MyPlanIQ 401k Investor COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN

COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX EuroPacific Growth Fund Mutual Funds
Others
Moderate Allocation VWELX Vanguard Wellington Fund Mutual Funds
ROOT CASH Money market substitute
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Fixed Income Fund (Fund N)
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund Mutual Funds
SMALL BLEND NBGIX Neuberger Berman Genesis Fund Mutual Funds
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund Mutual Funds
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX EuroPacific Growth Fund Mutual Funds
Others
Moderate Allocation VWELX Vanguard Wellington Fund Mutual Funds
ROOT CASH Money market substitute
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Fixed Income Fund (Fund N)
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund Mutual Funds
SMALL BLEND NBGIX Neuberger Berman Genesis Fund Mutual Funds
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund Mutual Funds
LARGE BLEND VINIX Vanguard Institutional Index Fund Mutual Funds
MID-CAP BLEND TGVOX TCW Galileo Value Opportunities Fund Mutual Funds
Total Available Funds: 9
  • 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 Blend CEUFX EuroPacific Growth Fund Mutual Funds 94% 3 60 0 0.9% 3.89%
Others
Moderate Allocation VWELX Vanguard Wellington Fund Mutual Funds 90% 3 60 0 0.17% 12.31%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Fixed Income Fund (Fund N) 78% 3 60 0 0.82% 4.45%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund Mutual Funds 100% 3 60 0 0% 0%
SMALL BLEND NBGIX Neuberger Berman Genesis Fund Mutual Funds 91% 3 60 0 1.34% 0.15%
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund Mutual Funds 90% 3 60 0 0.77% 1.16%
LARGE BLEND VINIX Vanguard Institutional Index Fund Mutual Funds 78% 3 60 0 0.02% 1.36%
MID-CAP BLEND TGVOX TCW Galileo Value Opportunities Fund Mutual Funds 66% 3 60 0 0.85% 2.21%
Average Expense Ratio: 0.61%
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Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
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3Yr
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Click for Portfolio Details or Follow 5.3% 11.8% 0.8% 5.7% 6.1% 8.7%

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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:CL)
The plan consists of 9 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Colgate-Palmolive Company, together with its subsidiaries, manufactures and markets consumer products worldwide. It offers oral care products.



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