MyPlanIQ 401k Investor PHILIP MORRIS INTERNATIONAL DEFERRED PROFIT-SHARING PLAN

PHILIP MORRIS INTERNATIONAL DEFERRED PROFIT-SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Fund Mutual Fund
Foreign Large Blend FSIVX Fidelity Spartan International Index Fund Mutual Fund
Others
Moderate Allocation VSMGX Vanguard Life Strategy Moderate Growth Fund Mutual Fund
ROOT CASH Money market substitute
ROOT CASH Fidelity Cash Reserves Fund Money Market
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund Mutual Fund
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index Fund Mutual Fund
FIXED INCOME
Intermediate Government VFITX Vanguard Intermediate-Term Treasury Fund Mutual Fund
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Fund Mutual Fund
Foreign Large Blend FSIVX Fidelity Spartan International Index Fund Mutual Fund
Others
Moderate Allocation VSMGX Vanguard Life Strategy Moderate Growth Fund Mutual Fund
ROOT CASH Money market substitute
ROOT CASH Fidelity Cash Reserves Fund Money Market
ROOT CASH Fidelity Retirement Money Market Portfolio Money Market
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund Mutual Fund
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index Fund Mutual Fund
FIXED INCOME
Intermediate Government VFITX Vanguard Intermediate-Term Treasury Fund Mutual Fund
Total Available Funds: 9
  • 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
EUROPE STOCK VEURX Vanguard European Stock Index Fund Mutual Fund 41% 3 60 0 0.09% 2.98%
Foreign Large Blend FSIVX Fidelity Spartan International Index Fund Mutual Fund 0% 3 60 0 0.07% 2.62%
Others
Moderate Allocation VSMGX Vanguard Life Strategy Moderate Growth Fund Mutual Fund 32% 3 60 0 0.13% 2.53%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity Cash Reserves Fund Money Market 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity Retirement Money Market Portfolio Money Market 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund Mutual Fund 85% 3 60 0 0.02% 1.36%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index Fund Mutual Fund 15% 3 60 0 0.1% 0%
FIXED INCOME
Intermediate Government VFITX Vanguard Intermediate-Term Treasury Fund Mutual Fund 92% 3 60 0 0.2% 3.38%
Average Expense Ratio: 0.1%
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Related Retirement Plans
PHILIP MORRIS INTERNATIONAL DEFERRED PROFIT-SHARING 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 -2.1% -4.9% 3.8% 3.1% 5.0% 5.7%

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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:PM)
The plan consists of 10 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Philip Morris International Inc., through its subsidiaries, engages in the manufacture and sale of cigarettes and other tobacco products in markets outside of the United States. Its international product brand line comprises Marlboro, Merit, Parliament, Virginia Slims, L&M, Chesterfield, Bond Street, Lark, Muratti, Next, Philip Morris, and Red & White.



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