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MyPlanIQ THE RETROFIT COMPANIES INC. PROFIT SHARING AND TRUST

THE RETROFIT COMPANIES INC. PROFIT SHARING AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPPENHEIMER DEVELOPING MRKTS Y
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIRE 2025 FD
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIRE 2045 FD
Utilities FKUTX FRANKLIN UTILITIES FD A
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE AND COX INTL STOCK FD
WORLD STOCK RWIGX AMERICAN FUNDS CAPWLD G&I R6
Foreign Large Blend RERGX AMERICAN FUNDS EUROPACIFIC R6
US EQUITY
LARGE VALUE SSHFX SOUND SHORE FD
MID-CAP VALUE JMVAX PERKINS MID CAP VALUE CL I
Mid-Cap Growth RPMGX T ROWE PRICE MID CAP GROWTH
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPPENHEIMER DEVELOPING MRKTS Y
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIRE 2025 FD
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIRE 2045 FD
Utilities FKUTX FRANKLIN UTILITIES FD A
Retirement Income VTINX VANGUARD TARGET RETIRE INCOME
Target Date 2031-2035 VTTHX VANGUARD TARGET RETIRE 2035 FD
Moderate Allocation VWELX VANGUARD WELLINGTON FD
Equity Energy IENYX INVESCO ENERGY FD CL Y
Technology WSTYX IVY SCIENCE & TECHNOLOGY FD Y
Target Date 2011-2015 VTXVX VANGUARD TARGET RETIRE 2015 FD
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE AND COX INTL STOCK FD
WORLD STOCK RWIGX AMERICAN FUNDS CAPWLD G&I R6
Foreign Large Blend RERGX AMERICAN FUNDS EUROPACIFIC R6
US EQUITY
LARGE VALUE SSHFX SOUND SHORE FD
MID-CAP VALUE JMVAX PERKINS MID CAP VALUE CL I
Mid-Cap Growth RPMGX T ROWE PRICE MID CAP GROWTH
SMALL VALUE JSCOX PERKINS SMALL CAP VALUE CL I
Small Growth WAAEX WASATCH SMALL CAP GROWTH FD
LARGE GROWTH RGAGX AMERICAN FUNDS GROWTH FND R6
LARGE BLEND RFNGX AMERICAN FUNDS FDMNTL INV R6
SMALL BLEND VSISX VANGUARD SM-CAP INDEX FD SIG
LARGE BLEND VIFSX VANGUARD 500 INDEX FD SIG SHS
REAL ESTATE
REAL ESTATE IARYX INVESCO REAL ESTATE FD CL Y
FIXED INCOME
Short-Term Bond VFSTX VANGUARD SHORT INVST-GRADE INV
Intermediate-Term Bond DODIX DODGE AND COX INCOME FD
High Yield Bond RITGX AMERICAN FUNDS HI-INC TR R6
Total Available Funds: 26
  • 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 ODVYX OPPENHEIMER DEVELOPING MRKTS Y 89% 3 60 0 0.84% 35.96%
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIRE 2025 FD 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIRE 2045 FD 97% 3 60 0 0.08% 2.78%
Utilities FKUTX FRANKLIN UTILITIES FD A 97% 3 60 0 1.06% 7.72%
Retirement Income VTINX VANGUARD TARGET RETIRE INCOME 97% 3 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX VANGUARD TARGET RETIRE 2035 FD 96% 3 60 0 0.08% 3.22%
Moderate Allocation VWELX VANGUARD WELLINGTON FD 89% 3 60 0 0.17% 11.73%
Equity Energy IENYX INVESCO ENERGY FD CL Y 51% 3 60 0 0.92% 2.72%
Technology WSTYX IVY SCIENCE & TECHNOLOGY FD Y 48% 3 60 0 0.96% 16.53%
Target Date 2011-2015 VTXVX VANGUARD TARGET RETIRE 2015 FD 0% 3 60 0 0.08% 14.93%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE AND COX INTL STOCK FD 99% 3 60 0 0.52% 1.4%
WORLD STOCK RWIGX AMERICAN FUNDS CAPWLD G&I R6 32% 3 60 0 0.53% 11.43%
Foreign Large Blend RERGX AMERICAN FUNDS EUROPACIFIC R6 32% 3 60 0 0.9% 14.04%
US EQUITY
LARGE VALUE SSHFX SOUND SHORE FD 99% 3 60 0 0.94% 14.58%
MID-CAP VALUE JMVAX PERKINS MID CAP VALUE CL I 90% 3 60 0 0.91% 9.83%
Mid-Cap Growth RPMGX T ROWE PRICE MID CAP GROWTH 87% 3 60 0 1.29% 6.39%
SMALL VALUE JSCOX PERKINS SMALL CAP VALUE CL I 83% 3 60 0 1.36% 4.46%
Small Growth WAAEX WASATCH SMALL CAP GROWTH FD 76% 3 60 0 1.06% 1.89%
LARGE GROWTH RGAGX AMERICAN FUNDS GROWTH FND R6 25% 3 60 0 0.3% 11.49%
LARGE BLEND RFNGX AMERICAN FUNDS FDMNTL INV R6 20% 3 60 0 0.28% 9.61%
SMALL BLEND VSISX VANGUARD SM-CAP INDEX FD SIG 0% 3 60 0 0.16% 1.34%
LARGE BLEND VIFSX VANGUARD 500 INDEX FD SIG SHS 0% 3 60 0 0.05% 2.09%
REAL ESTATE
REAL ESTATE IARYX INVESCO REAL ESTATE FD CL Y 60% 3 60 0 1.16% 5.34%
FIXED INCOME
Short-Term Bond VFSTX VANGUARD SHORT INVST-GRADE INV 99% 3 60 0 0.1% 4.6%
Intermediate-Term Bond DODIX DODGE AND COX INCOME FD 87% 3 60 0 0.33% 4.35%
High Yield Bond RITGX AMERICAN FUNDS HI-INC TR R6 3% 3 60 0 0.41% 6.85%
Average Expense Ratio: 0.56%
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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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