MyPlanIQ EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN

EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
US EQUITY
MID-CAP VALUE JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
US EQUITY
MID-CAP VALUE JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
LARGE GROWTH PJFAX Prudential Investment Portfolios
Small Growth PGOAX Prudential Jennison Small Company Fund
LARGE BLEND PSIAX Prudential Investment Portfolios 8: Prudential Stock Index Fund; Class A Shares
LARGE GROWTH VFGAX Victory Portfolios: Large Cap Growth Fund; Class A Shares
LARGE GROWTH WCLGX Advisors' Inner Circle Fund II: Westfield Capital Large Cap Growth Fund; Institutional Class Shares
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 ARTIX Artisan Partners Funds 91% 3 60 0 0.97% 1.85%
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares 64% 3 60 0 1.36% 2.31%
US EQUITY
MID-CAP VALUE JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares 91% 3 60 0 0.91% 9.9%
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 6.75%
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares 75% 3 60 0 0.52% 4.45%
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares 48% 3 60 0 1.27% 3.04%
LARGE GROWTH PJFAX Prudential Investment Portfolios 45% 3 60 0 0.58% 8.44%
Small Growth PGOAX Prudential Jennison Small Company Fund 45% 3 60 0 0.82% 0.41%
LARGE BLEND PSIAX Prudential Investment Portfolios 8: Prudential Stock Index Fund; Class A Shares 33% 3 60 0 0.52% 13.62%
LARGE GROWTH VFGAX Victory Portfolios: Large Cap Growth Fund; Class A Shares 0% 3 60 0 0.95% 19.69%
LARGE GROWTH WCLGX Advisors' Inner Circle Fund II: Westfield Capital Large Cap Growth Fund; Institutional Class Shares 0% 3 60 0 0.85% 84.76%
Average Expense Ratio: 0.91%
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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 8.7% 15.5% 3.2% 6.6% 4.6% 6.9%

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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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