MyPlanIQ 401k Investor CISCO SYSTEMS INC. 401K PLAN

CISCO SYSTEMS INC. 401K PLAN Investment Model Portfolios

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CISCO SYSTEMS,INC. 401(K) PLAN
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Institutional Fund
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Intermediate-Term Bond FTBFX BGI US Debt Index Fund
US EQUITY
LARGE GROWTH FOCPX Fidelity OTC Portfolio Fund
LARGE BLEND CHTVX Invesco Charter Institutional
LARGE BLEND FUSEX Spartan US Equity Index Advantage Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Institutional Fund
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2046-2050 FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Moderate Allocation FPURX Fidelity Puritan Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
Money Market-Taxable cash Fidelity Institutional Money Market
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Intermediate-Term Bond FTBFX BGI US Debt Index Fund
US EQUITY
LARGE GROWTH FOCPX Fidelity OTC Portfolio Fund
LARGE BLEND CHTVX Invesco Charter Institutional
LARGE BLEND FUSEX Spartan US Equity Index Advantage Fund
Mid-Cap Growth FMCSX BGI Extended Equity Market Index Fund
MID-CAP BLEND FLPSX Fidelity Low Priced stock
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value Institutional Fund
LARGE VALUE MSIVX Invesco Large Cap Relative Fund
Total Available Funds: 20
  • 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 Institutional Fund 99% 1 60 0 1.02% 3.65%
Foreign Large Blend FIGRX Fidelity International Discovery Fund 90% 1 60 0 0.99% 2.78%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 1 60 0 0.58% 2.56%
Retirement Income FFFAX Fidelity Freedom Income 98% 1 60 0 0.42% 3.11%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 1 60 0 0.66% 2.06%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 1 60 0 0.64% 4.13%
Target Date 2046-2050 FFFHX Fidelity Freedom 2050 94% 1 60 0 0.75% 3.7%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 1 60 0 0.49% 3.01%
Moderate Allocation FPURX Fidelity Puritan Fund 81% 1 60 0 0.5% 1.72%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 1 60 0 0.44% 6.09%
Money Market-Taxable cash Fidelity Institutional Money Market 0% 1 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 96% 1 60 0 0.83% 4.18%
Intermediate-Term Bond FTBFX BGI US Debt Index Fund 81% 1 60 0 0.5% 4.05%
US EQUITY
LARGE GROWTH FOCPX Fidelity OTC Portfolio Fund 94% 1 60 0 0.81% 13.46%
LARGE BLEND CHTVX Invesco Charter Institutional 89% 1 60 0 0.92% 7.64%
LARGE BLEND FUSEX Spartan US Equity Index Advantage Fund 79% 1 60 0 0.09% 1.7%
Mid-Cap Growth FMCSX BGI Extended Equity Market Index Fund 77% 1 60 0 0.75% 0.64%
MID-CAP BLEND FLPSX Fidelity Low Priced stock 1% 1 60 0 0.92% 1.78%
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value Institutional Fund 0% 1 60 0 1.28% 36.67%
LARGE VALUE MSIVX Invesco Large Cap Relative Fund 0% 1 60 0 NA 1.1%
Average Expense Ratio: 0.7%
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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 0.7% 10.0% 4.8% 6.6% 5.7% 5.8%

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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 0.4% 11.0% 2.4% 5.5% 5.6% 6.4%

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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 0.3% 9.3% 1.6% 4.6% 3.4% 3.6%

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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*
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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 20 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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