MyPlanIQ 401k Investor Newell Rubbermaid 401(k) Savings and Retirement Plan

Newell Rubbermaid 401(k) Savings and Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement Fund 2025 Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement Fund 2045 Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement Fund 2035 Mutual Fund
FIXED INCOME
Intermediate-Term Bond VFICX WAM AAA or Better Intermediate Fund Common/Collective Trust
Intermediate-Term Bond VFICX INVESCO Intermediate Government Fund Common/Collective Trust
Intermediate-Term Bond VFICX PIMCO AAA or Better Intermediate Fund Common/Collective Trust
US EQUITY
LARGE GROWTH CGFFX American Funds Growth Fund of America Mutual Fund
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund Mutual Fund
LARGE VALUE ALPAX American Century Large Company Value Fund Mutual Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement Fund 2025 Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement Fund 2045 Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement Fund 2035 Mutual Fund
Moderate Allocation RLBFX American Funds Balanced Fund Mutual Fund
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX Vanguard Target Retirement Fund 2015 Mutual Fund
FIXED INCOME
Intermediate-Term Bond VFICX WAM AAA or Better Intermediate Fund Common/Collective Trust
Intermediate-Term Bond VFICX INVESCO Intermediate Government Fund Common/Collective Trust
Intermediate-Term Bond VFICX PIMCO AAA or Better Intermediate Fund Common/Collective Trust
Short-Term Bond VFSTX INVESCO Short-Term Bond Fund Common/Collective Trust
Intermediate-Term Bond PTTPX PIMCO Total Return Fund Mutual Fund
Short-Term Bond JMSBX J.P. Morgan Chase Short Term Interest Fund Short-Term Interest Fund
US EQUITY
LARGE GROWTH CGFFX American Funds Growth Fund of America Mutual Fund
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund Mutual Fund
LARGE VALUE ALPAX American Century Large Company Value Fund Mutual Fund
Small Growth LSBBX Lord Abbett Small Cap Blend Mutual Fund
LARGE BLEND ACIVX American Century Equity Index Fund Mutual Fund
Total Available Funds: 18
  • 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 99% 3 60 0 0.52% 2.4%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement Fund 2025 Mutual Fund 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX Vanguard Target Retirement Fund 2045 Mutual Fund 97% 3 60 0 0.08% 2.48%
Target Date 2031-2035 VTTHX Vanguard Target Retirement Fund 2035 Mutual Fund 96% 3 60 0 0.08% 2.65%
Moderate Allocation RLBFX American Funds Balanced Fund Mutual Fund 79% 3 60 0 0.31% 2.86%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.66%
Target Date 2011-2015 VTXVX Vanguard Target Retirement Fund 2015 Mutual Fund 0% 3 60 0 0.08% 14.95%
FIXED INCOME
Intermediate-Term Bond VFICX WAM AAA or Better Intermediate Fund Common/Collective Trust 99% 3 60 0 0.2% 4.16%
Intermediate-Term Bond VFICX INVESCO Intermediate Government Fund Common/Collective Trust 99% 3 60 0 0.2% 4.16%
Intermediate-Term Bond VFICX PIMCO AAA or Better Intermediate Fund Common/Collective Trust 99% 3 60 0 0.2% 4.16%
Short-Term Bond VFSTX INVESCO Short-Term Bond Fund Common/Collective Trust 99% 3 60 0 0.1% 3.5%
Intermediate-Term Bond PTTPX PIMCO Total Return Fund Mutual Fund 68% 3 60 0 0.8% 3.9%
Short-Term Bond JMSBX J.P. Morgan Chase Short Term Interest Fund Short-Term Interest Fund 0% 3 60 0 NA NA
US EQUITY
LARGE GROWTH CGFFX American Funds Growth Fund of America Mutual Fund 75% 3 60 0 0.63% 8.79%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund Mutual Fund 65% 3 60 0 0.33% 13.64%
LARGE VALUE ALPAX American Century Large Company Value Fund Mutual Fund 33% 3 60 0 0.63% 3.5%
Small Growth LSBBX Lord Abbett Small Cap Blend Mutual Fund 0% 3 60 0 1.98% 0%
LARGE BLEND ACIVX American Century Equity Index Fund Mutual Fund 0% 3 60 0 0.35% 4.11%
Average Expense Ratio: 0.44%
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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 5.2% 14.9% 4.2% 6.9% 5.2% 6.7%

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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(Ticker:NWL)
The plan consists of 18 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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