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MyPlanIQ SULZER US HOLDING INC RETIREMENT PLANS MASTER TRUST

SULZER US HOLDING INC RETIREMENT PLANS MASTER TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Moderate Allocation FPUKX Fidelity Puritan Trust: Fidelity Puritan Fund; Class K Shares
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
US EQUITY
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Moderate Allocation FPUKX Fidelity Puritan Trust: Fidelity Puritan Fund; Class K Shares
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
US EQUITY
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
Mid-Cap Growth MGOAX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class A Shares
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE VALUE MEIJX MFS Series Trust I: MFS Value Fund; Class R4 Shares
Small Growth AUSAX Columbia Acorn Trust: Columbia Acorn USA Fund; Class Z Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Total Available Funds: 11
  • 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 FPUKX Fidelity Puritan Trust: Fidelity Puritan Fund; Class K Shares 68% 3 60 0 0.5% 6.89%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares 72% 3 60 0 0.99% 10.79%
US EQUITY
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund 90% 3 60 0 0.79% 6.05%
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares 83% 3 60 0 1.18% 14.16%
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 79% 3 60 0 0.09% 1.32%
Mid-Cap Growth MGOAX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class A Shares 39% 3 60 0 1.57% 21.88%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 13.05%
LARGE VALUE MEIJX MFS Series Trust I: MFS Value Fund; Class R4 Shares 0% 3 60 0 0.8% 9.08%
Small Growth AUSAX Columbia Acorn Trust: Columbia Acorn USA Fund; Class Z Shares 0% 3 60 0 1.08% 3.97%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares 80% 3 60 0 1.37% 3.4%
Average Expense Ratio: 0.92%
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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
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