MyPlanIQ 401k Investor VMware Inc 401k Savings Plan

VMware Inc 401k Savings Plan Investment Model Portfolios

This Plan is unrated.
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VMWARE INC. 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Intermediate-Term Bond DODIX Dodge & Cox Income
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050 FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation FPUKX Fidelity Puritan K
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2051 FDKNX Fidelity Freedom K 2060
Target Date 2051 FDENX Fidelity Freedom K 2055
ROOT CASH Fidelity Retirement Money Market
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Intermediate-Term Bond DODIX Dodge & Cox Income
High Yield Bond PHIYX PIMCO High Yield Inst
SHORT GOVERNMENT STABLEVALUE Fidelity Managed Income I Portfolio
US EQUITY
LARGE VALUE TRVLX T.Rowe Price Value
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
LARGE GROWTH FCNKX Fidelity Contrafund K
SMALL VALUE MVSSX Victory Integrity Small-Cap Value
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
LARGE GROWTH RGAGX American Funds Gr Fund of Amer R6
Small Growth PJSQX Prudential Jennison Small Company
LARGE BLEND FXSIX Fidelity Spartan 500 Index Inst
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
Total Available Funds: 34
  • 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
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst 79% 3 60 0 0.12% 2.31%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 2.08%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 1.51%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 28% 3 60 0 0.07% 2.99%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 0.28%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 0.38%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 3 60 0 0.66% 0.16%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 2.36%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 0.2%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 0.09%
Target Date 2050 FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 0%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 0.37%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 0%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 3.37%
Moderate Allocation FPUKX Fidelity Puritan K 68% 3 60 0 0.5% 1.44%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 3.89%
Target Date 2051 FDKNX Fidelity Freedom K 2060 0% 3 60 0 0.05% 2.93%
Target Date 2051 FDENX Fidelity Freedom K 2055 0% 3 60 0 0.05% 3.38%
ROOT CASH Fidelity Retirement Money Market 0% 0 60 0 NA 5.5%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst 96% 3 60 0 0.83% 3.22%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 2.53%
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 3.27%
High Yield Bond PHIYX PIMCO High Yield Inst 72% 3 60 0 0.66% 4.24%
SHORT GOVERNMENT STABLEVALUE Fidelity Managed Income I Portfolio 16% 0 60 0 NA 28.12%
US EQUITY
LARGE VALUE TRVLX T.Rowe Price Value 98% 3 60 0 0.57% 1.25%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 3 60 0 1.29% 0%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl 83% 3 60 0 1.18% 1.09%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 0.14%
SMALL VALUE MVSSX Victory Integrity Small-Cap Value 61% 3 60 0 1.75% 1.75%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 61% 3 60 0 0.82% 1.91%
LARGE GROWTH RGAGX American Funds Gr Fund of Amer R6 25% 3 60 0 0.3% 0.8%
Small Growth PJSQX Prudential Jennison Small Company 2% 3 60 0 0.82% 3.24%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Inst 0% 3 60 0 0.04% 2.05%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 4.47%
Average Expense Ratio: 0.57%
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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% 16.0% 7.7% 9.0% 6.7% 8.4%

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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 -1.0% -3.4% 3.5% 3.5% 7.9% 6.0%

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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 0.1% 16.2% 7.8% 10.0% 6.6% 8.5%

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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:VMW)
The plan consists of 32 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs and Fixed Income.

VMware, Inc. provides virtualization and virtualization-based cloud infrastructure solutions primarily in the United States. The company was incorporated in 1998 and is headquartered in Palo Alto, California. VMware, Inc. is a subsidiary of EMC Corporation.



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