MyPlanIQ ERIE INSURANCE GROUP EMPLOYEE SAVINGS PLAN

ERIE INSURANCE GROUP EMPLOYEE SAVINGS PLAN Investment Model Portfolios

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ERIE INSURANCE GROUP EMPLOYEE SAVINGS PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Others
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund
Target Date 2000-2010 FFKVX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2005 Fund
US EQUITY
Small Growth ARTSX Artisan Partners Funds
LARGE GROWTH FBGKX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund; Class K Shares
LARGE VALUE FEIKX Fidelity Devonshire Trust: Fidelity Equity-Income Fund; Class K
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Others
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund
Target Date 2000-2010 FFKVX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2005 Fund
Target Date 2000-2010 FFKCX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2010 Fund
Target Date 2016-2020 FFKDX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2020 Fund
US EQUITY
Small Growth ARTSX Artisan Partners Funds
LARGE GROWTH FBGKX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund; Class K Shares
LARGE VALUE FEIKX Fidelity Devonshire Trust: Fidelity Equity-Income Fund; Class K
LARGE GROWTH FEXKX Fidelity Summer Street Trust: Fidelity Export & Multinational Fund; Class K
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 FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares 72% 3 60 0 0.99% 3.73%
Others
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund 0% 3 60 0 0.39% 4.72%
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund 0% 3 60 0 0.51% 6.93%
Target Date 2000-2010 FFKVX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2005 Fund 0% 3 60 0 0.46% 5.14%
Target Date 2000-2010 FFKCX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2010 Fund 0% 3 60 0 0.5% 6.98%
Target Date 2016-2020 FFKDX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2020 Fund 0% 3 60 0 0.54% 3.87%
US EQUITY
Small Growth ARTSX Artisan Partners Funds 69% 3 60 0 1.07% 5.44%
LARGE GROWTH FBGKX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund; Class K Shares 68% 3 60 0 0.76% 6.08%
LARGE VALUE FEIKX Fidelity Devonshire Trust: Fidelity Equity-Income Fund; Class K 67% 3 60 0 0.57% 5.29%
LARGE GROWTH FEXKX Fidelity Summer Street Trust: Fidelity Export & Multinational Fund; Class K 0% 3 60 0 0.74% 0.54%
Average Expense Ratio: 0.65%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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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