MyPlanIQ 401k Investor EMC Corporation 401(k) Savings Plan

EMC Corporation 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VANG REIT IDX INST
REAL ESTATE VGSNX VANG REIT IDX INST
INTERNATIONAL EQUITY
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Others
Target Date 2021-2025 VTTVX PYR INX LFC 2025 U
Target Date 2041-2045 VTIVX PYR INX LFC 2045 U
Target Date 2031-2035 VTTHX PYR INX LFC 2035 U
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond PHDAX PIM HIGH YIELD INST
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VANG REIT IDX INST
REAL ESTATE VGSNX VANG REIT IDX INST
INTERNATIONAL EQUITY
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Others
Target Date 2021-2025 VTTVX PYR INX LFC 2025 U
Target Date 2041-2045 VTIVX PYR INX LFC 2045 U
Target Date 2031-2035 VTTHX PYR INX LFC 2035 U
Target Date 2046-2050 VFIFX PYR INX LFC 2050 U
Target Date 2036-2040 VFORX PYR INX LFC 2040 U
Target Date 2026-2030 VTHRX PYR INX LFC 2030 U
Moderate Allocation FPUKX FID PURITAN K
Target Date 2016-2020 VTWNX PYR INX LFC 2020 U
Target Date 2011-2015 VTXVX PYR INX LFC 2015 U
Target Date 2000-2010 VTENX PYR INX LFC 2010 U
Target Date 2000-2010 VTOVX PYR INX LFC 2005 U
ROOT CASH FIDELITY RETIRE MMKT
ROOT CASH FID INST MMKT
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond PHDAX PIM HIGH YIELD INST
US EQUITY
LARGE VALUE TRVLX TRP VALUE
Mid-Cap Growth PMEGX TRP IS MID CP EQ GR
Mid-Cap Growth BRWIX BRANDYWINE FUND
LARGE VALUE RWMFX AF WASH MUTUAL R5
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST
MID-CAP BLEND FSLCX FID SMALL CAP STOCK
LARGE GROWTH FCNKX FID CONTRAFUND K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE GROWTH RGAGX AF GROWTH OF AMER R6
LARGE VALUE RWMGX AF WASH MUTL INV R6
MID-CAP BLEND FSEVX SPTN EXTND MKT IDX ADV
LARGE BLEND FXSIX SPTN 500 INDEX INST
Total Available Funds: 31
  • 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 VGSIX VANG REIT IDX INST 81% 1 60 0 0.12% 3.94%
REAL ESTATE VGSNX VANG REIT IDX INST 80% 1 60 0 0.12% 4.1%
INTERNATIONAL EQUITY
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU 86% 1 60 0 0.97% 7.62%
Foreign Large Blend RERGX AF EUROPAC GROWTH R6 32% 1 60 0 0.9% 4.03%
Others
Target Date 2021-2025 VTTVX PYR INX LFC 2025 U 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX PYR INX LFC 2045 U 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX PYR INX LFC 2035 U 96% 1 60 0 0.08% 2.34%
Target Date 2046-2050 VFIFX PYR INX LFC 2050 U 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX PYR INX LFC 2040 U 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX PYR INX LFC 2030 U 70% 1 60 0 0.08% 2.21%
Moderate Allocation FPUKX FID PURITAN K 69% 1 60 0 0.5% 4.37%
Target Date 2016-2020 VTWNX PYR INX LFC 2020 U 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX PYR INX LFC 2015 U 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX PYR INX LFC 2010 U 0% 1 60 0 0.17% 0%
Target Date 2000-2010 VTOVX PYR INX LFC 2005 U 0% 1 60 0 NA 2.78%
ROOT CASH FIDELITY RETIRE MMKT 0% 1 60 0 NA 4.14%
ROOT CASH FID INST MMKT 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.98%
High Yield Bond PHDAX PIM HIGH YIELD INST 51% 1 60 0 0.66% 5.27%
US EQUITY
LARGE VALUE TRVLX TRP VALUE 98% 1 60 0 0.57% 1.23%
Mid-Cap Growth PMEGX TRP IS MID CP EQ GR 87% 1 60 0 0.61% 1.39%
Mid-Cap Growth BRWIX BRANDYWINE FUND 87% 1 60 0 0.93% 0.65%
LARGE VALUE RWMFX AF WASH MUTUAL R5 84% 1 60 0 0.26% 3.64%
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST 82% 1 60 0 1.18% 0.85%
MID-CAP BLEND FSLCX FID SMALL CAP STOCK 82% 1 60 0 0.67% 0.02%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 4.38%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 1 60 0 0.82% 18.74%
LARGE GROWTH RGAGX AF GROWTH OF AMER R6 25% 1 60 0 0.3% 0%
LARGE VALUE RWMGX AF WASH MUTL INV R6 22% 1 60 0 0.26% 3.68%
MID-CAP BLEND FSEVX SPTN EXTND MKT IDX ADV 0% 1 60 0 0.07% 1.17%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 0%
Average Expense Ratio: 0.4%
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Related Retirement Plans
EMC 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 1.0% 12.9% 0.8% 5.1% 4.6% 6.4%

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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 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:EMC)
The plan consists of 34 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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