MyPlanIQ 401k Investor SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION

SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price T. Rowe Price Emerging Mkts Stock Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds American Funds EuroPacific Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Vanguard Target rtmt Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
US EQUITY
SMALL VALUE VISVX Vanguard Vanguard Small-Cap Value Index Fund
Small Growth VISGX Vanguard Vanguard Small-Cap Growth Index Fund
LARGE GROWTH PRSGX T. Rowe Price T. Rowe Price Spectrum Growth Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price T. Rowe Price Emerging Mkts Stock Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds American Funds EuroPacific Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Vanguard Target rtmt Income Fund
Target Date 2031-2035 VTTHX Vanguard Vanguard Target rtmt 2035 Fund
Moderate Allocation RLBFX American Funds American Balanced Fund
Target Date 2011-2015 VTXVX Vanguard Vanguard Target rtmt 2015 Fund
Target Date 2000-2010 VTOVX Vanguard Vanguard Target rtmt 2005 Fund
ROOT CASH Vanguard Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
US EQUITY
SMALL VALUE VISVX Vanguard Vanguard Small-Cap Value Index Fund
Small Growth VISGX Vanguard Vanguard Small-Cap Growth Index Fund
LARGE GROWTH PRSGX T. Rowe Price T. Rowe Price Spectrum Growth Fund
SMALL BLEND NAESX Vanguard Vanguard Small-Cap Index Fund
Mid-Cap Growth VMGIX Vanguard Vanguard Mid-Cap Index Fund
LARGE BLEND VFINX Vanguard Vanguard 500 Index Fund
LARGE GROWTH VPMCX Vanguard Vanguard PRIMECAP Fund
MID-CAP VALUE ARTQX Artisan Funds Artisan Mid Cap Value Fund
LARGE VALUE LSGIX Loomis Sayles Loomis Sayles Value Fund
Total Available Funds: 20
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price T. Rowe Price Emerging Mkts Stock Fund 82% 3 60 0 0% 1.1%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 1.86%
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Vanguard Target rtmt Income Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation RLBFX American Funds American Balanced Fund 79% 3 60 0 0.31% 2.64%
Target Date 2011-2015 VTXVX Vanguard Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTOVX Vanguard Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.78%
ROOT CASH Vanguard Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
SMALL VALUE VISVX Vanguard Vanguard Small-Cap Value Index Fund 100% 3 60 0 0.06% 1.97%
Small Growth VISGX Vanguard Vanguard Small-Cap Growth Index Fund 100% 3 60 0 0.07% 0.54%
LARGE GROWTH PRSGX T. Rowe Price T. Rowe Price Spectrum Growth Fund 99% 3 60 0 0.73% 0.83%
SMALL BLEND NAESX Vanguard Vanguard Small-Cap Index Fund 99% 3 60 0 0.03% 1.4%
Mid-Cap Growth VMGIX Vanguard Vanguard Mid-Cap Index Fund 98% 3 60 0 0.19% 0.58%
LARGE BLEND VFINX Vanguard Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
LARGE GROWTH VPMCX Vanguard Vanguard PRIMECAP Fund 95% 3 60 0 0.31% 7.81%
MID-CAP VALUE ARTQX Artisan Funds Artisan Mid Cap Value Fund 91% 3 60 0 1.05% 17.63%
LARGE VALUE LSGIX Loomis Sayles Loomis Sayles Value Fund 0% 3 60 0 0.74% 462.59%
Average Expense Ratio: 0.32%
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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 3.0% 11.6% 0.5% 5.1% 5.3% 6.8%

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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(Ticker:CRS)
The plan consists of 21 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.

The symbol of the company is CRS.



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