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MyPlanIQ 401k Investor Meridian Bioscience, Inc. Savings and Investment Plan

Meridian Bioscience, Inc. Savings and Investment Plan Investment Model Portfolios

Investment Menu Rating:

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MERIDIAN BIOSCIENCE, INC. SAVINGS & INVESTMENT PLAN
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMAX Delaware Emerging Mkts Fund
Others
World Allocation MALOX Blackrock Global Allocation Fund
Moderate Allocation RLBFX American Funds Balanced Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value
US EQUITY
LARGE GROWTH JCAPX Janus Adviser Forty Fund
LARGE VALUE MABAX Blackrock Basic Value Fund
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Inflation-Protected Bond PRRIX Pacific Investment Management Company Commodity Real Return Strategy Fund
Intermediate-Term Bond RBFFX American Funds Bond Fund of Amer
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMAX Delaware Emerging Mkts Fund
Others
World Allocation MALOX Blackrock Global Allocation Fund
Moderate Allocation RLBFX American Funds Balanced Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value
US EQUITY
LARGE GROWTH JCAPX Janus Adviser Forty Fund
LARGE VALUE MABAX Blackrock Basic Value Fund
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
SMALL BLEND MASPX Blackrock Value Opportunities Fund
Small Growth CSGEX Blackrock Small/Mid-Cap Growth Equity Portfolio
LARGE GROWTH AGTHX American Funds Euro Pacific Growth Fund
SMALL VALUE ESKIX Evergreen Small Cap Value II Fund
LARGE GROWTH PAPIX Allianz CCM Capital app Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Inflation-Protected Bond PRRIX Pacific Investment Management Company Commodity Real Return Strategy Fund
Intermediate-Term Bond RBFFX American Funds Bond Fund of Amer
High Yield Bond EIBIX Eaton Vance Income Fund of Boston
Total Available Funds: 17
  • 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 DEMAX Delaware Emerging Mkts Fund 63% 3 60 0 1.7% 25.92%
Others
World Allocation MALOX Blackrock Global Allocation Fund 90% 3 60 0 0.84% 9.44%
Moderate Allocation RLBFX American Funds Balanced Fund 78% 3 60 0 0.31% 9.01%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value 94% 3 60 0 1.36% 3.98%
US EQUITY
LARGE GROWTH JCAPX Janus Adviser Forty Fund 95% 3 60 0 1.64% 12.27%
LARGE VALUE MABAX Blackrock Basic Value Fund 85% 3 60 0 0.54% 15.16%
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund 83% 3 60 0 0.26% 10.54%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 11.46%
SMALL BLEND MASPX Blackrock Value Opportunities Fund 70% 3 60 0 0.73% 5.58%
Small Growth CSGEX Blackrock Small/Mid-Cap Growth Equity Portfolio 53% 3 60 0 1% 0%
LARGE GROWTH AGTHX American Funds Euro Pacific Growth Fund 41% 3 60 0 0.3% 11.19%
SMALL VALUE ESKIX Evergreen Small Cap Value II Fund 0% 3 60 0 NA 0.38%
LARGE GROWTH PAPIX Allianz CCM Capital app Fund 0% 3 60 0 NA 0.64%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 96% 3 60 0 0.83% 4.63%
Inflation-Protected Bond PRRIX Pacific Investment Management Company Commodity Real Return Strategy Fund 80% 3 60 0 1.37% 3.4%
Intermediate-Term Bond RBFFX American Funds Bond Fund of Amer 75% 3 60 0 0.33% 4.47%
High Yield Bond EIBIX Eaton Vance Income Fund of Boston 71% 3 60 0 0.66% 6.35%
Average Expense Ratio: 0.83%
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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 for Portfolio Details or Follow 1.0% 9.3% 1.1% 5.2% 5.2% 5.8%

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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 1.0% 9.3% 2.6% 5.5% 3.5% 4.0%

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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:VIVO)
The plan consists of 19 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity and Foreign Equity.


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