MyPlanIQ 401k Investor BECTON DICKINSON AND COMPANY SAVINGS INCENTIVE PLAN

BECTON DICKINSON AND COMPANY SAVINGS INCENTIVE PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX Barclay’s Life Path 2030
Retirement Income STLAX Barclay’s Life Path Retirement
Target Date 2036-2040 STLEX Barclay’s Life Path 2040
FIXED INCOME
Intermediate-Term Bond VFICX State Street Bank & Trust Company State Street Global Advisors Small Cap Index Plus Strategy Fund I
US EQUITY
LARGE BLEND NGUAX State Street Bank & Trust Company Cap Guardian International Equity Fund
LARGE BLEND VADAX State Street Bank & Trust Company S&P 500 Flagship Fund Series A
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX Barclay’s Life Path 2030
Retirement Income STLAX Barclay’s Life Path Retirement
Target Date 2036-2040 STLEX Barclay’s Life Path 2040
ROOT MIMIX State Street Bank & Trust Company S&P MidCap Index Fund Series A
ROOT CASH Money market substitute
Target Date 2016-2020 STLCX Barclay’s Life Path 2020
ROOT STLBX Barclay’s Life Path 2010
EQUITY STT State Street Bank & Trust Company State Street Short-Term Investment Fund
FIXED INCOME
Intermediate-Term Bond VFICX State Street Bank & Trust Company State Street Global Advisors Small Cap Index Plus Strategy Fund I
US EQUITY
LARGE BLEND NGUAX State Street Bank & Trust Company Cap Guardian International Equity Fund
LARGE BLEND VADAX State Street Bank & Trust Company S&P 500 Flagship Fund Series A
Total Available Funds: 11
  • 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
Others
Target Date 2026-2030 STLDX Barclay’s Life Path 2030 94% 3 60 0 0.34% 2.75%
Retirement Income STLAX Barclay’s Life Path Retirement 92% 3 60 0 0.84% 3.39%
Target Date 2036-2040 STLEX Barclay’s Life Path 2040 92% 3 60 0 1.04% 4.33%
ROOT MIMIX State Street Bank & Trust Company S&P MidCap Index Fund Series A 55% 3 60 0 1.22% 3.63%
ROOT CASH Money market substitute 0% 1 60 0 NA 3.73%
Target Date 2016-2020 STLCX Barclay’s Life Path 2020 0% 3 60 0 0.67% 1.74%
ROOT STLBX Barclay’s Life Path 2010 0% 3 60 0 NA NA
EQUITY STT State Street Bank & Trust Company State Street Short-Term Investment Fund 0% 3 60 0 NA 3.59%
FIXED INCOME
Intermediate-Term Bond VFICX State Street Bank & Trust Company State Street Global Advisors Small Cap Index Plus Strategy Fund I 99% 3 60 0 0.2% 4.19%
US EQUITY
LARGE BLEND NGUAX State Street Bank & Trust Company Cap Guardian International Equity Fund 99% 3 60 0 0.58% 3.98%
LARGE BLEND VADAX State Street Bank & Trust Company S&P 500 Flagship Fund Series A 52% 3 60 0 0.78% 0%
Average Expense Ratio: 0.71%
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Model Portfolios

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*
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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:BDX)
The plan consists of 11 funds. It covers 2 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity and Fixed Income.

Becton, Dickinson and Company, a medical technology company, develops, manufactures, and sells medical devices, instrument systems, and reagents worldwide.



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