MyPlanIQ EATON SAVINGS PLAN

EATON SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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EATON SAVINGS PLAN
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
REAL ESTATE VGSNX VANG REIT IDX INST
INTERNATIONAL EQUITY
Foreign Large Value TFFAX TEMPLETON FOREIGN AD
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FIDKX FID INTL DISCOVERY K
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I
Conservative Allocation VWIAX VANG WELLESLEY ADM
Moderate Allocation VBAIX VANG BAL INDEX INST
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
REAL ESTATE VGSNX VANG REIT IDX INST
INTERNATIONAL EQUITY
Foreign Large Value TFFAX TEMPLETON FOREIGN AD
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FIDKX FID INTL DISCOVERY K
Foreign Large Growth FICDX FID CANADA
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I
Conservative Allocation VWIAX VANG WELLESLEY ADM
Moderate Allocation VBAIX VANG BAL INDEX INST
Moderate Allocation FBAKX FID BALANCED K
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond FAGIX FID CAPITAL & INCOME
US EQUITY
MID-CAP BLEND ARGFX ARIEL FUND
LARGE BLEND OAKLX OAKMARK SELECT I
Mid-Cap Growth NBGIX NB GENESIS - INST CL
LARGE GROWTH VIGIX VANG GRTH INDEX INST
SMALL BLEND VSCIX VANG SM CAP IDX INST
LARGE VALUE VIVIX VANG VALUE IDX INST
LARGE BLEND VINIX VANGUARD INST INDEX
LARGE VALUE VWNEX VANGUARD WINDSOR ADM
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH FGCKX FID GROWTH CO K
Mid-Cap Growth FKMCX FID MID CAP STOCK K
LARGE VALUE FEIKX FID EQUITY INCOME K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
Total Available Funds: 26
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K 74% 3 60 0 0.9% 0.74%
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS 96% 3 60 0 0.72% 5.87%
REAL ESTATE VGSNX VANG REIT IDX INST 79% 3 60 0 0.12% 4.18%
INTERNATIONAL EQUITY
Foreign Large Value TFFAX TEMPLETON FOREIGN AD 79% 3 60 0 0.85% 2.44%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 3 60 0 0.99% 3.73%
Foreign Large Blend FIDKX FID INTL DISCOVERY K 71% 3 60 0 0.99% 2.83%
Foreign Large Growth FICDX FID CANADA 52% 3 60 0 0.86% 7.19%
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I 91% 3 60 0 0.83% 2.32%
Conservative Allocation VWIAX VANG WELLESLEY ADM 91% 3 60 0 0.16% 6.59%
Moderate Allocation VBAIX VANG BAL INDEX INST 84% 3 60 0 0.06% 3.06%
Moderate Allocation FBAKX FID BALANCED K 69% 3 60 0 0.5% 5.71%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 3 60 0 0.83% 4.3%
High Yield Bond FAGIX FID CAPITAL & INCOME 91% 3 60 0 0.93% 4.59%
US EQUITY
MID-CAP BLEND ARGFX ARIEL FUND 100% 3 60 0 0.68% 0.13%
LARGE BLEND OAKLX OAKMARK SELECT I 92% 3 60 0 0.98% 0.35%
Mid-Cap Growth NBGIX NB GENESIS - INST CL 91% 3 60 0 1.34% 2.23%
LARGE GROWTH VIGIX VANG GRTH INDEX INST 83% 3 60 0 0.04% 0.39%
SMALL BLEND VSCIX VANG SM CAP IDX INST 80% 3 60 0 0.05% 1.17%
LARGE VALUE VIVIX VANG VALUE IDX INST 78% 3 60 0 0.04% 1.81%
LARGE BLEND VINIX VANGUARD INST INDEX 77% 3 60 0 0.02% 2.66%
LARGE VALUE VWNEX VANGUARD WINDSOR ADM 71% 3 60 0 0.38% 10.84%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 5.14%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 3 60 0 0.79% 8.68%
Mid-Cap Growth FKMCX FID MID CAP STOCK K 68% 3 60 0 0.85% 3.86%
LARGE VALUE FEIKX FID EQUITY INCOME K 67% 3 60 0 0.57% 5.29%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 3 60 0 0.82% 14.19%
Average Expense Ratio: 0.61%
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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*
Click to Create Model Portfolio

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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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