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MyPlanIQ 401k Investor MODINE 401K RETIREMENT PLAN FOR SALARIED EMPLOYEES

MODINE 401K RETIREMENT PLAN FOR SALARIED EMPLOYEES Investment Model Portfolios

This Plan is unrated.
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MODINE 401K RETIREMENT PLAN FOR SALARIED EMPLOYEES
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2040
Target Date 2026-2030 TRRCX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2030
Target Date 2016-2020 TRRBX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2020
INTERNATIONAL EQUITY
Foreign Large Value DFIVX Dimensional Fund Advisors LP DFA International Value
Foreign Large Blend VDMIX The Vanguard Group Inc. Vanguard Developed Mkt Ind
US EQUITY
SMALL BLEND NAESX The Vanguard Group Inc. Vanguard Small Cap Index
MID-CAP BLEND VIMSX The Vanguard Group Inc. Vanguard Mid Cap Index
LARGE VALUE DODGX Dodge & Cox Dodge Cox Stock
FIXED INCOME
Intermediate-Term Bond VBIIX The Vanguard Group Inc. Vanguard Inter Term bond
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pimco Total Return
Intermediate-Term Bond MRAIX Marshall Ilsley Tr Company N.A. Diversified Income Fund
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2040
Target Date 2026-2030 TRRCX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2030
Target Date 2016-2020 TRRBX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2020
Target Date 2000-2010 TRRFX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2005
Target Date 2011-2015 TRRGX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2015
Target Date 2031-2035 TRRJX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2035
Target Date 2000-2010 TRRAX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2010
Target Date 2021-2025 TRRHX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2025
Target Date 2041-2045 TRRKX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2045
Target Date 2050+ TRRMX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2050
Moderate Allocation WFGBX Marshall Ilsley Tr Company N.A. Growth Balanced Fund
INTERNATIONAL EQUITY
Foreign Large Value DFIVX Dimensional Fund Advisors LP DFA International Value
Foreign Large Blend VDMIX The Vanguard Group Inc. Vanguard Developed Mkt Ind
US EQUITY
SMALL BLEND NAESX The Vanguard Group Inc. Vanguard Small Cap Index
MID-CAP BLEND VIMSX The Vanguard Group Inc. Vanguard Mid Cap Index
LARGE VALUE DODGX Dodge & Cox Dodge Cox Stock
MID-CAP VALUE GCMAX Goldman Sachs Asset Management Goldman Sachs Mid Cap
LARGE BLEND FSIDX Fidelity Investments Fidelity Advisor Div Intl Fund
LARGE BLEND VINIX The Vanguard Group Inc. Vanguard Institutional Index
LARGE GROWTH RGAFX American Funds Inc. Amer. Growth Fund
Mid-Cap Growth MGOAX Munder Capital Management Munder Mid Cap Core
SMALL BLEND SMVAX Wells Fargo Investments Small Cap Value Fund
LARGE VALUE MLVIX Marshall Ilsley Tr Company N.A. Diversified Stock Fund
FIXED INCOME
Intermediate-Term Bond VBIIX The Vanguard Group Inc. Vanguard Inter Term bond
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pimco Total Return
Intermediate-Term Bond MRAIX Marshall Ilsley Tr Company N.A. Diversified Income Fund
Total Available Funds: 26
  • 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
Target Date 2036-2040 TRRDX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2040 100% 3 60 0 0.6% 4.71%
Target Date 2026-2030 TRRCX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2030 100% 3 60 0 1.08% 5.91%
Target Date 2016-2020 TRRBX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2020 100% 3 60 0 0.78% 6.23%
Target Date 2000-2010 TRRFX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2005 100% 3 60 0 0.34% 5.7%
Target Date 2011-2015 TRRGX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2015 100% 3 60 0 0.76% 5.87%
Target Date 2031-2035 TRRJX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2035 97% 3 60 0 0.84% 4.92%
Target Date 2000-2010 TRRAX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2010 97% 3 60 0 0.99% 6%
Target Date 2021-2025 TRRHX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2025 96% 3 60 0 1.05% 6.16%
Target Date 2041-2045 TRRKX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2045 96% 3 60 0 1.12% 4.11%
Target Date 2050+ TRRMX T. Rowe Price Associates Inc. T. Rowe Price rtmt 2050 77% 3 60 0 0.63% 4.34%
Moderate Allocation WFGBX Marshall Ilsley Tr Company N.A. Growth Balanced Fund 0% 3 60 0 1.88% 4.81%
INTERNATIONAL EQUITY
Foreign Large Value DFIVX Dimensional Fund Advisors LP DFA International Value 79% 3 60 0 0.52% 4.93%
Foreign Large Blend VDMIX The Vanguard Group Inc. Vanguard Developed Mkt Ind 0% 3 60 0 0.2% 2.88%
US EQUITY
SMALL BLEND NAESX The Vanguard Group Inc. Vanguard Small Cap Index 99% 3 60 0 0.03% 1.39%
MID-CAP BLEND VIMSX The Vanguard Group Inc. Vanguard Mid Cap Index 98% 3 60 0 0.04% 1.46%
LARGE VALUE DODGX Dodge & Cox Dodge Cox Stock 93% 3 60 0 0.52% 1.38%
MID-CAP VALUE GCMAX Goldman Sachs Asset Management Goldman Sachs Mid Cap 93% 3 60 0 1.18% 14.15%
LARGE BLEND FSIDX Fidelity Investments Fidelity Advisor Div Intl Fund 80% 3 60 0 0.68% 7.74%
LARGE BLEND VINIX The Vanguard Group Inc. Vanguard Institutional Index 77% 3 60 0 0.02% 3.04%
LARGE GROWTH RGAFX American Funds Inc. Amer. Growth Fund 75% 3 60 0 0.63% 11.46%
Mid-Cap Growth MGOAX Munder Capital Management Munder Mid Cap Core 39% 3 60 0 1.57% 21.88%
SMALL BLEND SMVAX Wells Fargo Investments Small Cap Value Fund 0% 3 60 0 1.28% 36.67%
LARGE VALUE MLVIX Marshall Ilsley Tr Company N.A. Diversified Stock Fund 0% 3 60 0 0.54% 12.64%
FIXED INCOME
Intermediate-Term Bond VBIIX The Vanguard Group Inc. Vanguard Inter Term bond 100% 3 60 0 0.07% 4.13%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pimco Total Return 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond MRAIX Marshall Ilsley Tr Company N.A. Diversified Income Fund 0% 3 60 0 0.55% 4.86%
Average Expense Ratio: 0.72%
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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*
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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:MOD)
The plan consists of 28 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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