MyPlanIQ 401k Investor CA SAVINGS HARVEST PLAN

CA SAVINGS HARVEST PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge and Cox Dodge and Cox Stock Fund
Foreign Large Growth FDIVX Fidelity Investments Fidelity Diversified International Fund
Others
Moderate Allocation FPURX Fidelity Investments Fidelity Puritan Fund
ROOT CASH Fidelity Institutional Money Market Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs fund
Intermediate-Term Bond PTTRX PIMCO PIMCO Total Return Institutional Fund
US EQUITY
LARGE GROWTH FCNTX Vanguard Inflation-Protected Secs fund
MID-CAP VALUE ARTQX Artisan Artisan Mid Cap Value Fund
Mid-Cap Growth ARTMX Artisan Artisan Mid Cap Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge and Cox Dodge and Cox Stock Fund
Foreign Large Growth FDIVX Fidelity Investments Fidelity Diversified International Fund
Others
Moderate Allocation FPURX Fidelity Investments Fidelity Puritan Fund
ROOT CASH Fidelity Institutional Money Market Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs fund
Intermediate-Term Bond PTTRX PIMCO PIMCO Total Return Institutional Fund
US EQUITY
LARGE GROWTH FCNTX Vanguard Inflation-Protected Secs fund
MID-CAP VALUE ARTQX Artisan Artisan Mid Cap Value Fund
Mid-Cap Growth ARTMX Artisan Artisan Mid Cap Fund
SMALL BLEND ASCIX American Beacon American Beacon Small Cap Value Fund
SMALL BLEND FSLCX Fidelity Investments Fidelity Small Cap Stock Fund
LARGE BLEND VLACX Pyramis Pyramis Large Cap Core Commingled Pool
LARGE BLEND VINIX Vanguard Vanguard Institutional Index Fund
LARGE GROWTH RGAFX American Funds American Funds Growth Fund of America R5
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Institutional Money Market Fund
Total Available Funds: 15
  • 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 Value DODFX Dodge and Cox Dodge and Cox Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Growth FDIVX Fidelity Investments Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Others
Moderate Allocation FPURX Fidelity Investments Fidelity Puritan Fund 82% 3 60 0 0.5% 4.31%
ROOT CASH Fidelity Institutional Money Market Fund 0% 3 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs fund 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX PIMCO PIMCO Total Return Institutional Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE GROWTH FCNTX Vanguard Inflation-Protected Secs fund 96% 3 60 0 0.55% 4.32%
MID-CAP VALUE ARTQX Artisan Artisan Mid Cap Value Fund 91% 3 60 0 1.05% 17.63%
Mid-Cap Growth ARTMX Artisan Artisan Mid Cap Fund 88% 3 60 0 0.96% 0%
SMALL BLEND ASCIX American Beacon American Beacon Small Cap Value Fund 83% 3 60 0 0.26% 7.33%
SMALL BLEND FSLCX Fidelity Investments Fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 0.02%
LARGE BLEND VLACX Pyramis Pyramis Large Cap Core Commingled Pool 81% 3 60 0 0.04% 1.21%
LARGE BLEND VINIX Vanguard Vanguard Institutional Index Fund 78% 3 60 0 0.02% 1.36%
LARGE GROWTH RGAFX American Funds American Funds Growth Fund of America R5 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Institutional Money Market Fund 1% 3 60 0 0.92% 1.69%
Average Expense Ratio: 0.55%
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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 2.6% 14.1% 6.6% 6.7% 6.0% 7.7%

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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 0.0% -100.0% -100.0% -100.0% -100.0% -100.0%

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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:CA)
The plan consists of 25 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

CA Technologies, together with its subsidiaries, designs, develops, markets, delivers, licenses, and supports information technology (IT) management software products that operate on a range of hardware platforms and operating systems.



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