MyPlanIQ 401k Investor STILLWATER MINING COMPANY BARGAINING UNIT 401(K) PLAN

STILLWATER MINING COMPANY BARGAINING UNIT 401(K) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement Small Company Value
ROOT CASH Interest Bearing Cash
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
Intermediate Government BUTDX Northern Tr Indexed Equity
US EQUITY
LARGE BLEND NYVTX Davis Large Cap Value
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid Cap Growth Equity II
MID-CAP BLEND FLVCX Fidelity Advisor Leverage Company Stock
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement Small Company Value
ROOT CASH Interest Bearing Cash
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
Intermediate Government BUTDX Northern Tr Indexed Equity
US EQUITY
LARGE BLEND NYVTX Davis Large Cap Value
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid Cap Growth Equity II
MID-CAP BLEND FLVCX Fidelity Advisor Leverage Company Stock
LARGE BLEND MIGYX Oppenheimer Main Street
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Mutual Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Mutual Fund
Mid-Cap Growth BGRFX Baron Growth
Total Available Funds: 14
  • 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 ODVYX Oppenheimer Developing Mkt 89% 3 60 0 0.84% 0.82%
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt 89% 3 60 0 0.84% 0.82%
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth 94% 3 60 0 0.9% 3.91%
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement Small Company Value 100% 3 60 0 0.34% 4.4%
ROOT CASH Interest Bearing Cash 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return 97% 3 60 0 0.83% 4.06%
Intermediate Government BUTDX Northern Tr Indexed Equity 0% 3 60 0 NA 3.58%
US EQUITY
LARGE BLEND NYVTX Davis Large Cap Value 92% 3 60 0 1.75% 8.81%
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid Cap Growth Equity II 87% 3 60 0 1.29% 6.82%
MID-CAP BLEND FLVCX Fidelity Advisor Leverage Company Stock 85% 3 60 0 0.74% 13.06%
LARGE BLEND MIGYX Oppenheimer Main Street 81% 3 60 0 0.8% 7.9%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Mutual Fund 75% 3 60 0 0.63% 8.7%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Mutual Fund 75% 3 60 0 0.63% 8.7%
Mid-Cap Growth BGRFX Baron Growth 40% 3 60 0 1.3% 1.93%
Average Expense Ratio: 0.94%
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Related Retirement Plans
STILLWATER MINING COMPANY BARGAINING UNIT 401K PLAN
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 4.7% 12.6% 0.8% 6.4% 4.6% 6.6%

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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:SWC)
The plan consists of 14 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity and Fixed Income.
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