MyPlanIQ 401k Investor STARBUCKS CORPORATION 401K PLAN

STARBUCKS CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Foreign Large Growth MIEIX MFS INST INTL EQUITY
Foreign Large Blend VTSGX VANG TOT INTL STK S
Others
Target Date 2021-2025 VTTVX VANGUARD TRT II 2025
Target Date 2041-2045 VTIVX VANGUARD TRT II 2045
Retirement Income VTINX VANGUARD TRT II INC
FIXED INCOME
Intermediate-Term Bond DODIX DODGE & COX INCOME
Inflation-Protected Bond PRRIX PIM REAL RETURN INST
SHORT GOVERNMENT STABLEVALUE WF STABLE FUND C
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Foreign Large Growth MIEIX MFS INST INTL EQUITY
Foreign Large Blend VTSGX VANG TOT INTL STK S
Others
Target Date 2021-2025 VTTVX VANGUARD TRT II 2025
Target Date 2041-2045 VTIVX VANGUARD TRT II 2045
Retirement Income VTINX VANGUARD TRT II INC
Target Date 2031-2035 VTTHX VANGUARD TRT II 2035
Conservative Allocation VWINX Conservative Blend Fund
Target Date 2051+ VFFVX VANGUARD TRT II 2055
Target Date 2046-2050 VFIFX VANGUARD TRT II 2050
Target Date 2051+ VTTSX VANGUARD TRT II 2060
Target Date 2036-2040 VFORX VANGUARD TRT II 2040
Target Date 2026-2030 VTHRX VANGUARD TRT II 2030
Target Date 2016-2020 VTWNX VANGUARD TRT II 2020
Target Date 2011-2015 VTXVX VANGUARD TRT II 2015
Target Date 2000-2010 VTENX VANGUARD TRT II 2010
Moderate Allocation VAAPX Moderate Blend Fund
FIXED INCOME
Intermediate-Term Bond DODIX DODGE & COX INCOME
Inflation-Protected Bond PRRIX PIM REAL RETURN INST
SHORT GOVERNMENT STABLEVALUE WF STABLE FUND C
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
US EQUITY
LARGE GROWTH VWUSX Growth Blend Fund
Mid-Cap Growth WFDDX WFA DISCOVERY ADM
LARGE BLEND VINIX VANGUARD INST INDEX
SMALL BLEND HASCX HARBOR SM CP VAL IS
LARGE GROWTH RGAFX American Funds Growth Fund of America
Small Growth MSSGX Morgan Stanley Inst. Small Co. Growth Fund
LARGE GROWTH VFTNX VANG FTSE SOC IDX IS
LARGE BLEND RFNEX AF FUNDAMNTL INVS R4
LARGE GROWTH NVLIX NUVEEN WIN LGCP GR I
SMALL BLEND VSISX VANG SM CAP IDX SIG
LARGE GROWTH CMQIX Aggressive Blend Fund
Total Available Funds: 32
  • 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 FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 4.36%
Foreign Large Growth MIEIX MFS INST INTL EQUITY 90% 3 60 0 0.72% 1.74%
Foreign Large Blend VTSGX VANG TOT INTL STK S 0% 3 60 0 0.18% 3.25%
Others
Target Date 2021-2025 VTTVX VANGUARD TRT II 2025 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX VANGUARD TRT II 2045 97% 3 60 0 0.08% 2.48%
Retirement Income VTINX VANGUARD TRT II INC 97% 3 60 0 0.08% 4.21%
Target Date 2031-2035 VTTHX VANGUARD TRT II 2035 96% 3 60 0 0.08% 2.65%
Conservative Allocation VWINX Conservative Blend Fund 90% 3 60 0 0.16% 4.89%
Target Date 2051+ VFFVX VANGUARD TRT II 2055 80% 3 60 0 0.08% 2.38%
Target Date 2046-2050 VFIFX VANGUARD TRT II 2050 75% 3 60 0 0.08% 2.42%
Target Date 2051+ VTTSX VANGUARD TRT II 2060 72% 3 60 0 0.08% 2.34%
Target Date 2036-2040 VFORX VANGUARD TRT II 2040 70% 3 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX VANGUARD TRT II 2030 70% 3 60 0 0.08% 2.76%
Target Date 2016-2020 VTWNX VANGUARD TRT II 2020 66% 3 60 0 0.08% 6.25%
Target Date 2011-2015 VTXVX VANGUARD TRT II 2015 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX VANGUARD TRT II 2010 0% 3 60 0 0.17% 7.48%
Moderate Allocation VAAPX Moderate Blend Fund 0% 3 60 0 NA 1.61%
FIXED INCOME
Intermediate-Term Bond DODIX DODGE & COX INCOME 87% 3 60 0 0.33% 4.07%
Inflation-Protected Bond PRRIX PIM REAL RETURN INST 80% 3 60 0 1.37% 3.31%
SHORT GOVERNMENT STABLEVALUE WF STABLE FUND C 16% 3 60 0 NA 29.23%
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG 0% 3 60 0 0.1% 2.71%
US EQUITY
LARGE GROWTH VWUSX Growth Blend Fund 99% 3 60 0 0.3% 0.34%
Mid-Cap Growth WFDDX WFA DISCOVERY ADM 92% 3 60 0 0.88% 0%
LARGE BLEND VINIX VANGUARD INST INDEX 78% 3 60 0 0.02% 3.35%
SMALL BLEND HASCX HARBOR SM CP VAL IS 77% 3 60 0 0.8% 7.27%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 8.65%
Small Growth MSSGX Morgan Stanley Inst. Small Co. Growth Fund 70% 3 60 0 2.1% 0%
LARGE GROWTH VFTNX VANG FTSE SOC IDX IS 70% 3 60 0 0.14% 1.35%
LARGE BLEND RFNEX AF FUNDAMNTL INVS R4 52% 3 60 0 0.28% 6.4%
LARGE GROWTH NVLIX NUVEEN WIN LGCP GR I 23% 3 60 0 0.56% 6.3%
SMALL BLEND VSISX VANG SM CAP IDX SIG 0% 3 60 0 0.16% 1.34%
LARGE GROWTH CMQIX Aggressive Blend Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.36%
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Related Retirement Plans
STARBUCKS CORPORATION 401(K) PLAN
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 11.5% 27.0% 12.5% 14.4% 10.1% 10.4%

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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:SBUX)
The plan consists of 32 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Starbucks (Ticker: SBUX) 401K Plan has additional four blended fund options that are not listed here. 



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