MyPlanIQ AGRIUM RETAIL US RETAIL 401K SAVINGS PLAN

AGRIUM RETAIL US RETAIL 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Foreign Large Blend VFWSX Vanguard International Equity Index Funds: Vanguard FTSE All-World ex US Index Fund; Institutional Shares
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Foreign Large Blend VFWSX Vanguard International Equity Index Funds: Vanguard FTSE All-World ex US Index Fund; Institutional Shares
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds
Target Date 2031-2035 TRRJX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds
Target Date 2021-2025 TRRHX T Rowe Price Retirement Funds
Target Date 2041-2045 TRRKX T Rowe Price Retirement Funds
Target Date 2046-2050 TRRMX T Rowe Price Retirement Funds
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
MID-CAP BLEND VIEIX Vanguard Index Funds: Vanguard Extended Market Index Fund; Institutional Shares
LARGE BLEND ANCFX Fundamental Investors
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
Total Available Funds: 20
  • 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
WORLD STOCK ANWPX New Perspective Fund; Class A Shares 66% 3 60 0 1.47% 5.44%
Foreign Large Blend VFWSX Vanguard International Equity Index Funds: Vanguard FTSE All-World ex US Index Fund; Institutional Shares 62% 3 60 0 0.08% 3.4%
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares 60% 3 60 0 0.69% 2.63%
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds 100% 3 60 0 1.08% 10.48%
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds 100% 3 60 0 0.6% 7.59%
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds 100% 3 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds 100% 3 60 0 0.34% 2.74%
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds 100% 3 60 0 0.78% 11.87%
Target Date 2031-2035 TRRJX T Rowe Price Retirement Funds 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T Rowe Price Retirement Funds 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T Rowe Price Retirement Funds 96% 3 60 0 1.12% 6.6%
Target Date 2046-2050 TRRMX T Rowe Price Retirement Funds 78% 3 60 0 0.63% 6.57%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.84%
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares 59% 3 60 0 1.37% 4.04%
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 3 60 0 0.02% 1.36%
MID-CAP BLEND VIEIX Vanguard Index Funds: Vanguard Extended Market Index Fund; Institutional Shares 74% 3 60 0 0.06% 1.29%
LARGE BLEND ANCFX Fundamental Investors 53% 3 60 0 0.28% 1.65%
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares 46% 3 60 0 1.83% 0%
Average Expense Ratio: 0.75%
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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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