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MyPlanIQ 401k Investor THE UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN

THE UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN Investment Model Portfolios

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UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Fund
Retirement Income STLAX BlackRock LifePath Retirement Fund
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Advisor Diversified International Fund
US EQUITY
Small Growth PSCZX Jennison Small Company Fund Z
MID-CAP VALUE FLMVX JP Morgan Mid Cap Value Fund
SMALL BLEND TASCX Third Avenue Small Cap Value Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Inflation-Protected Bond PRRIX PIMCO Real Return Fund
High Yield Bond MHYIX MainStay High Yield Corporate Bond Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Fund
Retirement Income STLAX BlackRock LifePath Retirement Fund
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Fund
Moderate Allocation RLBFX American Balanced Fund
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Fund
ROOT BIPAX BlackRock LifePath 2010 Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Advisor Diversified International Fund
US EQUITY
Small Growth PSCZX Jennison Small Company Fund Z
MID-CAP VALUE FLMVX JP Morgan Mid Cap Value Fund
SMALL BLEND TASCX Third Avenue Small Cap Value Fund
MID-CAP BLEND NMPAX Columbia Mid Cap Index Fund
LARGE VALUE ACGMX Van Kampen Growth and Income Fund
LARGE GROWTH RGAFX Growth Fund of America
LARGE BLEND MSPIX MainStay S&P 500 Index Fund
LARGE BLEND ISFIX Davis New York Venture Fund
MID-CAP BLEND TGVOX TCW Galileo Value Opportunities Fund
SMALL BLEND RLPHX Royce Low-Priced Stock Fund
Mid-Cap Growth VGRDX Van Kampen Mid Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Inflation-Protected Bond PRRIX PIMCO Real Return Fund
High Yield Bond MHYIX MainStay High Yield Corporate Bond Fund
Total Available Funds: 21
  • 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 2026-2030 STLDX BlackRock LifePath 2030 Fund 94% 3 60 0 0.34% 4.3%
Retirement Income STLAX BlackRock LifePath Retirement Fund 92% 3 60 0 0.84% 4.98%
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Fund 92% 3 60 0 1.04% 6.47%
Moderate Allocation RLBFX American Balanced Fund 78% 3 60 0 0.31% 9.01%
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Fund 0% 3 60 0 0.67% 7.52%
ROOT BIPAX BlackRock LifePath 2010 Fund 0% 3 60 0 NA 0%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Advisor Diversified International Fund 98% 3 60 0 0.65% 10.71%
US EQUITY
Small Growth PSCZX Jennison Small Company Fund Z 93% 3 60 0 0.82% 7.34%
MID-CAP VALUE FLMVX JP Morgan Mid Cap Value Fund 86% 3 60 0 1.14% 18.64%
SMALL BLEND TASCX Third Avenue Small Cap Value Fund 85% 3 60 0 1.4% 4.22%
MID-CAP BLEND NMPAX Columbia Mid Cap Index Fund 81% 3 60 0 0.2% 9.43%
LARGE VALUE ACGMX Van Kampen Growth and Income Fund 80% 3 60 0 0.79% 8.79%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 11.46%
LARGE BLEND MSPIX MainStay S&P 500 Index Fund 74% 3 60 0 0.52% 1.43%
LARGE BLEND ISFIX Davis New York Venture Fund 67% 3 60 0 0.95% 8.59%
MID-CAP BLEND TGVOX TCW Galileo Value Opportunities Fund 67% 3 60 0 0.85% 20.71%
SMALL BLEND RLPHX Royce Low-Priced Stock Fund 0% 3 60 0 1.26% 15.81%
Mid-Cap Growth VGRDX Van Kampen Mid Cap Growth Fund 0% 3 60 0 0.91% 20.4%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 3 60 0 0.83% 4.63%
Inflation-Protected Bond PRRIX PIMCO Real Return Fund 80% 3 60 0 1.37% 3.4%
High Yield Bond MHYIX MainStay High Yield Corporate Bond Fund 72% 3 60 0 0.96% 6.22%
Average Expense Ratio: 0.82%
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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 for Portfolio Details or Follow 0.5% 10.7% 1.0% 6.2% 4.6% 4.5%

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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:UTL)
The plan consists of 21 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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