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MyPlanIQ 401k Investor THE DOW CHEMICAL COMPANY EMPLOYEES` SAVINGS PLAN

THE DOW CHEMICAL COMPANY EMPLOYEES` SAVINGS PLAN Investment Model Portfolios

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THE DOW CHEMICAL COMPANY EMPLOYEES' SAVINGS PLAN
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX EMERGING MARKETS IDX
Others
Retirement Income STLAX BTC LIFEPATH RET
ROOT CASH US TREASURY FUND
Convertibles VCVSX Vanguard CONVERTIBLE SEC
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard GLOBAL EQ INV
Foreign Large Blend VDMPX Vanguard DEV MKT IDX IPS
US EQUITY
SMALL BLEND NAESX SMALL CAP INDEX FUND
LARGE BLEND VFINX S&P 500 INDEX FUND
MID-CAP BLEND VEXMX Vanguard EXT MKT IDX ISP
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX EMERGING MARKETS IDX
Others
Retirement Income STLAX BTC LIFEPATH RET
ROOT CASH US TREASURY FUND
Convertibles VCVSX Vanguard CONVERTIBLE SEC
Target Date 2051+ BAPLX BTC LIFEPATH 2055
Target Date 2046-2050 BIPKX BTC LIFEPATH 2050
Target Date 2041-2045 BIPJX BTC LIFEPATH 2045
Target Date 2036-2040 BIPHX BTC LIFEPATH 2040
Target Date 2031-2035 BIPGX BTC LIFEPATH 2035
Target Date 2026-2030 BIPEX BTC LIFEPATH 2030
Target Date 2021-2025 BIPDX BTC LIFEPATH 2025
Target Date 2016-2020 BIPCX BTC LIFEPATH 2020
Target Date 2011-2015 BIPBX BTC LIFEPATH 2015
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard GLOBAL EQ INV
Foreign Large Blend VDMPX Vanguard DEV MKT IDX IPS
US EQUITY
SMALL BLEND NAESX SMALL CAP INDEX FUND
LARGE BLEND VFINX S&P 500 INDEX FUND
MID-CAP BLEND VEXMX Vanguard EXT MKT IDX ISP
Mid-Cap Growth PMEGX TRP IS MID CP EQ GR
LARGE GROWTH FCNKX Fidelity CONTRAFUND K
Mid-Cap Growth NBGNX NB GENESIS - INST CL
REAL ESTATE
REAL ESTATE REAIX AM CENT US REAL EST
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco TOTAL RT INST
High Yield Bond PRHYX TRP HIGH YIELD INST
Inflation-Protected Bond PRRIX Pimco REAL RETURN INST
LONG GOVERNMENT VUSUX Vanguard LT TREASURY ADM
Intermediate-Term Bond VBMPX Vanguard TOT BD MK IS PL
SHORT GOVERNMENT STABLEVALUE INTEREST INCOME FUND
COMMODITIES
COMMODITIES BROAD BASKET PCRIX Pimco COM REAL RET I
Total Available Funds: 29
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX EMERGING MARKETS IDX 99% 3 60 0 0.08% 2.85%
Others
Retirement Income STLAX BTC LIFEPATH RET 92% 3 60 0 0.84% 4.96%
ROOT CASH US TREASURY FUND 0% 3 60 0 NA 2.53%
Convertibles VCVSX Vanguard CONVERTIBLE SEC 0% 3 60 0 0.59% 0%
Target Date 2051+ BAPLX BTC LIFEPATH 2055 0% 3 60 0 0.58% 20.16%
Target Date 2046-2050 BIPKX BTC LIFEPATH 2050 0% 3 60 0 0.23% 23.48%
Target Date 2041-2045 BIPJX BTC LIFEPATH 2045 0% 3 60 0 0.23% 23.9%
Target Date 2036-2040 BIPHX BTC LIFEPATH 2040 0% 3 60 0 0.22% 24.03%
Target Date 2031-2035 BIPGX BTC LIFEPATH 2035 0% 3 60 0 0.23% 25.76%
Target Date 2026-2030 BIPEX BTC LIFEPATH 2030 0% 3 60 0 0.22% 24.46%
Target Date 2021-2025 BIPDX BTC LIFEPATH 2025 0% 3 60 0 0.22% 24.89%
Target Date 2016-2020 BIPCX BTC LIFEPATH 2020 0% 3 60 0 0.23% 0%
Target Date 2011-2015 BIPBX BTC LIFEPATH 2015 0% 3 60 0 0.22% 21.35%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard GLOBAL EQ INV 100% 3 60 0 0.42% 12.53%
Foreign Large Blend VDMPX Vanguard DEV MKT IDX IPS 0% 3 60 0 0.06% 3.04%
US EQUITY
SMALL BLEND NAESX SMALL CAP INDEX FUND 99% 3 60 0 0.03% 1.38%
LARGE BLEND VFINX S&P 500 INDEX FUND 97% 3 60 0 0.14% 1.18%
MID-CAP BLEND VEXMX Vanguard EXT MKT IDX ISP 97% 3 60 0 0.06% 1.14%
Mid-Cap Growth PMEGX TRP IS MID CP EQ GR 87% 3 60 0 0.61% 18.3%
LARGE GROWTH FCNKX Fidelity CONTRAFUND K 68% 3 60 0 0.55% 5.07%
Mid-Cap Growth NBGNX NB GENESIS - INST CL 24% 3 60 0 0.84% 14.25%
REAL ESTATE
REAL ESTATE REAIX AM CENT US REAL EST 70% 3 60 0 0.8% 2.03%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco TOTAL RT INST 96% 3 60 0 0.83% 4.63%
High Yield Bond PRHYX TRP HIGH YIELD INST 94% 3 60 0 1.03% 6.73%
Inflation-Protected Bond PRRIX Pimco REAL RETURN INST 80% 3 60 0 1.37% 4.21%
LONG GOVERNMENT VUSUX Vanguard LT TREASURY ADM 65% 3 60 0 0.1% 4.18%
Intermediate-Term Bond VBMPX Vanguard TOT BD MK IS PL 35% 3 60 0 0.03% 4.03%
SHORT GOVERNMENT STABLEVALUE INTEREST INCOME FUND 16% 3 60 0 NA 19.62%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX Pimco COM REAL RET I 78% 3 60 0 1.96% 7.31%
Average Expense Ratio: 0.47%
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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 for Portfolio Details or Follow 0.6% 23.8% 11.7% 11.2% 8.7% 8.6%

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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 1.0% 24.8% 15.4% 14.6% 8.9% 8.7%

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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
The plan consists of 31 funds. It covers 6 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Commodity, Fixed Income, REITs, Foreign Equity and Emerging Market Equity.


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