MyPlanIQ 401k Investor Oracle Corporation 401(k) Savings and Investment Plan

Oracle Corporation 401(k) Savings and Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LAZARD EMRG MKTS EQ IS
INTERNATIONAL EQUITY
WORLD STOCK FWWFX FIDELITY WORLDWIDE
Foreign Large Value DODFX DODGE & COX INTL STK
Foreign Small/Mid Value ARTKX ARTISAN INTL
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMENT 2025 INV
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIREMENT 2045 INV
Retirement Income VTINX VANGUARD TARGET RETIREMENT INCOME
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST
Intermediate-Term Bond VBMPX VANGUARD TOT BD MK IS PL
SHORT GOVERNMENT STABLEVALUE GALLIARD STABLE VAL
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LAZARD EMRG MKTS EQ IS
INTERNATIONAL EQUITY
WORLD STOCK FWWFX FIDELITY WORLDWIDE
Foreign Large Value DODFX DODGE & COX INTL STK
Foreign Small/Mid Value ARTKX ARTISAN INTL
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMENT 2025 INV
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIREMENT 2045 INV
Retirement Income VTINX VANGUARD TARGET RETIREMENT INCOME
Target Date 2031-2035 VTTHX VANGUARD TARGET RETIREMENT 2035 INV
Target Date 2050+ VFIFX VANGUARD TARGET RETIREMENT 2050
Target Date 2036-2040 VFORX VANGUARD TARGET RETIREMENT 2040
Target Date 2026-2030 VTHRX VANGUARD TARGET RETIREMENT 2030
Moderate Allocation FBAKX FIDELITY BALANCED K
Target Date 2016-2020 VTWNX VANGUARD TARGET RETIREMENT 2020
Target Date 2000-2010 VTOVX VANGUARD TARGET RETIREMENT 2005 INV
Target Date 2000-2010 VTENX VANGUARD TARGET RETIREMENT 2010
Target Date 2011-2015 VTXVX VANGUARD TARGET RETIREMENT 2015 INV
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST
Intermediate-Term Bond VBMPX VANGUARD TOT BD MK IS PL
SHORT GOVERNMENT STABLEVALUE GALLIARD STABLE VAL
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
LARGE BLEND VIIIX VANGUARD INST INDEX PLUS
MID-CAP BLEND VIEIX VANGUARD EXT MKT IDX INS
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K
LARGE GROWTH FGCKX FIDELITY GROWTH CO K
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K
Mid-Cap Growth TCMMX TCM SM MID CAP GRTH
SMALL VALUE ARTVX ARTISAN SM CAP VALUE
Total Available Funds: 29
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LAZARD EMRG MKTS EQ IS 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
WORLD STOCK FWWFX FIDELITY WORLDWIDE 99% 3 60 0 0.95% 0.84%
Foreign Large Value DODFX DODGE & COX INTL STK 99% 3 60 0 0.52% 2.33%
Foreign Small/Mid Value ARTKX ARTISAN INTL 93% 3 60 0 1.03% 2.91%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 28% 3 60 0 0.07% 3.33%
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMENT 2025 INV 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIREMENT 2045 INV 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX VANGUARD TARGET RETIREMENT INCOME 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX VANGUARD TARGET RETIREMENT 2035 INV 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX VANGUARD TARGET RETIREMENT 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX VANGUARD TARGET RETIREMENT 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VANGUARD TARGET RETIREMENT 2030 70% 3 60 0 0.08% 2.21%
Moderate Allocation FBAKX FIDELITY BALANCED K 69% 3 60 0 0.5% 1.66%
Target Date 2016-2020 VTWNX VANGUARD TARGET RETIREMENT 2020 66% 3 60 0 0.08% 4.48%
Target Date 2000-2010 VTOVX VANGUARD TARGET RETIREMENT 2005 INV 0% 3 60 0 NA 2.78%
Target Date 2000-2010 VTENX VANGUARD TARGET RETIREMENT 2010 0% 3 60 0 0.17% 0%
Target Date 2011-2015 VTXVX VANGUARD TARGET RETIREMENT 2015 INV 0% 3 60 0 0.08% 2.59%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBMPX VANGUARD TOT BD MK IS PL 35% 3 60 0 0.03% 2.81%
SHORT GOVERNMENT STABLEVALUE GALLIARD STABLE VAL 16% 3 60 0 NA 27.03%
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK 93% 3 60 0 0.52% 4.95%
MID-CAP VALUE JMVAX PERKINS MID CP VAL I 90% 3 60 0 0.91% 1.13%
LARGE BLEND VIIIX VANGUARD INST INDEX PLUS 78% 3 60 0 0.02% 1.37%
MID-CAP BLEND VIEIX VANGUARD EXT MKT IDX INS 74% 3 60 0 0.06% 1.29%
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K 68% 3 60 0 0.55% 4.38%
LARGE GROWTH FGCKX FIDELITY GROWTH CO K 68% 3 60 0 0.79% 4.92%
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K 61% 3 60 0 0.82% 18.74%
Mid-Cap Growth TCMMX TCM SM MID CAP GRTH 0% 3 60 0 0.95% 0%
SMALL VALUE ARTVX ARTISAN SM CAP VALUE 0% 3 60 0 1.2% 0%
Average Expense Ratio: 0.43%
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Related Retirement Plans
ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT 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 7.6% 24.9% 9.8% 11.6% 7.8% 9.3%

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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 for Portfolio Details or Follow 8.7% 28.4% 11.8% 12.7% 9.4% 11.0%

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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:ORCL)
The plan consists of 30 funds. It covers 4 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.

Oracle Corporation, an enterprise software company, develops, manufactures, markets, distributes, and services database and middleware software, applications software, and hardware systems worldwide.



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