MyPlanIQ 401k Investor Cisco 401K Plan

Cisco 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend FIGRX Fidelity International Discovery
Others
Target Date 2051+ LPVKX BlackRock LifePath 2055 L
Target Date 2046-2050 LPSGX BlackRock LifePath 2050 L
Target Date 2036-2040 LPSFX BlackRock LifePath 2040 L
US EQUITY
LARGE GROWTH FOCPX Fidelity OTC
LARGE BLEND CHTVX Invesco Charter Strategy
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government BFICX BlackRock Government Inc Inv Instl
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend FIGRX Fidelity International Discovery
Others
Target Date 2051+ LPVKX BlackRock LifePath 2055 L
Target Date 2046-2050 LPSGX BlackRock LifePath 2050 L
Target Date 2036-2040 LPSFX BlackRock LifePath 2040 L
Target Date 2026-2030 LPSDX BlackRock LifePath 2030 L
Moderate Allocation FPUKX Fidelity Puritan K
Retirement Income LPSAX BlackRock LifePath Retirement K
Target Date 2041-2045 LPHKX BlackRock LifePath 2045 L
Target Date 2031-2035 LPJKX BlackRock LifePath 2035 L
Target Date 2021-2025 LPBKX BlackRock LifePath 2025 L
ROOT CASH FNSXX (Fidelity Inst Money Market)
Target Date 2016-2020 LPSCX BlackRock LifePath 2020 L
US EQUITY
LARGE GROWTH FOCPX Fidelity OTC
LARGE BLEND CHTVX Invesco Charter Strategy
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
SMALL BLEND SMVAX Wells Capital Small Cap Value
LARGE VALUE MSIVX Invesco Large Cap Relative Strategy
LARGE BLEND PNIEX BlackRock Index Equity Instl
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government BFICX BlackRock Government Inc Inv Instl
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
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl 99% 3 60 0 1.02% 3.47%
Foreign Large Blend FIGRX Fidelity International Discovery 90% 3 60 0 0.99% 1.96%
Others
Target Date 2051+ LPVKX BlackRock LifePath 2055 L 90% 3 60 0 0.59% 1.29%
Target Date 2046-2050 LPSGX BlackRock LifePath 2050 L 88% 3 60 0 0.34% 1.3%
Target Date 2036-2040 LPSFX BlackRock LifePath 2040 L 79% 3 60 0 1.04% 1.39%
Target Date 2026-2030 LPSDX BlackRock LifePath 2030 L 76% 3 60 0 0.34% 1.78%
Moderate Allocation FPUKX Fidelity Puritan K 69% 3 60 0 0.5% 4.37%
Retirement Income LPSAX BlackRock LifePath Retirement K 61% 3 60 0 1.04% 1.87%
Target Date 2041-2045 LPHKX BlackRock LifePath 2045 L 55% 3 60 0 0.34% 1.41%
Target Date 2031-2035 LPJKX BlackRock LifePath 2035 L 55% 3 60 0 0.34% 1.64%
Target Date 2021-2025 LPBKX BlackRock LifePath 2025 L 54% 3 60 0 0.59% 2.03%
ROOT CASH FNSXX (Fidelity Inst Money Market) 0% 0 60 0 NA 4.14%
Target Date 2016-2020 LPSCX BlackRock LifePath 2020 L 0% 3 60 0 0.47% 1.97%
US EQUITY
LARGE GROWTH FOCPX Fidelity OTC 94% 3 60 0 0.81% 0.06%
LARGE BLEND CHTVX Invesco Charter Strategy 89% 3 60 0 0.92% 0%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv 75% 3 60 0 0.1% 0%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 60% 3 60 0 0.82% 18.74%
SMALL BLEND SMVAX Wells Capital Small Cap Value 0% 3 60 0 1.28% 0%
LARGE VALUE MSIVX Invesco Large Cap Relative Strategy 0% 3 60 0 NA NA
LARGE BLEND PNIEX BlackRock Index Equity Instl 0% 3 60 0 0.18% 0%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 1.84%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate Government BFICX BlackRock Government Inc Inv Instl 0% 3 60 0 NA 0%
Average Expense Ratio: 0.63%
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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% 632.3% 99.6% 51.8% 30.5% 20.6%

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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 for Portfolio Details or Follow 104.5% 36.7% 21.4% 16.9% 14.2%

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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:CSCO)
The plan consists of 23 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

The Cisco plan recently added PIMCO total return and several other BlackRock's funds. Unfortunately, with the removal of Fidelity Investment Grade Corp Bond fund, the plan does not have a specific exposure to high quality corporate bonds, which would diminish its diversification effect (though, PIMCO's total return could have an exposure in this asset). The removal of Vanguard Total Bond Index might decrease fixed income diversification also.



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