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MyPlanIQ OTTER TAIL CORPORATION RETIREMENT SAVINGS PLAN

OTTER TAIL CORPORATION RETIREMENT SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
OTTER TAIL CORPORATION RETIREMENT SAVINGS
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend ARTIX Artisan Partners Funds
US EQUITY
MID-CAP VALUE VMVIX Vanguard Index Funds: Vanguard Mid-Cap Value Index Fund; Investor Class Shares
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
FIXED INCOME
Intermediate Government GSGOX Goldman Sachs Trust: Goldman Sachs Government Income Fund; Class A Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend ARTIX Artisan Partners Funds
US EQUITY
MID-CAP VALUE VMVIX Vanguard Index Funds: Vanguard Mid-Cap Value Index Fund; Investor Class Shares
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares
LARGE GROWTH RGAAX Growth Fund of America
SMALL VALUE PNVRX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class R Shares
LARGE GROWTH AGRBX Growth Fund of America
SMALL BLEND LSSCX Loomis Sayles Funds I: Natixis Loomis Sayles Small Cap Value Fund; Institutional Class
LARGE GROWTH CGFBX Growth Fund of America
FIXED INCOME
Intermediate Government GSGOX Goldman Sachs Trust: Goldman Sachs Government Income Fund; Class A Shares
Total Available Funds: 14
  • 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 OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.36%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 1.4%
Foreign Large Blend ARTIX Artisan Partners Funds 92% 3 60 0 0.97% 20.5%
US EQUITY
MID-CAP VALUE VMVIX Vanguard Index Funds: Vanguard Mid-Cap Value Index Fund; Investor Class Shares 96% 3 60 0 0.19% 2.14%
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares 89% 3 60 0 1.24% 13%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 12.08%
SMALL VALUE DFSVX DFA Investment Dimensions Group Inc: US Small Cap Value Portfolio; Institutional Class Shares 74% 3 60 0 0.52% 2%
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares 72% 3 60 0 0.04% 1.61%
LARGE GROWTH RGAAX Growth Fund of America 35% 3 60 0 1.43% 12.44%
SMALL VALUE PNVRX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class R Shares 0% 3 60 0 1.43% 1.79%
LARGE GROWTH AGRBX Growth Fund of America 0% 3 60 0 1.43% 6.63%
SMALL BLEND LSSCX Loomis Sayles Funds I: Natixis Loomis Sayles Small Cap Value Fund; Institutional Class 0% 3 60 0 1.4% 16.49%
LARGE GROWTH CGFBX Growth Fund of America 0% 3 60 0 1.53% 6.66%
FIXED INCOME
Intermediate Government GSGOX Goldman Sachs Trust: Goldman Sachs Government Income Fund; Class A Shares 38% 3 60 0 1.06% 2.67%
Average Expense Ratio: 0.97%
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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
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