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MyPlanIQ 401k Investor THRIFT PLAN OF DELTIC TIMBER CORPORATION

THRIFT PLAN OF DELTIC TIMBER CORPORATION Investment Model Portfolios

This Plan is unrated.
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THRIFT PLAN OF DELTIC TIMBER CORPORATION
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation MSFHX MFS Total Return Fund 3
ROOT CASH RidgeWorth Prime Quality Money Mkt
INTERNATIONAL EQUITY
Foreign Large Blend STITX RidgeWorth International Equity Index I
Foreign Large Value MINHX MFS International Value R3
Foreign Large Blend AIZAX AllianceBernstein International Value
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock Fund
Small Growth RYVPX Royce Value Plus Svc
SMALL VALUE RYOFX Royce Opportunity Fund Service
FIXED INCOME
Intermediate-Term Bond GSNIX Goldman Sachs Core Fixed Income Fund
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Fund Investor
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation MSFHX MFS Total Return Fund 3
ROOT CASH RidgeWorth Prime Quality Money Mkt
INTERNATIONAL EQUITY
Foreign Large Blend STITX RidgeWorth International Equity Index I
Foreign Large Value MINHX MFS International Value R3
Foreign Large Blend AIZAX AllianceBernstein International Value
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock Fund
Small Growth RYVPX Royce Value Plus Svc
SMALL VALUE RYOFX Royce Opportunity Fund Service
MID-CAP BLEND FMDCX Federated Mid Cap Index Fund
LARGE VALUE EQPIX Fidelity Advisor Equity Income Fund
LARGE BLEND VIFSX Vanguard 500 Index Signal Fund
LARGE GROWTH OEQAX Oppenheimer Equity Fund
FIXED INCOME
Intermediate-Term Bond GSNIX Goldman Sachs Core Fixed Income Fund
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Fund Investor
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 MSFHX MFS Total Return Fund 3 46% 3 60 0 0.39% 8.97%
ROOT CASH RidgeWorth Prime Quality Money Mkt 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend STITX RidgeWorth International Equity Index I 70% 3 60 0 1.07% 1.16%
Foreign Large Value MINHX MFS International Value R3 60% 3 60 0 0.61% 8.89%
Foreign Large Blend AIZAX AllianceBernstein International Value 0% 3 60 0 1.27% 0.35%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock Fund 100% 3 60 0 0% 13.94%
Small Growth RYVPX Royce Value Plus Svc 97% 3 60 0 1.24% 16.68%
SMALL VALUE RYOFX Royce Opportunity Fund Service 96% 3 60 0 1.85% 10.77%
MID-CAP BLEND FMDCX Federated Mid Cap Index Fund 80% 3 60 0 0.32% 10.65%
LARGE VALUE EQPIX Fidelity Advisor Equity Income Fund 71% 3 60 0 0.65% 9.81%
LARGE BLEND VIFSX Vanguard 500 Index Signal Fund 0% 3 60 0 0.05% 2.09%
LARGE GROWTH OEQAX Oppenheimer Equity Fund 0% 3 60 0 1.12% 4.92%
FIXED INCOME
Intermediate-Term Bond GSNIX Goldman Sachs Core Fixed Income Fund 71% 3 60 0 0.44% 4.77%
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Fund Investor 62% 3 60 0 0.4% 3.63%
Average Expense Ratio: 0.72%
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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 12.1% 13.2% 5.6% 5.8% 4.8% 6.0%

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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:DEL)
The plan consists of 14 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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