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MyPlanIQ 401k Investor CHITTENDEN CORPORATION INCENTIVE SAVINGS AND PROFIT SHARING PLAN

CHITTENDEN CORPORATION INCENTIVE SAVINGS AND PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
US EQUITY
LARGE VALUE PNEAX Alliance NFJ Dividend Value A
LARGE BLEND NYVTX Davis New York Venture Fund - A
LARGE BLEND TRSGX T. Rowe Price Personal Strategy Growth
FIXED INCOME
Intermediate-Term Bond WTBRX TAP Institutional Total Return Bond Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Conservative Allocation VWINX Vanguard Wellesley Income Fund
Moderate Allocation IUAIX Van Kampen Equity & Income Fund - R
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005
ROOT CASH TAP Institutional Money Market Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
US EQUITY
LARGE VALUE PNEAX Alliance NFJ Dividend Value A
LARGE BLEND NYVTX Davis New York Venture Fund - A
LARGE BLEND TRSGX T. Rowe Price Personal Strategy Growth
SMALL VALUE NSVAX Columbia Small Cap Value II Z
MID-CAP VALUE GSMSX Goldman Sachs Mid Cap Value - Service
LARGE GROWTH GFAFX American Funds Growth Fund of America
Mid-Cap Growth BGRFX Baron Growth Fund
Mid-Cap Growth MGOAX Munder MidCap Core Growth A
LARGE BLEND VIFSX Vanguard 500 Index Signal
FIXED INCOME
Intermediate-Term Bond WTBRX TAP Institutional Total Return 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 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 3 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 3 60 0 0.08% 3.22%
Conservative Allocation VWINX Vanguard Wellesley Income Fund 90% 3 60 0 0.16% 7.95%
Moderate Allocation IUAIX Van Kampen Equity & Income Fund - R 78% 3 60 0 1.02% 31.06%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.53%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 0% 3 60 0 NA 2.94%
ROOT CASH TAP Institutional Money Market Fund 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund 94% 3 60 0 0.84% 14.02%
US EQUITY
LARGE VALUE PNEAX Alliance NFJ Dividend Value A 92% 3 60 0 1.72% 12.31%
LARGE BLEND NYVTX Davis New York Venture Fund - A 92% 3 60 0 1.75% 12.3%
LARGE BLEND TRSGX T. Rowe Price Personal Strategy Growth 88% 3 60 0 0.76% 7.03%
SMALL VALUE NSVAX Columbia Small Cap Value II Z 85% 3 60 0 1.27% 15.99%
MID-CAP VALUE GSMSX Goldman Sachs Mid Cap Value - Service 46% 3 60 0 0.82% 14.48%
LARGE GROWTH GFAFX American Funds Growth Fund of America 41% 3 60 0 0.3% 11.24%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 15.52%
Mid-Cap Growth MGOAX Munder MidCap Core Growth A 39% 3 60 0 1.57% 21.88%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.09%
FIXED INCOME
Intermediate-Term Bond WTBRX TAP Institutional Total Return Bond Fund 0% 3 60 0 NA NA
Average Expense Ratio: 0.7%
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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 0.3% 12.5% 5.2% 10.6% 9.1% 9.3%

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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:CHZ)
The plan consists of 22 funds. It covers 2 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity and Foreign Equity.


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