MyPlanIQ OSHKOSH CORPORATION AND AFFILIATES TAX DEFERRED INVESTMENT PLAN

OSHKOSH CORPORATION AND AFFILIATES TAX DEFERRED INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend HAOYX HTFD INTL OPPS Y
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
US EQUITY
LARGE GROWTH FDGRX FID GROWTH COMPANY
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend HAOYX HTFD INTL OPPS Y
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Moderate Allocation FBAKX FID BALANCED K
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
US EQUITY
LARGE GROWTH FDGRX FID GROWTH COMPANY
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares
LARGE GROWTH FGCKX FID GROWTH CO K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
MID-CAP BLEND FLPSX FID LOW PRICED STK
Total Available Funds: 17
  • 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 FDIVX FID DIVERSIFD INTL 98% 3 60 0 0.65% 1.59%
Foreign Large Blend HAOYX HTFD INTL OPPS Y 95% 3 60 0 0.8% 1.57%
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares 65% 3 60 0 0.53% 3.47%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Moderate Allocation FBAKX FID BALANCED K 69% 3 60 0 0.5% 1.66%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 3 60 0 0.64% 1.28%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
US EQUITY
LARGE GROWTH FDGRX FID GROWTH COMPANY 90% 3 60 0 0.79% 4.95%
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares 87% 3 60 0 1.04% 3.66%
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares 86% 3 60 0 1.27% 7.07%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 3 60 0 0.79% 4.92%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 60% 3 60 0 0.82% 18.74%
MID-CAP BLEND FLPSX FID LOW PRICED STK 1% 3 60 0 0.92% 1.69%
Average Expense Ratio: 0.72%
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Related Retirement Plans
OSHKOSH CORPORATION AND AFFILIATES TAX DEFERRED INVESTMENT 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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