MyPlanIQ SHAW INDUSTRIES GROUP INC. RETIREMENT SAVINGS PLAN

SHAW INDUSTRIES GROUP INC. RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Harris Associates Investment Trust: Oakmark International Fund; Class I Shares
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
Foreign Large Blend NOIAX Natixis Funds Trust I: Natixis Oakmark International Fund; Class A Shares
Others
Conservative Allocation MNMIX Manning & Napier Fund
Conservative Allocation MNCIX Manning & Napier Fund
Moderate Allocation MNBIX Manning & Napier Fund
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
SMALL BLEND DISSX Dreyfus Index Funds
LARGE BLEND MNHIX Manning & Napier Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Harris Associates Investment Trust: Oakmark International Fund; Class I Shares
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
Foreign Large Blend NOIAX Natixis Funds Trust I: Natixis Oakmark International Fund; Class A Shares
Others
Conservative Allocation MNMIX Manning & Napier Fund
Conservative Allocation MNCIX Manning & Napier Fund
Moderate Allocation MNBIX Manning & Napier Fund
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
SMALL BLEND DISSX Dreyfus Index Funds
LARGE BLEND MNHIX Manning & Napier Fund
LARGE GROWTH AMPFX AMCAP Fund; Class F-1 Shares
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 13
  • 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 OAKIX Harris Associates Investment Trust: Oakmark International Fund; Class I Shares 100% 3 60 0 0.75% 1.9%
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares 57% 3 60 0 0.9% 3.74%
Foreign Large Blend NOIAX Natixis Funds Trust I: Natixis Oakmark International Fund; Class A Shares 17% 3 60 0 0.9% 1.52%
Others
Conservative Allocation MNMIX Manning & Napier Fund 97% 3 60 0 0.1% 2.47%
Conservative Allocation MNCIX Manning & Napier Fund 97% 3 60 0 0.1% 3.28%
Moderate Allocation MNBIX Manning & Napier Fund 93% 3 60 0 0.11% 2.02%
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.07%
SMALL BLEND DISSX Dreyfus Index Funds 79% 3 60 0 0.5% 12.27%
LARGE BLEND MNHIX Manning & Napier Fund 75% 3 60 0 1.84% 2.38%
LARGE GROWTH AMPFX AMCAP Fund; Class F-1 Shares 45% 3 60 0 0.49% 3.26%
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund 0% 3 60 0 0.51% 15.85%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.84%
Average Expense Ratio: 0.74%
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Related Retirement Plans
SHAW INDUSTRIES GROUP, INC. 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*
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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
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