MyPlanIQ BATTELLE EMPLOYEES` SAVINGS PLAN

BATTELLE EMPLOYEES` SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Value TFFAX Templeton Funds
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond VBMPX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Institutional Plus Shares
US EQUITY
MID-CAP BLEND ARGFX Ariel Investment Trust: Ariel Fund; Investor Class Shares
Small Growth VISGX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Value TFFAX Templeton Funds
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond VBMPX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Institutional Plus Shares
US EQUITY
MID-CAP BLEND ARGFX Ariel Investment Trust: Ariel Fund; Investor Class Shares
Small Growth VISGX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE BLEND OAKLX Harris Associates Investment Trust: Oakmark Select Fund; Class I Shares
LARGE GROWTH VHCOX Vanguard Horizon Funds: Vanguard Capital Opportunity Fund; Investor Shares
Small Growth VSGIX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Institutional Class Shares
LARGE BLEND VITSX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Class Shares
LARGE BLEND VTSAX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Admiral Class Shares
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
MID-CAP BLEND VIEIX Vanguard Index Funds: Vanguard Extended Market Index Fund; Institutional Shares
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 EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 1.86%
Foreign Large Value TFFAX Templeton Funds 80% 3 60 0 0.85% 1.24%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 58% 3 60 0 0.9% 3.64%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond VBMPX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Institutional Plus Shares 35% 3 60 0 0.03% 2.81%
US EQUITY
MID-CAP BLEND ARGFX Ariel Investment Trust: Ariel Fund; Investor Class Shares 100% 3 60 0 0.68% 0.39%
Small Growth VISGX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares 100% 3 60 0 0.07% 0.54%
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares 99% 3 60 0 0.26% 1.52%
LARGE BLEND OAKLX Harris Associates Investment Trust: Oakmark Select Fund; Class I Shares 92% 3 60 0 0.98% 0.51%
LARGE GROWTH VHCOX Vanguard Horizon Funds: Vanguard Capital Opportunity Fund; Investor Shares 91% 3 60 0 0.43% 7.5%
Small Growth VSGIX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Institutional Class Shares 87% 3 60 0 0.07% 0.65%
LARGE BLEND VITSX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Class Shares 82% 3 60 0 0.03% 1.35%
LARGE BLEND VTSAX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Admiral Class Shares 81% 3 60 0 0.03% 1.34%
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares 78% 3 60 0 0.02% 1.37%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 3 60 0 0.02% 1.36%
MID-CAP BLEND VIEIX Vanguard Index Funds: Vanguard Extended Market Index Fund; Institutional Shares 74% 3 60 0 0.06% 1.29%
Average Expense Ratio: 0.34%
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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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