MyPlanIQ ALBANY INTERNATIONAL CORP PROSPERITY PLUS SAVINGS PLAN

ALBANY INTERNATIONAL CORP PROSPERITY PLUS SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
Mid-Cap Growth RYPRX Royce Fund: Royce Premier Fund; Investment Class Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
Mid-Cap Growth RYPRX Royce Fund: Royce Premier Fund; Investment Class Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
Small Growth ATASX Aston Funds: ASTON/TAMRO Small Cap Fund; Class N Shares
Small Growth ATSIX Aston Funds: ASTON/TAMRO Small Cap Fund; Class I Shares
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares
Total Available Funds: 10
  • 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 JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares 51% 3 60 0 0.9% 4.68%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 3.76%
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares 98% 3 60 0 0.04% 1.42%
Mid-Cap Growth RYPRX Royce Fund: Royce Premier Fund; Investment Class Shares 95% 3 60 0 2.24% 6.78%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 3 60 0 0.02% 2.73%
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares 72% 3 60 0 0.04% 1.54%
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares 48% 3 60 0 1.27% 2.98%
Small Growth ATASX Aston Funds: ASTON/TAMRO Small Cap Fund; Class N Shares 0% 3 60 0 1.22% 0%
Small Growth ATSIX Aston Funds: ASTON/TAMRO Small Cap Fund; Class I Shares 0% 3 60 0 1% 0%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.79%
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Related Retirement Plans
ALBANY INTERNATIONAL CORP. PROSPERITY PLUS SAVINGS
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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