MyPlanIQ 401k Investor THE PROCTER & GAMBLE COMMERCIAL COMPANY EMPLOYEES’ SAVINGS PLAN

THE PROCTER & GAMBLE COMMERCIAL COMPANY EMPLOYEES’ SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Moderate Allocation OAKBX Oakmark Equity & Income Fund I
ROOT CASH JP Morgan Prime Money Market Fund
EQUITY SJM The J.M. Smucker Company, Common stock
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Institutional Fund
US EQUITY
LARGE BLEND WFSPX BlackRock S&P 500 Stock Fund
SMALL BLEND RLPHX Royce Low Priced Stock Fund
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Moderate Allocation OAKBX Oakmark Equity & Income Fund I
ROOT CASH JP Morgan Prime Money Market Fund
EQUITY SJM The J.M. Smucker Company, Common stock
EQUITY PG The Procter & Gamble Company,Common stock
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Institutional Fund
US EQUITY
LARGE BLEND WFSPX BlackRock S&P 500 Stock Fund
SMALL BLEND RLPHX Royce Low Priced Stock Fund
Total Available Funds: 8
  • 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
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Others
Moderate Allocation OAKBX Oakmark Equity & Income Fund I 91% 3 60 0 0.83% 2.3%
ROOT CASH JP Morgan Prime Money Market Fund 0% 1 60 0 NA 4.14%
EQUITY SJM The J.M. Smucker Company, Common stock 0% 3 60 0 NA 3.37%
EQUITY PG The Procter & Gamble Company,Common stock 0% 3 60 0 NA 2.59%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Institutional Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE BLEND WFSPX BlackRock S&P 500 Stock Fund 75% 3 60 0 0.03% 1.52%
SMALL BLEND RLPHX Royce Low Priced Stock Fund 0% 3 60 0 1.26% 6.51%
Average Expense Ratio: 0.72%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 12.9% 17.9% 6.4% 4.8% 4.6% 6.3%

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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:PG)
The plan consists of 8 funds. It covers 3 major asset classes and 6 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

The Procter & Gamble Company provides consumer packaged goods in the United States and internationally. The company operates in three global business units (GBUs): Beauty and Grooming, Health and Well-Being, and Household Care.



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