MyPlanIQ THE CHUBB CORPORATION

THE CHUBB CORPORATION

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International K
DIVERSIFIED PACIFIC/ASIA NAPRX Allianz Allianz Nacm Pacific Rim I
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045
Retirement Income VTINX Vanguard Vanguard Target rtmt Income
FIXED INCOME
High Yield Bond JAHYX Janus Janus High Yield Bond
WORLD BOND MPIFX Morgan Stanley Inst Morgan Stanley Inst CP FX income 1
US EQUITY
Small Growth VISGX Vanguard Vanguard Small Growth Index Inst.
LARGE VALUE VIVAX Vanguard Vanguard Value Index Inst.
Mid-Cap Growth RPMGX T. Rowe Price T. Rowe Price Mid Cap Growth
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International K
DIVERSIFIED PACIFIC/ASIA NAPRX Allianz Allianz Nacm Pacific Rim I
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045
Retirement Income VTINX Vanguard Vanguard Target rtmt Income
Target Date 2031-2035 VTTHX Vanguard Vanguard Target rtmt 2035
Moderate Allocation DODBX Dodge Cox Dodge Cox Balanced
Target Date 2050+ VFIFX Vanguard Vanguard Target rtmt 2050
Target Date 2036-2040 VFORX Vanguard Vanguard Target rtmt 2040
Target Date 2026-2030 VTHRX Vanguard Vanguard Target rtmt 2030
Target Date 2016-2020 VTWNX Vanguard Vanguard Target rtmt 2020
ROOT CASH Fidelity STIF Money Mkt Fund
ROOT CASH Interest Bearing Cash 316175207 Money Mkt Fund
ROOT CASH Fimm Government Port C1 I Money Mkt Fund
Target Date 2011-2015 VTXVX Vanguard Vanguard Target rtmt 2015
Target Date 2000-2010 VTENX Vanguard Vanguard Target rtmt 2010
Target Date 2000-2010 VTOVX Vanguard Vanguard Target rtmt 2005
FIXED INCOME
High Yield Bond JAHYX Janus Janus High Yield Bond
WORLD BOND MPIFX Morgan Stanley Inst Morgan Stanley Inst CP FX income 1
US EQUITY
Small Growth VISGX Vanguard Vanguard Small Growth Index Inst.
LARGE VALUE VIVAX Vanguard Vanguard Value Index Inst.
Mid-Cap Growth RPMGX T. Rowe Price T. Rowe Price Mid Cap Growth
MID-CAP VALUE GSMCX Goldman Sachs GS Midcap Value Ins.
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE BLEND FFDKX Fidelity Fund K
LARGE GROWTH FOCKX Fidelity OTC K
SMALL BLEND RLPIX Royce Royce Low Priced Stock IS
LARGE BLEND FUSVX Fidelity Spartan Spartan US Equity Ind. Advan.
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 Growth FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 4.47%
DIVERSIFIED PACIFIC/ASIA NAPRX Allianz Allianz Nacm Pacific Rim I 0% 3 60 0 NA 0.56%
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045 97% 3 60 0 0.08% 2.48%
Retirement Income VTINX Vanguard Vanguard Target rtmt Income 97% 3 60 0 0.08% 4.2%
Target Date 2031-2035 VTTHX Vanguard Vanguard Target rtmt 2035 96% 3 60 0 0.08% 2.65%
Moderate Allocation DODBX Dodge Cox Dodge Cox Balanced 93% 3 60 0 0.42% 5.82%
Target Date 2050+ VFIFX Vanguard Vanguard Target rtmt 2050 75% 3 60 0 0.08% 2.42%
Target Date 2036-2040 VFORX Vanguard Vanguard Target rtmt 2040 70% 3 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX Vanguard Vanguard Target rtmt 2030 70% 3 60 0 0.08% 2.75%
Target Date 2016-2020 VTWNX Vanguard Vanguard Target rtmt 2020 66% 3 60 0 0.08% 6.24%
ROOT CASH Fidelity STIF Money Mkt Fund 0% 1 60 0 NA 2.67%
ROOT CASH Interest Bearing Cash 316175207 Money Mkt Fund 0% 1 60 0 NA 2.67%
ROOT CASH Fimm Government Port C1 I Money Mkt Fund 0% 1 60 0 NA 2.67%
Target Date 2011-2015 VTXVX Vanguard Vanguard Target rtmt 2015 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX Vanguard Vanguard Target rtmt 2010 0% 3 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX Vanguard Vanguard Target rtmt 2005 0% 3 60 0 NA 2.94%
FIXED INCOME
High Yield Bond JAHYX Janus Janus High Yield Bond 90% 3 60 0 0.98% 6.5%
WORLD BOND MPIFX Morgan Stanley Inst Morgan Stanley Inst CP FX income 1 0% 3 60 0 NA 7.97%
US EQUITY
Small Growth VISGX Vanguard Vanguard Small Growth Index Inst. 100% 3 60 0 0.07% 0.67%
LARGE VALUE VIVAX Vanguard Vanguard Value Index Inst. 96% 3 60 0 0.05% 2.66%
Mid-Cap Growth RPMGX T. Rowe Price T. Rowe Price Mid Cap Growth 87% 3 60 0 1.29% 6.75%
MID-CAP VALUE GSMCX Goldman Sachs GS Midcap Value Ins. 83% 3 60 0 1.18% 5.28%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 3.89%
LARGE BLEND FFDKX Fidelity Fund K 68% 3 60 0 0.45% 2.85%
LARGE GROWTH FOCKX Fidelity OTC K 68% 3 60 0 0.81% 0.1%
SMALL BLEND RLPIX Royce Royce Low Priced Stock IS 0% 3 60 0 1.19% 0%
LARGE BLEND FUSVX Fidelity Spartan Spartan US Equity Ind. Advan. 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.4%
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Related Retirement Plans
PENSION PLAN OF THE CHUBB CORPORATION
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:CB)
The plan consists of 28 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity and Foreign Equity.

The symbol of the company is CACI.



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