MyPlanIQ 401k Investor EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN

EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Investment Model Portfolios

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EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX vemix
INTERNATIONAL EQUITY
Foreign Large Blend VTBSX Vanguard Institutional Total International Stock Market Index Trust II
Foreign Large Blend HIETX Capital group international equity trust
Others
Target Date 2000-2010 VTOVX vanguard target retirement 2020 trust select
ROOT CASH CJTXX
ROOT KRG capital group us equity trust
FIXED INCOME
Intermediate-Term Bond VBTIX VBTIX
Multisector Bond LSFIX Loomis sayles core plus fixed income d
Short-Term Bond VBITX vbitx
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX vemix
INTERNATIONAL EQUITY
Foreign Large Blend VTBSX Vanguard Institutional Total International Stock Market Index Trust II
Foreign Large Blend HIETX Capital group international equity trust
Others
Target Date 2000-2010 VTOVX vanguard target retirement 2020 trust select
ROOT CASH CJTXX
ROOT KRG capital group us equity trust
FIXED INCOME
Intermediate-Term Bond VBTIX VBTIX
Multisector Bond LSFIX Loomis sayles core plus fixed income d
Short-Term Bond VBITX vbitx
US EQUITY
MID-CAP BLEND FMIMX Emerson Common Stock Fund
Mid-Cap Growth POAGX POAGX
MID-CAP VALUE VASVX vasvx
LARGE GROWTH VIGIX vigix
LARGE VALUE VIVIX VIVIX
LARGE BLEND VINIX Vanguard institutional 500 index trust
LARGE GROWTH VWUAX VWUAX
MID-CAP BLEND VEMPX VEMPX
LARGE VALUE DOXGX DOXGX
Total Available Funds: 18
  • 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 VEMIX vemix 87% 3 60 0 0.08% 3.03%
INTERNATIONAL EQUITY
Foreign Large Blend VTBSX Vanguard Institutional Total International Stock Market Index Trust II 1% 3 60 0 0.03% 3.83%
Foreign Large Blend HIETX Capital group international equity trust 0% 3 60 0 1.61% 0%
Others
Target Date 2000-2010 VTOVX vanguard target retirement 2020 trust select 0% 3 60 0 NA 2.94%
ROOT CASH CJTXX 0% 0 60 0 NA 2.6%
ROOT KRG capital group us equity trust 0% 3 60 0 NA 3.49%
FIXED INCOME
Intermediate-Term Bond VBTIX VBTIX 94% 3 60 0 0.15% 3.49%
Multisector Bond LSFIX Loomis sayles core plus fixed income d 77% 3 60 0 0.58% 5.64%
Short-Term Bond VBITX vbitx 4% 3 60 0 0.04% 3.71%
US EQUITY
MID-CAP BLEND FMIMX Emerson Common Stock Fund 88% 3 60 0 0.88% 2.05%
Mid-Cap Growth POAGX POAGX 85% 3 60 0 0.64% 0.03%
MID-CAP VALUE VASVX vasvx 84% 3 60 0 0.43% 12.92%
LARGE GROWTH VIGIX vigix 83% 3 60 0 0.04% 0.39%
LARGE VALUE VIVIX VIVIX 78% 3 60 0 0.04% 1.78%
LARGE BLEND VINIX Vanguard institutional 500 index trust 77% 3 60 0 0.02% 2.64%
LARGE GROWTH VWUAX VWUAX 71% 3 60 0 0.33% 4.87%
MID-CAP BLEND VEMPX VEMPX 4% 3 60 0 0.06% 1.29%
LARGE VALUE DOXGX DOXGX 0% 3 60 0 0.51% 6.92%
Average Expense Ratio: 0.36%
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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 0.9% 6.7% 3.7% 4.3% 4.7% 4.8%

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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 for Portfolio Details or Follow 1.5% 6.7% 4.1% 4.4% 5.5% 7.5%

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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 0.3% 2.9% 2.5% 5.3% 5.8% 7.0%

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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 for Portfolio Details or Follow 0.5% 4.2% 2.4% 4.2% 4.9% 6.8%

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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
The plan consists of 18 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.


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