MyPlanIQ SSAB ENTERPRISES LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN

SSAB ENTERPRISES LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN Investment Model Portfolios

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SSAB ENTERPRISES, LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds
Target Date 2051+ TTRIX TIAA-CREF Funds: Lifecycle Funds 2055 Fund; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds
Target Date 2051+ TTRIX TIAA-CREF Funds: Lifecycle Funds 2055 Fund; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
Small Growth PRNHX T Rowe Price New Horizons Fund
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
Mid-Cap Growth RAISX Rainier Investment Management Mutual Funds: Small/Mid Cap Equity Fund; Institutional Shares
Mid-Cap Growth RIMSX Rainier Investment Management Mutual Funds: Small/Mid Cap Equity Fund; Original Shares
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
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund 66% 3 60 0 1.09% 8.25%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.17%
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 7.17%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 6.92%
Others
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds 100% 3 60 0 0.34% 3.83%
Target Date 2051+ TTRIX TIAA-CREF Funds: Lifecycle Funds 2055 Fund; Institutional Class Shares 34% 3 60 0 0.6% 1.98%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.64%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 7.01%
LARGE VALUE PRFDX T Rowe Price Equity Income Fund 97% 3 60 0 1.23% 8.27%
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares 83% 3 60 0 1.18% 7.38%
Small Growth PRNHX T Rowe Price New Horizons Fund 80% 3 60 0 0.79% 4.86%
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares 56% 3 60 0 0.89% 1.39%
Mid-Cap Growth RAISX Rainier Investment Management Mutual Funds: Small/Mid Cap Equity Fund; Institutional Shares 0% 3 60 0 1.01% 12.96%
Mid-Cap Growth RIMSX Rainier Investment Management Mutual Funds: Small/Mid Cap Equity Fund; Original Shares 0% 3 60 0 1.26% 13.78%
Average Expense Ratio: 0.82%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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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
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