MyPlanIQ 401k Investor AON SAVINGS PLAN

AON SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Foreign Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Blend VFWSX Foreign All Company Index
Foreign Large Blend RERGX Foreign All Company
Others
Retirement Income VTINX TRIP Income
World Allocation PAAIX Diversified Asset Allocation
Target Date 2046-2050 VFIFX TRIP 2050
US EQUITY
SMALL BLEND NAESX US Small Company
LARGE VALUE VIVAX US Large Company Value
LARGE GROWTH VHCAX US All Company Growth
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Foreign Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Blend VFWSX Foreign All Company Index
Foreign Large Blend RERGX Foreign All Company
Others
Retirement Income VTINX TRIP Income
World Allocation PAAIX Diversified Asset Allocation
Target Date 2046-2050 VFIFX TRIP 2050
Target Date 2036-2040 VFORX TRIP 2040
Target Date 2026-2030 VTHRX TRIP 2030
Target Date 2016-2020 VTWNX TRIP 2020
Target Date 2000-2010 VTENX TRIP 2010
US EQUITY
SMALL BLEND NAESX US Small Company
LARGE VALUE VIVAX US Large Company Value
LARGE GROWTH VHCAX US All Company Growth
LARGE BLEND DFUSX US Large Company Growth
LARGE BLEND VIIIX US Large Company Index
MID-CAP BLEND VEMPX US Small/Mid Company Index
SMALL BLEND WFSVX US Small/Mid Company
FIXED INCOME
FIXED INCOME VBMFX Diversified Bond
Intermediate-Term Bond VFICX US Bond Index
SHORT GOVERNMENT STABLEVALUE Stable Value
Total Available Funds: 21
  • 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
REAL ESTATE
Global Real Estate IGLAX Global Real Estate 0% 1 60 0 1.26% 4.98%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Foreign Emerging Markets 99% 1 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Blend VFWSX Foreign All Company Index 62% 1 60 0 0.08% 3.4%
Foreign Large Blend RERGX Foreign All Company 32% 1 60 0 0.9% 4.03%
Others
Retirement Income VTINX TRIP Income 97% 1 60 0 0.08% 2.93%
World Allocation PAAIX Diversified Asset Allocation 96% 1 60 0 1.84% 3.53%
Target Date 2046-2050 VFIFX TRIP 2050 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX TRIP 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX TRIP 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX TRIP 2020 66% 1 60 0 0.08% 4.48%
Target Date 2000-2010 VTENX TRIP 2010 0% 1 60 0 0.17% 0%
US EQUITY
SMALL BLEND NAESX US Small Company 99% 1 60 0 0.03% 1.4%
LARGE VALUE VIVAX US Large Company Value 96% 1 60 0 0.05% 2.23%
LARGE GROWTH VHCAX US All Company Growth 91% 1 60 0 0.43% 7.57%
LARGE BLEND DFUSX US Large Company Growth 79% 1 60 0 0.08% 1.23%
LARGE BLEND VIIIX US Large Company Index 78% 1 60 0 0.02% 1.37%
MID-CAP BLEND VEMPX US Small/Mid Company Index 4% 1 60 0 0.06% 1.3%
SMALL BLEND WFSVX US Small/Mid Company 0% 1 60 0 0.88% 0%
FIXED INCOME
FIXED INCOME VBMFX Diversified Bond 100% 1 60 0 0.15% 3.15%
Intermediate-Term Bond VFICX US Bond Index 99% 1 60 0 0.2% 4.04%
SHORT GOVERNMENT STABLEVALUE Stable Value 16% 1 60 0 NA 27.03%
Average Expense Ratio: 0.33%
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Return
1Yr
AR*
3Yr
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5Yr
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10Yr
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15Yr
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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
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3Yr
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10Yr
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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:AON)
The plan consists of 22 funds. It covers 5 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity, Fixed Income and Emerging Market Equity.

Aon Corporation provides risk management, insurance and reinsurance brokerage, and human resource consulting and outsourcing services in the United States and internationally.



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