MyPlanIQ OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Others
Moderate Allocation VBINX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Investor Shares
Moderate Allocation VBIAX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Admiral Shares
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Mid-Cap Growth FMCDX Fidelity Advisor Series I: Fidelity Advisor Stock Selector Mid Cap Fund; Class A Shares
FIXED INCOME
SHORT GOVERNMENT VSGDX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Federal Fund; Admiral Shares
Intermediate-Term Bond DODIX Dodge & Cox Funds: Dodge & Cox Income Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Others
Moderate Allocation VBINX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Investor Shares
Moderate Allocation VBIAX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Admiral Shares
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Mid-Cap Growth FMCDX Fidelity Advisor Series I: Fidelity Advisor Stock Selector Mid Cap Fund; Class A Shares
SMALL BLEND RYLPX Royce Fund: Royce Low-Priced Stock Fund; Service Class Shares
FIXED INCOME
SHORT GOVERNMENT VSGDX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Federal Fund; Admiral Shares
Intermediate-Term Bond DODIX Dodge & Cox Funds: Dodge & Cox Income Fund
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 DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Others
Moderate Allocation VBINX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Investor Shares 93% 3 60 0 0.07% 1.83%
Moderate Allocation VBIAX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Admiral Shares 84% 3 60 0 0.06% 2.61%
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares 100% 3 60 0 0.06% 1.97%
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
Mid-Cap Growth FMCDX Fidelity Advisor Series I: Fidelity Advisor Stock Selector Mid Cap Fund; Class A Shares 34% 3 60 0 0.72% 8.83%
SMALL BLEND RYLPX Royce Fund: Royce Low-Priced Stock Fund; Service Class Shares 0% 3 60 0 1.51% 6.35%
FIXED INCOME
SHORT GOVERNMENT VSGDX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Federal Fund; Admiral Shares 90% 3 60 0 0.1% 3.38%
Intermediate-Term Bond DODIX Dodge & Cox Funds: Dodge & Cox Income Fund 87% 3 60 0 0.33% 3.91%
Average Expense Ratio: 0.45%
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OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN
THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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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