MyPlanIQ 401k Investor ENSCO SAVINGS PLAN

ENSCO SAVINGS PLAN Investment Model Portfolios

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ENSCO SAVINGS PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX Euro Pacific Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Retirement 2045 Fund
Retirement Income VTINX Vanguard Retirement Income Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund  
LARGE GROWTH PRSGX T. Rowe Price Spectrum Growth Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund  
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Multisector Bond RPSIX T. Rowe Price Spectrum Income Fund
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Common Trust Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX Euro Pacific Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Retirement 2045 Fund
Retirement Income VTINX Vanguard Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Retirement 2035 Fund
Moderate Allocation RPBAX T. Rowe Price Balanced Fund
Target Date 2050+ VFFVX Vanguard Retirement 2055 Fund
Target Date 2050+ VFIFX Vanguard Retirement 2050 Fund
Target Date 2026-2030 VTHRX Vanguard Retirement 2030 Fund
Target Date 2036-2040 VFORX Vanguard Retirement 2040 Fund
Target Date 2016-2020 VTWNX Vanguard Retirement 2020 Fund
Target Date 2011-2015 VTXVX Vanguard Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Retirement 2010 Fund
Target Date 2000-2010 VTOVX Vanguard Retirement 2005 Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund  
LARGE GROWTH PRSGX T. Rowe Price Spectrum Growth Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund  
SMALL VALUE CSCZX Columbia Small Cap Value  
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund  
LARGE BLEND VINIX Vanguard Institutional Index Fund
Small Growth PSCGX Perimeter Small Cap Growth  
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Multisector Bond RPSIX T. Rowe Price Spectrum Income Fund
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Common Trust Fund
Total Available Funds: 24
  • 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 AEPGX Euro Pacific Growth Fund 57% 3 60 0 0.9% 6.72%
Others
Target Date 2021-2025 VTTVX Vanguard Retirement 2025 Fund 97% 3 60 0 0.08% 7.33%
Target Date 2041-2045 VTIVX Vanguard Retirement 2045 Fund 97% 3 60 0 0.08% 2.39%
Retirement Income VTINX Vanguard Retirement Income Fund 97% 3 60 0 0.08% 5.11%
Target Date 2031-2035 VTTHX Vanguard Retirement 2035 Fund 96% 3 60 0 0.08% 3.13%
Moderate Allocation RPBAX T. Rowe Price Balanced Fund 85% 3 60 0 0.47% 7.06%
Target Date 2050+ VFFVX Vanguard Retirement 2055 Fund 80% 3 60 0 0.08% 2.27%
Target Date 2050+ VFIFX Vanguard Retirement 2050 Fund 75% 3 60 0 0.08% 2.26%
Target Date 2026-2030 VTHRX Vanguard Retirement 2030 Fund 70% 3 60 0 0.08% 3.62%
Target Date 2036-2040 VFORX Vanguard Retirement 2040 Fund 69% 3 60 0 0.08% 2.68%
Target Date 2016-2020 VTWNX Vanguard Retirement 2020 Fund 66% 3 60 0 0.08% 8.81%
Target Date 2011-2015 VTXVX Vanguard Retirement 2015 Fund 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Retirement 2010 Fund 0% 3 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX Vanguard Retirement 2005 Fund 0% 3 60 0 NA 2.94%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund   100% 3 60 0 1.23% 8.87%
LARGE GROWTH PRSGX T. Rowe Price Spectrum Growth Fund 99% 3 60 0 0.73% 6.51%
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund   97% 3 60 0 1.23% 8.41%
SMALL VALUE CSCZX Columbia Small Cap Value   89% 3 60 0 1.24% 0.66%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund   87% 3 60 0 1.29% 9.86%
LARGE BLEND VINIX Vanguard Institutional Index Fund 77% 3 60 0 0.02% 2.66%
Small Growth PSCGX Perimeter Small Cap Growth   0% 3 60 0 1.35% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 3 60 0 0.15% 3.74%
Multisector Bond RPSIX T. Rowe Price Spectrum Income Fund 84% 3 60 0 0.62% 5.01%
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Common Trust Fund 16% 3 60 0 NA 28.04%
Average Expense Ratio: 0.46%
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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 0.8% 21.8% 11.7% 10.7% 8.2% 7.6%

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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 for Portfolio Details or Follow 0.7% 25.0% 12.7% 12.7% 8.4% 7.4%

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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*
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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:ESV)
The plan consists of 24 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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