MyPlanIQ AAR CORP. RETIREMENT SAVINGS PLAN

AAR CORP. RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
Others
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
FIXED INCOME
Intermediate Government VFIIX Vanguard Fixed Income Securities Funds: Vanguard GNMA Fund; Investor Shares
Long-Term Bond VWESX Vanguard Fixed Income Securities Funds: Vanguard Long-Term Investment-Grade Fund; Investor Shares
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
SMALL BLEND VSMAX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
Others
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
FIXED INCOME
Intermediate Government VFIIX Vanguard Fixed Income Securities Funds: Vanguard GNMA Fund; Investor Shares
Long-Term Bond VWESX Vanguard Fixed Income Securities Funds: Vanguard Long-Term Investment-Grade Fund; Investor Shares
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
SMALL BLEND VSMAX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral 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
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares 83% 3 60 0 0.45% 1.84%
Others
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate Government VFIIX Vanguard Fixed Income Securities Funds: Vanguard GNMA Fund; Investor Shares 98% 3 60 0 0.11% 3.24%
Long-Term Bond VWESX Vanguard Fixed Income Securities Funds: Vanguard Long-Term Investment-Grade Fund; Investor Shares 83% 3 60 0 0.22% 4.15%
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares 97% 3 60 0 0.04% 1.35%
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares 95% 3 60 0 0.31% 7.81%
SMALL BLEND VSMAX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares 80% 3 60 0 0.05% 1.54%
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral Shares 78% 3 60 0 0.14% 1.35%
Average Expense Ratio: 0.19%
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Related Retirement Plans
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 1.9% 11.6% 0.7% 7.6% 7.2% 8.7%

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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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