MyPlanIQ 401k Investor ALBEMARLE CORPORATION SAVINGS PLAN

ALBEMARLE CORPORATION SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign Fund
Others
Moderate Allocation OAKBX The Oakmark Equity Income Fund
ROOT CASH CMA Money Fund Cash-interest bearing short term money market investments
FIXED INCOME
WORLD BOND OIBYX Oppenheimer International Fund
US EQUITY
SMALL BLEND RTRIX Pacific Investment Management Company Total Return Port. Instl. Fund
LARGE BLEND NYVTX Davis NY Venture Fund Inc.
LARGE VALUE ACGMX Van Kampen Growth Income Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign Fund
Others
Moderate Allocation OAKBX The Oakmark Equity Income Fund
ROOT CASH CMA Money Fund Cash-interest bearing short term money market investments
FIXED INCOME
WORLD BOND OIBYX Oppenheimer International Fund
US EQUITY
SMALL BLEND RTRIX Pacific Investment Management Company Total Return Port. Instl. Fund
LARGE BLEND NYVTX Davis NY Venture Fund Inc.
LARGE VALUE ACGMX Van Kampen Growth Income Fund
LARGE GROWTH OTCYX Oppenheimer Capital app Fund
LARGE BLEND VINIX Merrill Lynch Equity Index Tr XIII Collective trust indexed to the S P 500 Index
LARGE GROWTH RGAFX American Growth Fund of Amer Fund
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Fund
SMALL BLEND LRSPX Lord Abbett Small Cap Value Fund
Total Available Funds: 12
  • 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 Value TFEQX Templeton Foreign Fund 86% 3 60 0 0.97% 13.02%
Others
Moderate Allocation OAKBX The Oakmark Equity Income Fund 91% 3 60 0 0.83% 2.73%
ROOT CASH CMA Money Fund Cash-interest bearing short term money market investments 0% 1 60 0 NA 3.73%
FIXED INCOME
WORLD BOND OIBYX Oppenheimer International Fund 94% 3 60 0 0.71% 5.12%
US EQUITY
SMALL BLEND RTRIX Pacific Investment Management Company Total Return Port. Instl. Fund 95% 3 60 0 1.95% 9.91%
LARGE BLEND NYVTX Davis NY Venture Fund Inc. 92% 3 60 0 1.75% 7.04%
LARGE VALUE ACGMX Van Kampen Growth Income Fund 81% 3 60 0 0.79% 12.73%
LARGE GROWTH OTCYX Oppenheimer Capital app Fund 80% 3 60 0 0.63% 0%
LARGE BLEND VINIX Merrill Lynch Equity Index Tr XIII Collective trust indexed to the S P 500 Index 78% 3 60 0 0.02% 2.73%
LARGE GROWTH RGAFX American Growth Fund of Amer Fund 75% 3 60 0 0.63% 6.89%
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Fund 73% 3 60 0 0.85% 0%
SMALL BLEND LRSPX Lord Abbett Small Cap Value Fund 48% 3 60 0 1.48% 3.39%
Average Expense Ratio: 0.96%
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Related Retirement Plans
ALBEMARLE CORPORATION RETIREMENT SAVINGS 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 5.6% 15.6% 1.3% 2.9% 2.9% 5.2%

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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:ALB)
The plan consists of 14 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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