MyPlanIQ 401k Investor FIRSTMERIT CORPORATION AND AFFILIATES EMPLOYEES SALARY SAVINGS RETIREMENT PLAN

FIRSTMERIT CORPORATION AND AFFILIATES EMPLOYEES SALARY SAVINGS RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox Dodge Cox International Stock Fund
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt Fund 2015
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt Fund 2035
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt Fund 2025
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund Signal
LARGE VALUE DODGX Dodge Cox Stock Fund
SMALL BLEND TRSSX T. Rowe Price Retirement Small-Cap Stock Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox Dodge Cox International Stock Fund
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt Fund 2015
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt Fund 2035
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt Fund 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement T. Rowe Price Retirement rtmt Fund 2045
Moderate Allocation FBAKX Fidelity Balanced Fund
ROOT CASH AIM Aim Short-Term Liquid Asset Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund Signal
LARGE VALUE DODGX Dodge Cox Stock Fund
SMALL BLEND TRSSX T. Rowe Price Retirement Small-Cap Stock Fund
LARGE GROWTH AGTHX American Funds American Funds Growth Fund of Amer
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal
MID-CAP BLEND VMISX Vanguard Mid-Cap Index Fund Signal
LARGE BLEND CPAIX Federated Capital app Fund Institutional
Total Available Funds: 17
  • 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 Value DODFX Dodge Cox Dodge Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt Fund 2015 100% 3 60 0 0.76% 11.16%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt Fund 2035 97% 3 60 0 0.84% 8.3%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt Fund 2025 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement T. Rowe Price Retirement rtmt Fund 2045 96% 3 60 0 1.12% 6.6%
Moderate Allocation FBAKX Fidelity Balanced Fund 69% 3 60 0 0.5% 1.66%
ROOT CASH AIM Aim Short-Term Liquid Asset Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund 16% 3 60 0 NA 27.03%
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund Signal 94% 3 60 0 0.03% 1.26%
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 4.95%
SMALL BLEND TRSSX T. Rowe Price Retirement Small-Cap Stock Fund 78% 3 60 0 0.66% 0.41%
LARGE GROWTH AGTHX American Funds American Funds Growth Fund of Amer 41% 3 60 0 0.3% 0%
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal 0% 3 60 0 0.05% 2.03%
MID-CAP BLEND VMISX Vanguard Mid-Cap Index Fund Signal 0% 3 60 0 0.1% 1.26%
LARGE BLEND CPAIX Federated Capital app Fund Institutional 0% 3 60 0 0.99% 0%
Average Expense Ratio: 0.56%
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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 1.2% 18.4% 10.4% 11.0% 7.4% 9.8%

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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:FMER)
The plan consists of 17 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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