MyPlanIQ ACUITY BRANDS INC. 401K PLAN

ACUITY BRANDS INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 7
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Funds: Foreign Equity Series; Primary Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE TWEIX American Century Capital Portfolios
MID-CAP BLEND CRIMX CRM Mutual Fund Trust: CRM Mid Cap Value Fund; Institutional Shares
Total Available Funds: 7
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Funds: Foreign Equity Series; Primary Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE TWEIX American Century Capital Portfolios
MID-CAP BLEND CRIMX CRM Mutual Fund Trust: CRM Mid Cap Value Fund; Institutional Shares
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares
Total Available Funds: 7
  • 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 Value TFEQX Templeton Institutional Funds: Foreign Equity Series; Primary Shares 86% 3 60 0 0.97% 7.62%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 0%
LARGE VALUE TWEIX American Century Capital Portfolios 100% 3 60 0 1.18% 2.37%
MID-CAP BLEND CRIMX CRM Mutual Fund Trust: CRM Mid Cap Value Fund; Institutional Shares 87% 3 60 0 1.16% 1.08%
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 6.44%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 3 60 0 0.02% 1.36%
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares 76% 3 60 0 0.34% 0.59%
Average Expense Ratio: 0.71%
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Related Retirement Plans
ACUITY BRANDS, INC. 401(K) 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
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