MyPlanIQ CRANE COMPANIES RETIREMENT SAVINGS PLAN

CRANE COMPANIES RETIREMENT SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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CRANE COMPANIES 401(K) PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Foreign Large Value TEMFX Templeton Funds
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE VALUE PEIYX Putnam Equity Income Fund; Class Y Shares
LARGE GROWTH JARTX Janus Investment Fund: Janus Forty Fund; Class S Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Foreign Large Value TEMFX Templeton Funds
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE VALUE PEIYX Putnam Equity Income Fund; Class Y Shares
LARGE GROWTH JARTX Janus Investment Fund: Janus Forty Fund; Class S Shares
LARGE BLEND ANCFX Fundamental Investors
LARGE GROWTH FNIAX Fidelity Contrafund: Fidelity Advisor New Insight Fund; Class A Shares
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
High Yield Bond PHYYX Putnam High Yield Trust; Class Y 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
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares 63% 3 60 0 1.36% 1.64%
Foreign Large Value TEMFX Templeton Funds 54% 3 60 0 0.85% 0%
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares 16% 3 60 0 0.08% 1.23%
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares 98% 3 60 0 0.04% 0.71%
LARGE VALUE PEIYX Putnam Equity Income Fund; Class Y Shares 90% 3 60 0 1.14% 1.09%
LARGE GROWTH JARTX Janus Investment Fund: Janus Forty Fund; Class S Shares 62% 3 60 0 1.64% 0%
LARGE BLEND ANCFX Fundamental Investors 52% 3 60 0 0.28% 0.97%
LARGE GROWTH FNIAX Fidelity Contrafund: Fidelity Advisor New Insight Fund; Class A Shares 48% 3 60 0 0.7% 0.03%
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares 45% 3 60 0 1.83% 0%
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class 24% 3 60 0 0.84% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 2.45%
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 3.22%
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares 58% 3 60 0 1.37% 2.43%
High Yield Bond PHYYX Putnam High Yield Trust; Class Y Shares 0% 3 60 0 0.75% 6.76%
Average Expense Ratio: 0.85%
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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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