MyPlanIQ 401k Investor WATERS EMPLOYEE INVESTMENT PLAN

WATERS EMPLOYEE INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets Fund – Class K,
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund – Class K,
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund,
Retirement Income FFFAX Fidelity Freedom Income Fund,
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund,
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Institutional Shares,
Intermediate-Term Bond PTTDX PIMCO Total Return Institutional Class,
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund – Class R5,
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund,,,
LARGE GROWTH FGCKX Fidelity Growth Company Fund – Class K,
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets Fund – Class K,
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund – Class K,
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund,
Retirement Income FFFAX Fidelity Freedom Income Fund,
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund,
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund,
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund,
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund,
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund,
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund,
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund,
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund,
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund,
Moderate Allocation FPUKX Fidelity Puritan Fund – Class K,
ROOT CASH Cash Reserves
ROOT CASH Fidelity Retirement Government Money Market Portfolio,
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund,
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Institutional Shares,
Intermediate-Term Bond PTTDX PIMCO Total Return Institutional Class,
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund – Class R5,
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund,,,
LARGE GROWTH FGCKX Fidelity Growth Company Fund – Class K,
LARGE BLEND ISFIX Davis New York Venture Fund – Class Y,
LARGE GROWTH FMGKX Fidelity Magellan Fund – Class K,
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock Fund – Class K,
Mid-Cap Growth RAISX Rainier Small/Mid Cap Fund - Institutional Class,
SMALL VALUE WISVX American Beacon Small Cap Value Fund Institutional Class,
Total Available Funds: 27
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets Fund – Class K, 74% 3 60 0 0.9% 1.22%
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund – Class K, 72% 3 60 0 0.99% 4.5%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund, 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund, 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund, 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund, 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund, 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund, 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund, 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund, 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund, 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund, 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund, 87% 3 60 0 0.42% 2.92%
Moderate Allocation FPUKX Fidelity Puritan Fund – Class K, 69% 3 60 0 0.5% 4.37%
ROOT CASH Cash Reserves 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity Retirement Government Money Market Portfolio, 0% 3 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund, 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Institutional Shares, 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTDX PIMCO Total Return Institutional Class, 65% 3 60 0 0.75% 4.84%
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund – Class R5, 84% 3 60 0 0.26% 3.64%
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund,,, 79% 3 60 0 0.09% 1.79%
LARGE GROWTH FGCKX Fidelity Growth Company Fund – Class K, 68% 3 60 0 0.79% 4.92%
LARGE BLEND ISFIX Davis New York Venture Fund – Class Y, 68% 3 60 0 0.95% 44.32%
LARGE GROWTH FMGKX Fidelity Magellan Fund – Class K, 68% 3 60 0 0.68% 11.94%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock Fund – Class K, 60% 3 60 0 0.82% 18.74%
Mid-Cap Growth RAISX Rainier Small/Mid Cap Fund - Institutional Class, 0% 3 60 0 1.01% 11.98%
SMALL VALUE WISVX American Beacon Small Cap Value Fund Institutional Class, 0% 3 60 0 0.99% 2.68%
Average Expense Ratio: 0.62%
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Related Retirement Plans
THE WATERS EMPLOYEE INVESTMENT PLAN
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 0.3% 10.6% 2.2% 8.2% 5.9% 7.7%

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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:WAT)
The plan consists of 30 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

Waters Corporation operates as an analytical instrument manufacturer primarily in the United States, Europe, Japan, and Asia. The company designs, manufactures, sells, and services high performance liquid chromatography (HPLC), ultra performance liquid chromatography (UPLC), and mass spectrometry (MS) instrument systems and support products, including chromatography columns, other consumable products, and post-warranty service plans.



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