MyPlanIQ 401k Investor BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN

BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund – Class R5
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund – Investor Class
Others
Retirement Income TRRIX T. Rowe Price Retirement Funds
Moderate Allocation FPURX Fidelity Puritan Fund
ROOT CASH Fidelity Retirement Money Market Portfolio
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Fixed Income Fund –GICs
ULTRASHORT BOND NVSAX Wells Fargo Stable Return Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
US EQUITY
SMALL BLEND IWM Northern Trust Global Investments QM Daily Russell 2000 Equity Index Fund
LARGE BLEND DGAGX Dreyfus Appreciation Fund, Inc.
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund – Class R5
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund – Investor Class
Others
Retirement Income TRRIX T. Rowe Price Retirement Funds
Moderate Allocation FPURX Fidelity Puritan Fund
ROOT CASH Fidelity Retirement Money Market Portfolio
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Fixed Income Fund –GICs
ULTRASHORT BOND NVSAX Wells Fargo Stable Return Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
US EQUITY
SMALL BLEND IWM Northern Trust Global Investments QM Daily Russell 2000 Equity Index Fund
LARGE BLEND DGAGX Dreyfus Appreciation Fund, Inc.
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE BLEND FUSEX Fidelity U.S. Equity Index Commingled Pool – Class 2
LARGE GROWTH GGRAX The Goldman Sachs Collective Trust Strategic Value Fund
SMALL BLEND DCERX Jennison Associates Small Capital Core Equity 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 Blend RERFX American Funds EuroPacific Growth Fund – Class R5 94% 3 60 0 0.84% 1.86%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund – Investor Class 16% 3 60 0 0.08% 3.12%
Others
Retirement Income TRRIX T. Rowe Price Retirement Funds 91% 3 60 0 0.34% 2.96%
Moderate Allocation FPURX Fidelity Puritan Fund 82% 3 60 0 0.5% 4.31%
ROOT CASH Fidelity Retirement Money Market Portfolio 0% 1 60 0 NA 4.14%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Fixed Income Fund –GICs 16% 3 60 0 NA 27.03%
ULTRASHORT BOND NVSAX Wells Fargo Stable Return Fund 0% 3 60 0 NA 0%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.67%
US EQUITY
SMALL BLEND IWM Northern Trust Global Investments QM Daily Russell 2000 Equity Index Fund 99% 3 60 0 0.19% 1.33%
LARGE BLEND DGAGX Dreyfus Appreciation Fund, Inc. 97% 3 60 0 0.66% 0.57%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
LARGE BLEND FUSEX Fidelity U.S. Equity Index Commingled Pool – Class 2 79% 3 60 0 0.09% 1.79%
LARGE GROWTH GGRAX The Goldman Sachs Collective Trust Strategic Value Fund 51% 3 60 0 0.74% 5.78%
SMALL BLEND DCERX Jennison Associates Small Capital Core Equity Fund 0% 3 60 0 NA NA
Average Expense Ratio: 0.44%
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Related Retirement Plans
BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT 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 8.5% 27.8% 10.2% 11.2% 7.9% 8.6%

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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:BMY)
The plan consists of 16 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

The symbol of the company is BMY.



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