MyPlanIQ 401k Investor MARRIOTT INTERNATIONAL, INC. EMPLOYEES PROFIT SHARING, RETIREMENT AND SAVINGS PLAN

MARRIOTT INTERNATIONAL, INC. EMPLOYEES PROFIT SHARING, RETIREMENT AND SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend IJBPX Julius Baer International Equity Fund II
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Freedom 2020 Fund
Target Date 2036-2040 FFFFX Fidelity Management Tr Company Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Management Tr Company Freedom 2025 Fund
US EQUITY
LARGE BLEND MPGFX Mairs Power Growth Fund
LARGE VALUE FEQIX Fidelity Management Tr Company Equity Income Fund
LARGE BLEND FUSEX Fidelity Management Tr Company Spartan U.S. Equity Index
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend IJBPX Julius Baer International Equity Fund II
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Freedom 2020 Fund
Target Date 2036-2040 FFFFX Fidelity Management Tr Company Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Management Tr Company Freedom 2025 Fund
Moderate Allocation FPURX Fidelity Management Tr Company Puritan Fund
ROOT CASH Fidelity Management Tr Company Cash Reserve Fund
ROOT CASH Fidelity Management Tr Company Money Mkt Fund
US EQUITY
LARGE BLEND MPGFX Mairs Power Growth Fund
LARGE VALUE FEQIX Fidelity Management Tr Company Equity Income Fund
LARGE BLEND FUSEX Fidelity Management Tr Company Spartan U.S. Equity Index
Mid-Cap Growth FMCSX Fidelity Management Tr Company Mid-Cap Stock Fund
LARGE GROWTH RAFFX American Funds AMCAP R5
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Total Available Funds: 13
  • 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 Blend IJBPX Julius Baer International Equity Fund II 0% 3 60 0 NA 0%
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2036-2040 FFFFX Fidelity Management Tr Company Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Management Tr Company Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Moderate Allocation FPURX Fidelity Management Tr Company Puritan Fund 82% 3 60 0 0.5% 4.31%
ROOT CASH Fidelity Management Tr Company Cash Reserve Fund 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity Management Tr Company Money Mkt Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND MPGFX Mairs Power Growth Fund 100% 3 60 0 0.63% 0.77%
LARGE VALUE FEQIX Fidelity Management Tr Company Equity Income Fund 98% 3 60 0 0.57% 1.67%
LARGE BLEND FUSEX Fidelity Management Tr Company Spartan U.S. Equity Index 79% 3 60 0 0.09% 1.79%
Mid-Cap Growth FMCSX Fidelity Management Tr Company Mid-Cap Stock Fund 77% 3 60 0 0.75% 0.87%
LARGE GROWTH RAFFX American Funds AMCAP R5 72% 3 60 0 0.49% 3.69%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.54%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 2.8% 15.5% 5.3% 8.1% 6.8% 8.5%

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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:MAR)
The plan consists of 13 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Marriott International, Inc., a lodging company, operates and franchises hotels and related lodging facilities worldwide.



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