MyPlanIQ 401k Investor Apple 401K

Apple 401K

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend VTPSX Vanguard Total International Stock Index Fund Institutional Plus Shares
Others
Target Date 2021-2025 VTTVX LifePath Index 2025 L
Target Date 2041-2045 VTIVX LifePath Index 2045 L
Target Date 2031-2035 VTTHX LifePath Index 2035 L
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Institutional Shares
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
High Yield Bond NHILX Neuberger Berman High Inc Bond Inst
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend VTPSX Vanguard Total International Stock Index Fund Institutional Plus Shares
Others
Target Date 2021-2025 VTTVX LifePath Index 2025 L
Target Date 2041-2045 VTIVX LifePath Index 2045 L
Target Date 2031-2035 VTTHX LifePath Index 2035 L
Target Date 2051+ VFFVX LifePath Index 2055 L
Target Date 2046-2050 VFIFX LifePath Index 2050 L
Target Date 2036-2040 VFORX LifePath Index 2040 L
Target Date 2026-2030 VTHRX LifePath Index 2030 L
Target Date 2016-2020 VTWNX LifePath Index 2020 L
ROOT CASH Vanguard Prime Money Market Instl
Target Date 2011-2015 VTXVX LifePath Index 2015 L
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Institutional Shares
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
High Yield Bond NHILX Neuberger Berman High Inc Bond Inst
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Fund Class C
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE VWNAX Vanguard Windsor II Adm
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
SMALL VALUE NSCRX Nuveen NWQ Small Cap Value I
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Fund Institutional Shares
MID-CAP BLEND VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares
Total Available Funds: 23
  • 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
Global Real Estate IRGIX ING Clarion Global Real Estate Securities Fund 93% 1 60 0 1.47% 2.94%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 1 60 0 0.52% 2.33%
Foreign Large Blend VTPSX Vanguard Total International Stock Index Fund Institutional Plus Shares 3% 1 60 0 0.07% 3.34%
Others
Target Date 2021-2025 VTTVX LifePath Index 2025 L 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX LifePath Index 2045 L 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX LifePath Index 2035 L 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX LifePath Index 2055 L 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX LifePath Index 2050 L 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX LifePath Index 2040 L 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX LifePath Index 2030 L 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX LifePath Index 2020 L 66% 1 60 0 0.08% 4.48%
ROOT CASH Vanguard Prime Money Market Instl 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX LifePath Index 2015 L 0% 1 60 0 0.08% 2.59%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Institutional Shares 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls 35% 1 60 0 0.03% 2.81%
High Yield Bond NHILX Neuberger Berman High Inc Bond Inst 33% 1 60 0 0.61% 6.64%
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Fund Class C 16% 1 60 0 NA 27.03%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 4.32%
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 1 60 0 0.26% 1.59%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 1 60 0 0.02% 1.37%
SMALL VALUE NSCRX Nuveen NWQ Small Cap Value I 75% 1 60 0 1.95% 0.62%
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Fund Institutional Shares 65% 1 60 0 0.88% 0%
MID-CAP BLEND VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares 4% 1 60 0 0.06% 1.3%
Average Expense Ratio: 0.38%
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Related Retirement Plans
APPLE 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 5.0% 22.2% 9.4% 9.7% 6.8% 8.5%

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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 5.3% 22.9% 9.7% 10.8% 7.7% 9.0%

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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:AAPL)
The plan consists of 24 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs and Fixed Income.

Apple Inc., (Ticker: AAPL) together with subsidiaries, designs, manufactures, and markets personal computers, mobile communication devices, and portable digital music and video players, as well as sells various related software, services, peripherals, and networking solutions. The company sells its products worldwide through its online stores, retail stores, direct sales force, third-party wholesalers, resellers, and value-added resellers. In addition, it sells various third-party Macintosh, iPhone, and iPod compatible products, including application software, printers, storage devices, speakers, headphones, and various other accessories and peripherals through its online and retail stores, and digital content and applications through the iTunes Store. The company sells its products to consumer, small and mid-sized business, education, enterprise, government, and creative customers. As of September 26, 2009, it had 273 retail stores, including 217 stores in the United States and 56 stores internationally. The company, formerly known as Apple Computer, Inc., was founded in 1976 and is headquartered in Cupertino, California.

Apple offers generous benefits to its employees. It was the first high tech company in Bay Area that offered free day care for employees' children.




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