MyPlanIQ 401k Investor AMGEN RETIREMENT AND SAVINGS PLAN

AMGEN RETIREMENT AND SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Real Estate Investment Trust Index (REIT) Asset Class
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Emerging Market-Equity Asset Class
INTERNATIONAL EQUITY
Foreign Large Value VTRIX International Value Asset Class
FOREIGN SMALL/MID GROWTH VINEX International Growth Asset Class
FIXED INCOME
Intermediate-Term Bond VBMFX Fixed Income Asset Class
Inflation-Protected Bond VIPSX Inflation Protection Asset Class
High Yield Bond VWEAX High Yield Asset Class
US EQUITY
Small Growth VISGX Small-Mid Cap Growth Asset Class
SMALL BLEND NAESX Small-Mid Cap Index Asset Class
LARGE GROWTH VIGIX Large Cap Growth Asset Class
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Real Estate Investment Trust Index (REIT) Asset Class
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Emerging Market-Equity Asset Class
INTERNATIONAL EQUITY
Foreign Large Value VTRIX International Value Asset Class
FOREIGN SMALL/MID GROWTH VINEX International Growth Asset Class
FIXED INCOME
Intermediate-Term Bond VBMFX Fixed Income Asset Class
Inflation-Protected Bond VIPSX Inflation Protection Asset Class
High Yield Bond VWEAX High Yield Asset Class
US EQUITY
Small Growth VISGX Small-Mid Cap Growth Asset Class
SMALL BLEND NAESX Small-Mid Cap Index Asset Class
LARGE GROWTH VIGIX Large Cap Growth Asset Class
LARGE BLEND VLACX Large Cap Index Asset Class
SMALL VALUE VSIIX Small-Mid Cap Value Asset Class
LARGE VALUE VIVIX Large Cap Value Asset Class
Total Available Funds: 13
  • 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 VGSIX Real Estate Investment Trust Index (REIT) Asset Class 81% 3 60 0 0.12% 4.02%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Emerging Market-Equity Asset Class 99% 3 60 0 0.08% 3.41%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX International Value Asset Class 99% 3 60 0 0.39% 2.87%
FOREIGN SMALL/MID GROWTH VINEX International Growth Asset Class 89% 3 60 0 0.41% 2.52%
FIXED INCOME
Intermediate-Term Bond VBMFX Fixed Income Asset Class 100% 3 60 0 0.15% 3.17%
Inflation-Protected Bond VIPSX Inflation Protection Asset Class 98% 3 60 0 0.07% 3.87%
High Yield Bond VWEAX High Yield Asset Class 86% 3 60 0 0.13% 6.18%
US EQUITY
Small Growth VISGX Small-Mid Cap Growth Asset Class 100% 3 60 0 0.07% 0.67%
SMALL BLEND NAESX Small-Mid Cap Index Asset Class 99% 3 60 0 0.03% 1.62%
LARGE GROWTH VIGIX Large Cap Growth Asset Class 83% 3 60 0 0.04% 0.72%
LARGE BLEND VLACX Large Cap Index Asset Class 81% 3 60 0 0.04% 1.55%
SMALL VALUE VSIIX Small-Mid Cap Value Asset Class 80% 3 60 0 0.07% 2.53%
LARGE VALUE VIVIX Large Cap Value Asset Class 79% 3 60 0 0.04% 2.8%
Average Expense Ratio: 0.13%
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Related Retirement Plans
AMGEN RETIREMENT AND SAVINGS PLAN
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 4.1% 13.3% 1.4% 5.8% 4.9% 7.2%

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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:AMGN)
The plan consists of 15 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity, REITs and Foreign Equity.
Amgen Inc (Ticker:AMGN) has the "AMGEN RETIREMENT AND SAVINGS PLAN".


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