MyPlanIQ 401k Investor SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY

SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American EuroPacific Growth
Others
Conservative Allocation MFV MFS Value
Target Date 2026-2030 STLDX Blackrock Funds III Lifepath 2030 Mutual Fund
Target Date 2036-2040 STLEX Blackrock Funds III Lifepath 2040 Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
SHORT GOVERNMENT STABLEVALUE Wachovia Diversified Stable Value Fund Collective Investment Tr
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
LARGE BLEND VFINX Vanguard 500 Index
LARGE VALUE VIVAX Vanguard Value Index
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American EuroPacific Growth
Others
Conservative Allocation MFV MFS Value
Target Date 2026-2030 STLDX Blackrock Funds III Lifepath 2030 Mutual Fund
Target Date 2036-2040 STLEX Blackrock Funds III Lifepath 2040 Mutual Fund
Moderate Allocation RLBFX American Balanced
Target Date 2016-2020 STLCX Blackrock Funds III Lifepath 2020 Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
SHORT GOVERNMENT STABLEVALUE Wachovia Diversified Stable Value Fund Collective Investment Tr
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
LARGE BLEND VFINX Vanguard 500 Index
LARGE VALUE VIVAX Vanguard Value Index
Small Growth PSGIX Blackrock Funds III Lifepath 2010 Mutual Fund
MID-CAP VALUE JMVAX Janus Mid Cap Value
LARGE GROWTH RGAFX The Growth Fund of Amer Mutual Fund
Small Growth ARTSX Artisan Small Cap
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 CEUFX American EuroPacific Growth 94% 3 60 0 0.9% 3.89%
Others
Conservative Allocation MFV MFS Value 99% 3 60 0 NA 10.36%
Target Date 2026-2030 STLDX Blackrock Funds III Lifepath 2030 Mutual Fund 94% 3 60 0 0.34% 3.1%
Target Date 2036-2040 STLEX Blackrock Funds III Lifepath 2040 Mutual Fund 92% 3 60 0 1.04% 3.18%
Moderate Allocation RLBFX American Balanced 79% 3 60 0 0.31% 2.64%
Target Date 2016-2020 STLCX Blackrock Funds III Lifepath 2020 Mutual Fund 0% 3 60 0 0.67% 1.74%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE Wachovia Diversified Stable Value Fund Collective Investment Tr 16% 3 60 0 NA 27.03%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index 99% 3 60 0 0.03% 1.4%
LARGE BLEND VFINX Vanguard 500 Index 98% 3 60 0 0.14% 1.27%
LARGE VALUE VIVAX Vanguard Value Index 96% 3 60 0 0.05% 2.23%
Small Growth PSGIX Blackrock Funds III Lifepath 2010 Mutual Fund 93% 3 60 0 1% 0.25%
MID-CAP VALUE JMVAX Janus Mid Cap Value 91% 3 60 0 0.91% 1.13%
LARGE GROWTH RGAFX The Growth Fund of Amer Mutual Fund 75% 3 60 0 0.63% 0.75%
Small Growth ARTSX Artisan Small Cap 69% 3 60 0 1.07% 0%
Average Expense Ratio: 0.61%
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Related Retirement Plans
SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY
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(Ticker:CTBC)
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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