Resources PRNEX T Rowe Price New Era Fund
World Allocation RIREX American Cap Income Builder R4
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Fund I
ROOT CASH Mainstay Money Mkt Fund A
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign Fund
WORLD STOCK OPGIX Oppenheimer Global Fund (A)
Foreign Large Blend RERCX American EuroPacific Growth R3
Foreign Large Blend FDVAX Fid Advisor Diversified Intl A
FOREIGN SMALL/MID GROWTH FOPAX Fid Advisor Intl Sm Cap Opp A
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value A
LARGE BLEND NYVTX Davis NY Venture Fund (A)
SMALL BLEND FSCIX Fid Advisor Small Cap Fund A
SMALL BLEND RYVFX Royce Value Fund (Serv)
SMALL BLEND RSPYX RS Partners Fund
LARGE VALUE CGRWX Oppenheimer Value Fund A
MID-CAP BLEND FLSAX Fid Advisor Leveraged Co Stk A
LARGE GROWTH FNIAX Fid Advisor New Insights A
MID-CAP BLEND FSOAX Fid Advisor Value Strategies A
LARGE VALUE LAFFX Lord Abbet Affiliated Fund A
LARGE VALUE RWMCX American Wash Mutual Inv Fund R3
Small Growth LSBAX Lord Abbett Small Cap Blend A
SMALL BLEND LSMAX Columbia Small Cap Val Fund A
LARGE VALUE IFMIX Franklin Mutual Shares Class A
REAL ESTATE
REAL ESTATE FHEAX Fid Advisor Real Estate Fund A
FIXED INCOME
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return Fund (A)
Multisector Bond FRSTX Franklin Income Fund A
WORLD BOND RCWCX American Cap World Bond R3
High Yield Bond MHCAX MainStay High Yield Corp Bond A
WORLD BOND TGBAX Templeton Global Bond Fund Adv
Inflation-Protected Bond FIPAX Fid Advisor Infat Prot Bond A
Total Available Funds: 35
  • 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
Others
Moderate Allocation PRWCX T Rowe Price Capital app Fund 99% 3 60 0 0.98% 15.67%
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Fund I 94% 3 60 0 0.34% 4.27%
Retirement Income STLAX BlackRock LifePath Retire Fund I 92% 3 60 0 0.84% 4.96%
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Fund I 92% 3 60 0 1.04% 6.42%
EQUITY PRECIOUS METALS IGDYX Aim Gold Prec Metals Inv 70% 3 60 0 1.24% 7.97%
Natural Resources PRNEX T Rowe Price New Era Fund 63% 3 60 0 0.74% 16.32%
World Allocation RIREX American Cap Income Builder R4 59% 3 60 0 0.26% 7.24%
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Fund I 0% 3 60 0 0.67% 7.52%
ROOT CASH Mainstay Money Mkt Fund A 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign Fund 85% 3 60 0 0.97% 33.26%
WORLD STOCK OPGIX Oppenheimer Global Fund (A) 66% 3 60 0 1.11% 0.12%
Foreign Large Blend RERCX American EuroPacific Growth R3 56% 3 60 0 0.9% 13.85%
Foreign Large Blend FDVAX Fid Advisor Diversified Intl A 38% 3 60 0 0.91% 13.35%
FOREIGN SMALL/MID GROWTH FOPAX Fid Advisor Intl Sm Cap Opp A 37% 3 60 0 1.08% 11.55%
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value A 93% 3 60 0 0.86% 7.3%
LARGE BLEND NYVTX Davis NY Venture Fund (A) 92% 3 60 0 1.75% 12.2%
SMALL BLEND FSCIX Fid Advisor Small Cap Fund A 91% 3 60 0 2.15% 1.85%
SMALL BLEND RYVFX Royce Value Fund (Serv) 91% 3 60 0 1.24% 10.93%
SMALL BLEND RSPYX RS Partners Fund 56% 3 60 0 1.12% 5.35%
LARGE VALUE CGRWX Oppenheimer Value Fund A 54% 3 60 0 0.58% 13.43%
MID-CAP BLEND FLSAX Fid Advisor Leveraged Co Stk A 50% 3 60 0 0.66% 16.8%
LARGE GROWTH FNIAX Fid Advisor New Insights A 48% 3 60 0 0.7% 9.9%
MID-CAP BLEND FSOAX Fid Advisor Value Strategies A 44% 3 60 0 0.75% 11.11%
LARGE VALUE LAFFX Lord Abbet Affiliated Fund A 40% 3 60 0 1.47% 7.78%
LARGE VALUE RWMCX American Wash Mutual Inv Fund R3 33% 3 60 0 0.26% 9.95%
Small Growth LSBAX Lord Abbett Small Cap Blend A 0% 3 60 0 1.33% 0%
SMALL BLEND LSMAX Columbia Small Cap Val Fund A 0% 3 60 0 1.33% 0.78%
LARGE VALUE IFMIX Franklin Mutual Shares Class A 0% 3 60 0 0.78% 0%
REAL ESTATE
REAL ESTATE FHEAX Fid Advisor Real Estate Fund A 90% 3 60 0 1.07% 11.2%
FIXED INCOME
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return Fund (A) 65% 3 60 0 0.8% 4.31%
Multisector Bond FRSTX Franklin Income Fund A 63% 3 60 0 0.52% 4.03%
WORLD BOND RCWCX American Cap World Bond R3 59% 3 60 0 0.99% 3.51%
High Yield Bond MHCAX MainStay High Yield Corp Bond A 53% 3 60 0 1.09% 5.44%
WORLD BOND TGBAX Templeton Global Bond Fund Adv 52% 3 60 0 0.64% 5.81%
Inflation-Protected Bond FIPAX Fid Advisor Infat Prot Bond A 0% 3 60 0 0.76% 5.27%
Average Expense Ratio: 0.94%
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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 for Portfolio Details or Follow -0.5% 0.7% -0.4% 2.6% 2.2% 4.3%

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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:GRC)
The plan consists of 36 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.


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