MyPlanIQ 401k Investor ECOLAB SAVINGS PLAN AND ESOP

ECOLAB SAVINGS PLAN AND ESOP

Investment Menu Rating:

Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund Mutual fund
Others
Moderate Allocation FPURX Fidelity Puritan Fund Mutual fund
Target Date 2026-2030 VTHRX SSgA Target Retirement 2030 Fund Common/collective trust
Target Date 2050+ VFIFX SSgA Target Retirement 2050 Fund Common/collective trust
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Mutual fund
Intermediate Government FGOVX Fidelity Government Income Fund Mutual fund
Intermediate-Term Bond IISDX Morgan Stanley Income Fund Mutual fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund Mutual fund
LARGE GROWTH HACAX Harbor Capital Appreciation Fund Mutual fund
Small Growth IHSIX Hartford Small Co. Fund Mutual fund
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund Mutual fund
Others
Moderate Allocation FPURX Fidelity Puritan Fund Mutual fund
Target Date 2026-2030 VTHRX SSgA Target Retirement 2030 Fund Common/collective trust
Target Date 2050+ VFIFX SSgA Target Retirement 2050 Fund Common/collective trust
Target Date 2021-2025 VTTVX SSgA Target Retirement 2025 Fund Common/collective trust
Target Date 2031-2035 VTTHX SSgA Target Retirement 2035 Fund Common/collective trust
Retirement Income VTINX SSgA Target Retirement Income Fund Common/collective trust
Target Date 2041-2045 VTIVX SSgA Target Retirement 2045 Fund Common/collective trust
Target Date 2016-2020 VTWNX SSgA Target Retirement 2020 Fund Common/collective trust
Target Date 2036-2040 VFORX SSgA Target Retirement 2040 Fund Common/collective trust
ROOT CASH Money market substitute
ROOT CASH Fidelity Money Market Class I Money Market
Target Date 2011-2015 VTXVX SSgA Target Retirement 2015 Fund Common/collective trust
Target Date 2000-2010 VTENX SSgA Target Retirement 2010 Fund Common/collective trust
ROOT CASH Fidelity Retirement Government Money Market Fund Mutual fund
ROOT CASH Fidelity Retirement Money Market Portfolio Fund Mutual fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Mutual fund
Intermediate Government FGOVX Fidelity Government Income Fund Mutual fund
Intermediate-Term Bond IISDX Morgan Stanley Income Fund Mutual fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund Mutual fund
LARGE GROWTH HACAX Harbor Capital Appreciation Fund Mutual fund
Small Growth IHSIX Hartford Small Co. Fund Mutual fund
MID-CAP BLEND FSEMX Spartan Extended Market Index Fund Mutual fund
LARGE BLEND FUSVX Spartan U.S. Equity Index Fund Mutual fund
Total Available Funds: 24
  • 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 Value DODFX Dodge & Cox International Stock Fund Mutual fund 88% 3 60 0 0.52% 2.33%
Others
Moderate Allocation FPURX Fidelity Puritan Fund Mutual fund 98% 3 60 0 0.5% 4.31%
Target Date 2026-2030 VTHRX SSgA Target Retirement 2030 Fund Common/collective trust 84% 3 60 0 0.08% 2.21%
Target Date 2050+ VFIFX SSgA Target Retirement 2050 Fund Common/collective trust 75% 3 60 0 0.08% 2.02%
Target Date 2021-2025 VTTVX SSgA Target Retirement 2025 Fund Common/collective trust 70% 3 60 0 0.08% 2.62%
Target Date 2031-2035 VTTHX SSgA Target Retirement 2035 Fund Common/collective trust 67% 3 60 0 0.08% 2.34%
Retirement Income VTINX SSgA Target Retirement Income Fund Common/collective trust 66% 3 60 0 0.08% 2.93%
Target Date 2041-2045 VTIVX SSgA Target Retirement 2045 Fund Common/collective trust 58% 3 60 0 0.08% 2.34%
Target Date 2016-2020 VTWNX SSgA Target Retirement 2020 Fund Common/collective trust 50% 3 60 0 0.08% 4.48%
Target Date 2036-2040 VFORX SSgA Target Retirement 2040 Fund Common/collective trust 45% 3 60 0 0.08% 2.23%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity Money Market Class I Money Market 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX SSgA Target Retirement 2015 Fund Common/collective trust 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX SSgA Target Retirement 2010 Fund Common/collective trust 0% 3 60 0 0.17% 0%
ROOT CASH Fidelity Retirement Government Money Market Fund Mutual fund 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity Retirement Money Market Portfolio Fund Mutual fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Mutual fund 76% 3 60 0 0.83% 3.98%
Intermediate Government FGOVX Fidelity Government Income Fund Mutual fund 56% 3 60 0 0.76% 1.87%
Intermediate-Term Bond IISDX Morgan Stanley Income Fund Mutual fund 0% 3 60 0 NA NA
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund Mutual fund 86% 3 60 0 0.52% 4.95%
LARGE GROWTH HACAX Harbor Capital Appreciation Fund Mutual fund 65% 3 60 0 1.04% 0%
Small Growth IHSIX Hartford Small Co. Fund Mutual fund 37% 3 60 0 0.99% 0%
MID-CAP BLEND FSEMX Spartan Extended Market Index Fund Mutual fund 16% 3 60 0 0.1% 0%
LARGE BLEND FUSVX Spartan U.S. Equity Index Fund Mutual fund 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.33%
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Related Retirement Plans
ECOLAB SAVINGS PLAN AND ESOP
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 3.8% 17.6% 4.4% 8.1% 6.2% 7.8%

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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:ECL)
The plan consists of 24 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Ecolab Inc. engages in the development, manufacture, sale, and service of products that clean, sanitize, and promote food safety and infection prevention.



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