MyPlanIQ 401k Investor VALEANT PHARMACEUTICALS INTERNATIONAL 401K

VALEANT PHARMACEUTICALS INTERNATIONAL 401K

Investment Menu Rating:

Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend RERGX Am Funds EuroPacific Growth R6
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Moderate Allocation FPUKX Fidelity Puritan K
Target Date 2051 VFFVX Vanguard Target Retirement 2055
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund K
MID-CAP BLEND FLPKX Fidelity Low Priced Stock K
LARGE GROWTH MLRSX Mainstay Large Cap Growth R6
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend RERGX Am Funds EuroPacific Growth R6
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Moderate Allocation FPUKX Fidelity Puritan K
Target Date 2051 VFFVX Vanguard Target Retirement 2055
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2051 VTTSX Vanguard Target Retirement 2060
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
ROOT CASH Managed Income Portfolio-Class 4
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund K
MID-CAP BLEND FLPKX Fidelity Low Priced Stock K
LARGE GROWTH MLRSX Mainstay Large Cap Growth R6
LARGE BLEND FXAIX Fidelity 500 Index Instl
LARGE VALUE VEIRX Vanguard Equity-Income Adm.
Small Growth PRNHX T. Rowe Price New Horizons
Mid-Cap Growth VMGRX Vanguard Midcap Growth Inv
MID-CAP BLEND FSMAX Fidelity Extnd Mkt Idx Inst
SMALL BLEND GSSIX Goldman Sachs Small Cap Value Inst.
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Index Inst
Intermediate-Term Bond MWTIX MetWest Total Return Bond
Total Available Funds: 28
  • 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
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst 43% 1 60 0 0.12% 4.1%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y 12% 1 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX Am Funds EuroPacific Growth R6 41% 1 60 0 0.9% 4.03%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 33% 1 60 0 0.07% 3.33%
Others
Moderate Allocation FPUKX Fidelity Puritan K 99% 1 60 0 0.5% 4.37%
Target Date 2051 VFFVX Vanguard Target Retirement 2055 74% 1 60 0 0.08% 1.85%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 73% 1 60 0 0.08% 2.21%
Target Date 2051 VTTSX Vanguard Target Retirement 2060 72% 1 60 0 0.08% 1.77%
Retirement Income VTINX Vanguard Target Retirement Income 65% 1 60 0 0.08% 2.93%
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 61% 1 60 0 0.08% 2.62%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 59% 1 60 0 0.08% 2.02%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 55% 1 60 0 0.08% 2.34%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 47% 1 60 0 0.08% 2.34%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 46% 1 60 0 0.08% 4.48%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 36% 1 60 0 0.08% 2.23%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 1 60 0 0.08% 2.59%
ROOT CASH Managed Income Portfolio-Class 4 0% 1 60 0 NA 4.14%
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund K 97% 1 60 0 0.55% 4.38%
MID-CAP BLEND FLPKX Fidelity Low Priced Stock K 91% 1 60 0 0.82% 18.74%
LARGE GROWTH MLRSX Mainstay Large Cap Growth R6 87% 1 60 0 1.33% 0%
LARGE BLEND FXAIX Fidelity 500 Index Instl 85% 3 60 0 0.02% 1.04%
LARGE VALUE VEIRX Vanguard Equity-Income Adm. 76% 1 60 0 0.28% 1.95%
Small Growth PRNHX T. Rowe Price New Horizons 57% 1 60 0 0.79% 0%
Mid-Cap Growth VMGRX Vanguard Midcap Growth Inv 28% 1 60 0 0.37% 0.36%
MID-CAP BLEND FSMAX Fidelity Extnd Mkt Idx Inst 25% 3 60 0 0.03% 1.13%
SMALL BLEND GSSIX Goldman Sachs Small Cap Value Inst. 23% 1 60 0 1% 0.86%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Index Inst 53% 1 60 0 0.15% 3.27%
Intermediate-Term Bond MWTIX MetWest Total Return Bond 36% 1 60 0 0.52% 4.3%
Average Expense Ratio: 0.34%
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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 1.8% 8.9% 0.7% 5.2% 5.0% 7.4%

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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 for Portfolio Details or Follow 0.3% 9.4% -2.7% 1.8% 3.9% 7.3%

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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:VRX)
The plan consists of 29 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income, Foreign Equity and REITs.
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