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MyPlanIQ 401k Investor CINCINNATI FINANCIAL CORPORATION TAX-QUALIFIED SAVINGS PLAN

CINCINNATI FINANCIAL CORPORATION TAX-QUALIFIED SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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CINCINNATI FINANCIAL CORPORATION TAX-QUALIFIED SAVINGS PLAN
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Others
ROOT CASH Money market substitute
Moderate Allocation LMDIX Fifth Third LifeModel Moderate INSTL
Conservative Allocation LIMVX Fifth Third LifeModel Mod Cons INSTL
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund - A
Foreign Small/Mid Value ARTKX Artisan International Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
MID-CAP BLEND RPFIX Royce Premier Fund
FIXED INCOME
Intermediate-Term Bond GSFIX Goldman Sachs Core Fixed - Inc INSTL
Intermediate-Term Bond KNIIX Funds Fifth Third Bond INSTL
Total Available Funds: 23
Asset Class Ticker Description Rating
Others
ROOT CASH Money market substitute
Moderate Allocation LMDIX Fifth Third LifeModel Moderate INSTL
Conservative Allocation LIMVX Fifth Third LifeModel Mod Cons INSTL
Conservative Allocation LCVIX Fifth Third LifeModel Conservative INSTL
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund - A
Foreign Small/Mid Value ARTKX Artisan International Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
MID-CAP BLEND RPFIX Royce Premier Fund
SMALL VALUE PSVIX Allianz Small Cap Value Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid Value Fund - A
LARGE BLEND NYVTX Davis New York Venture Fund - A
MID-CAP BLEND FMDCX Federated Mid Cap Index Fund - A
Small Growth PRNHX T. Rowe Price New Horizon Fund
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund
Mid-Cap Growth TEGAX Touchstone Mid Cap Growth Fund - A
LARGE GROWTH RGACX American Funds Growth Fund of America R3
LARGE BLEND LMAIX Fifth Third LifeModel Mod Agg INSTL
LARGE BLEND LASIX Fifth Third LifeModel Aggressive INSTL
LARGE BLEND KNIEX Fifth Third Equity Index INSTL
FIXED INCOME
Intermediate-Term Bond GSFIX Goldman Sachs Core Fixed - Inc INSTL
Intermediate-Term Bond KNIIX Funds Fifth Third Bond INSTL
Total Available Funds: 23
  • 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
ROOT CASH Money market substitute 0% 1 60 0 NA 2.53%
Moderate Allocation LMDIX Fifth Third LifeModel Moderate INSTL 0% 3 60 0 0.95% 0.87%
Conservative Allocation LIMVX Fifth Third LifeModel Mod Cons INSTL 0% 3 60 0 0.9% 1%
Conservative Allocation LCVIX Fifth Third LifeModel Conservative INSTL 0% 3 60 0 0.8% 1.25%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund - A 99% 3 60 0 0.52% 1.4%
Foreign Small/Mid Value ARTKX Artisan International Fund 94% 3 60 0 1.03% 7.18%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund 100% 3 60 0 0% 13.94%
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund 97% 3 60 0 1.23% 4.14%
MID-CAP BLEND RPFIX Royce Premier Fund 96% 3 60 0 2.24% 11.86%
SMALL VALUE PSVIX Allianz Small Cap Value Fund 93% 3 60 0 0.91% 3.5%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
MID-CAP VALUE GCMAX Goldman Sachs Mid Value Fund - A 93% 3 60 0 1.18% 14.15%
LARGE BLEND NYVTX Davis New York Venture Fund - A 92% 3 60 0 1.75% 12.3%
MID-CAP BLEND FMDCX Federated Mid Cap Index Fund - A 80% 3 60 0 0.32% 10.65%
Small Growth PRNHX T. Rowe Price New Horizon Fund 80% 3 60 0 0.79% 11.99%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund 79% 3 60 0 0.5% 15.38%
Mid-Cap Growth TEGAX Touchstone Mid Cap Growth Fund - A 46% 3 60 0 0.99% 10.93%
LARGE GROWTH RGACX American Funds Growth Fund of America R3 37% 3 60 0 0.3% 11.27%
LARGE BLEND LMAIX Fifth Third LifeModel Mod Agg INSTL 0% 3 60 0 1.05% 0.59%
LARGE BLEND LASIX Fifth Third LifeModel Aggressive INSTL 0% 3 60 0 1.14% 0.32%
LARGE BLEND KNIEX Fifth Third Equity Index INSTL 0% 3 60 0 NA 0.89%
FIXED INCOME
Intermediate-Term Bond GSFIX Goldman Sachs Core Fixed - Inc INSTL 76% 3 60 0 0.46% 4.2%
Intermediate-Term Bond KNIIX Funds Fifth Third Bond INSTL 0% 3 60 0 0.64% 2.27%
Average Expense Ratio: 0.87%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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% 6.8% 2.4% 6.6% 6.4% 7.8%

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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:CINF)
The plan consists of 23 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Cincinnati Financial Corporation, through its subsidiaries, operates in the property casualty insurance business in the United States. It operates in four segments: Commercial Lines Property Casualty Insurance, Personal Lines Property Casualty Insurance, Life Insurance, and Investment.



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