MyPlanIQ 401k Investor BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM

BRISTOL-MYERS SQUIBB COMPANY SAVINGS AND INVESTMENT PROGRAM

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Spartan International Index Fund
Foreign Large Growth FDIKX Fidelity Diversified International Fund/K
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
Mid-Cap Growth JAENX Janus Enterprise Fund
LARGE VALUE MEIJX Massachusetts Financial Services Value Fund R4
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Spartan International Index Fund
Foreign Large Growth FDIKX Fidelity Diversified International Fund/K
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
ROOT CASH rtmt Money Mkt Portfolio
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
Mid-Cap Growth JAENX Janus Enterprise Fund
LARGE VALUE MEIJX Massachusetts Financial Services Value Fund R4
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
MID-CAP BLEND FSEMX Spartan Extended Mkt Index Fund
LARGE BLEND ITHIX Hartford Capital app
MID-CAP BLEND FLPKX Fidelity Low Priced Stock Fund/K
MID-CAP VALUE ARVIX Allegiant Mid Cap Value I
SMALL BLEND RLPHX Royce Low Priced Stock Fund
Total Available Funds: 25
  • 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 FSIIX Spartan International Index Fund 86% 3 60 0 0.17% 0%
Foreign Large Growth FDIKX Fidelity Diversified International Fund/K 72% 3 60 0 0.99% 4.5%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.92%
ROOT CASH rtmt Money Mkt Portfolio 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
Mid-Cap Growth JAENX Janus Enterprise Fund 92% 3 60 0 1.14% 0%
LARGE VALUE MEIJX Massachusetts Financial Services Value Fund R4 91% 3 60 0 0.8% 8.61%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.79%
MID-CAP BLEND FSEMX Spartan Extended Mkt Index Fund 75% 3 60 0 0.1% 0%
LARGE BLEND ITHIX Hartford Capital app 63% 3 60 0 0.79% 0.55%
MID-CAP BLEND FLPKX Fidelity Low Priced Stock Fund/K 61% 3 60 0 0.82% 18.74%
MID-CAP VALUE ARVIX Allegiant Mid Cap Value I 0% 3 60 0 0.75% 3.29%
SMALL BLEND RLPHX Royce Low Priced Stock Fund 0% 3 60 0 1.26% 6.51%
Average Expense Ratio: 0.64%
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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 4.5% 16.3% 10.9% 8.8% 6.8% 6.6%

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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:BMY)
The plan consists of 26 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Bristol-Myers Squibb Company, a global biopharmaceutical company, engages in discovering, developing, and delivering medicines that help patients prevail over serious diseases. The company focuses on areas of serious unmet medical need, such as affective (psychiatric) disorders, Alzheimers/dementia, cardiovascular (primarily atherosclerosis/thrombosis), diabetes, hepatitis, HIV/AIDS, obesity, oncology, rheumatoid arthritis and related diseases, and solid organ transplant.



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