Page 156 - NovDefComp
P. 156

Scorecard Scatter Chart - HRA Plan










                                   This scatter chart shows each investment option with the fund score on the horizontal axis and the dollar amount invested in each option on the vertical axis. The
                                   size of the bubble correlates to the percentage of the overall assets in each investment. Larger bubbles represent a larger percentage of the total plan assets.
                                   The numbered data labels represent the ID associated with each investment option from the table on the left side of the page


                                                                                                                                    $1,000,000
                                    Chart ID                                  Investment Name

                                    1                  Vanguard Target Retirement Series Inv                                          $900,000

                                    2                  MassMutual Stable Value Group
                                                                                                                                      $800,000                                           1
                                    3                  Vanguard Mid Cap Index Admiral
                                    4                  American Funds Fundamental Invs F3                                             $700,000

                                    5                  Parnassus Core Equity Investor
                                                                                                                                      $600,000
                                    6                  Vanguard Developed Markets Index Admiral
                                    7                  PIMCO Total Return A
                                                                                                                                      $500,000
                                    8                  PIMCO Real Return A
                                    9                  Vanguard Total Stock Mkt Idx Adm                                               $400,000

                                    10                 American Funds Growth Fund of Amer F3
                                                                                                                                      $300,000
                                    11                 Vanguard Total Bond Market Index Adm

                                    12                 Vanguard Small Cap Index Adm                                                   $200,000
                                    13                 AB Small Cap Growth Advisor                                                                                                                     2
                                                                                                                                      $100,000

                                                                                                                                                                                         4    3 5 6
                                                                                                                                                                                                  7
                                                                                                                                                                                8 10         12   13
                                                                                                                                                                                                  9 11
                                                                                                                                            $0

                                                                                                                                                         1   2    3    4   5    6   7    8    9   10  NS





















                                                                                                                                                                                                                      56
   151   152   153   154   155   156   157   158   159   160   161