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MyPlanIQ BORDEN DAIRY CO TRANSPORTATION 401(K) PENSION PLAN

BORDEN DAIRY CO TRANSPORTATION 401(K) PENSION PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPENHEIMER DEVELOPING MARKETS FUND A
Others
Aggressive Allocation MAGJX MFS GROWTH ALLOCATION FD R4
Conservative Allocation MACJX MFS CONSERVATIVE ALLOCATION FD R4
Moderate Allocation MAMJX MFS MODERATE ALLOCATION FD R4
INTERNATIONAL EQUITY
Foreign Large Blend REREX AMERICAN EUROPACIFIC GROWTH R4
WORLD STOCK MWEFX MFS GLOBAL EQUITY FUND A
US EQUITY
Small Growth JATTX JANUS TRITON FUND T
LARGE GROWTH MITDX MASSACHUSETTS INVESTORS TRUST
LARGE GROWTH MIGKX MASSACHUSETTS INVESTORS GROWTH STOCK FUND R4
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPENHEIMER DEVELOPING MARKETS FUND A
Others
Aggressive Allocation MAGJX MFS GROWTH ALLOCATION FD R4
Conservative Allocation MACJX MFS CONSERVATIVE ALLOCATION FD R4
Moderate Allocation MAMJX MFS MODERATE ALLOCATION FD R4
Moderate Allocation MSFJX MFS TOTAL RETURN FUND R4
ROOT DF BORDEN DAIRY FARMERS OF AMERICA
EQUITY ACOPY BORDEN DAIRY A2 MILK COMPANY
EQUITY ACOPF BORDEN DAIRY A2 MILK COMPANY
INTERNATIONAL EQUITY
Foreign Large Blend REREX AMERICAN EUROPACIFIC GROWTH R4
WORLD STOCK MWEFX MFS GLOBAL EQUITY FUND A
US EQUITY
Small Growth JATTX JANUS TRITON FUND T
LARGE GROWTH MITDX MASSACHUSETTS INVESTORS TRUST
LARGE GROWTH MIGKX MASSACHUSETTS INVESTORS GROWTH STOCK FUND R4
Mid-Cap Growth EAASX EATON VANCE ATLANTA CAPITAL MID CAP FUND
LARGE VALUE EHSTX EATON VANCE LG-CAP VALUE FUND
LARGE GROWTH RGAEX AMERICAN GROWTH FUND OF AMERICA R-4
SMALL VALUE SSGSX VICTORY SMALL COMPANY OPPORTUNITY FUND
LARGE BLEND FUSVX FIDELITY U.S. EQ 500 INDEX FUND
LARGE BLEND FEDEX FEDERAL CAPITAL PRESERVATION
FIXED INCOME
WORLD BOND TPINX TEMPLETON GLOBAL BOND FUND R4
Intermediate-Term Bond MFBFX MFS CORPORATE BOND FUND A
Total Available Funds: 21
  • 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 ODMAX OPPENHEIMER DEVELOPING MARKETS FUND A 64% 3 60 0 0.84% 34.62%
Others
Aggressive Allocation MAGJX MFS GROWTH ALLOCATION FD R4 91% 3 60 0 0.69% 8.3%
Conservative Allocation MACJX MFS CONSERVATIVE ALLOCATION FD R4 89% 3 60 0 0.84% 6.12%
Moderate Allocation MAMJX MFS MODERATE ALLOCATION FD R4 84% 3 60 0 0.65% 7.69%
Moderate Allocation MSFJX MFS TOTAL RETURN FUND R4 82% 3 60 0 0.39% 9.02%
ROOT DF BORDEN DAIRY FARMERS OF AMERICA 0% 3 60 0 NA 0.49%
EQUITY ACOPY BORDEN DAIRY A2 MILK COMPANY 0% 3 60 0 NA 2.58%
EQUITY ACOPF BORDEN DAIRY A2 MILK COMPANY 0% 3 60 0 NA 3.01%
INTERNATIONAL EQUITY
Foreign Large Blend REREX AMERICAN EUROPACIFIC GROWTH R4 57% 3 60 0 0.9% 14.03%
WORLD STOCK MWEFX MFS GLOBAL EQUITY FUND A 52% 3 60 0 0.9% 18.81%
US EQUITY
Small Growth JATTX JANUS TRITON FUND T 95% 3 60 0 1.32% 11.6%
LARGE GROWTH MITDX MASSACHUSETTS INVESTORS TRUST 88% 3 60 0 0.7% 13.96%
LARGE GROWTH MIGKX MASSACHUSETTS INVESTORS GROWTH STOCK FUND R4 78% 3 60 0 0.71% 11.31%
Mid-Cap Growth EAASX EATON VANCE ATLANTA CAPITAL MID CAP FUND 64% 3 60 0 1.14% 7.02%
LARGE VALUE EHSTX EATON VANCE LG-CAP VALUE FUND 47% 3 60 0 1.27% 6.32%
LARGE GROWTH RGAEX AMERICAN GROWTH FUND OF AMERICA R-4 39% 3 60 0 0.3% 11.15%
SMALL VALUE SSGSX VICTORY SMALL COMPANY OPPORTUNITY FUND 0% 3 60 0 NA NA
LARGE BLEND FUSVX FIDELITY U.S. EQ 500 INDEX FUND 0% 3 60 0 0.04% 0%
LARGE BLEND FEDEX FEDERAL CAPITAL PRESERVATION 0% 3 60 0 1.25% 1.48%
FIXED INCOME
WORLD BOND TPINX TEMPLETON GLOBAL BOND FUND R4 74% 3 60 0 0.96% 5.06%
Intermediate-Term Bond MFBFX MFS CORPORATE BOND FUND A 0% 3 60 0 NA NA
Average Expense Ratio: 0.79%
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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
This plan consists of 21 funds, some of them are: FEDEX, MFBFX , FUSVX, ACOPF, TPINX, MSFJX.


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