MyPlanIQ 401k Investor Ingersoll-Rand Company Employee Savings Plan

Ingersoll-Rand Company Employee Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
DIVERSIFIED EMERGING MKTS SSEMX SSGA EMRG MKTS INDEX
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
INTERNATIONAL EQUITY VGTSX SSGA INTL INDEX FUND
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET 2025
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045
Retirement Income VTINX VANGUARD TARGET INC
FIXED INCOME
Inflation-Protected Bond VIPSX US INFL PROT BD IDX
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond FBIDX SSGA US BOND INDEX C
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
DIVERSIFIED EMERGING MKTS SSEMX SSGA EMRG MKTS INDEX
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
INTERNATIONAL EQUITY VGTSX SSGA INTL INDEX FUND
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET 2025
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045
Retirement Income VTINX VANGUARD TARGET INC
Target Date 2031-2035 VTTHX VANGUARD TARGET 2035
Target Date 2051+ VFFVX VANGUARD TARGET 2055
Target Date 2046-2050 VFIFX VANGUARD TARGET 2050
Target Date 2036-2040 VFORX VANGUARD TARGET 2040
Target Date 2026-2030 VTHRX VANGUARD TARGET 2030
Target Date 2016-2020 VTWNX VANGUARD TARGET 2020
ROOT CASH FID INST MMKT
Target Date 2011-2015 VTXVX VANGUARD TARGET 2015
FIXED INCOME
Inflation-Protected Bond VIPSX US INFL PROT BD IDX
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond FBIDX SSGA US BOND INDEX C
High Yield Bond HYFAX HARBOR HIGH YLD BD I
US EQUITY
LARGE BLEND FUSEX FID US EQ INDX
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV
LARGE GROWTH FCNKX FID CONTRAFUND K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE BLEND FXSIX SPTN 500 INDEX INST
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
Total Available Funds: 25
  • 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 FKEMX FID EMERGING MKTS K 74% 1 60 0 0.9% 1.22%
DIVERSIFIED EMERGING MKTS SSEMX SSGA EMRG MKTS INDEX 0% 1 60 0 1.2% 2.72%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 4.5%
INTERNATIONAL EQUITY VGTSX SSGA INTL INDEX FUND 16% 1 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET 2025 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX VANGUARD TARGET INC 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX VANGUARD TARGET 2035 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX VANGUARD TARGET 2055 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX VANGUARD TARGET 2050 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX VANGUARD TARGET 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VANGUARD TARGET 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX VANGUARD TARGET 2020 66% 1 60 0 0.08% 4.48%
ROOT CASH FID INST MMKT 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX VANGUARD TARGET 2015 0% 1 60 0 0.08% 2.59%
FIXED INCOME
Inflation-Protected Bond VIPSX US INFL PROT BD IDX 98% 1 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond FBIDX SSGA US BOND INDEX C 0% 1 60 0 0.13% 2.67%
High Yield Bond HYFAX HARBOR HIGH YLD BD I 0% 1 60 0 0.9% 1.72%
US EQUITY
LARGE BLEND FUSEX FID US EQ INDX 79% 1 60 0 0.09% 1.79%
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV 75% 1 60 0 0.1% 0%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 4.38%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 1 60 0 0.82% 18.74%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 0%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 1.17%
Average Expense Ratio: 0.32%
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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 4.6% 14.2% 1.3% 6.9% 5.3% 7.0%

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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:IR)
The plan consists of 27 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.
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