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MyPlanIQ 401k Investor CULP, INC. EMPLOYEES #8217 RETIREMENT BUILDER PLAN

CULP, INC. EMPLOYEES #8217 RETIREMENT BUILDER PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Conservative Allocation MACIX MFS Conservative Allocation Fund
Moderate Allocation MMAIX MFS Moderate Allocation Fund
Moderate Allocation MSFJX MFS Total Return Fund
INTERNATIONAL EQUITY
Foreign Large Blend MDIJX MFS International Diversification Fund
US EQUITY
LARGE BLEND MAGJX MFS Growth Allocation Fund
LARGE VALUE MEIIX MFS Value Fund
LARGE BLEND MRGJX MFS Core Equity Fund
REAL ESTATE
REAL ESTATE SUSIX JP Morgan U.S Real Estate Fund
FIXED INCOME
Intermediate-Term Bond CINCX Calvert Income Fund
SHORT GOVERNMENT STABLEVALUE MFS Fixed Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Conservative Allocation MACIX MFS Conservative Allocation Fund
Moderate Allocation MMAIX MFS Moderate Allocation Fund
Moderate Allocation MSFJX MFS Total Return Fund
ROOT CASH MFS Money Market Fund
INTERNATIONAL EQUITY
Foreign Large Blend MDIJX MFS International Diversification Fund
US EQUITY
LARGE BLEND MAGJX MFS Growth Allocation Fund
LARGE VALUE MEIIX MFS Value Fund
LARGE BLEND MRGJX MFS Core Equity Fund
LARGE GROWTH MIAGX MFS Aggressive Growth Allocation Fund
LARGE GROWTH MFCIX MFS Core Growth Fund
SMALL BLEND OPMYX Oppenheimer Main St. Small Cap Fund
Mid-Cap Growth KAUAX Federated Kaufman Fund
REAL ESTATE
REAL ESTATE SUSIX JP Morgan U.S Real Estate Fund
FIXED INCOME
Intermediate-Term Bond CINCX Calvert Income Fund
SHORT GOVERNMENT STABLEVALUE MFS Fixed Fund
Total Available Funds: 15
  • 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
Conservative Allocation MACIX MFS Conservative Allocation Fund 90% 3 60 0 0.84% 6.08%
Moderate Allocation MMAIX MFS Moderate Allocation Fund 85% 3 60 0 0.9% 7.6%
Moderate Allocation MSFJX MFS Total Return Fund 82% 3 60 0 0.39% 9.23%
ROOT CASH MFS Money Market Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend MDIJX MFS International Diversification Fund 92% 3 60 0 1.07% 5.5%
US EQUITY
LARGE BLEND MAGJX MFS Growth Allocation Fund 91% 3 60 0 0.69% 8.38%
LARGE VALUE MEIIX MFS Value Fund 90% 3 60 0 0.8% 9.63%
LARGE BLEND MRGJX MFS Core Equity Fund 86% 3 60 0 0.91% 13.43%
LARGE GROWTH MIAGX MFS Aggressive Growth Allocation Fund 82% 3 60 0 1.75% 7.95%
LARGE GROWTH MFCIX MFS Core Growth Fund 78% 3 60 0 1.15% 13.41%
SMALL BLEND OPMYX Oppenheimer Main St. Small Cap Fund 71% 3 60 0 1.06% 8.04%
Mid-Cap Growth KAUAX Federated Kaufman Fund 49% 3 60 0 2.51% 10.56%
REAL ESTATE
REAL ESTATE SUSIX JP Morgan U.S Real Estate Fund 32% 3 60 0 1.19% 8.25%
FIXED INCOME
Intermediate-Term Bond CINCX Calvert Income Fund 76% 3 60 0 0.66% 5.12%
SHORT GOVERNMENT STABLEVALUE MFS Fixed Fund 16% 3 60 0 NA 20.17%
Average Expense Ratio: 1.07%
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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 0.1% 6.9% 0.6% 3.3% 4.4% 5.4%

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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:CFI)
The plan consists of 15 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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