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MyPlanIQ 401k Investor The Manitowoc Company, Inc.Retirement Savings Plan

The Manitowoc Company, Inc.Retirement Savings Plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
THE MANITOWOC COMPANY, INC. 401(K) RETIREMENT PLAN
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Moderate Allocation CTFDX Columbia Acorn Fund
Moderate Allocation OAKBX Oakmark Equity Fund
Conservative Allocation VSCGX Manitowoc Conservative Growth Fund
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
Foreign Large Blend AEPGX American EuroPacific Fund
FOREIGN SMALL/MID GROWTH LAICX Columbia Acorn International Fund
US EQUITY
LARGE GROWTH JAGIX Janus Growth & Income Fund
LARGE GROWTH FCNTX Fidelity ContraFund
Small Growth BUFSX Buffalo Small-Cap Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Moderate Allocation CTFDX Columbia Acorn Fund
Moderate Allocation OAKBX Oakmark Equity Fund
Conservative Allocation VSCGX Manitowoc Conservative Growth Fund
Moderate Allocation VSMGX Manitowoc Moderate Growth Fund
ROOT CASH Marshall Prime Money Market Fund
EQUITY MTW Manitowoc Company Stock Fund
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
Foreign Large Blend AEPGX American EuroPacific Fund
FOREIGN SMALL/MID GROWTH LAICX Columbia Acorn International Fund
US EQUITY
LARGE GROWTH JAGIX Janus Growth & Income Fund
LARGE GROWTH FCNTX Fidelity ContraFund
Small Growth BUFSX Buffalo Small-Cap Fund
LARGE BLEND NYVTX Davis NY Venture Fund
SMALL BLEND LRSYX Lord Abbett Small-Cap Fund
LARGE VALUE MADVX Blackrock Equity Dividend Fund
Mid-Cap Growth HAMGX Harbor Mid-Cap Growth Fund
Small Growth QISGX Fed MDT Small-Cap Growth Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Mid-Cap Growth FDEGX Manitowoc Aggressive Growth Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
SMALL BLEND SSMVX Wells Fargo Advantage Small-Cap Disciplined Fund
Mid-Cap Growth IESYX Riversource Mid-Cap Value Fund
LARGE VALUE FASKX American Beacon Large-Cap Value Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds Total Return Fund
Multisector Bond FSICX Fidelity Managed Income Portfolio II Fund**
Total Available Funds: 25
  • 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 CTFDX Columbia Acorn Fund 97% 3 60 0 0.85% 2.48%
Moderate Allocation OAKBX Oakmark Equity Fund 91% 3 60 0 0.83% 2.36%
Conservative Allocation VSCGX Manitowoc Conservative Growth Fund 89% 3 60 0 0.12% 5.71%
Moderate Allocation VSMGX Manitowoc Moderate Growth Fund 83% 3 60 0 0.13% 5.55%
ROOT CASH Marshall Prime Money Market Fund 0% 1 60 0 NA 2.53%
EQUITY MTW Manitowoc Company Stock Fund 0% 3 60 0 NA 0%
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund 98% 3 60 0 1.97% 12.66%
Foreign Large Blend AEPGX American EuroPacific Fund 57% 3 60 0 0.9% 13.79%
FOREIGN SMALL/MID GROWTH LAICX Columbia Acorn International Fund 0% 3 60 0 1.23% 0%
US EQUITY
LARGE GROWTH JAGIX Janus Growth & Income Fund 98% 3 60 0 1.01% 14.94%
LARGE GROWTH FCNTX Fidelity ContraFund 96% 3 60 0 0.55% 5.18%
Small Growth BUFSX Buffalo Small-Cap Fund 93% 3 60 0 1.01% 0%
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 12.3%
SMALL BLEND LRSYX Lord Abbett Small-Cap Fund 92% 3 60 0 1.43% 5.27%
LARGE VALUE MADVX Blackrock Equity Dividend Fund 91% 3 60 0 1% 10.67%
Mid-Cap Growth HAMGX Harbor Mid-Cap Growth Fund 88% 3 60 0 0.83% 0%
Small Growth QISGX Fed MDT Small-Cap Growth Fund 78% 3 60 0 1.14% 4.67%
LARGE BLEND VINIX Vanguard Institutional Index Fund 77% 3 60 0 0.02% 3.04%
Mid-Cap Growth FDEGX Manitowoc Aggressive Growth Fund 72% 3 60 0 0.72% 9.41%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 13.05%
SMALL BLEND SSMVX Wells Fargo Advantage Small-Cap Disciplined Fund 0% 3 60 0 1.35% 16.46%
Mid-Cap Growth IESYX Riversource Mid-Cap Value Fund 0% 3 60 0 1.13% 0%
LARGE VALUE FASKX American Beacon Large-Cap Value Fund 0% 3 60 0 1.24% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds Total Return Fund 96% 3 60 0 0.83% 4.63%
Multisector Bond FSICX Fidelity Managed Income Portfolio II Fund** 74% 3 60 0 0.7% 3.83%
Average Expense Ratio: 0.94%
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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 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 to Create Model Portfolio

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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:MTW)
The plan consists of 26 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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