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MyPlanIQ 401k Investor BRADY MATCHED 401(k) PLAN

BRADY MATCHED 401(k) PLAN Investment Model Portfolios

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BRADY MATCHED 401(K) PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
Others
Target Date 2036-2040 TRRDX T Rowe Retirement 2040 Retail
Target Date 2026-2030 TRRCX T Rowe Retirement 2030 Retail
Target Date 2016-2020 TRRBX T Rowe Retirement 2020 Retail
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified Intl Fund
US EQUITY
Small Growth PSGIX BlackRock Sm Cap Grth Eq Instl
LARGE VALUE LSVEX LSV Value Equity Fund
SMALL VALUE ACVIX American Cent Sm Cap Val Inst
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Index Inst
Emerging Markets Bond MEDGX MFS Emerging Market Debt R4
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
Others
Target Date 2036-2040 TRRDX T Rowe Retirement 2040 Retail
Target Date 2026-2030 TRRCX T Rowe Retirement 2030 Retail
Target Date 2016-2020 TRRBX T Rowe Retirement 2020 Retail
Target Date 2000-2010 TRRAX T Rowe Retirement 2010 Retail
Target Date 2046-2050 TRRMX T Rowe Retirement 2050 Retail
ROOT CASH Vanguard Prime Mmkt Inst
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified Intl Fund
US EQUITY
Small Growth PSGIX BlackRock Sm Cap Grth Eq Instl
LARGE VALUE LSVEX LSV Value Equity Fund
SMALL VALUE ACVIX American Cent Sm Cap Val Inst
LARGE BLEND VINIX Vanguard Inst Index Fund
LARGE GROWTH RGAGX Growth Fund of America R6
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Index Inst
Emerging Markets Bond MEDGX MFS Emerging Market Debt R4
COMMODITIES
COMMODITIES BROAD BASKET CRSOX Credit Suisse Commodity Return
Total Available Funds: 16
  • 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 Markets 89% 1 60 0 0.84% 35.96%
Others
Target Date 2036-2040 TRRDX T Rowe Retirement 2040 Retail 100% 1 60 0 0.6% 4.71%
Target Date 2026-2030 TRRCX T Rowe Retirement 2030 Retail 100% 1 60 0 1.08% 5.91%
Target Date 2016-2020 TRRBX T Rowe Retirement 2020 Retail 100% 1 60 0 0.78% 6.23%
Target Date 2000-2010 TRRAX T Rowe Retirement 2010 Retail 97% 1 60 0 0.99% 6%
Target Date 2046-2050 TRRMX T Rowe Retirement 2050 Retail 77% 1 60 0 0.63% 4.34%
ROOT CASH Vanguard Prime Mmkt Inst 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified Intl Fund 98% 1 60 0 0.65% 10.71%
US EQUITY
Small Growth PSGIX BlackRock Sm Cap Grth Eq Instl 94% 1 60 0 1% 0.13%
LARGE VALUE LSVEX LSV Value Equity Fund 93% 1 60 0 0.66% 18.94%
SMALL VALUE ACVIX American Cent Sm Cap Val Inst 90% 1 60 0 1.34% 13.06%
LARGE BLEND VINIX Vanguard Inst Index Fund 77% 1 60 0 0.02% 3.04%
LARGE GROWTH RGAGX Growth Fund of America R6 25% 1 60 0 0.3% 11.49%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Index Inst 94% 1 60 0 0.15% 4.03%
Emerging Markets Bond MEDGX MFS Emerging Market Debt R4 81% 1 60 0 1.8% 5.44%
COMMODITIES
COMMODITIES BROAD BASKET CRSOX Credit Suisse Commodity Return 73% 1 60 0 1.8% 4.41%
Average Expense Ratio: 0.84%
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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 0.8% 6.4% 3.2% 30.0% 14.5% 10.8%

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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:BRC)
The plan consists of 18 funds. It covers 5 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Commodity, Foreign Equity, Fixed Income and Emerging Market Equity.


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