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MyPlanIQ 401k Investor SNAP-ON INCORPORATED 401(k) SAVINGS PLAN

SNAP-ON INCORPORATED 401(k) SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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SNAP-ON INCORPORATED 401K SAVINGS PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Conservative Allocation VWINX SSgA Passive Aggregate Strategy Fund
Target Date 2026-2030 VTHRX SSgA Lifecycle 2030 Fund
Target Date 2036-2040 VFORX SSgA Lifecycle 2040 Fund
INTERNATIONAL EQUITY
Foreign Large Blend ACWX SSgA MSCI ACWI Ex-US Index Fund
US EQUITY
LARGE VALUE CBLSX Wells Fargo C&B Large Cap Value Fund
LARGE BLEND SVSPX SSgA S&P 500 Fund
LARGE GROWTH AGTHX American Funds Growth Fund of America
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Conservative Allocation VWINX SSgA Passive Aggregate Strategy Fund
Target Date 2026-2030 VTHRX SSgA Lifecycle 2030 Fund
Target Date 2036-2040 VFORX SSgA Lifecycle 2040 Fund
Target Date 2016-2020 VTWNX SSgA Lifecycle 2020 Fund
ROOT CASH Money market substitute
ROOT ASOIX American Beacon Small Cap Value Fund
Target Date 2000-2010 VTENX SSgA Lifecycle 2010 Fund
Conservative Allocation SSLIX SSgA Lifecycle Income Fund
EQUITY PRX SSgA PAR Fund
INTERNATIONAL EQUITY
Foreign Large Blend ACWX SSgA MSCI ACWI Ex-US Index Fund
US EQUITY
LARGE VALUE CBLSX Wells Fargo C&B Large Cap Value Fund
LARGE BLEND SVSPX SSgA S&P 500 Fund
LARGE GROWTH AGTHX American Funds Growth Fund of America
Small Growth LKSAX LKCM Small Cap Equity Fund Advisor Class
SMALL BLEND SVSCX SSgA Russell Small Cap Completeness Fund
Total Available Funds: 15
  • 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
Conservative Allocation VWINX SSgA Passive Aggregate Strategy Fund 90% 3 60 0 0.16% 7.95%
Target Date 2026-2030 VTHRX SSgA Lifecycle 2030 Fund 70% 3 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX SSgA Lifecycle 2040 Fund 69% 3 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX SSgA Lifecycle 2020 Fund 66% 3 60 0 0.08% 8.19%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.53%
ROOT ASOIX American Beacon Small Cap Value Fund 0% 3 60 0 NA 4.05%
Target Date 2000-2010 VTENX SSgA Lifecycle 2010 Fund 0% 3 60 0 0.17% 7.48%
Conservative Allocation SSLIX SSgA Lifecycle Income Fund 0% 3 60 0 NA 3.51%
EQUITY PRX SSgA PAR Fund 0% 3 60 0 NA 0%
INTERNATIONAL EQUITY
Foreign Large Blend ACWX SSgA MSCI ACWI Ex-US Index Fund 98% 3 60 0 0.34% 3.18%
US EQUITY
LARGE VALUE CBLSX Wells Fargo C&B Large Cap Value Fund 85% 3 60 0 1% 12.97%
LARGE BLEND SVSPX SSgA S&P 500 Fund 75% 3 60 0 0.16% 8.93%
LARGE GROWTH AGTHX American Funds Growth Fund of America 41% 3 60 0 0.3% 11.19%
Small Growth LKSAX LKCM Small Cap Equity Fund Advisor Class 0% 3 60 0 1.21% 17.35%
SMALL BLEND SVSCX SSgA Russell Small Cap Completeness Fund 0% 3 60 0 1.1% 1.31%
Average Expense Ratio: 0.43%
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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*
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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:SNA)
The plan consists of 16 funds. It covers 2 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity and Foreign Equity.


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