MyPlanIQ 401k Investor BADGER METER EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN

BADGER METER EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund Mutual Funds
Foreign Large Blend Manning & Napier Manning Napier Fund Inc. Mutual Funds
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Funds
Target Date 2016-2020 FFFDX Fidelity Freedom 2040 Mutual Funds
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Funds
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual Funds
Intermediate Government MRGIX Marshall Government Income Fund Mutual Funds
US EQUITY
LARGE BLEND NYVTX Davis N Y Venure Fund Mutual Funds
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund Mutual Funds
Mid-Cap Growth FMCCX Fidelity Advisor Mid Cap Fund Mutual Funds
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund Mutual Funds
Foreign Large Blend Manning & Napier Manning Napier Fund Inc. Mutual Funds
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Funds
Target Date 2016-2020 FFFDX Fidelity Freedom 2040 Mutual Funds
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Funds
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual Funds
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Funds
ROOT CASH Marshall Prime Money Mkt Cash Equivalent
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual Funds
Intermediate Government MRGIX Marshall Government Income Fund Mutual Funds
US EQUITY
LARGE BLEND NYVTX Davis N Y Venure Fund Mutual Funds
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund Mutual Funds
Mid-Cap Growth FMCCX Fidelity Advisor Mid Cap Fund Mutual Funds
SMALL VALUE HNVIX Heartland Value Plus Fund Mutual Funds
LARGE GROWTH RRGSX T Rowe Price Growth Mutual Funds
Small Growth MRSCX Marshall Small Cap Growth Fund Mutual Funds
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 HAINX Harbor International Fund Mutual Funds 99% 3 60 0 1.02% 3.47%
Foreign Large Blend Manning & Napier Manning Napier Fund Inc. Mutual Funds 0% 3 60 0 NA NA
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Funds 98% 3 60 0 0.58% 3.41%
Target Date 2016-2020 FFFDX Fidelity Freedom 2040 Mutual Funds 98% 3 60 0 0.58% 3.41%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Funds 96% 3 60 0 0.66% 3.25%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual Funds 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Funds 92% 3 60 0 0.49% 3.21%
ROOT CASH Marshall Prime Money Mkt Cash Equivalent 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual Funds 97% 3 60 0 0.83% 3.98%
Intermediate Government MRGIX Marshall Government Income Fund Mutual Funds 0% 3 60 0 0.8% 3.43%
US EQUITY
LARGE BLEND NYVTX Davis N Y Venure Fund Mutual Funds 92% 3 60 0 1.75% 8.07%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund Mutual Funds 91% 3 60 0 1.05% 17.63%
Mid-Cap Growth FMCCX Fidelity Advisor Mid Cap Fund Mutual Funds 71% 3 60 0 1.22% 0.76%
SMALL VALUE HNVIX Heartland Value Plus Fund Mutual Funds 67% 3 60 0 1.01% 2.49%
LARGE GROWTH RRGSX T Rowe Price Growth Mutual Funds 35% 3 60 0 1.2% 3.69%
Small Growth MRSCX Marshall Small Cap Growth Fund Mutual Funds 0% 3 60 0 1.44% 0%
Average Expense Ratio: 0.98%
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Related Retirement Plans
BADGER METER EMPLOYEE SAVINGS AND STOCK OWNERSHIP 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:BMI)
The plan consists of 18 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

The symbol of the company is BMI.



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