MyPlanIQ EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE

EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE

This Plan is unrated.
Investment Options
Total Available Funds: 49
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VANG EM STK IDX INV
DIVERSIFIED EMERGING MKTS VEMIX VAN EM MKT ST IDX IS
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VANG GLOBAL EQ INV 
JAPAN STOCK FJPNX FID JAPAN 
PACIFIC/ASIA EX-JAPAN STK PRASX TRP NEW ASIA
Others
Natural Resources FNARX FID SEL NATURAL RES 
Aggressive Allocation VASGX VANG LIFEST GROWTH
Conservative Allocation VSCGX VANG LIFEST CON GRTH 
Total Available Funds: 49
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VANG EM STK IDX INV
DIVERSIFIED EMERGING MKTS VEMIX VAN EM MKT ST IDX IS
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VANG GLOBAL EQ INV 
JAPAN STOCK FJPNX FID JAPAN 
PACIFIC/ASIA EX-JAPAN STK PRASX TRP NEW ASIA
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
EUROPE STOCK FIEUX FID EUROPE 
WORLD STOCK RWIGX AF CAP WORLD G&I R6
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Foreign Large Blend VTSNX VANG TOT INTL STK IS
Others
Natural Resources FNARX FID SEL NATURAL RES 
Aggressive Allocation VASGX VANG LIFEST GROWTH
Conservative Allocation VSCGX VANG LIFEST CON GRTH 
Moderate Allocation VSMGX VANG LIFEST MOD GRTH
Technology FSPTX FID SEL TECHNOLOGY
Financial FIDSX FID SEL FINANCIAL
EQUITY PRECIOUS METALS VGPMX VANG PREC MTLS & MNG
Equity Energy VGELX VANGUARD ENERGY ADM
Health VGHAX VANG HEALTHCARE ADM
Technology VITAX VANGUARD IT INDEX ADM
Financial VFAIX VANG FINL INDEX ADM
Convertibles VCVSX VANG CONVERTIBLE SEC
FIXED INCOME
Intermediate-Term Bond VFIDX VANG INTM INV GR ADM
Intermediate-Term Bond PTRIX PIM MORTGAGE BCKD IS
Inflation-Protected Bond VIPIX VANG INFL PROT INST
Short-Term Bond VFSIX VANG ST INVT GR INST
Short-Term Bond VFSUX VANG ST INV GR ADM
Emerging Markets Bond PEBIX PIM EM MKTS BD INST
High Yield Bond PHIYX PIM HIGH YIELD INST
LONG GOVERNMENT VUSUX VANG LT TREASURY ADM 
Bank Loan CSHIX CS FLT RT HI INC IS
WORLD BOND PIGLX PIM GLOB BD UNHG I
WORLD BOND BIBBX BLKRK INTL BOND BR 
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK
LARGE GROWTH VHCAX VANGUARD CAP OPP ADM
LARGE GROWTH VPMAX VANG PRIMECAP ADM
SMALL BLEND PRSVX TRP SMALL-CAP VALUE
LARGE GROWTH VIGIX VANG GRTH INDEX INST
LARGE BLEND VITPX VANG IS TL STK MK IP
LARGE VALUE VWNAX VANG WINDSOR II ADM
SMALL BLEND VSCIX VANG SM CAP IDX INST
Small Growth PRNHX TRP NEW HORIZONS
LARGE VALUE VIVIX VANG VAL INDEX INST
LARGE GROWTH FBGKX FID BLUE CHIP GR K
Mid-Cap Growth FKMCX FID MID CAP STOCK K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
MID-CAP BLEND VMCPX VANG MD CP IDX IS PL
Total Available Funds: 49
  • 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
REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST 80% 3 60 0 0.12% 4.1%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VANG EM STK IDX INV 99% 3 60 0 0.08% 3.29%
DIVERSIFIED EMERGING MKTS VEMIX VAN EM MKT ST IDX IS 87% 3 60 0 0.08% 3.49%
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K 74% 3 60 0 0.9% 1.22%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VANG GLOBAL EQ INV  100% 3 60 0 0.42% 1.09%
JAPAN STOCK FJPNX FID JAPAN  86% 3 60 0 1.13% 3.84%
PACIFIC/ASIA EX-JAPAN STK PRASX TRP NEW ASIA 77% 3 60 0 0.84% 1.82%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 3 60 0 0.99% 4.5%
EUROPE STOCK FIEUX FID EUROPE  61% 3 60 0 0.76% 1.66%
WORLD STOCK RWIGX AF CAP WORLD G&I R6 33% 3 60 0 0.53% 3.8%
Foreign Large Blend RERGX AF EUROPAC GROWTH R6 32% 3 60 0 0.9% 4.03%
Foreign Large Blend VTSNX VANG TOT INTL STK IS 29% 3 60 0 0.07% 3.33%
Others
Natural Resources FNARX FID SEL NATURAL RES  96% 3 60 0 0.77% 1.55%
Aggressive Allocation VASGX VANG LIFEST GROWTH 89% 3 60 0 0.14% 1.97%
Conservative Allocation VSCGX VANG LIFEST CON GRTH  89% 3 60 0 0.12% 2.84%
Moderate Allocation VSMGX VANG LIFEST MOD GRTH 83% 3 60 0 0.13% 2.53%
Technology FSPTX FID SEL TECHNOLOGY 73% 3 60 0 0.7% 0.01%
Financial FIDSX FID SEL FINANCIAL 69% 3 60 0 0.75% 1.22%
EQUITY PRECIOUS METALS VGPMX VANG PREC MTLS & MNG 64% 3 60 0 0.36% 3%
Equity Energy VGELX VANGUARD ENERGY ADM 64% 3 60 0 0.41% 4.44%
Health VGHAX VANG HEALTHCARE ADM 62% 3 60 0 0.3% 5.07%
Technology VITAX VANGUARD IT INDEX ADM 57% 3 60 0 0.1% 0.48%
Financial VFAIX VANG FINL INDEX ADM 53% 3 60 0 0.1% 1.5%
Convertibles VCVSX VANG CONVERTIBLE SEC 0% 3 60 0 0.59% 0%
FIXED INCOME
Intermediate-Term Bond VFIDX VANG INTM INV GR ADM 98% 3 60 0 0.1% 3.85%
Intermediate-Term Bond PTRIX PIM MORTGAGE BCKD IS 92% 3 60 0 2.27% 5.79%
Inflation-Protected Bond VIPIX VANG INFL PROT INST 91% 3 60 0 0.1% 4.92%
Short-Term Bond VFSIX VANG ST INVT GR INST 84% 3 60 0 0.2% 3.09%
Short-Term Bond VFSUX VANG ST INV GR ADM 83% 3 60 0 0.2% 3.06%
Emerging Markets Bond PEBIX PIM EM MKTS BD INST 76% 3 60 0 0.99% 8.13%
High Yield Bond PHIYX PIM HIGH YIELD INST 72% 3 60 0 0.66% 5.61%
LONG GOVERNMENT VUSUX VANG LT TREASURY ADM  65% 3 60 0 0.1% 3.65%
Bank Loan CSHIX CS FLT RT HI INC IS 44% 3 60 0 0.71% 8.91%
WORLD BOND PIGLX PIM GLOB BD UNHG I 0% 3 60 0 0.57% 4.88%
WORLD BOND BIBBX BLKRK INTL BOND BR  0% 3 60 0 0.8% 1.88%
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK 93% 3 60 0 0.52% 4.95%
LARGE GROWTH VHCAX VANGUARD CAP OPP ADM 91% 3 60 0 0.43% 7.57%
LARGE GROWTH VPMAX VANG PRIMECAP ADM 88% 3 60 0 0.31% 7.88%
SMALL BLEND PRSVX TRP SMALL-CAP VALUE 85% 3 60 0 1.17% 3.33%
LARGE GROWTH VIGIX VANG GRTH INDEX INST 83% 3 60 0 0.04% 0.54%
LARGE BLEND VITPX VANG IS TL STK MK IP 83% 3 60 0 0.02% 1.36%
LARGE VALUE VWNAX VANG WINDSOR II ADM 81% 3 60 0 0.26% 1.59%
SMALL BLEND VSCIX VANG SM CAP IDX INST 80% 3 60 0 0.05% 1.55%
Small Growth PRNHX TRP NEW HORIZONS 79% 3 60 0 0.79% 0%
LARGE VALUE VIVIX VANG VAL INDEX INST 79% 3 60 0 0.04% 2.48%
LARGE GROWTH FBGKX FID BLUE CHIP GR K 68% 3 60 0 0.76% 0.62%
Mid-Cap Growth FKMCX FID MID CAP STOCK K 68% 3 60 0 0.85% 0.31%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 60% 3 60 0 0.82% 18.74%
MID-CAP BLEND VMCPX VANG MD CP IDX IS PL 20% 3 60 0 0.04% 1.52%
Average Expense Ratio: 0.49%
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Related Retirement Plans
EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE
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 1.3% 10.4% 0.1% 5.8% 5.2% 7.8%

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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.


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