MyPlanIQ 401k Investor GATX CORPORATION SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN

GATX CORPORATION SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund K
WORLD STOCK ABGKX AllianceBernstein International Value K
Others
Target Date 2021-2025 VTTVX Vanguard Target Return 2025
Target Date 2041-2045 VTIVX Vanguard Target Return 2045
Retirement Income VTINX Vanguard Targeted Return Inc.
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund Institutional Class
Inflation-Protected Bond FINPX Inflation Protected Bond Index Non-Lending Series
Intermediate-Term Bond TATBX Vanguard Target Return 2030
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund Advisory Class
LARGE BLEND VFINX NTGI S P 500 Index
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund (A)
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund K
WORLD STOCK ABGKX AllianceBernstein International Value K
Others
Target Date 2021-2025 VTTVX Vanguard Target Return 2025
Target Date 2041-2045 VTIVX Vanguard Target Return 2045
Retirement Income VTINX Vanguard Targeted Return Inc.
Target Date 2031-2035 VTTHX Vanguard Target Return 2035
Target Date 2050+ VFIFX Vanguard Target Return 2050
Target Date 2036-2040 VFORX Vanguard Target Return 2040
Target Date 2016-2020 VTWNX Vanguard Target Return 2020
Target Date 2011-2015 VTXVX Vanguard Target Return 2015
Target Date 2000-2010 VTOVX Vanguard Target Return 2005
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund Institutional Class
Inflation-Protected Bond FINPX Inflation Protected Bond Index Non-Lending Series
Intermediate-Term Bond TATBX Vanguard Target Return 2030
Intermediate-Term Bond Vanguard Target Retirement Vanguard Target Return 2010
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund Advisory Class
LARGE BLEND VFINX NTGI S P 500 Index
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund (A)
Total Available Funds: 18
  • 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 Fund K 72% 3 60 0 0.99% 4.5%
WORLD STOCK ABGKX AllianceBernstein International Value K 0% 3 60 0 2.1% 1.18%
Others
Target Date 2021-2025 VTTVX Vanguard Target Return 2025 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Return 2045 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Targeted Return Inc. 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Return 2035 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard Target Return 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Return 2040 70% 3 60 0 0.08% 2.23%
Target Date 2016-2020 VTWNX Vanguard Target Return 2020 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Return 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTOVX Vanguard Target Return 2005 0% 3 60 0 NA 2.78%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund Institutional Class 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond FINPX Inflation Protected Bond Index Non-Lending Series 0% 3 60 0 0.45% 5.61%
Intermediate-Term Bond TATBX Vanguard Target Return 2030 0% 3 60 0 0.65% 0%
Intermediate-Term Bond Vanguard Target Retirement Vanguard Target Return 2010 0% 3 60 0 NA NA
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund Advisory Class 100% 3 60 0 0% 0%
LARGE BLEND VFINX NTGI S P 500 Index 98% 3 60 0 0.14% 1.27%
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund (A) 48% 3 60 0 1.27% 2.98%
Average Expense Ratio: 0.44%
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Related Retirement Plans
GATX CORPORATION SALARIED EMPLOYEES RETIREMENT SAVINGS 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:GMT)
The plan consists of 22 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

The symbol of the company is GMT.



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