MyPlanIQ 401k Investor MERCK PUERTO RICO EMPLOYEE SAVINGS AND SECURITY PLAN

MERCK PUERTO RICO EMPLOYEE SAVINGS AND SECURITY PLAN Investment Model Portfolios

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MERCK PUERTO RICO EMPLOYEE SAVINGS AND SECURITY PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSgA EAFE Index Fund
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth R5
Others
ROOT CASH Fidelity Institutional Money Market Portfolio
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund - Institutional Fund
Multisector Bond LAG SSgA Aggregate Bond Index Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
SMALL BLEND IWM SSgA R2000 Index Fund
LARGE BLEND SVSPX SSgA Flagship 500 Index Fund Series A
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSgA EAFE Index Fund
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth R5
Others
ROOT CASH Fidelity Institutional Money Market Portfolio
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund - Institutional Fund
Multisector Bond LAG SSgA Aggregate Bond Index Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
SMALL BLEND IWM SSgA R2000 Index Fund
LARGE BLEND SVSPX SSgA Flagship 500 Index Fund Series A
Mid-Cap Growth ACRNX Columbia Acorn Fund, Class Z
Total Available Funds: 10
  • 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 EFA SSgA EAFE Index Fund 100% 3 60 0 0.33% 3.24%
Foreign Large Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 3.66%
Foreign Large Blend RERFX American Funds EuroPacific Growth R5 94% 3 60 0 0.84% 6.96%
Others
ROOT CASH Fidelity Institutional Money Market Portfolio 0% 1 60 0 NA 2.61%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund - Institutional Fund 96% 3 60 0 0.83% 4.3%
Multisector Bond LAG SSgA Aggregate Bond Index Fund 0% 3 60 0 0.13% 0%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund 100% 3 60 0 1.23% 8.87%
SMALL BLEND IWM SSgA R2000 Index Fund 99% 3 60 0 0.19% 1.23%
LARGE BLEND SVSPX SSgA Flagship 500 Index Fund Series A 75% 3 60 0 0.16% 9.22%
Mid-Cap Growth ACRNX Columbia Acorn Fund, Class Z 75% 3 60 0 1.83% 0%
Average Expense Ratio: 0.69%
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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% 9.4% 4.7% 21.6% 7.7% 7.6%

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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 0.6% 11.5% 2.0% 21.4% 7.2% 7.9%

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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% 11.0% 3.2% 6.4% 2.5% 4.6%

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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*
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:MRK)
The plan consists of 11 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.
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