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MyPlanIQ 401k Investor CONSOL ENERGY INC. INVESTMENT PLAN FOR SALARIED EMPLOYEES

CONSOL ENERGY INC. INVESTMENT PLAN FOR SALARIED EMPLOYEES Investment Model Portfolios

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CONSOL ENERGY INC. INVESTMENT PLAN FOR SALARIED EMPLOYEES
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Stock Fund
Foreign Large Blend RERFX American Funds Europacific Growth Fund
Foreign Large Value TEFRX Templeton Foreign Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE MABAX BlackRock Basic Value Fund
Mid-Cap Growth ALMRX Alger Mid Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Market Index Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
SHORT GOVERNMENT VSGDX Vanguard Short-Term Fed Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Stock Fund
Foreign Large Blend RERFX American Funds Europacific Growth Fund
Foreign Large Value TEFRX Templeton Foreign Fund
Foreign Large Value AIVRX Alliance Bernstein International Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE MABAX BlackRock Basic Value Fund
Mid-Cap Growth ALMRX Alger Mid Cap Growth Fund
LARGE GROWTH SBLYX Legg Mason Large Cap Growth Fund
LARGE GROWTH RGAFX American Funds The Growth Fund of America
Mid-Cap Growth FMCCX Fidelity Investments Advisor Mid Cap Fund
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid Cap Value Fund
Mid-Cap Growth LACAX Columbia Acorn Fund
LARGE BLEND NYVRX Davis New York Venture Fund
MID-CAP BLEND FLPSX Fidelity Investments Low Priced Stock Fund
LARGE GROWTH PAPIX Allianz Capital Appreciation Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Market Index Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
SHORT GOVERNMENT VSGDX Vanguard Short-Term Fed Fund
Total Available Funds: 20
  • 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 DODBX Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 1.66%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Stock Fund 99% 3 60 0 0.39% 17.6%
Foreign Large Blend RERFX American Funds Europacific Growth Fund 94% 3 60 0 0.84% 13.89%
Foreign Large Value TEFRX Templeton Foreign Fund 53% 3 60 0 0.85% 3.87%
Foreign Large Value AIVRX Alliance Bernstein International Fund 0% 3 60 0 1.25% 113.07%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
LARGE VALUE MABAX BlackRock Basic Value Fund 85% 3 60 0 0.54% 14.99%
Mid-Cap Growth ALMRX Alger Mid Cap Growth Fund 78% 3 60 0 1.91% 0%
LARGE GROWTH SBLYX Legg Mason Large Cap Growth Fund 78% 3 60 0 0.68% 9.98%
LARGE GROWTH RGAFX American Funds The Growth Fund of America 75% 3 60 0 0.63% 11.32%
Mid-Cap Growth FMCCX Fidelity Investments Advisor Mid Cap Fund 71% 3 60 0 1.22% 8.3%
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid Cap Value Fund 70% 3 60 0 1.97% 1.59%
Mid-Cap Growth LACAX Columbia Acorn Fund 45% 3 60 0 1.83% 0%
LARGE BLEND NYVRX Davis New York Venture Fund 41% 3 60 0 1.75% 11.89%
MID-CAP BLEND FLPSX Fidelity Investments Low Priced Stock Fund 1% 3 60 0 0.92% 13.03%
LARGE GROWTH PAPIX Allianz Capital Appreciation Fund 0% 3 60 0 NA 0.64%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Market Index Fund 100% 3 60 0 0.15% 3.9%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 3 60 0 0.83% 4.63%
SHORT GOVERNMENT VSGDX Vanguard Short-Term Fed Fund 90% 3 60 0 0.1% 3.62%
Average Expense Ratio: 0.93%
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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 for Portfolio Details or Follow 0.9% 13.7% 8.1% 10.8% 9.0% 9.4%

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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:CNX)
The plan consists of 20 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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