MyPlanIQ 401k Investor Praxair Distribution, Inc. 401(k) Retirement Plan

Praxair Distribution, Inc. 401(k) Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund Mutual Fund
Foreign Large Blend VGTSX International Index Fund Common/Collective Trust
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund Mutual Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund Mutual Fund
ROOT CASH Money market substitute
US EQUITY
SMALL BLEND NAESX MSIFT U.S. Small Cap Core Value Portfolio Mutual Fund
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund Mutual Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund Mutual Fund
FIXED INCOME
Intermediate-Term Bond VFICX MSIFT Core Plus Fixed Income Portfolio Mutual Fund
Emerging Markets Bond PEMPX PIMCO Emerging Markets Bond Fund Mutual Fund
Muni National Long FHIGX Fidelity MIP II Class 3 Fund Common/Collective Trust
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund Mutual Fund
Foreign Large Blend VGTSX International Index Fund Common/Collective Trust
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund Mutual Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund Mutual Fund
ROOT CASH Money market substitute
US EQUITY
SMALL BLEND NAESX MSIFT U.S. Small Cap Core Value Portfolio Mutual Fund
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund Mutual Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund Mutual Fund
Mid-Cap Growth ACRNX Columbia Acorn Fund - Class Z Mutual Fund
LARGE VALUE FEIKX Fidelity Equity Income Fund Mutual Fund
FIXED INCOME
Intermediate-Term Bond VFICX MSIFT Core Plus Fixed Income Portfolio Mutual Fund
Emerging Markets Bond PEMPX PIMCO Emerging Markets Bond Fund Mutual Fund
Muni National Long FHIGX Fidelity MIP II Class 3 Fund Common/Collective Trust
Total Available Funds: 13
  • 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 FIGRX Fidelity International Discovery Fund Mutual Fund 90% 3 60 0 0.99% 2.71%
Foreign Large Blend VGTSX International Index Fund Common/Collective Trust 16% 3 60 0 0.08% 3.09%
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund Mutual Fund 91% 3 60 0 0.11% 4.84%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund Mutual Fund 83% 3 60 0 0.13% 5.87%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.61%
US EQUITY
SMALL BLEND NAESX MSIFT U.S. Small Cap Core Value Portfolio Mutual Fund 99% 3 60 0 0.03% 1.06%
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund Mutual Fund 79% 3 60 0 0.09% 1.65%
LARGE GROWTH FMAGX Fidelity Magellan Fund Mutual Fund 75% 3 60 0 0.52% 7.94%
Mid-Cap Growth ACRNX Columbia Acorn Fund - Class Z Mutual Fund 75% 3 60 0 1.83% 0%
LARGE VALUE FEIKX Fidelity Equity Income Fund Mutual Fund 67% 3 60 0 0.57% 5.29%
FIXED INCOME
Intermediate-Term Bond VFICX MSIFT Core Plus Fixed Income Portfolio Mutual Fund 99% 3 60 0 0.2% 4.38%
Emerging Markets Bond PEMPX PIMCO Emerging Markets Bond Fund Mutual Fund 78% 3 60 0 0.99% 7.39%
Muni National Long FHIGX Fidelity MIP II Class 3 Fund Common/Collective Trust 65% 3 60 0 0.46% 2.24%
Average Expense Ratio: 0.5%
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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 0.6% 10.5% 4.1% 5.6% 4.9% 5.1%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 16.7% 6.4% 8.9% 7.6% 8.4%

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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:PX)
The plan consists of 14 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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