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MyPlanIQ 401k Investor MOOG INC. RETIREMENT SAVINGS PLAN

MOOG INC. RETIREMENT SAVINGS PLAN Investment Model Portfolios

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MOOG INC. RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Moderate Allocation FPURX Fidelity Puritan Fund Mutual Fund
ROOT CASH JPMorgan Prime Money Market Interest-bearing cash and cash equivalents
ROOT JIBUX JPMorgan Intermediate Bond Fund Common Collective Trust Fund
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Euro Pacific Growth Mutual Fund
US EQUITY
LARGE VALUE VWNDX Vanguard Windsor Fund Mutual Fund
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund Mutual Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual Fund
Inflation-Protected Bond PRRIX Pimco Real Return Fund Mutual Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Moderate Allocation FPURX Fidelity Puritan Fund Mutual Fund
ROOT CASH JPMorgan Prime Money Market Interest-bearing cash and cash equivalents
ROOT JIBUX JPMorgan Intermediate Bond Fund Common Collective Trust Fund
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Euro Pacific Growth Mutual Fund
US EQUITY
LARGE VALUE VWNDX Vanguard Windsor Fund Mutual Fund
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund Mutual Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund Mutual Fund
LARGE GROWTH RGAFX American Growth Fund of America Mutual Fund
Small Growth BSCFX Baron Small Cap Fund Mutual Fund
SMALL BLEND RLPHX Royce Low-Priced Stock Fund Mutual Fund
US EQUITY ACAS American Capital World Growth and Income Fund Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual Fund
Inflation-Protected Bond PRRIX Pimco Real Return Fund Mutual Fund
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
Others
Moderate Allocation FPURX Fidelity Puritan Fund Mutual Fund 81% 3 60 0 0.5% 7.21%
ROOT CASH JPMorgan Prime Money Market Interest-bearing cash and cash equivalents 0% 3 60 0 NA 2.53%
ROOT JIBUX JPMorgan Intermediate Bond Fund Common Collective Trust Fund 0% 3 60 0 NA 5.05%
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Euro Pacific Growth Mutual Fund 94% 3 60 0 0.9% 14.18%
US EQUITY
LARGE VALUE VWNDX Vanguard Windsor Fund Mutual Fund 97% 3 60 0 0.32% 8.22%
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund Mutual Fund 90% 3 60 0 0.77% 6.57%
LARGE BLEND VINIX Vanguard Institutional Index Fund Mutual Fund 77% 3 60 0 0.02% 3.04%
LARGE GROWTH RGAFX American Growth Fund of America Mutual Fund 75% 3 60 0 0.63% 11.46%
Small Growth BSCFX Baron Small Cap Fund Mutual Fund 39% 3 60 0 1.31% 8.98%
SMALL BLEND RLPHX Royce Low-Priced Stock Fund Mutual Fund 0% 3 60 0 1.26% 15.81%
US EQUITY ACAS American Capital World Growth and Income Fund Mutual Fund 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual Fund 96% 3 60 0 0.83% 4.63%
Inflation-Protected Bond PRRIX Pimco Real Return Fund Mutual Fund 80% 3 60 0 1.37% 3.4%
Average Expense Ratio: 0.79%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 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 0.8% 8.3% 2.5% 6.3% 6.2% 7.4%

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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:MOG-A)
The plan consists of 14 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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