MyPlanIQ 401k Investor MICHELIN 401K SAVINGS PLAN

MICHELIN 401K SAVINGS PLAN Investment Model Portfolios

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MICHELIN 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R5
Others
Retirement Income VTINX Vanguard Retirement Savings
Conservative Allocation VASIX Vanguard Life Strategy Income
Moderate Allocation VWELX Vanguard Wellington Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
SMALL BLEND RTRIX Royce Total Return Inst.
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R5
Others
Retirement Income VTINX Vanguard Retirement Savings
Conservative Allocation VASIX Vanguard Life Strategy Income
Moderate Allocation VWELX Vanguard Wellington Inv
Aggressive Allocation VASGX Vanguard Life Strategy Growth
Conservative Allocation VSCGX Vanguard Life Strategy Conservative Growth
Moderate Allocation VSMGX Vanguard Life Strategy Moderate Growth
ROOT CASH Vnaguard Prime Money Market
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
SMALL BLEND RTRIX Royce Total Return Inst.
LARGE VALUE DODGX Dodge & Cox Stock
LARGE BLEND VINIX Vanguard Institutional Index
Small Growth VEXPX Vanguard Explorer Inv
LARGE GROWTH RGAFX American Funds Growth Fund R5
Total Available Funds: 16
  • 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 RERFX American Funds EuroPacific Growth R5 94% 3 60 0 0.84% 1.01%
Others
Retirement Income VTINX Vanguard Retirement Savings 97% 3 60 0 0.08% 5.89%
Conservative Allocation VASIX Vanguard Life Strategy Income 91% 3 60 0 0.11% 5.64%
Moderate Allocation VWELX Vanguard Wellington Inv 89% 3 60 0 0.17% 10.38%
Aggressive Allocation VASGX Vanguard Life Strategy Growth 89% 3 60 0 0.14% 6.08%
Conservative Allocation VSCGX Vanguard Life Strategy Conservative Growth 89% 3 60 0 0.12% 7.03%
Moderate Allocation VSMGX Vanguard Life Strategy Moderate Growth 83% 3 60 0 0.13% 6.98%
ROOT CASH Vnaguard Prime Money Market 0% 0 60 0 NA 2.62%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.69%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Inv 99% 3 60 0 0.26% 9.94%
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv 95% 3 60 0 0.31% 6.19%
SMALL BLEND RTRIX Royce Total Return Inst. 94% 3 60 0 1.95% 3.34%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 7.51%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 2.72%
Small Growth VEXPX Vanguard Explorer Inv 76% 3 60 0 0.45% 6.49%
LARGE GROWTH RGAFX American Funds Growth Fund R5 75% 3 60 0 0.63% 9.41%
Average Expense Ratio: 0.39%
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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 0.7% 8.1% 3.3% 6.4% 6.4% 6.7%

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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 0.2% 6.2% 1.3% 4.3% 4.0% 4.6%

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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*
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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:MCH.DE)
The plan consists of 17 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

Compagnie Generale des Etablissements Michelin engages in the production, marketing, development, and sale of tires for motor vehicles worldwide. Compagnie Generale des Etablissements Michelin was founded in 1863 and is based in Clermont-Ferrand, France.



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