MyPlanIQ 401k Investor MEDIMMUNE LLC 401K PLAN

MEDIMMUNE LLC 401K PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COL/ACORN INTL Z
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
ROOT CASH VANG PRIME MM INST
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
FIXED INCOME
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
LARGE BLEND PRDGX TRP DIV GROWTH
Mid-Cap Growth NBGEX NB GENESIS - TR CL
SMALL VALUE CSCZX COL SM CAP VALUE I Z
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COL/ACORN INTL Z
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
ROOT CASH VANG PRIME MM INST
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
FIXED INCOME
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
LARGE BLEND PRDGX TRP DIV GROWTH
Mid-Cap Growth NBGEX NB GENESIS - TR CL
SMALL VALUE CSCZX COL SM CAP VALUE I Z
MID-CAP VALUE FLMVX JPM MIDCAP VALUE IS
LARGE VALUE NFJEX ALLNZ NFJ DIV VAL I
LARGE BLEND VINIX VANGUARD INST INDEX
LARGE GROWTH FCNKX FID CONTRAFUND K
Mid-Cap Growth MACGX MSIF MID CAP GRTH P
Mid-Cap Growth BGRFX BARON GROWTH
LARGE GROWTH JLGMX JPM LG CAP GROWTH R6
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
Total Available Funds: 30
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y 89% 1 60 0 0.84% 0.24%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COL/ACORN INTL Z 99% 1 60 0 1.48% 1.22%
Foreign Large Growth TIVRX THORNBURG INT VAL R5 93% 1 60 0 1.16% 1.7%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 1 60 0 0.07% 2.44%
Others
ROOT CASH VANG PRIME MM INST 0% 1 60 0 NA 2.6%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 3.89%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 3.38%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 4.48%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 3.82%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 5.14%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 4.72%
FIXED INCOME
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 94% 1 60 0 0.15% 3.49%
US EQUITY
LARGE BLEND PRDGX TRP DIV GROWTH 98% 1 60 0 0.64% 4.57%
Mid-Cap Growth NBGEX NB GENESIS - TR CL 96% 1 60 0 0.84% 2.18%
SMALL VALUE CSCZX COL SM CAP VALUE I Z 89% 1 60 0 1.24% 0.63%
MID-CAP VALUE FLMVX JPM MIDCAP VALUE IS 86% 1 60 0 1.14% 11.78%
LARGE VALUE NFJEX ALLNZ NFJ DIV VAL I 86% 1 60 0 1.04% 1.39%
LARGE BLEND VINIX VANGUARD INST INDEX 77% 1 60 0 0.02% 2.64%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 5.1%
Mid-Cap Growth MACGX MSIF MID CAP GRTH P 60% 1 60 0 1.03% 0%
Mid-Cap Growth BGRFX BARON GROWTH 40% 1 60 0 1.3% 11.57%
LARGE GROWTH JLGMX JPM LG CAP GROWTH R6 3% 1 60 0 0.69% 1.21%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 4.47%
Average Expense Ratio: 0.65%
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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 0.6% 9.4% 2.1% 4.1% 4.4% 5.1%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -1.8% -4.0% 2.8% 1.8% 7.2% 5.8%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 13.3% 1.9% 3.4% 2.8% 3.3%

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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
The plan consists of 30 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity and Fixed Income.


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