MyPlanIQ 401k Investor STARWOOD HOTELS AND RESORTS WORLDWIDE INC. SAVINGS AND RETIREMENT PLAN

STARWOOD HOTELS AND RESORTS WORLDWIDE INC. SAVINGS AND RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Target Date 2026-2030 STLDX Barclays Global Investors LifePath 2030
Retirement Income STLAX Barclays Global Investors LifePath Retirement
Target Date 2036-2040 STLEX Barclays Global Investors LifePath 2040
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund
SMALL VALUE VSCVX Veracity Small Cap Value Fund
LARGE GROWTH WWCIX Wells Fargo Advantage Capital Growth Fund
FIXED INCOME
Muni National Interm VWITX State Street Short Term Investment Fund
Intermediate-Term Bond PTRAX PIMCO Total Return Admin. Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Target Date 2026-2030 STLDX Barclays Global Investors LifePath 2030
Retirement Income STLAX Barclays Global Investors LifePath Retirement
Target Date 2036-2040 STLEX Barclays Global Investors LifePath 2040
ROOT CASH Money market substitute
ROOT CASH Vanguard Prime Money Market Fund
Target Date 2016-2020 STLCX Barclays Global Investors LifePath 2020
ROOT STLBX Barclays Global Investors LifePath 2010
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund
SMALL VALUE VSCVX Veracity Small Cap Value Fund
LARGE GROWTH WWCIX Wells Fargo Advantage Capital Growth Fund
Mid-Cap Growth FRSRX Dreyfus Premiere Structured Mid-Cap Fund
FIXED INCOME
Muni National Interm VWITX State Street Short Term Investment Fund
Intermediate-Term Bond PTRAX PIMCO Total Return Admin. Fund
Total Available Funds: 14
  • 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 Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 3.76%
Others
Target Date 2026-2030 STLDX Barclays Global Investors LifePath 2030 94% 3 60 0 0.34% 6.07%
Retirement Income STLAX Barclays Global Investors LifePath Retirement 92% 3 60 0 0.84% 5.71%
Target Date 2036-2040 STLEX Barclays Global Investors LifePath 2040 92% 3 60 0 1.04% 8.34%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.6%
ROOT CASH Vanguard Prime Money Market Fund 0% 3 60 0 NA 2.6%
Target Date 2016-2020 STLCX Barclays Global Investors LifePath 2020 0% 3 60 0 0.67% 7.52%
ROOT STLBX Barclays Global Investors LifePath 2010 0% 3 60 0 NA 2.45%
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund 77% 3 60 0 0.02% 2.73%
SMALL VALUE VSCVX Veracity Small Cap Value Fund 47% 3 60 0 1.75% 1.36%
LARGE GROWTH WWCIX Wells Fargo Advantage Capital Growth Fund 0% 3 60 0 0.71% 16.94%
Mid-Cap Growth FRSRX Dreyfus Premiere Structured Mid-Cap Fund 0% 3 60 0 1.23% 13.35%
FIXED INCOME
Muni National Interm VWITX State Street Short Term Investment Fund 97% 3 60 0 0.17% 3.12%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin. Fund 66% 3 60 0 0.8% 4.03%
Average Expense Ratio: 0.75%
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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*
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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*
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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:HOT)
The plan consists of 16 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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