MyPlanIQ 401k Investor METTLER-TOLEDO INC. DEFINED CONTRIBUTION RETIREMENT SAVINGS PLAN

METTLER-TOLEDO INC. DEFINED CONTRIBUTION RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 39
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Index Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
EUROPE STOCK VEURX Vanguard European Stock Index Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund
Others
Health VGHCX Vanguard Health Care Fund
Equity Energy VGENX Vanguard Energy Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Intermediate-Term Bond VFICX Vanguard interm Term Investment Grade
Intermediate Government VFIIX Vanguard GNMA Fund
Total Available Funds: 39
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Index Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
EUROPE STOCK VEURX Vanguard European Stock Index Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Health VGHCX Vanguard Health Care Fund
Equity Energy VGENX Vanguard Energy Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Conservative Allocation VWINX Vanguard Wellesley Income Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
ROOT CASH Vanguard Prime Money Mkt Fund
Moderate Allocation VAAPX Vanguard Asset Allocation Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Intermediate-Term Bond VFICX Vanguard interm Term Investment Grade
Intermediate Government VFIIX Vanguard GNMA Fund
SHORT GOVERNMENT VSGBX Vanguard Short Term Federal Fund
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund
Long-Term Bond VWESX Vanguard Long Term Investment Grade
US EQUITY
LARGE VALUE VEIPX Vanguard Equity Income Fund
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund
LARGE BLEND VQNPX Vanguard Growth Income Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE GROWTH VIGRX Vanguard Growth Index Fund
LARGE VALUE VIVAX Vanguard Value Index Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
LARGE GROWTH VHCOX Vanguard Capital Opportunity Fund
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund
MID-CAP VALUE VASVX Vanguard Selected Value Fund
LARGE BLEND VITPX Vanguard Total Stock Mkt Index Fund
Small Growth VEXPX Vanguard Explorer Fund
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund
Total Available Funds: 39
  • 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
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund 81% 3 60 0 0.12% 4.01%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Index Fund 99% 3 60 0 0.08% 2.89%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund 99% 3 60 0 0.39% 7.62%
EUROPE STOCK VEURX Vanguard European Stock Index Fund 89% 3 60 0 0.09% 3.22%
Foreign Large Blend VWIGX Vanguard International Growth Fund 82% 3 60 0 0.45% 8.82%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 3 60 0 0.08% 3.09%
Others
Health VGHCX Vanguard Health Care Fund 97% 3 60 0 0.34% 9.7%
Equity Energy VGENX Vanguard Energy Fund 97% 3 60 0 0.46% 13.08%
Moderate Allocation VBINX Vanguard Balanced Index Fund 92% 3 60 0 0.07% 5.73%
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund 91% 3 60 0 0.11% 4.84%
Conservative Allocation VWINX Vanguard Wellesley Income Fund 90% 3 60 0 0.16% 6.52%
Moderate Allocation VWELX Vanguard Wellington Fund 89% 3 60 0 0.17% 10.34%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund 89% 3 60 0 0.12% 6.3%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund 83% 3 60 0 0.13% 5.87%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 2.61%
Moderate Allocation VAAPX Vanguard Asset Allocation Fund 0% 3 60 0 NA 1.61%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund 100% 3 60 0 0.15% 3.74%
Intermediate-Term Bond VFICX Vanguard interm Term Investment Grade 99% 3 60 0 0.2% 4.38%
Intermediate Government VFIIX Vanguard GNMA Fund 98% 3 60 0 0.11% 3.37%
SHORT GOVERNMENT VSGBX Vanguard Short Term Federal Fund 95% 3 60 0 0.1% 3.22%
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund 95% 3 60 0 0.13% 5.75%
Long-Term Bond VWESX Vanguard Long Term Investment Grade 83% 3 60 0 0.22% 4.49%
US EQUITY
LARGE VALUE VEIPX Vanguard Equity Income Fund 99% 3 60 0 0.27% 9.49%
SMALL BLEND NAESX Vanguard Small-Cap Index Fund 99% 3 60 0 0.03% 1.06%
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 9.91%
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund 99% 3 60 0 0.3% 4.77%
LARGE BLEND VQNPX Vanguard Growth Income Fund 98% 3 60 0 0.22% 11.06%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund 98% 3 60 0 0.04% 1.22%
LARGE BLEND VFINX Vanguard 500 Index Fund 97% 3 60 0 0.14% 1.25%
LARGE GROWTH VIGRX Vanguard Growth Index Fund 97% 3 60 0 0.04% 0.29%
LARGE VALUE VIVAX Vanguard Value Index Fund 95% 3 60 0 0.05% 1.71%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund 95% 3 60 0 0.31% 6.07%
LARGE GROWTH VHCOX Vanguard Capital Opportunity Fund 91% 3 60 0 0.43% 0.65%
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund 89% 3 60 0 0.14% 5.08%
MID-CAP VALUE VASVX Vanguard Selected Value Fund 84% 3 60 0 0.43% 13.27%
LARGE BLEND VITPX Vanguard Total Stock Mkt Index Fund 82% 3 60 0 0.02% 3.06%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 6.54%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund 65% 3 60 0 0.33% 11.36%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.2%
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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*
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:MTD)
The plan consists of 41 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, Fixed Income and REITs.


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