MyPlanIQ 401k Investor Acuity Brands, Inc. Selected 401(k) and Retirement Plans

Acuity Brands, Inc. Selected 401(k) and Retirement Plans

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign
Others
Target Date 2031-2035 WFQRX Dow Jones Target 2035 Fund
Target Date 2011-2015 WFSCX Dow Jones Target 2015 Fund
Target Date 2041-2045 WFQPX Dow Jones Target 2045 Fund
FIXED INCOME
Intermediate-Term Bond SBMRX SSGA Bond Index
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock
LARGE BLEND VFINX Vanguard S & P Index
LARGE VALUE ACIIX American Century Equity Income
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign
Others
Target Date 2031-2035 WFQRX Dow Jones Target 2035 Fund
Target Date 2011-2015 WFSCX Dow Jones Target 2015 Fund
Target Date 2041-2045 WFQPX Dow Jones Target 2045 Fund
Target Date 2021-2025 WFTYX Dow Jones Target 2025 Fund
Retirement Income WFBTX Dow Jones Target Today Fund
FIXED INCOME
Intermediate-Term Bond SBMRX SSGA Bond Index
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock
LARGE BLEND VFINX Vanguard S & P Index
LARGE VALUE ACIIX American Century Equity Income
SMALL VALUE NOSGX Northern Small Cap Value
MID-CAP BLEND CRIMX CRM Mid Cap Value
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth
Small Growth VEXPX Vanguard Explorer
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
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign 86% 3 60 0 0.97% 7.62%
Others
Target Date 2031-2035 WFQRX Dow Jones Target 2035 Fund 0% 3 60 0 0.49% 1.93%
Target Date 2011-2015 WFSCX Dow Jones Target 2015 Fund 0% 3 60 0 0.6% 2.13%
Target Date 2041-2045 WFQPX Dow Jones Target 2045 Fund 0% 3 60 0 0.6% 1.98%
Target Date 2021-2025 WFTYX Dow Jones Target 2025 Fund 0% 3 60 0 0.29% 1.98%
Retirement Income WFBTX Dow Jones Target Today Fund 0% 3 60 0 0.86% 0%
FIXED INCOME
Intermediate-Term Bond SBMRX SSGA Bond Index 0% 3 60 0 NA 0.63%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock 100% 3 60 0 0% 0%
LARGE BLEND VFINX Vanguard S & P Index 98% 3 60 0 0.14% 1.27%
LARGE VALUE ACIIX American Century Equity Income 91% 3 60 0 1.18% 2.56%
SMALL VALUE NOSGX Northern Small Cap Value 89% 3 60 0 1% 1.46%
MID-CAP BLEND CRIMX CRM Mid Cap Value 87% 3 60 0 1.16% 1.08%
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth 87% 3 60 0 1.29% 6.44%
Small Growth VEXPX Vanguard Explorer 76% 3 60 0 0.45% 4.34%
Average Expense Ratio: 0.69%
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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 4.8% 12.4% 2.3% 5.1% 4.0% 6.0%

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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:AYI)
The plan consists of 14 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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