MyPlanIQ 401k Investor ALCON INDUSTRIES INC SAVINGS PLAN

ALCON INDUSTRIES INC SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific
WORLD STOCK TEDRX Mutual Global Discovery Fund
Others
Target Date 2011-2015 ARFRX American CNT Livestrong 2015 Fund
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small Cap Value
LARGE GROWTH RGAFX American Funds Growth Fund
Mid-Cap Growth ACRNX Columbia Acorn
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
SHORT GOVERNMENT GSTGX Goldman Sachs Short Duration Government Fund
Inflation-Protected Bond AIANX American Inflation ADJ Bond
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific
WORLD STOCK TEDRX Mutual Global Discovery Fund
Others
Target Date 2011-2015 ARFRX American CNT Livestrong 2015 Fund
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small Cap Value
LARGE GROWTH RGAFX American Funds Growth Fund
Mid-Cap Growth ACRNX Columbia Acorn
MID-CAP BLEND VSVGX Victory Special Value Fund
Mid-Cap Growth MMSRX Munder Mid-cap Core Growth
SMALL BLEND KDSIX DWS Dreman Small Cap Value
LARGE VALUE PNERX Alliance NFJ Dividend Value
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
SHORT GOVERNMENT GSTGX Goldman Sachs Short Duration Government Fund
Inflation-Protected Bond AIANX American Inflation ADJ Bond
WORLD BOND SEFIX SEI Fixed Fund
Intermediate-Term Bond CINCX Calvert Income
Multisector Bond FKSRX Franklin Strategic Income
Total Available Funds: 16
  • 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 Europacific 94% 3 60 0 0.84% 3.63%
WORLD STOCK TEDRX Mutual Global Discovery Fund 57% 3 60 0 1.45% 1.55%
Others
Target Date 2011-2015 ARFRX American CNT Livestrong 2015 Fund 0% 3 60 0 1.28% 2.17%
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small Cap Value 92% 3 60 0 1.43% 0.26%
LARGE GROWTH RGAFX American Funds Growth Fund 75% 3 60 0 0.63% 6.89%
Mid-Cap Growth ACRNX Columbia Acorn 75% 3 60 0 1.83% 0%
MID-CAP BLEND VSVGX Victory Special Value Fund 35% 3 60 0 1.15% 10.61%
Mid-Cap Growth MMSRX Munder Mid-cap Core Growth 0% 3 60 0 1.57% 9.14%
SMALL BLEND KDSIX DWS Dreman Small Cap Value 0% 3 60 0 0.89% 10.54%
LARGE VALUE PNERX Alliance NFJ Dividend Value 0% 3 60 0 1.22% 1.1%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 4.1%
SHORT GOVERNMENT GSTGX Goldman Sachs Short Duration Government Fund 94% 3 60 0 0.47% 3.15%
Inflation-Protected Bond AIANX American Inflation ADJ Bond 93% 3 60 0 0.76% 4.69%
WORLD BOND SEFIX SEI Fixed Fund 82% 3 60 0 0.77% 0%
Intermediate-Term Bond CINCX Calvert Income 76% 3 60 0 0.66% 5.45%
Multisector Bond FKSRX Franklin Strategic Income 60% 3 60 0 0.52% 4.4%
Average Expense Ratio: 1.02%
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Related Retirement Plans
ALCON INDUSTRIES INC SAVINGS PLAN
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 4.5% 12.3% 1.6% 5.6% 4.3% 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:ACL)
The plan consists of 16 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and US Equity.

Alcon Industries Inc Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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