MyPlanIQ 401k Investor BALL CORPORATION 401K AND EMPLOYEE STOCK OWNERSHIP PLAN

BALL CORPORATION 401K AND EMPLOYEE STOCK OWNERSHIP PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
Foreign Large Blend MIQBX Morgan Stanley Institutional Fund, Inc: International Equity Portfolio; Class P Shares
Others
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
SMALL BLEND VSCIX Vanguard Small-Cap Index Fund Institutional Shares
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
Foreign Large Blend MIQBX Morgan Stanley Institutional Fund, Inc: International Equity Portfolio; Class P Shares
Others
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
SMALL BLEND VSCIX Vanguard Small-Cap Index Fund Institutional Shares
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares
Total Available Funds: 15
  • 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 VWILX Vanguard International Growth Fund Admiral Shares 83% 1 60 0 0.45% 1.94%
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares 83% 1 60 0 0.45% 1.84%
Foreign Large Blend MIQBX Morgan Stanley Institutional Fund, Inc: International Equity Portfolio; Class P Shares 44% 1 60 0 1.8% 0%
Others
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares 96% 1 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares 90% 1 60 0 0.17% 12.31%
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 1 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares 94% 1 60 0 0.15% 3.27%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund 100% 1 60 0 0% 0%
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 98% 1 60 0 0.14% 1.27%
SMALL BLEND VSCIX Vanguard Small-Cap Index Fund Institutional Shares 80% 1 60 0 0.05% 1.55%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares 71% 1 60 0 0.04% 1.5%
Average Expense Ratio: 0.25%
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Related Retirement Plans
BALL CORPORATION 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN
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 2.8% 10.4% 0.6% 7.9% 6.6% 8.1%

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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(Ticker:)
The plan consists of 15 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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