MyPlanIQ WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN

WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
WORLD STOCK PGROX Dreyfus Premier Worldwide Growth Fund
Others
Moderate Allocation JDVAX JPMorgan Trust I: JPMorgan Diversified Fund; Class A Shares
FIXED INCOME
Muni Single State Long LMMIX Legg Mason Tax-Free Income Fund: Legg Mason Investment Counsel Maryland Tax-Free Income Trust; Class I Shares
US EQUITY
LARGE BLEND SAPYX Legg Mason Partners Equity Trust: ClearBridge Appreciation Fund; Class I Shares
SMALL BLEND PRSVX T Rowe Price Small-Cap Value Fund
LARGE GROWTH AGTHX Growth Fund of America
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
WORLD STOCK PGROX Dreyfus Premier Worldwide Growth Fund
Others
Moderate Allocation JDVAX JPMorgan Trust I: JPMorgan Diversified Fund; Class A Shares
FIXED INCOME
Muni Single State Long LMMIX Legg Mason Tax-Free Income Fund: Legg Mason Investment Counsel Maryland Tax-Free Income Trust; Class I Shares
US EQUITY
LARGE BLEND SAPYX Legg Mason Partners Equity Trust: ClearBridge Appreciation Fund; Class I Shares
SMALL BLEND PRSVX T Rowe Price Small-Cap Value Fund
LARGE GROWTH AGTHX Growth Fund of America
LARGE VALUE EMGRX Nuveen Investment Funds
LARGE GROWTH SHRAX Legg Mason Partners Equity Trust: ClearBridge Aggressive Growth Fund; Class A Shares
Total Available Funds: 9
  • 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 AEPGX EuroPacific Growth Fund; Class A Shares 58% 3 60 0 0.9% 3.64%
WORLD STOCK PGROX Dreyfus Premier Worldwide Growth Fund 46% 3 60 0 1.9% 1.91%
Others
Moderate Allocation JDVAX JPMorgan Trust I: JPMorgan Diversified Fund; Class A Shares 58% 3 60 0 0.58% 1.19%
FIXED INCOME
Muni Single State Long LMMIX Legg Mason Tax-Free Income Fund: Legg Mason Investment Counsel Maryland Tax-Free Income Trust; Class I Shares 0% 3 60 0 1.3% 2.77%
US EQUITY
LARGE BLEND SAPYX Legg Mason Partners Equity Trust: ClearBridge Appreciation Fund; Class I Shares 89% 3 60 0 0.93% 0.87%
SMALL BLEND PRSVX T Rowe Price Small-Cap Value Fund 85% 3 60 0 1.17% 3.33%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
LARGE VALUE EMGRX Nuveen Investment Funds 32% 3 60 0 1.24% 0.12%
LARGE GROWTH SHRAX Legg Mason Partners Equity Trust: ClearBridge Aggressive Growth Fund; Class A Shares 27% 3 60 0 1.24% 13.89%
Average Expense Ratio: 1.06%
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
Related Retirement Plans
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 4.3% 14.9% 3.2% 7.1% 6.0% 7.8%

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 investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

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.