MyPlanIQ NALCO COMPANY PROFIT SHARING AND SAVINGS PLAN

NALCO COMPANY PROFIT SHARING AND SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 8
Asset Class Ticker Description Rating
US EQUITY
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares
LARGE VALUE VIVAX Vanguard Index Funds: Vanguard Value Index Fund; Investor Shares
SMALL VALUE SMVIX SEI Institutional Managed Trust: Small Cap Value Fund; Class I Shares
FIXED INCOME
Emerging Markets Bond SITEX SEI Institutional International Trust: Emerging Markets Debt Fund; Class A Shares
Intermediate-Term Bond SCXIX SEI Institutional Managed Trust: Core Fixed Income Fund; Class I Shares
High Yield Bond SEIYX SEI Institutional Managed Trust: High Yield Bond Fund; Class I Shares
Total Available Funds: 8
Asset Class Ticker Description Rating
US EQUITY
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares
LARGE VALUE VIVAX Vanguard Index Funds: Vanguard Value Index Fund; Investor Shares
SMALL VALUE SMVIX SEI Institutional Managed Trust: Small Cap Value Fund; Class I Shares
SMALL BLEND SLLAX SEI Institutional Managed Trust: Small Cap Fund; Class A Shares
LARGE VALUE VUVLX Vanguard Malvern Funds: Vanguard US Value Fund; Investor Shares
FIXED INCOME
Emerging Markets Bond SITEX SEI Institutional International Trust: Emerging Markets Debt Fund; Class A Shares
Intermediate-Term Bond SCXIX SEI Institutional Managed Trust: Core Fixed Income Fund; Class I Shares
High Yield Bond SEIYX SEI Institutional Managed Trust: High Yield Bond Fund; Class I Shares
Total Available Funds: 8
  • 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
US EQUITY
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares 97% 3 60 0 0.04% 0.43%
LARGE VALUE VIVAX Vanguard Index Funds: Vanguard Value Index Fund; Investor Shares 96% 3 60 0 0.05% 2.23%
SMALL VALUE SMVIX SEI Institutional Managed Trust: Small Cap Value Fund; Class I Shares 81% 3 60 0 0.89% 2.87%
SMALL BLEND SLLAX SEI Institutional Managed Trust: Small Cap Fund; Class A Shares 0% 3 60 0 1.15% NA
LARGE VALUE VUVLX Vanguard Malvern Funds: Vanguard US Value Fund; Investor Shares 0% 3 60 0 0.22% 2.51%
FIXED INCOME
Emerging Markets Bond SITEX SEI Institutional International Trust: Emerging Markets Debt Fund; Class A Shares 88% 3 60 0 1.36% 4.89%
Intermediate-Term Bond SCXIX SEI Institutional Managed Trust: Core Fixed Income Fund; Class I Shares 77% 3 60 0 0.88% 3.07%
High Yield Bond SEIYX SEI Institutional Managed Trust: High Yield Bond Fund; Class I Shares 13% 3 60 0 0.64% 12.25%
Average Expense Ratio: 0.65%
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Model Portfolios

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*
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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
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