MyPlanIQ 401k Investor Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account Plan

Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account Plan

This Plan is unrated.
Investment Options
Total Available Funds: 44
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend CWI State Street Global Advisors MSCI ACWI Ex US Index SL Series Fund
Foreign Large Blend RERFX American Funds Europacific Growth Fund
PACIFIC/ASIA EX-JAPAN STK FHKCX Fidelity Hong Kong & China Fund
Others
Target Date 2021-2025 VTTVX State Street Global Advisors Target Retirement Income 2025 SL Series Fund
Target Date 2041-2045 VTIVX State Street Global Advisors Target Retirement Income 2045 SL Series Fund
Equity Energy VGENX Invesco Energy Fund Investor Class
COMMODITIES
COMMODITIES BROAD BASKET PCRPX Pimco Commodity Real Return Strategy Fund
FIXED INCOME
LONG GOVERNMENT IEF Barclays Global Investors, Long Term Government Bond Index Fund
Intermediate Government IEI Barclays Global Investors, Int Term Government Bond Index Fund
SHORT GOVERNMENT SHY Barclays Global Investors, 1-3 Year Government Bond Index Fund
Total Available Funds: 44
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend CWI State Street Global Advisors MSCI ACWI Ex US Index SL Series Fund
Foreign Large Blend RERFX American Funds Europacific Growth Fund
PACIFIC/ASIA EX-JAPAN STK FHKCX Fidelity Hong Kong & China Fund
Foreign Large Blend VGTSX Julius Baer International Equity II Fund
Others
Target Date 2021-2025 VTTVX State Street Global Advisors Target Retirement Income 2025 SL Series Fund
Target Date 2041-2045 VTIVX State Street Global Advisors Target Retirement Income 2045 SL Series Fund
Equity Energy VGENX Invesco Energy Fund Investor Class
Retirement Income VTINX State Street Global Advisors Target Retirement Income SL Series Fund
Conservative Allocation PRPFX Permanent Portfolio Fund
Target Date 2031-2035 VTTHX State Street Global Advisors Target Retirement Income 2035 SL Series Fund
Natural Resources FNARX Fidelity Select Natural Resources
Health FSMEX Fidelity Select Medical Equipment Fund
Health FBIOX Fidelity Select Biotechnology Fund
Industrials FSDAX Fidelity Select Defense & Aerospace Fund
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemical Portfolio Fund
Target Date 2050+ VFIFX State Street Global Advisors Target Retirement Income 2050 SL Series Fund
Equity Energy FSESX Fidelity Select Energy Services Fund
Target Date 2036-2040 VFORX State Street Global Advisors Target Retirement Income 2040 SL Series Fund
Target Date 2026-2030 VTHRX State Street Global Advisors Target Retirement Income 2030 SL Series Fund
Target Date 2016-2020 VTWNX State Street Global Advisors Target Retirement Income 2020 SL Series Fund
Natural Resources IGRIX US Global Resources Fund
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX State Street Global Advisors Target Retirement Income 2015 SL Series Fund
Target Date 2000-2010 VTENX State Street Global Advisors Target Retirement Income 2010 SL Series Fund
EQUITY ATI Allegheny Technologies Incorporated
COMMODITIES
COMMODITIES BROAD BASKET PCRPX Pimco Commodity Real Return Strategy Fund
FIXED INCOME
LONG GOVERNMENT IEF Barclays Global Investors, Long Term Government Bond Index Fund
Intermediate Government IEI Barclays Global Investors, Int Term Government Bond Index Fund
SHORT GOVERNMENT SHY Barclays Global Investors, 1-3 Year Government Bond Index Fund
Intermediate-Term Bond HABDX Harbor Bond Fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
Intermediate-Term Bond WAPSX Western Asset Core Plus Bond Fund
Intermediate-Term Bond CIU Barclays Global Investors, Int Term Credit Bond Index Fund
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value Fund
LARGE VALUE MEIIX MFS Value Fund
MID-CAP VALUE ABSIX Alliance Bernstein Small Mid Cap Value Fund
LARGE BLEND SVSPX State Street Global Advisors S&P 500 Flagship SL Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
Small Growth MSSGX MSIF Small Company Growth Fund
LARGE GROWTH MXXIX Marsico 21st Century Fund
Small Growth BSCFX Baron Small Cap Fund
LARGE GROWTH CGMFX CGM Focus Fund
LARGE GROWTH LOMMX CGM Mutual Fund
Total Available Funds: 44
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets Fund 83% 3 60 0 0.9% 1.18%
INTERNATIONAL EQUITY
Foreign Large Blend CWI State Street Global Advisors MSCI ACWI Ex US Index SL Series Fund 97% 3 60 0 0.3% 2.87%
Foreign Large Blend RERFX American Funds Europacific Growth Fund 94% 3 60 0 0.84% 3.89%
PACIFIC/ASIA EX-JAPAN STK FHKCX Fidelity Hong Kong & China Fund 67% 3 60 0 1.53% 1.83%
Foreign Large Blend VGTSX Julius Baer International Equity II Fund 16% 3 60 0 0.08% 3.42%
Others
Target Date 2021-2025 VTTVX State Street Global Advisors Target Retirement Income 2025 SL Series Fund 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX State Street Global Advisors Target Retirement Income 2045 SL Series Fund 97% 3 60 0 0.08% 2.48%
Equity Energy VGENX Invesco Energy Fund Investor Class 97% 3 60 0 0.46% 10.71%
Retirement Income VTINX State Street Global Advisors Target Retirement Income SL Series Fund 97% 3 60 0 0.08% 4.21%
Conservative Allocation PRPFX Permanent Portfolio Fund 97% 3 60 0 0.82% 1.5%
Target Date 2031-2035 VTTHX State Street Global Advisors Target Retirement Income 2035 SL Series Fund 96% 3 60 0 0.08% 2.65%
Natural Resources FNARX Fidelity Select Natural Resources 96% 3 60 0 0.77% 1.53%
Health FSMEX Fidelity Select Medical Equipment Fund 77% 3 60 0 0.84% 2%
Health FBIOX Fidelity Select Biotechnology Fund 77% 3 60 0 0.72% 0.84%
Industrials FSDAX Fidelity Select Defense & Aerospace Fund 76% 3 60 0 0.75% 8.42%
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemical Portfolio Fund 76% 3 60 0 0.75% 10.85%
Target Date 2050+ VFIFX State Street Global Advisors Target Retirement Income 2050 SL Series Fund 75% 3 60 0 0.08% 2.42%
Equity Energy FSESX Fidelity Select Energy Services Fund 74% 3 60 0 0.91% 3.18%
Target Date 2036-2040 VFORX State Street Global Advisors Target Retirement Income 2040 SL Series Fund 70% 3 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX State Street Global Advisors Target Retirement Income 2030 SL Series Fund 70% 3 60 0 0.08% 2.76%
Target Date 2016-2020 VTWNX State Street Global Advisors Target Retirement Income 2020 SL Series Fund 66% 3 60 0 0.08% 6.24%
Natural Resources IGRIX US Global Resources Fund 23% 3 60 0 0.65% 1.28%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.66%
Target Date 2011-2015 VTXVX State Street Global Advisors Target Retirement Income 2015 SL Series Fund 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX State Street Global Advisors Target Retirement Income 2010 SL Series Fund 0% 3 60 0 0.17% 7.48%
EQUITY ATI Allegheny Technologies Incorporated 0% 3 60 0 NA 0%
COMMODITIES
COMMODITIES BROAD BASKET PCRPX Pimco Commodity Real Return Strategy Fund 68% 3 60 0 1.96% 6.69%
FIXED INCOME
LONG GOVERNMENT IEF Barclays Global Investors, Long Term Government Bond Index Fund 100% 3 60 0 0.15% 3.02%
Intermediate Government IEI Barclays Global Investors, Int Term Government Bond Index Fund 98% 3 60 0 0.15% 2.67%
SHORT GOVERNMENT SHY Barclays Global Investors, 1-3 Year Government Bond Index Fund 98% 3 60 0 0.15% 3.39%
Intermediate-Term Bond HABDX Harbor Bond Fund 93% 3 60 0 0.3% 4.41%
Multisector Bond LSBDX Loomis Sayles Bond Fund 82% 3 60 0 0.6% 5.49%
Intermediate-Term Bond WAPSX Western Asset Core Plus Bond Fund 66% 3 60 0 1.34% 4.42%
Intermediate-Term Bond CIU Barclays Global Investors, Int Term Credit Bond Index Fund 5% 3 60 0 0.2% 2.59%
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value Fund 93% 3 60 0 0.86% 1.39%
LARGE VALUE MEIIX MFS Value Fund 91% 3 60 0 0.8% 8.52%
MID-CAP VALUE ABSIX Alliance Bernstein Small Mid Cap Value Fund 87% 3 60 0 1.08% 7.26%
LARGE BLEND SVSPX State Street Global Advisors S&P 500 Flagship SL Fund 75% 3 60 0 0.16% 12.81%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 8.76%
Small Growth MSSGX MSIF Small Company Growth Fund 70% 3 60 0 2.1% 0%
LARGE GROWTH MXXIX Marsico 21st Century Fund 44% 3 60 0 1.12% 1.41%
Small Growth BSCFX Baron Small Cap Fund 39% 3 60 0 1.31% 3.54%
LARGE GROWTH CGMFX CGM Focus Fund 0% 3 60 0 1.3% 1.51%
LARGE GROWTH LOMMX CGM Mutual Fund 0% 3 60 0 1.19% 21.51%
Average Expense Ratio: 0.63%
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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 4.1% 53.8% 16.3% 15.2% 8.6% 7.5%

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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:ALS)
The plan consists of 49 funds. It covers 5 major asset classes and 31 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Commodity and Emerging Market Equity.


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