MyPlanIQ 401k Investor POLYONE RETIREMENT SAVINGS PLAN

POLYONE RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Euro Pacific Growth Fund
Others
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Fund
LARGE BLEND MSPIX Mainstay S P 500 Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Euro Pacific Growth Fund
Others
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020
Target Date 2011-2015 TRRGX T Rowe Price rtmt 2015
Target Date 2000-2010 TRRFX T Rowe Price rtmt 2005
Target Date 2031-2035 TRRJX T Rowe Price rtmt 2035
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010
Target Date 2021-2025 TRRHX T Rowe Price rtmt 2025
Target Date 2041-2045 TRRKX T Rowe Price rtmt 2045
Target Date 2050+ TRRNX T Rowe Price rtmt 2055
Retirement Income TRRIX T Rowe Price rtmt Income
Target Date 2050+ TRRMX T Rowe Price rtmt 2050
Moderate Allocation CBSRX Alliance Capital Management AllianceBernstein Balanced Shares
ROOT CASH Mainstay Cash Reserves Fund I
ROOT CASH Mainstay Cash Reserves Fund I
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Fund
LARGE BLEND MSPIX Mainstay S P 500 Index Fund
Small Growth GTSRX AIM Advisors Small Cap Growth Fund
MID-CAP VALUE FBSRX Franklin Advisory Services Franklin Balance Sheet Investment Fund
LARGE BLEND MAPRX Mainstay MAP Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Total Available Funds: 23
  • 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 RERFX American Funds Euro Pacific Growth Fund 94% 3 60 0 0.84% 1.86%
Others
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 100% 3 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX T Rowe Price rtmt 2015 100% 3 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX T Rowe Price rtmt 2005 100% 3 60 0 0.34% 2.74%
Target Date 2031-2035 TRRJX T Rowe Price rtmt 2035 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T Rowe Price rtmt 2025 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T Rowe Price rtmt 2045 96% 3 60 0 1.12% 6.6%
Target Date 2050+ TRRNX T Rowe Price rtmt 2055 93% 3 60 0 1.14% 5.91%
Retirement Income TRRIX T Rowe Price rtmt Income 91% 3 60 0 0.34% 2.96%
Target Date 2050+ TRRMX T Rowe Price rtmt 2050 78% 3 60 0 0.63% 6.57%
Moderate Allocation CBSRX Alliance Capital Management AllianceBernstein Balanced Shares 52% 3 60 0 1.05% 1.12%
ROOT CASH Mainstay Cash Reserves Fund I 0% 1 60 0 NA 4.14%
ROOT CASH Mainstay Cash Reserves Fund I 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund 84% 3 60 0 0.26% 3.64%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Fund 75% 3 60 0 0.63% 0.75%
LARGE BLEND MSPIX Mainstay S P 500 Index Fund 74% 3 60 0 0.52% 1.31%
Small Growth GTSRX AIM Advisors Small Cap Growth Fund 49% 3 60 0 0.91% 0%
MID-CAP VALUE FBSRX Franklin Advisory Services Franklin Balance Sheet Investment Fund 34% 3 60 0 1.16% 0.71%
LARGE BLEND MAPRX Mainstay MAP Fund 0% 3 60 0 1.26% 1.57%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.82%
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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 0.8% 11.6% 4.9% 9.5% 6.3% 8.0%

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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:POL)
The plan consists of 24 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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