MyPlanIQ 401k Investor Qualcomm 401(k) Plan

Qualcomm 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government FGOVX Fidelity Government Income
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Adm
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Inv
ROOT CASH Fidelity Institutional Money Market - Class I
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government FGOVX Fidelity Government Income
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Adm
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
Small Growth VEXRX Vanguard Explorer Adm
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE GROWTH FOCKX Fidelity OTC K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
Total Available Funds: 20
  • 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 DFEVX DFA Emerging Markets Value I 96% 3 60 0 0.44% 4.53%
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6 33% 3 60 0 0.53% 3.8%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 4.03%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 2.34%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Inv 0% 3 60 0 NA 2.78%
ROOT CASH Fidelity Institutional Money Market - Class I 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate Government FGOVX Fidelity Government Income 91% 3 60 0 0.76% 1.87%
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 3 60 0 0.26% 1.59%
SMALL VALUE AVFIX American Beacon Small Cp Val Inst 81% 3 60 0 1.28% 15.5%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 3 60 0 0.02% 1.37%
Small Growth VEXRX Vanguard Explorer Adm 76% 3 60 0 0.34% 0.59%
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins 72% 3 60 0 0.04% 1.5%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 4.38%
LARGE GROWTH FOCKX Fidelity OTC K 68% 3 60 0 0.81% 0.09%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 61% 3 60 0 0.82% 18.74%
Average Expense Ratio: 0.44%
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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 3.2% 13.6% 5.0% 7.2% 4.3% 6.4%

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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:QCOM)
The plan consists of 20 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.


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