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MyPlanIQ TRELLEBORG CORPORATION 401K PROFIT SHARING PLAN

TRELLEBORG CORPORATION 401K PROFIT SHARING PLAN Investment Model Portfolios

This Plan is unrated.
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TRELLEBORG CORPORATION 401K PROFIT SHARING PLAN
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
US EQUITY
LARGE VALUE EILVX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class I Shares
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
US EQUITY
LARGE VALUE EILVX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class I Shares
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares
LARGE GROWTH HACAX Harbor Funds: Harbor Capital Appreciation Fund; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Total Available Funds: 9
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares 99% 3 60 0 1.02% 3.79%
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares 63% 3 60 0 1.36% 3.84%
US EQUITY
LARGE VALUE EILVX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class I Shares 90% 3 60 0 0.77% 6.57%
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 6.39%
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares 77% 3 60 0 0.34% 7.97%
LARGE GROWTH HACAX Harbor Funds: Harbor Capital Appreciation Fund; Institutional Class Shares 75% 3 60 0 1.04% 11.39%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares 90% 3 60 0 1.05% 4.2%
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares 80% 3 60 0 1.37% 3.4%
Average Expense Ratio: 1.01%
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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
The investment options have not been imported yet.


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