MyPlanIQ EDO CORPORATION EMPLOYEE INVESTMENT PLAN

EDO CORPORATION EMPLOYEE INVESTMENT PLAN Investment Model Portfolios

This Plan is unrated.
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EDO CORPORATION EMPLOYEE INVESTMENT PLAN & TRUST
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class
LARGE VALUE VWNEX Vanguard Windsor Funds: Vanguard Windsor Fund; Admiral Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class
LARGE VALUE VWNEX Vanguard Windsor Funds: Vanguard Windsor Fund; Admiral Shares
LARGE GROWTH AGTHX Growth Fund of America
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
MID-CAP BLEND SSVSX Victory Portfolios: Special Value Fund; Class A Shares
MID-CAP VALUE FMPTX Fidelity Devonshire Trust: Fidelity Advisor Mid Cap Value Fund; Class T Shares
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
Total Available Funds: 12
  • 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 DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.18%
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 8%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.3%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.1%
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class 91% 3 60 0 1.34% 2.23%
LARGE VALUE VWNEX Vanguard Windsor Funds: Vanguard Windsor Fund; Admiral Shares 71% 3 60 0 0.38% 10.84%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 8.93%
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares 39% 3 60 0 1.31% 13.32%
MID-CAP BLEND SSVSX Victory Portfolios: Special Value Fund; Class A Shares 36% 3 60 0 1.15% 13.31%
MID-CAP VALUE FMPTX Fidelity Devonshire Trust: Fidelity Advisor Mid Cap Value Fund; Class T Shares 32% 3 60 0 1.08% 4.15%
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class 24% 3 60 0 0.84% 2.23%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 14.11%
Average Expense Ratio: 0.8%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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
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