MyPlanIQ 401k Investor A.T. CROSS COMPANY DEFINED CONTRIBUTION RETIREMENT PLAN

A.T. CROSS COMPANY DEFINED CONTRIBUTION RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds American Funds EuroPacific Growth Fund
Others
Target Date 2016-2020 FFFDX Fidelity Advisor Freedom 2020 Fund
Retirement Income FFFAX Fidelity Advisor Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Advisor Freedom 2030 Fund
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Delaware Diversified Income Fund
US EQUITY
MID-CAP BLEND RYVFX Royce Royce Value Plus - Service Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund
LARGE BLEND NINDX Columbia Columbia Large Cap Index Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds American Funds EuroPacific Growth Fund
Others
Target Date 2016-2020 FFFDX Fidelity Advisor Freedom 2020 Fund
Retirement Income FFFAX Fidelity Advisor Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Advisor Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Advisor Freedom 2040 Fund
Moderate Allocation CTFAX Columbia Columbia Acorn Fund
Target Date 2000-2010 FFFCX Fidelity Advisor Freedom 2010 Fund
Moderate Allocation JABAX Janus Janus Balanced Fund
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Delaware Diversified Income Fund
US EQUITY
MID-CAP BLEND RYVFX Royce Royce Value Plus - Service Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund
LARGE BLEND NINDX Columbia Columbia Large Cap Index Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE VALUE CGRWX Oppenheimer Value Fund
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Fund
Total Available Funds: 15
  • 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 American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 1.86%
Others
Target Date 2016-2020 FFFDX Fidelity Advisor Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Advisor Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2026-2030 FFFEX Fidelity Advisor Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Advisor Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Moderate Allocation CTFAX Columbia Columbia Acorn Fund 95% 3 60 0 0.85% 2.47%
Target Date 2000-2010 FFFCX Fidelity Advisor Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Moderate Allocation JABAX Janus Janus Balanced Fund 91% 3 60 0 0.7% 3.12%
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Delaware Diversified Income Fund 89% 3 60 0 0.45% 4.24%
US EQUITY
MID-CAP BLEND RYVFX Royce Royce Value Plus - Service Fund 90% 3 60 0 1.24% 8.42%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund 82% 3 60 0 1.18% 0.85%
LARGE BLEND NINDX Columbia Columbia Large Cap Index Fund 77% 3 60 0 0.45% 1.25%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
LARGE VALUE CGRWX Oppenheimer Value Fund 55% 3 60 0 0.58% 0.85%
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Fund 0% 3 60 0 1.26% 12.88%
Average Expense Ratio: 0.73%
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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 3.4% 9.8% 0.6% 6.5% 5.4% 7.1%

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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:ATX)
The plan consists of 16 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

The symbol of the complany is ATX.



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