MyPlanIQ 401k Investor E.ON U.S. LLC SAVINGS PLAN

E.ON U.S. LLC SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NFFFX New World Fund, Inc; Class F-2 Shares
INTERNATIONAL EQUITY
WORLD STOCK ANWFX New Perspective Fund; Class F-2 Shares
WORLD STOCK SMCFX SMALLCAP World Fund, Inc; Class F-2 Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
US EQUITY
LARGE GROWTH NEFFX New Economy Fund; Class F-2 Shares
LARGE BLEND ICAFX Investment Company of America; Class F-2 Shares
FIXED INCOME
Short-Term Bond SBFFX Short-Term Bond Fund of America; Class F-2 Shares
Muni National Interm LTEFX Limited Term Tax-Exempt Bond Fund of America; Class F-2 Shares
Muni National Interm TEAFX Tax-Exempt Bond Fund of America, Inc; Class F-2 Shares
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NFFFX New World Fund, Inc; Class F-2 Shares
INTERNATIONAL EQUITY
WORLD STOCK ANWFX New Perspective Fund; Class F-2 Shares
WORLD STOCK SMCFX SMALLCAP World Fund, Inc; Class F-2 Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
US EQUITY
LARGE GROWTH NEFFX New Economy Fund; Class F-2 Shares
LARGE BLEND ICAFX Investment Company of America; Class F-2 Shares
FIXED INCOME
Short-Term Bond SBFFX Short-Term Bond Fund of America; Class F-2 Shares
Muni National Interm LTEFX Limited Term Tax-Exempt Bond Fund of America; Class F-2 Shares
Muni National Interm TEAFX Tax-Exempt Bond Fund of America, Inc; Class F-2 Shares
Muni California Long TEFEX American Funds Tax-Exempt Series II: Tax-Exempt Fund of California; Class F-2 Shares
Muni Single State Interm TMMFX American Funds Tax-Exempt Series I: Tax-Exempt Fund of Maryland; Class F-2 Shares
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 NFFFX New World Fund, Inc; Class F-2 Shares 70% 1 60 0 1.03% 2.83%
INTERNATIONAL EQUITY
WORLD STOCK ANWFX New Perspective Fund; Class F-2 Shares 79% 1 60 0 0.55% 5.7%
WORLD STOCK SMCFX SMALLCAP World Fund, Inc; Class F-2 Shares 72% 1 60 0 0.66% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares 96% 1 60 0 0.08% 2.34%
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 1 60 0 0.17% 0%
US EQUITY
LARGE GROWTH NEFFX New Economy Fund; Class F-2 Shares 65% 1 60 0 0.59% 4.25%
LARGE BLEND ICAFX Investment Company of America; Class F-2 Shares 63% 1 60 0 0.27% 5.24%
FIXED INCOME
Short-Term Bond SBFFX Short-Term Bond Fund of America; Class F-2 Shares 69% 1 60 0 0.39% 3.37%
Muni National Interm LTEFX Limited Term Tax-Exempt Bond Fund of America; Class F-2 Shares 65% 1 60 0 0.22% 2.12%
Muni National Interm TEAFX Tax-Exempt Bond Fund of America, Inc; Class F-2 Shares 62% 1 60 0 0.58% 2.82%
Muni California Long TEFEX American Funds Tax-Exempt Series II: Tax-Exempt Fund of California; Class F-2 Shares 60% 1 60 0 0.27% 2.8%
Muni Single State Interm TMMFX American Funds Tax-Exempt Series I: Tax-Exempt Fund of Maryland; Class F-2 Shares 0% 1 60 0 0.47% 0%
Average Expense Ratio: 0.3%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 3.7% 12.3% 0.3% 5.3% 5.3% 7.2%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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
The plan consists of 20 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.