MyPlanIQ 401k Investor RR DONNELLEY SAVINGS PLAN

RR DONNELLEY SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Aggressive Allocation GAIEX American Funds Portfolio Series: American Funds Growth & Income Portfolio; Class F-2 Shares
Moderate Allocation BLPEX American Funds Portfolio Series: American Funds Balanced Portfolio; Class F-2 Shares
Aggressive Allocation GWPEX American Funds Portfolio Series: American Funds Growth Portfolio; Class F-2 Shares
FIXED INCOME
Intermediate Government GVTFX American Funds Income Series: US Government Securities Fund; Class F-2 Shares
Intermediate-Term Bond PPEFX American Funds Portfolio Series: American Funds Preservation Portfolio; Class F-2 Shares
Muni Single State Interm TEFFX American Funds Tax-Exempt Series I: Tax-Exempt Fund of Virginia; Class F-2 Shares
US EQUITY
LARGE VALUE WMFFX Washington Mutual Investors Fund; Class F-2 Shares
LARGE VALUE PGWFX American Funds Portfolio Series: American Funds Global Growth Portfolio; Class F-2 Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Aggressive Allocation GAIEX American Funds Portfolio Series: American Funds Growth & Income Portfolio; Class F-2 Shares
Moderate Allocation BLPEX American Funds Portfolio Series: American Funds Balanced Portfolio; Class F-2 Shares
Aggressive Allocation GWPEX American Funds Portfolio Series: American Funds Growth Portfolio; Class F-2 Shares
Conservative Allocation INPEX American Funds Portfolio Series: American Funds Income Portfolio; Class F-2 Shares
Conservative Allocation TXIFX American Funds Portfolio Series: American Funds Tax-Advantaged Income Portfolio; Class F-2 Shares
FIXED INCOME
Intermediate Government GVTFX American Funds Income Series: US Government Securities Fund; Class F-2 Shares
Intermediate-Term Bond PPEFX American Funds Portfolio Series: American Funds Preservation Portfolio; Class F-2 Shares
Muni Single State Interm TEFFX American Funds Tax-Exempt Series I: Tax-Exempt Fund of Virginia; Class F-2 Shares
US EQUITY
LARGE VALUE WMFFX Washington Mutual Investors Fund; Class F-2 Shares
LARGE VALUE PGWFX American Funds Portfolio Series: American Funds Global Growth Portfolio; Class F-2 Shares
Total Available Funds: 10
  • 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
Others
Aggressive Allocation GAIEX American Funds Portfolio Series: American Funds Growth & Income Portfolio; Class F-2 Shares 6% 3 60 0 0.4% 5.88%
Moderate Allocation BLPEX American Funds Portfolio Series: American Funds Balanced Portfolio; Class F-2 Shares 4% 3 60 0 0.58% 5.59%
Aggressive Allocation GWPEX American Funds Portfolio Series: American Funds Growth Portfolio; Class F-2 Shares 3% 3 60 0 1.03% 8%
Conservative Allocation INPEX American Funds Portfolio Series: American Funds Income Portfolio; Class F-2 Shares 3% 3 60 0 1.39% 5.24%
Conservative Allocation TXIFX American Funds Portfolio Series: American Funds Tax-Advantaged Income Portfolio; Class F-2 Shares 1% 3 60 0 0.63% 4.42%
FIXED INCOME
Intermediate Government GVTFX American Funds Income Series: US Government Securities Fund; Class F-2 Shares 64% 3 60 0 0.24% 3.68%
Intermediate-Term Bond PPEFX American Funds Portfolio Series: American Funds Preservation Portfolio; Class F-2 Shares 15% 3 60 0 0.3% 3.63%
Muni Single State Interm TEFFX American Funds Tax-Exempt Series I: Tax-Exempt Fund of Virginia; Class F-2 Shares 0% 3 60 0 0.49% 0%
US EQUITY
LARGE VALUE WMFFX Washington Mutual Investors Fund; Class F-2 Shares 62% 3 60 0 0.26% 3.61%
LARGE VALUE PGWFX American Funds Portfolio Series: American Funds Global Growth Portfolio; Class F-2 Shares 5% 3 60 0 0.58% 6.7%
Average Expense Ratio: 0.59%
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Related Retirement Plans
RR DONNELLEY SAVINGS PLAN
Model Portfolios

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:RRD)
This plan consists of 10 funds, some of them are: WMFFX, INPEX, BLPEX, GVTFX, PPEFX, PGWFX.


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