MyPlanIQ 401k Investor Energizer Holdings, Inc.Savings Investment Plan

Energizer Holdings, Inc.Savings Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Vanguard Group Aberdeen Em Mkts Inst
INTERNATIONAL EQUITY
Foreign Large Value vanguard small Vanguard Group Forward:Itl Sm Co Inst
Others
Target Date 2021-2025 VTTVX Vanguard Tgt rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Tgt rtmt 2045
Retirement Income VTINX Vanguard Target rtmt Inc
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Idx Signal
Inflation-Protected Bond VIPSX Vanguard Infla-Prot Securities
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
Small Growth VEXPX Vanguard Explorer Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Vanguard Group Aberdeen Em Mkts Inst
INTERNATIONAL EQUITY
Foreign Large Value vanguard small Vanguard Group Forward:Itl Sm Co Inst
Others
Target Date 2021-2025 VTTVX Vanguard Tgt rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Tgt rtmt 2045
Retirement Income VTINX Vanguard Target rtmt Inc
Target Date 2031-2035 VTTHX Vanguard Tgt rtmt 2035
Target Date 2031-2035 VTTHX Vanguard Tgt rtmt 2005
Moderate Allocation VWELX Vanguard Wellington inv
Target Date 2050+ VFIFX Vanguard Tgt rtmt 2050
Target Date 2036-2040 VFORX Vanguard Tgt rtmt 2040
Target Date 2026-2030 VTHRX Vanguard Tgt rtmt 2030
Target Date 2016-2020 VTWNX Vanguard Tgt rtmt 2020
Target Date 2011-2015 VTXVX Vanguard Tgt rtmt 2015
Target Date 2000-2010 VTENX Vanguard Tgt rtmt 2010
ROOT CASH Vanguard Prime Money Mkt
ROOT CASH Vanguard Fed Money Mkt
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Idx Signal
Inflation-Protected Bond VIPSX Vanguard Infla-Prot Securities
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
Small Growth VEXPX Vanguard Explorer Fund
SMALL BLEND SASVX Vanguard RidgeWorth Small Cap Val I Sh
SMALL BLEND VSISX Vanguard Small-Cap Index Signal
LARGE BLEND VIFSX Vanguard Group 500 Index Fund Signal
Total Available Funds: 24
  • 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 ABEMX Vanguard Group Aberdeen Em Mkts Inst 77% 3 60 0 1.1% 1.75%
INTERNATIONAL EQUITY
Foreign Large Value vanguard small Vanguard Group Forward:Itl Sm Co Inst 0% 3 60 0 NA NA
Others
Target Date 2021-2025 VTTVX Vanguard Tgt rtmt 2025 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Tgt rtmt 2045 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Inc 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Tgt rtmt 2035 96% 3 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Vanguard Tgt rtmt 2005 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington inv 90% 3 60 0 0.17% 12.31%
Target Date 2050+ VFIFX Vanguard Tgt rtmt 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Tgt rtmt 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Tgt rtmt 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Tgt rtmt 2020 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Tgt rtmt 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Tgt rtmt 2010 0% 3 60 0 0.17% 0%
ROOT CASH Vanguard Prime Money Mkt 0% 1 60 0 NA 4.14%
ROOT CASH Vanguard Fed Money Mkt 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Idx Signal 100% 3 60 0 0.15% 3.15%
Inflation-Protected Bond VIPSX Vanguard Infla-Prot Securities 98% 3 60 0 0.07% 4.24%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv 99% 3 60 0 0.26% 1.52%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund 95% 3 60 0 0.31% 7.81%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 4.34%
SMALL BLEND SASVX Vanguard RidgeWorth Small Cap Val I Sh 47% 3 60 0 1.46% 19.19%
SMALL BLEND VSISX Vanguard Small-Cap Index Signal 0% 3 60 0 0.16% 1.67%
LARGE BLEND VIFSX Vanguard Group 500 Index Fund Signal 0% 3 60 0 0.05% 2.03%
Average Expense Ratio: 0.25%
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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 2.5% 12.0% -0.8% 5.5% 4.6% 6.7%

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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 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:ENR)
The plan consists of 25 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity and Fixed Income.
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