MyPlanIQ VISANT 401K RETIREMENT SAVINGS PLAN

VISANT 401K RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Trust: Columbia Acorn International; Class Z Shares
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn Trust: Columbia Acorn International; Class A Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
LARGE GROWTH AGTHX Growth Fund of America
SMALL BLEND ARTVX Artisan Partners Funds
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Trust: Columbia Acorn International; Class Z Shares
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn Trust: Columbia Acorn International; Class A Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
LARGE GROWTH AGTHX Growth Fund of America
SMALL BLEND ARTVX Artisan Partners Funds
Total Available Funds: 11
  • 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 DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Trust: Columbia Acorn International; Class Z Shares 99% 3 60 0 1.48% 0%
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn Trust: Columbia Acorn International; Class A Shares 66% 3 60 0 1.23% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
SMALL BLEND ARTVX Artisan Partners Funds 0% 3 60 0 1.2% 0%
Average Expense Ratio: 0.7%
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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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