MyPlanIQ 401k Investor Cephalon Inc. 401K Profit Sharing Plan

Cephalon Inc. 401K Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
US EQUITY
LARGE VALUE VEIPX Vanguard Equity-Income Inv
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
Total Available Funds: 11
Asset Class Ticker Description Rating
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
US EQUITY
LARGE VALUE VEIPX Vanguard Equity-Income Inv
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
SMALL BLEND RYTRX Royce Total Return Invmt
LARGE GROWTH VHCOX Vanguard Capital Opportunity Inv
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value
Small Growth VEXPX Vanguard Explorer Inv
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv
Total Available Funds: 11
  • 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
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv 97% 3 60 0 0.2% 3.97%
US EQUITY
LARGE VALUE VEIPX Vanguard Equity-Income Inv 99% 3 60 0 0.27% 9.26%
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv 98% 3 60 0 0.04% 1.6%
LARGE BLEND VFINX Vanguard 500 Index Investor 97% 3 60 0 0.14% 1.28%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv 96% 3 60 0 0.19% 2.26%
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv 95% 3 60 0 0.31% 6.31%
SMALL BLEND RYTRX Royce Total Return Invmt 92% 3 60 0 1.95% 2.71%
LARGE GROWTH VHCOX Vanguard Capital Opportunity Inv 91% 3 60 0 0.43% 0.67%
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value 81% 3 60 0 0.83% 13.01%
Small Growth VEXPX Vanguard Explorer Inv 76% 3 60 0 0.45% 6.33%
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.48%
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Model Portfolios

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 to Create Model Portfolio

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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 to Create Model Portfolio

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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
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