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MyPlanIQ 401k Investor Central Garden Pet Company Investment Growth Plan

Central Garden Pet Company Investment Growth Plan Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation JABAX Janus Balanced Fund
ROOT CASH ING Money Mkt Fund
INTERNATIONAL EQUITY
WORLD STOCK IGMIX Oppenheimer Global Fund
Foreign Large Blend AEPGX Euro Pacific Growth Fund
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small Cap Value Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund
LARGE BLEND BTIEX DWS Equity 500 Index Fund
FIXED INCOME
Intermediate Government LEINX ING GNMA Income Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation JABAX Janus Balanced Fund
ROOT CASH ING Money Mkt Fund
INTERNATIONAL EQUITY
WORLD STOCK IGMIX Oppenheimer Global Fund
Foreign Large Blend AEPGX Euro Pacific Growth Fund
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small Cap Value Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund
LARGE BLEND BTIEX DWS Equity 500 Index Fund
LARGE VALUE IPEIX Pioneer Equity Income Fund
LARGE GROWTH AGTHX The Growth Fund of Amer
Mid-Cap Growth BGRFX Baron Growth Fund
Mid-Cap Growth IDICX AIM Dynamics Fund
LARGE BLEND IOMIX Oppenheimer Main Street Fund
US EQUITY CENT Central Garden Pet Company Class A Common Stock Employer securities
FIXED INCOME
Intermediate Government LEINX ING GNMA Income Fund
Total Available Funds: 14
  • 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
Moderate Allocation JABAX Janus Balanced Fund 90% 3 60 0 0.7% 8.49%
ROOT CASH ING Money Mkt Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK IGMIX Oppenheimer Global Fund 85% 3 60 0 1.2% 24.33%
Foreign Large Blend AEPGX Euro Pacific Growth Fund 57% 3 60 0 0.9% 13.79%
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small Cap Value Fund 92% 3 60 0 1.43% 5.27%
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund 88% 3 60 0 1.16% 6.47%
LARGE BLEND BTIEX DWS Equity 500 Index Fund 77% 3 60 0 0.2% 14.08%
LARGE VALUE IPEIX Pioneer Equity Income Fund 64% 3 60 0 1.04% 25.38%
LARGE GROWTH AGTHX The Growth Fund of Amer 41% 3 60 0 0.3% 11.19%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 15.52%
Mid-Cap Growth IDICX AIM Dynamics Fund 0% 3 60 0 0.72% 1.08%
LARGE BLEND IOMIX Oppenheimer Main Street Fund 0% 3 60 0 NA 1.34%
US EQUITY CENT Central Garden Pet Company Class A Common Stock Employer securities 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate Government LEINX ING GNMA Income Fund 86% 3 60 0 0.58% 4.16%
Average Expense Ratio: 0.87%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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% 6.8% 0.6% 4.1% 3.8% 4.4%

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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:CENT)
The plan consists of 14 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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