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MyPlanIQ 401k Investor AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN

AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN Investment Model Portfolios

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AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Others
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050 FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
US EQUITY
LARGE GROWTH TRBCX TRP BLUE CHIP GRTH
Small Growth TSCIX TIMES SQ SM CP GTH I
LARGE VALUE MADVX BLKRK EQ DIV
FIXED INCOME
FIXED INCOME VBMFX FIXED INCOME FUND
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond BPLBX BLKRK INFL PRO BD BR
Total Available Funds: 28
Asset Class Ticker Description Rating
Others
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050 FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
US EQUITY
LARGE GROWTH TRBCX TRP BLUE CHIP GRTH
Small Growth TSCIX TIMES SQ SM CP GTH I
LARGE VALUE MADVX BLKRK EQ DIV
LARGE VALUE EILVX EV LG CAP VALUE I
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST
LARGE BLEND FUSEX FID US EQ INDX
SMALL VALUE DFFVX DFA US TARGET VAL I
LARGE BLEND VGIAX VANG GRTH & INC ADM
LARGE GROWTH FGCKX FID GROWTH CO K
LARGE BLEND VTGLX Vanguard Grth & Inc Adm
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
FIXED INCOME
FIXED INCOME VBMFX FIXED INCOME FUND
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond BPLBX BLKRK INFL PRO BD BR
Total Available Funds: 28
  • 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
Others
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 3.89%
Target Date 2050 FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 3.38%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 4.48%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 3.82%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 5.14%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 4.72%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 10.79%
US EQUITY
LARGE GROWTH TRBCX TRP BLUE CHIP GRTH 100% 1 60 0 1.23% 5.83%
Small Growth TSCIX TIMES SQ SM CP GTH I 94% 1 60 0 1.19% 6.3%
LARGE VALUE MADVX BLKRK EQ DIV 91% 1 60 0 1% 10.67%
LARGE VALUE EILVX EV LG CAP VALUE I 90% 1 60 0 0.77% 6.57%
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST 83% 1 60 0 1.18% 14.16%
LARGE BLEND FUSEX FID US EQ INDX 79% 1 60 0 0.09% 1.32%
SMALL VALUE DFFVX DFA US TARGET VAL I 78% 1 60 0 0.29% 1.96%
LARGE BLEND VGIAX VANG GRTH & INC ADM 71% 1 60 0 0.23% 11.42%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 1 60 0 0.79% 6.01%
LARGE BLEND VTGLX Vanguard Grth & Inc Adm 0% 1 60 0 0.12% 2.09%
Mid-Cap Growth ARTMX ARTISAN MID CAP INV 0% 1 60 0 0.96% 18.84%
FIXED INCOME
FIXED INCOME VBMFX FIXED INCOME FUND 100% 1 60 0 0.15% 3.9%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 1 60 0 0.83% 4.63%
Inflation-Protected Bond BPLBX BLKRK INFL PRO BD BR 96% 1 60 0 0.81% 3.94%
Average Expense Ratio: 0.61%
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Model Portfolios
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 for Portfolio Details or Follow 0.4% 14.0% 3.0% 7.2% 6.4% 7.1%

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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% 10.6% -0.2% 4.6% 4.1% 4.3%

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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
The plan consists of 30 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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