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MyPlanIQ 401k Investor WESCO DISTRIBUTION, INC. RETIREMENT SAVINGS PLAN

WESCO DISTRIBUTION, INC. RETIREMENT SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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WESCO DISTRIBUTION, INC. RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 93
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RSRIX Threadneedle Emerging Mkts Fund
Others
Moderate Allocation PRWCX T. Rowe Price Retirement Funds Capital app Fund
Moderate Allocation MNMIX Manning Napier Promix Funds Manning Napier Promix Moderate Tr
Conservative Allocation MNCIX Manning Napier Promix Funds Manning Napier Promix Conservative Tr
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Fund
Foreign Large Blend SSAIX SSGA International Stock Selection Fund
Foreign Large Value OAKIX Oakmark Funds International Fund (Class I)
US EQUITY
LARGE VALUE DVY I Shares DJ Select Dividend Index Fund
LARGE GROWTH PRGFX T. Rowe Price Retirement Funds Growth Stock Fund
LARGE BLEND MAVFX Matrix Advisors Value Fund
Total Available Funds: 93
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RSRIX Threadneedle Emerging Mkts Fund
Others
Moderate Allocation PRWCX T. Rowe Price Retirement Funds Capital app Fund
Moderate Allocation MNMIX Manning Napier Promix Funds Manning Napier Promix Moderate Tr
Conservative Allocation MNCIX Manning Napier Promix Funds Manning Napier Promix Conservative Tr
SPECIALTY-NATURAL RES MOO Mkt Vectors ETF TR Agribusiness Fund
Moderate Allocation MNBIX Manning Napier Promix Funds Manning Napier Promix Extended Tr
Moderate Allocation DODBX Dodge Cox Funds Balanced Fund
EQUITY SLV I Shares Silver Tr
Moderate Allocation OAKBX Oakmark Funds Oakmark Equity & Income Fund (I)
Conservative Allocation VWIAX Vanguard Funds Wellesley Income Fund
SPECIALTY-NATURAL RES GEX Mkt Vectors ETF TR Global Alternative Energy Fund
Industrials ITA I Shares TR Dow Jones US Aerospace Defense Equity Fund
Financial IXG I Shares S P Gloal Finl Sector
Communications IXP I Shares S P Global Telecom Fund
Consumer Discretionary IYC I Shares DJ U.S. Consumer Cycl SEC Fund
Moderate Allocation RPBAX T. Rowe Price Retirement Funds Balanced Fund
SPECIALTY-FINANCIAL UYG Proshares TR Ultra Financial Fund
SPECIALTY-NATURAL RES PIO Powershares Global Water Portfolio Fund
Moderate Allocation RLBFX American Funds American Balanced Fund
Bear Market PSQ Short QQQ Equity Fund
Bear Market QID Ultrashort QQQ Exchange Traded Fund
Natural Resources PRNEX T. Rowe Price Retirement Funds New Era Fund
Technology JAGTX Janus Funds Global Technology Fund
Bear Market SKF Ultrashort Financial Exchange Traded Fund
Technology SHGTX Seligman Global Technology Fund
EQUITY PAGG Powershares Agricultural Fund
Health ICHCX Icon Funds Icon Healthcare Fund
ROOT CASH EVERGREEN INST MONEY MARKET FUND class I (FD @=@495) Cash & Cash Equivalents
ROOT CASH General Money Mkt Fund Inc. Class A General Money Mkt Fund
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Fund
Foreign Large Blend SSAIX SSGA International Stock Selection Fund
Foreign Large Value OAKIX Oakmark Funds International Fund (Class I)
Foreign Large Blend HAINX Harbor Funds International Fund
Foreign Large Value DODFX Dodge Cox Funds Stock Fund
Foreign Large Value VTRIX Vanguard Funds International Value Fund
WORLD STOCK IOO I Shares S P Global 100
Foreign Large Growth JAOSX Janus Funds Overseas Fund
Foreign Large Blend TGVIX Thornburg International Thornburg International Value Fund
Foreign Large Growth ARTIX Artisan Funds International Investor Shrs
WORLD STOCK OAKGX Oakmark Funds Global Fund
Foreign Large Growth PSILX T. Rowe Price Retirement Funds Spectrum International Fund
Foreign Large Blend VWILX Vanguard Funds International Growth Fund
WORLD STOCK AOD Alpine Total Dynamic Dividend Fund Closed-end Fund
Foreign Large Growth GIGRX Gamco International Growth AAA
Foreign Small/Mid Value TAVIX Third Avenue International Value Fund
US EQUITY
LARGE VALUE DVY I Shares DJ Select Dividend Index Fund
LARGE GROWTH PRGFX T. Rowe Price Retirement Funds Growth Stock Fund
LARGE BLEND MAVFX Matrix Advisors Value Fund
LARGE BLEND THPGX Thompson Plumb & Associates Growth Fund
LARGE VALUE VWNFX Vanguard Funds Windsor II Fund
LARGE BLEND OAKMX Oakmark Funds Mutual Fund
LARGE VALUE SSHFX Sound Shore Fund Common Stock
LARGE BLEND PRDGX T. Rowe Price Retirement Funds Dividend Growth Fund
LARGE BLEND PRBLX Parnassus Income Tr Equity Income Fund
LARGE GROWTH MGRIX Marsico Large Growth Fund
LARGE VALUE AAGPX American Beacon Funds Large Cap Value Fund
LARGE BLEND JSVAX Janus Funds Special Equity Fund
LARGE VALUE MUHLX The Muhlenkamp Fund Equity Fund
Mid-Cap Growth JORNX Janus Funds Orion Fund
SMALL BLEND RYTCX Royce Total Return Fund
Small Growth BUFSX Buffalo Small Cap Fund
Mid-Cap Growth JAENX Janus Funds Enterprise Fund
MID-CAP VALUE JAMVX Janus Funds Mid Cap Value Fund
SMALL BLEND TASCX Third Avenue Small Cap Value Fund
Mid-Cap Growth ALMRX Alger Midcap Growth Institutional Fund
LARGE BLEND MNHIX Manning Napier Promix Funds Manning Napier Promix Maximum Tr
LARGE GROWTH RAFFX American Funds AMCAP Fund
LARGE VALUE MEIAX MFS Family of Funds MFS Value Fund Class A
Mid-Cap Growth LACAX Columbia Acorn Fund
LARGE GROWTH MXXIX Marisco 21st Century Mutual Fund
LARGE GROWTH RSGRX RS Partners Growth Fund
Mid-Cap Growth WAHGX Wasatch Heritage Growth Fund Growth Fund
LARGE BLEND Vanguard Dividend Appreciati Vanguard Funds Specialized Portfolios - Dividend app
LARGE BLEND TGFFX TCW Funds Inc. Focused Equities Fund
Mid-Cap Growth AQUIX RVS Mid Cap Growth Fund
MID-CAP VALUE HNSVX Heartl Funds Select Value Fund
MID-CAP VALUE RMCVX RiverSource Tr Midcap Value Fund Class R4
REAL ESTATE
Global Real Estate TAREX Third Avenue Real Estate Value Fund
REAL ESTATE NBRFX Neuberger Berman Real Estate Fund
FIXED INCOME
Intermediate-Term Bond ACBPX American Century Funds Diversified Bond Fund
High Yield Bond HYG I Shares TR JBOXX High Yield Corporate Bond Fund
Intermediate-Term Bond HABDX Harbor Funds Bond Fund Institutional Class
Intermediate-Term Bond DODIX Dodge Cox Funds Income Fund
High Yield Bond NHFIX Northern Funds High Yield Fixed Income Fund
Inflation-Protected Bond PRRIX Pacific Investment Management Company Funds Real Return Fund
Intermediate Government BGNMX American Century Funds Ginne Mae Fund
SHORT GOVERNMENT SNGVX SIT Funds US Government Securities Fund
Intermediate-Term Bond LIGRX Loomis Sayles Loomis Sayles Invest Grade Bond
High Yield Bond RSHYX Riversource Tr High Yield Class R4 Bond Fund
Intermediate-Term Bond IDBYX Riversource Tr Diversified Bond Class R4 Fund
Intermediate Government MGIDX Managers interm Duration Govt Fixed Fund
WORLD BOND BEGBX American Century Funds International Bond Fund
COMMODITIES
COMMODITIES BROAD BASKET DBC Powershares DB Multi Sector Commodity TR
Total Available Funds: 93
  • 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 RSRIX Threadneedle Emerging Mkts Fund 0% 3 60 0 1.3% 0.69%
Others
Moderate Allocation PRWCX T. Rowe Price Retirement Funds Capital app Fund 99% 3 60 0 0.98% 15.76%
Moderate Allocation MNMIX Manning Napier Promix Funds Manning Napier Promix Moderate Tr 97% 3 60 0 0.1% 6%
Conservative Allocation MNCIX Manning Napier Promix Funds Manning Napier Promix Conservative Tr 97% 3 60 0 0.1% 3.45%
SPECIALTY-NATURAL RES MOO Mkt Vectors ETF TR Agribusiness Fund 95% 3 60 0 0.53% 2.49%
Moderate Allocation MNBIX Manning Napier Promix Funds Manning Napier Promix Extended Tr 93% 3 60 0 0.11% 10.11%
Moderate Allocation DODBX Dodge Cox Funds Balanced Fund 92% 3 60 0 0.42% 1.67%
EQUITY SLV I Shares Silver Tr 92% 3 60 0 0.5% 0%
Moderate Allocation OAKBX Oakmark Funds Oakmark Equity & Income Fund (I) 91% 3 60 0 0.83% 2.36%
Conservative Allocation VWIAX Vanguard Funds Wellesley Income Fund 91% 3 60 0 0.16% 8.02%
SPECIALTY-NATURAL RES GEX Mkt Vectors ETF TR Global Alternative Energy Fund 89% 3 60 0 0.62% 0%
Industrials ITA I Shares TR Dow Jones US Aerospace Defense Equity Fund 87% 3 60 0 0.4% 0.61%
Financial IXG I Shares S P Gloal Finl Sector 87% 3 60 0 0.42% 2.27%
Communications IXP I Shares S P Global Telecom Fund 87% 3 60 0 0.42% 3.44%
Consumer Discretionary IYC I Shares DJ U.S. Consumer Cycl SEC Fund 87% 3 60 0 0.4% 0.53%
Moderate Allocation RPBAX T. Rowe Price Retirement Funds Balanced Fund 85% 3 60 0 0.47% 7.63%
SPECIALTY-FINANCIAL UYG Proshares TR Ultra Financial Fund 85% 3 60 0 0.95% 11.89%
SPECIALTY-NATURAL RES PIO Powershares Global Water Portfolio Fund 84% 3 60 0 0.75% 1.04%
Moderate Allocation RLBFX American Funds American Balanced Fund 78% 3 60 0 0.31% 9.01%
Bear Market PSQ Short QQQ Equity Fund 76% 3 60 0 0.95% 3.65%
Bear Market QID Ultrashort QQQ Exchange Traded Fund 75% 3 60 0 0.95% 3.63%
Natural Resources PRNEX T. Rowe Price Retirement Funds New Era Fund 63% 3 60 0 0.74% 16.51%
Technology JAGTX Janus Funds Global Technology Fund 59% 3 60 0 1% 14.46%
Bear Market SKF Ultrashort Financial Exchange Traded Fund 55% 3 60 0 0.95% 3.96%
Technology SHGTX Seligman Global Technology Fund 44% 3 60 0 0.99% 11.16%
EQUITY PAGG Powershares Agricultural Fund 41% 3 60 0 0.75% 1.23%
Health ICHCX Icon Funds Icon Healthcare Fund 27% 3 60 0 1.5% 4.23%
ROOT CASH EVERGREEN INST MONEY MARKET FUND class I (FD @=@495) Cash & Cash Equivalents 0% 1 60 0 NA 2.53%
ROOT CASH General Money Mkt Fund Inc. Class A General Money Mkt Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Fund 100% 3 60 0 1.1% 8.05%
Foreign Large Blend SSAIX SSGA International Stock Selection Fund 100% 3 60 0 0.75% 10.91%
Foreign Large Value OAKIX Oakmark Funds International Fund (Class I) 100% 3 60 0 0.75% 2.03%
Foreign Large Blend HAINX Harbor Funds International Fund 99% 3 60 0 1.02% 3.79%
Foreign Large Value DODFX Dodge Cox Funds Stock Fund 99% 3 60 0 0.52% 1.4%
Foreign Large Value VTRIX Vanguard Funds International Value Fund 99% 3 60 0 0.39% 17.69%
WORLD STOCK IOO I Shares S P Global 100 95% 3 60 0 0.41% 1.13%
Foreign Large Growth JAOSX Janus Funds Overseas Fund 95% 3 60 0 2.06% 1.34%
Foreign Large Blend TGVIX Thornburg International Thornburg International Value Fund 94% 3 60 0 1.36% 3.98%
Foreign Large Growth ARTIX Artisan Funds International Investor Shrs 92% 3 60 0 0.97% 20.5%
WORLD STOCK OAKGX Oakmark Funds Global Fund 88% 3 60 0 0.94% 1.24%
Foreign Large Growth PSILX T. Rowe Price Retirement Funds Spectrum International Fund 86% 3 60 0 0.89% 5.86%
Foreign Large Blend VWILX Vanguard Funds International Growth Fund 83% 3 60 0 0.45% 6.92%
WORLD STOCK AOD Alpine Total Dynamic Dividend Fund Closed-end Fund 77% 3 60 0 NA 14.12%
Foreign Large Growth GIGRX Gamco International Growth AAA 41% 3 60 0 2.52% 8.21%
Foreign Small/Mid Value TAVIX Third Avenue International Value Fund 0% 3 60 0 1.4% 0.93%
US EQUITY
LARGE VALUE DVY I Shares DJ Select Dividend Index Fund 100% 3 60 0 0.38% 4%
LARGE GROWTH PRGFX T. Rowe Price Retirement Funds Growth Stock Fund 100% 3 60 0 0% 13.94%
LARGE BLEND MAVFX Matrix Advisors Value Fund 99% 3 60 0 0.99% 1.01%
LARGE BLEND THPGX Thompson Plumb & Associates Growth Fund 99% 3 60 0 0.99% 6.68%
LARGE VALUE VWNFX Vanguard Funds Windsor II Fund 99% 3 60 0 0.26% 11.96%
LARGE BLEND OAKMX Oakmark Funds Mutual Fund 99% 3 60 0 0.63% 1.03%
LARGE VALUE SSHFX Sound Shore Fund Common Stock 99% 3 60 0 0.94% 14.58%
LARGE BLEND PRDGX T. Rowe Price Retirement Funds Dividend Growth Fund 98% 3 60 0 0.64% 8.23%
LARGE BLEND PRBLX Parnassus Income Tr Equity Income Fund 98% 3 60 0 0.82% 17.44%
LARGE GROWTH MGRIX Marsico Large Growth Fund 98% 3 60 0 1.21% 15.63%
LARGE VALUE AAGPX American Beacon Funds Large Cap Value Fund 97% 3 60 0 0.94% 13.8%
LARGE BLEND JSVAX Janus Funds Special Equity Fund 97% 3 60 0 0.99% 11.13%
LARGE VALUE MUHLX The Muhlenkamp Fund Equity Fund 95% 3 60 0 1.26% 3.63%
Mid-Cap Growth JORNX Janus Funds Orion Fund 93% 3 60 0 1.04% 10.83%
SMALL BLEND RYTCX Royce Total Return Fund 93% 3 60 0 1.95% 11.25%
Small Growth BUFSX Buffalo Small Cap Fund 93% 3 60 0 1.01% 0%
Mid-Cap Growth JAENX Janus Funds Enterprise Fund 91% 3 60 0 1.14% 7.55%
MID-CAP VALUE JAMVX Janus Funds Mid Cap Value Fund 89% 3 60 0 0.91% 10.59%
SMALL BLEND TASCX Third Avenue Small Cap Value Fund 85% 3 60 0 1.4% 4.22%
Mid-Cap Growth ALMRX Alger Midcap Growth Institutional Fund 78% 3 60 0 1.91% 0%
LARGE BLEND MNHIX Manning Napier Promix Funds Manning Napier Promix Maximum Tr 75% 3 60 0 1.84% 10.74%
LARGE GROWTH RAFFX American Funds AMCAP Fund 71% 3 60 0 0.49% 9.01%
LARGE VALUE MEIAX MFS Family of Funds MFS Value Fund Class A 54% 3 60 0 0.8% 9.45%
Mid-Cap Growth LACAX Columbia Acorn Fund 45% 3 60 0 1.83% 0%
LARGE GROWTH MXXIX Marisco 21st Century Mutual Fund 44% 3 60 0 1.12% 12.33%
LARGE GROWTH RSGRX RS Partners Growth Fund 27% 3 60 0 0.83% 5.92%
Mid-Cap Growth WAHGX Wasatch Heritage Growth Fund Growth Fund 0% 3 60 0 0.95% 70.83%
LARGE BLEND Vanguard Dividend Appreciati Vanguard Funds Specialized Portfolios - Dividend app 0% 3 60 0 NA NA
LARGE BLEND TGFFX TCW Funds Inc. Focused Equities Fund 0% 3 60 0 0.96% 0.55%
Mid-Cap Growth AQUIX RVS Mid Cap Growth Fund 0% 3 60 0 0.83% 0%
MID-CAP VALUE HNSVX Heartl Funds Select Value Fund 0% 3 60 0 1.02% 9.46%
MID-CAP VALUE RMCVX RiverSource Tr Midcap Value Fund Class R4 0% 3 60 0 1.06% 9.29%
REAL ESTATE
Global Real Estate TAREX Third Avenue Real Estate Value Fund 90% 3 60 0 1.05% 5.86%
REAL ESTATE NBRFX Neuberger Berman Real Estate Fund 86% 3 60 0 1.4% 1.95%
FIXED INCOME
Intermediate-Term Bond ACBPX American Century Funds Diversified Bond Fund 97% 3 60 0 0.85% 4.62%
High Yield Bond HYG I Shares TR JBOXX High Yield Corporate Bond Fund 94% 3 60 0 0.49% 5.89%
Intermediate-Term Bond HABDX Harbor Funds Bond Fund Institutional Class 93% 3 60 0 0.3% 4.74%
Intermediate-Term Bond DODIX Dodge Cox Funds Income Fund 87% 3 60 0 0.33% 4.35%
High Yield Bond NHFIX Northern Funds High Yield Fixed Income Fund 85% 3 60 0 0.6% 6.42%
Inflation-Protected Bond PRRIX Pacific Investment Management Company Funds Real Return Fund 80% 3 60 0 1.37% 3.4%
Intermediate Government BGNMX American Century Funds Ginne Mae Fund 79% 3 60 0 0.8% 4.05%
SHORT GOVERNMENT SNGVX SIT Funds US Government Securities Fund 72% 3 60 0 0.8% 3.82%
Intermediate-Term Bond LIGRX Loomis Sayles Loomis Sayles Invest Grade Bond 52% 3 60 0 0.74% 4.53%
High Yield Bond RSHYX Riversource Tr High Yield Class R4 Bond Fund 0% 3 60 0 0.95% 4.83%
Intermediate-Term Bond IDBYX Riversource Tr Diversified Bond Class R4 Fund 0% 3 60 0 0.79% 5.66%
Intermediate Government MGIDX Managers interm Duration Govt Fixed Fund 0% 3 60 0 0.87% 1.72%
WORLD BOND BEGBX American Century Funds International Bond Fund 0% 3 60 0 0.6% 0%
COMMODITIES
COMMODITIES BROAD BASKET DBC Powershares DB Multi Sector Commodity TR 94% 3 60 0 0.85% 3.54%
Average Expense Ratio: 0.87%
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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*
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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*
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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:WCC)
The plan consists of 98 funds. It covers 6 major asset classes and 36 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs, Commodity and Emerging Market Equity.


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