MyPlanIQ 401k Investor AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN

AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Others
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050 FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond BPLBX BLKRK INFL PRO BD BR
FIXED INCOME VBMFX FIXED INCOME FUND
US EQUITY
LARGE BLEND VGIAX VANG GRTH & INC ADM
LARGE GROWTH FGCKX FID GROWTH CO K
SMALL VALUE DFFVX DFA US TARGET VAL I
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Others
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050 FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond BPLBX BLKRK INFL PRO BD BR
FIXED INCOME VBMFX FIXED INCOME FUND
US EQUITY
LARGE BLEND VGIAX VANG GRTH & INC ADM
LARGE GROWTH FGCKX FID GROWTH CO K
SMALL VALUE DFFVX DFA US TARGET VAL I
LARGE BLEND FUSEX FID US EQ INDX
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST
LARGE VALUE EILVX EV LG CAP VALUE I
Small Growth TSCIX TIMES SQ SM CP GTH I
LARGE VALUE MADVX BLKRK EQ DIV
LARGE GROWTH TRBCX TRP BLUE CHIP GRTH
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
LARGE BLEND VTGLX Vanguard Grth & Inc Adm
Total Available Funds: 28
  • 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 FDIKX FID DIVERSIFD INTL K 77% 1 60 0 0.99% 4.46%
Others
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 3.89%
Target Date 2050 FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 3.38%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 4.48%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 3.82%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 5.14%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 4.72%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 80% 1 60 0 0.83% 4%
Inflation-Protected Bond BPLBX BLKRK INFL PRO BD BR 69% 1 60 0 0.81% 3.53%
FIXED INCOME VBMFX FIXED INCOME FUND 45% 1 60 0 0.15% 3.19%
US EQUITY
LARGE BLEND VGIAX VANG GRTH & INC ADM 98% 1 60 0 0.23% 18.01%
LARGE GROWTH FGCKX FID GROWTH CO K 96% 1 60 0 0.79% 4.53%
SMALL VALUE DFFVX DFA US TARGET VAL I 91% 1 60 0 0.29% 2.77%
LARGE BLEND FUSEX FID US EQ INDX 84% 1 60 0 0.09% 1.68%
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST 84% 1 60 0 1.18% 5.26%
LARGE VALUE EILVX EV LG CAP VALUE I 56% 1 60 0 0.77% 3.26%
Small Growth TSCIX TIMES SQ SM CP GTH I 46% 1 60 0 1.19% 0%
LARGE VALUE MADVX BLKRK EQ DIV 43% 1 60 0 1% 7.28%
LARGE GROWTH TRBCX TRP BLUE CHIP GRTH 36% 1 60 0 1.23% 4.19%
Mid-Cap Growth ARTMX ARTISAN MID CAP INV 31% 1 60 0 0.96% 0%
LARGE BLEND VTGLX Vanguard Grth & Inc Adm 0% 1 60 0 0.12% 2.09%
Average Expense Ratio: 0.61%
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Related Retirement Plans
AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN
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 7.0% 16.4% 3.3% 9.1% 6.9% 7.8%

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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
The plan consists of 30 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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