MyPlanIQ 401k Investor THE ANDERSONS INC. RETIREMENT SAVINGS INVESTMENT PLAN

THE ANDERSONS INC. RETIREMENT SAVINGS INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Harbor International Instl Fund
Foreign Small/Mid Value SGOIX First Eagle First Eagle Overseas Fund
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom 2015 Fund
FIXED INCOME
Short-Term Bond VFSUX Vanguard Vanguard Short-Term Investment Grade Adm
Intermediate-Term Bond FBIDX Fidelity Investments Fidelity U.S. Bond Index Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Dodge & Cox Stock Fund
LARGE BLEND NYVTX Davis Funds Davis NY Venture A Fund
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Harbor International Instl Fund
Foreign Small/Mid Value SGOIX First Eagle First Eagle Overseas Fund
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Investments Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Investments Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Investments Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Investments Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Investments Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Investments Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Investments Fidelity Freedom 2005 Fund
Technology DRGTX Allianz Funds Allianz RCM Technology Instl Fund
ROOT ASOIX American Beacon American Beacon Small Cap Value Fund
Target Date 2000-2010 FFFBX Fidelity Investments Fidelity Freedom 2000 Fund
ROOT CASH Fidelity Investments Fidelity Money Mkt Tr rtmt Government Money Mkt Portfolio
FIXED INCOME
Short-Term Bond VFSUX Vanguard Vanguard Short-Term Investment Grade Adm
Intermediate-Term Bond FBIDX Fidelity Investments Fidelity U.S. Bond Index Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Dodge & Cox Stock Fund
LARGE BLEND NYVTX Davis Funds Davis NY Venture A Fund
Mid-Cap Growth JAENX Janus Janus Enterprise Fund
SMALL BLEND FSLCX Fidelity Investments Fidelity Small Cap Stock Fund
LARGE BLEND FUSEX Fidelity Investments Fidelity Spartan U.S. Equity Index Fund
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Low-priced Stock Fund
LARGE BLEND MSVFX Masters Masters Select International Fund
Total Available Funds: 27
  • 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 HAINX Harbor Harbor International Instl Fund 99% 3 60 0 1.02% 3.57%
Foreign Small/Mid Value SGOIX First Eagle First Eagle Overseas Fund 96% 3 60 0 0.8% 2.43%
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 2.73%
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.08%
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 2.69%
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Fidelity Investments Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.87%
Target Date 2021-2025 FFTWX Fidelity Investments Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.19%
Target Date 2031-2035 FFTHX Fidelity Investments Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 2%
Target Date 2050+ FFFHX Fidelity Investments Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX Fidelity Investments Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 2.78%
Target Date 2041-2045 FFFGX Fidelity Investments Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 2.01%
Target Date 2000-2010 FFFVX Fidelity Investments Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.95%
Technology DRGTX Allianz Funds Allianz RCM Technology Instl Fund 58% 3 60 0 1.17% 0%
ROOT ASOIX American Beacon American Beacon Small Cap Value Fund 0% 3 60 0 NA 4.05%
Target Date 2000-2010 FFFBX Fidelity Investments Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
ROOT CASH Fidelity Investments Fidelity Money Mkt Tr rtmt Government Money Mkt Portfolio 0% 1 60 0 NA 2.67%
FIXED INCOME
Short-Term Bond VFSUX Vanguard Vanguard Short-Term Investment Grade Adm 83% 3 60 0 0.2% 3.59%
Intermediate-Term Bond FBIDX Fidelity Investments Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.54%
US EQUITY
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund 96% 3 60 0 0.55% 3.75%
LARGE VALUE DODGX Dodge & Cox Dodge & Cox Stock Fund 93% 3 60 0 0.52% 6.05%
LARGE BLEND NYVTX Davis Funds Davis NY Venture A Fund 92% 3 60 0 1.75% 8.91%
Mid-Cap Growth JAENX Janus Janus Enterprise Fund 92% 3 60 0 1.14% 7.86%
SMALL BLEND FSLCX Fidelity Investments Fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 0.02%
LARGE BLEND FUSEX Fidelity Investments Fidelity Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.68%
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Low-priced Stock Fund 1% 3 60 0 0.92% 17.21%
LARGE BLEND MSVFX Masters Masters Select International Fund 0% 3 60 0 1.37% 1.83%
Average Expense Ratio: 0.68%
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Related Retirement Plans
THE ANDERSONS, INC. RETIREMENT SAVINGS INVESTMENT PLAN
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:ANDE)
The plan consists of 27 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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