MyPlanIQ 401k Investor AMENDED AND RESTATED CRANE CO. SAVINGS AND INVESTMENT PLAN

AMENDED AND RESTATED CRANE CO. SAVINGS AND INVESTMENT PLAN

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Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Int l Stock Idx
Others
Target Date 2021-2025 VTTVX Vanguard Tgt rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Tgt rtmt 2045
Retirement Income VTINX Vanguard Target rtmt income
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bd Mkt Indx Inv
US EQUITY
SMALL BLEND NAESX Vanguard Sm-Cap Index Inv
LARGE BLEND VFINX Vanguard 500 Index Inv
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fd Inv
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Int l Stock Idx
Others
Target Date 2021-2025 VTTVX Vanguard Tgt rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Tgt rtmt 2045
Retirement Income VTINX Vanguard Target rtmt income
Target Date 2031-2035 VTTHX Vanguard Tgt rtmt 2035
Target Date 2050+ VFIFX Vanguard Tgt rtmt 2050
Target Date 2036-2040 VFORX Vanguard Tgt rtmt 2040
Target Date 2026-2030 VTHRX Vanguard Tgt rtmt 2030
Target Date 2016-2020 VTWNX Vanguard Tgt rtmt 2020
Target Date 2011-2015 VTXVX Vanguard Tgt rtmt 2015
Target Date 2000-2010 VTENX Vanguard Tgt rtmt 2010
Target Date 2000-2010 VTOVX Vanguard Tgt rtmt 2005
ROOT CASH Vanguard Prime Money Mkt
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bd Mkt Indx Inv
US EQUITY
SMALL BLEND NAESX Vanguard Sm-Cap Index Inv
LARGE BLEND VFINX Vanguard 500 Index Inv
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fd Inv
LARGE VALUE EILVX EatonVanceLgCapVal
LARGE GROWTH RGAFX American Funds Growth Fund Am
SMALL VALUE COVAX ColumbiaSmCpValueII
Small Growth SAGWX Sentinel Small Company Fd Cl A
MID-CAP BLEND MYMVX Munder:MidCap Sel Y
MID-CAP BLEND UMVEX Columbia MC Value Fund Class Z
Total Available Funds: 23
  • 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 VGTSX Vanguard Total Int l Stock Idx 16% 3 60 0 0.08% 3.43%
Others
Target Date 2021-2025 VTTVX Vanguard Tgt rtmt 2025 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX Vanguard Tgt rtmt 2045 97% 3 60 0 0.08% 2.48%
Retirement Income VTINX Vanguard Target rtmt income 97% 3 60 0 0.08% 4.2%
Target Date 2031-2035 VTTHX Vanguard Tgt rtmt 2035 96% 3 60 0 0.08% 2.65%
Target Date 2050+ VFIFX Vanguard Tgt rtmt 2050 75% 3 60 0 0.08% 2.42%
Target Date 2036-2040 VFORX Vanguard Tgt rtmt 2040 70% 3 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX Vanguard Tgt rtmt 2030 70% 3 60 0 0.08% 2.75%
Target Date 2016-2020 VTWNX Vanguard Tgt rtmt 2020 66% 3 60 0 0.08% 6.24%
Target Date 2011-2015 VTXVX Vanguard Tgt rtmt 2015 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX Vanguard Tgt rtmt 2010 0% 3 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX Vanguard Tgt rtmt 2005 0% 3 60 0 NA 2.94%
ROOT CASH Vanguard Prime Money Mkt 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bd Mkt Indx Inv 100% 3 60 0 0.15% 3.17%
US EQUITY
SMALL BLEND NAESX Vanguard Sm-Cap Index Inv 99% 3 60 0 0.03% 1.62%
LARGE BLEND VFINX Vanguard 500 Index Inv 98% 3 60 0 0.14% 1.57%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fd Inv 96% 3 60 0 0.19% 2.4%
LARGE VALUE EILVX EatonVanceLgCapVal 90% 3 60 0 0.77% 3.28%
LARGE GROWTH RGAFX American Funds Growth Fund Am 75% 3 60 0 0.63% 8.75%
SMALL VALUE COVAX ColumbiaSmCpValueII 46% 3 60 0 1.27% 7.41%
Small Growth SAGWX Sentinel Small Company Fd Cl A 45% 3 60 0 0.81% 0.18%
MID-CAP BLEND MYMVX Munder:MidCap Sel Y 0% 3 60 0 NA 1.24%
MID-CAP BLEND UMVEX Columbia MC Value Fund Class Z 0% 3 60 0 NA 6.88%
Average Expense Ratio: 0.26%
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Related Retirement Plans
AMENDED AND RESTATED CRANE CO. SAVINGS AND INVESTMENT 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 6.0% 14.9% 2.9% 7.2% 5.4% 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:CR)
The plan consists of 25 funds. It covers 2 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity and Foreign Equity.


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