MyPlanIQ 401k Investor EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN

EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN

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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
Multisector Bond LSFIX Loomis sayles core plus fixed income d
Intermediate-Term Bond VBTIX VBTIX
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
Multisector Bond LSFIX Loomis sayles core plus fixed income d
Intermediate-Term Bond VBTIX VBTIX
Short-Term Bond VBITX vbitx
US EQUITY
MID-CAP VALUE VASVX vasvx
MID-CAP BLEND FMIMX Emerson Common Stock Fund
LARGE BLEND VINIX Vanguard institutional 500 index trust
LARGE GROWTH VIGIX vigix
LARGE VALUE VIVIX VIVIX
Mid-Cap Growth POAGX POAGX
MID-CAP BLEND VEMPX VEMPX
LARGE GROWTH VWUAX VWUAX
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 71% 3 60 0 0.08% 3.61%
INTERNATIONAL EQUITY
Foreign Large Blend VTBSX Vanguard Institutional Total International Stock Market Index Trust II 0% 3 60 0 0.03% 3.33%
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 2.67%
ROOT KRG capital group us equity trust 0% 3 60 0 NA 4.75%
FIXED INCOME
Multisector Bond LSFIX Loomis sayles core plus fixed income d 57% 3 60 0 0.58% 4.46%
Intermediate-Term Bond VBTIX VBTIX 50% 3 60 0 0.15% 3.31%
Short-Term Bond VBITX vbitx 21% 3 60 0 0.04% 2.81%
US EQUITY
MID-CAP VALUE VASVX vasvx 99% 3 60 0 0.43% 18.42%
MID-CAP BLEND FMIMX Emerson Common Stock Fund 98% 3 60 0 0.88% 3.26%
LARGE BLEND VINIX Vanguard institutional 500 index trust 86% 3 60 0 0.02% 3.35%
LARGE GROWTH VIGIX vigix 84% 3 60 0 0.04% 0.72%
LARGE VALUE VIVIX VIVIX 70% 3 60 0 0.04% 2.81%
Mid-Cap Growth POAGX POAGX 40% 3 60 0 0.64% 5.94%
MID-CAP BLEND VEMPX VEMPX 27% 3 60 0 0.06% 1.55%
LARGE GROWTH VWUAX VWUAX 24% 3 60 0 0.33% 0.45%
LARGE VALUE DOXGX DOXGX 0% 3 60 0 0.51% 6.16%
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 4.4% 11.5% 1.2% 4.8% 3.5% 5.7%

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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 2.5% 10.8% 1.6% 5.0% 5.5% 8.0%

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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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