MyPlanIQ 401k Investor CELANESE AMERICAS RETIREMENT SAVINGS PLAN

CELANESE AMERICAS RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Target Date 2050+ LTQIX Alliance Bernstein 2050 Retirement Portfolio
Target Date 2041-2045 LTPIX Alliance Bernstein 2045 Retirement Portfolio
Target Date 2036-2040 LTSIX Alliance Bernstein 2040 Retirement Portfolio
US EQUITY
LARGE GROWTH MGRIX Marsico Capital Management Large-Cap Growth Fund
LARGE BLEND WFSPX Barclay’s Global Investor S&P 500 Index Fund
LARGE GROWTH ABPRX Alliance Bernstein Investment Management Large-Cap Value Fund
FIXED INCOME
LONG GOVERNMENT WHOSX Hoisington Investment Management Co. Government Securities Fund
SHORT GOVERNMENT STABLEVALUE JP Morgan Asset Management Stable Value Fund
Intermediate-Term Bond IPCBX Pacific Investment Management Co. Core Bond Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Target Date 2050+ LTQIX Alliance Bernstein 2050 Retirement Portfolio
Target Date 2041-2045 LTPIX Alliance Bernstein 2045 Retirement Portfolio
Target Date 2036-2040 LTSIX Alliance Bernstein 2040 Retirement Portfolio
Target Date 2031-2035 LTLIX Alliance Bernstein 2035 Retirement Portfolio
Target Date 2026-2030 LTKIX Alliance Bernstein 2030 Retirement Portfolio
Target Date 2021-2025 LTJIX Alliance Bernstein 2025 Retirement Portfolio
Target Date 2016-2020 LTHIX Alliance Bernstein 2020 Retirement Portfolio
Target Date 2011-2015 LTEIX Alliance Bernstein 2015 Retirement Portfolio
Target Date 2000-2010 LTDIX Alliance Bernstein 2010 Retirement Portfolio
Target Date 2000-2010 LTBIX Alliance Bernstein 2005 Retirement Portfolio
Target Date 2000-2010 LTAIX Alliance Bernstein 2000 Retirement Portfolio
US EQUITY
LARGE GROWTH MGRIX Marsico Capital Management Large-Cap Growth Fund
LARGE BLEND WFSPX Barclay’s Global Investor S&P 500 Index Fund
LARGE GROWTH ABPRX Alliance Bernstein Investment Management Large-Cap Value Fund
Small Growth BSQIX Barclays Global Investors Small-Cap Core Fund
FIXED INCOME
LONG GOVERNMENT WHOSX Hoisington Investment Management Co. Government Securities Fund
SHORT GOVERNMENT STABLEVALUE JP Morgan Asset Management Stable Value Fund
Intermediate-Term Bond IPCBX Pacific Investment Management Co. Core Bond Fund
Total Available Funds: 18
  • 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
Others
Target Date 2050+ LTQIX Alliance Bernstein 2050 Retirement Portfolio 0% 3 60 0 0.72% 17.91%
Target Date 2041-2045 LTPIX Alliance Bernstein 2045 Retirement Portfolio 0% 3 60 0 0.72% 7.15%
Target Date 2036-2040 LTSIX Alliance Bernstein 2040 Retirement Portfolio 0% 3 60 0 0.72% 5.36%
Target Date 2031-2035 LTLIX Alliance Bernstein 2035 Retirement Portfolio 0% 3 60 0 0.71% 3.05%
Target Date 2026-2030 LTKIX Alliance Bernstein 2030 Retirement Portfolio 0% 3 60 0 0.71% 3.27%
Target Date 2021-2025 LTJIX Alliance Bernstein 2025 Retirement Portfolio 0% 3 60 0 0.69% 3.37%
Target Date 2016-2020 LTHIX Alliance Bernstein 2020 Retirement Portfolio 0% 3 60 0 0.67% 3.57%
Target Date 2011-2015 LTEIX Alliance Bernstein 2015 Retirement Portfolio 0% 3 60 0 0.68% 3.72%
Target Date 2000-2010 LTDIX Alliance Bernstein 2010 Retirement Portfolio 0% 3 60 0 0.6% 3.31%
Target Date 2000-2010 LTBIX Alliance Bernstein 2005 Retirement Portfolio 0% 3 60 0 0.58% 3.67%
Target Date 2000-2010 LTAIX Alliance Bernstein 2000 Retirement Portfolio 0% 3 60 0 0.52% 9.88%
US EQUITY
LARGE GROWTH MGRIX Marsico Capital Management Large-Cap Growth Fund 98% 3 60 0 1.21% 2.2%
LARGE BLEND WFSPX Barclay’s Global Investor S&P 500 Index Fund 75% 3 60 0 0.03% 1.76%
LARGE GROWTH ABPRX Alliance Bernstein Investment Management Large-Cap Value Fund 59% 3 60 0 0.95% 2.19%
Small Growth BSQIX Barclays Global Investors Small-Cap Core Fund 0% 3 60 0 NA 0%
FIXED INCOME
LONG GOVERNMENT WHOSX Hoisington Investment Management Co. Government Securities Fund 70% 3 60 0 0.7% 2.74%
SHORT GOVERNMENT STABLEVALUE JP Morgan Asset Management Stable Value Fund 16% 3 60 0 NA 29.1%
Intermediate-Term Bond IPCBX Pacific Investment Management Co. Core Bond Fund 0% 3 60 0 0.57% 4.64%
Average Expense Ratio: 0.67%
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Related Retirement Plans
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 13.2% 35.0% 13.4% 14.8% 11.3% 11.0%

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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:CE)
The plan consists of 20 funds. It covers 2 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity and Fixed Income.


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