MyPlanIQ 401k Investor SIEMENS 401k PLAN

SIEMENS 401k PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Non-U.S.Emerging Markets Stock
INTERNATIONAL EQUITY
Foreign Large Value ADRD Non-U.S.Developed Markets Stock
Others
Retirement Income TLRIX LifeCycle Retirement
Target Date 2026-2030 TCRIX LifeCycle 2030
Target Date 2016-2020 TCWIX LifeCycle 2020
US EQUITY
US Large Cap VFINX U.S.Large Cap Stock
SMALL BLEND LZSCX U.S.Small-Mid Cap Stock
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Stable Value
High Yield Bond VWEHX High-Yield Bond
Intermediate-Term Bond VBMFX Core Bond
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Non-U.S.Emerging Markets Stock
INTERNATIONAL EQUITY
Foreign Large Value ADRD Non-U.S.Developed Markets Stock
Others
Retirement Income TLRIX LifeCycle Retirement
Target Date 2026-2030 TCRIX LifeCycle 2030
Target Date 2016-2020 TCWIX LifeCycle 2020
Target Date 2036-2040 TCOIX LifeCycle 2040
Target Date 2046-2050 TFTIX LifeCycle 2050
US EQUITY
US Large Cap VFINX U.S.Large Cap Stock
SMALL BLEND LZSCX U.S.Small-Mid Cap Stock
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Stable Value
High Yield Bond VWEHX High-Yield Bond
Intermediate-Term Bond VBMFX Core Bond
Total Available Funds: 12
  • 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 VEIEX Non-U.S.Emerging Markets Stock 58% 3 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Value ADRD Non-U.S.Developed Markets Stock 0% 3 60 0 0.3% 4.06%
Others
Retirement Income TLRIX LifeCycle Retirement 91% 3 60 0 0.45% 1.86%
Target Date 2026-2030 TCRIX LifeCycle 2030 87% 3 60 0 0.5% 0%
Target Date 2016-2020 TCWIX LifeCycle 2020 80% 3 60 0 0.47% 0%
Target Date 2036-2040 TCOIX LifeCycle 2040 79% 3 60 0 0.44% 0%
Target Date 2046-2050 TFTIX LifeCycle 2050 78% 3 60 0 0.6% 0%
US EQUITY
US Large Cap VFINX U.S.Large Cap Stock 83% 3 60 0 0.14% 1.27%
SMALL BLEND LZSCX U.S.Small-Mid Cap Stock 27% 3 60 0 1.05% 1.69%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Stable Value 93% 3 60 0 NA 27.03%
High Yield Bond VWEHX High-Yield Bond 48% 3 60 0 0.13% 5.68%
Intermediate-Term Bond VBMFX Core Bond 44% 3 60 0 0.15% 3.15%
Average Expense Ratio: 0.39%
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Related Retirement Plans
SIEMENS SAVINGS 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 3.3% 9.7% 3.8% 5.6% 4.9% 5.3%

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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
The plan consists of 12 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.
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