MyPlanIQ 401k Investor FINANCIAL ENGINES 401K PLAN

FINANCIAL ENGINES 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Markets Stock Index Fund Signal Shares
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Fund Investor Shares
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Fund Investor Shares
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Fund Signal Shares
Others
ROOT CASH CASH,Vanguard Prime Money Market Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Markets Stock Index Fund Signal Shares
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Fund Investor Shares
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Fund Investor Shares
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Fund Signal Shares
EUROPE STOCK VESSX Vanguard European Stock Index Fund Signal Shares
Others
ROOT CASH CASH,Vanguard Prime Money Market Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares
Short-Term Bond VBSSX Vanguard Short-Term Bond Index Fund Signal Shares
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
LARGE BLEND VTSMX Vanguard Total Stock Market Index Fund Investor Shares
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares
Small Growth VEXPX Vanguard Explorer Fund Investor Shares
LARGE VALUE VVISX Vanguard Value Index Fund Signal Shares
LARGE BLEND VTSSX Vanguard Total Stock Market Index Fund Signal Shares
SMALL BLEND VSISX Vanguard Small-Cap Index Fund Signal Shares
LARGE GROWTH VIGSX Vanguard Growth Index Fund Signal Shares
LARGE GROWTH VFTSX Vanguard FTSE Social Index Fund Investor Shares
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal Shares
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal Shares
Total Available Funds: 24
  • 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 VERSX Vanguard Emerging Markets Stock Index Fund Signal Shares 0% 1 60 0 0.2% 0%
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Fund Investor Shares 87% 1 60 0 0.09% 2.98%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Fund Investor Shares 19% 1 60 0 0.08% 2.88%
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Fund Signal Shares 0% 1 60 0 0.14% 3.07%
EUROPE STOCK VESSX Vanguard European Stock Index Fund Signal Shares 0% 1 60 0 0.14% 3.32%
Others
ROOT CASH CASH,Vanguard Prime Money Market Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares 98% 1 60 0 0.07% 4.24%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares 91% 1 60 0 0.07% 4.34%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares 0% 1 60 0 0.1% 2.96%
Short-Term Bond VBSSX Vanguard Short-Term Bond Index Fund Signal Shares 0% 1 60 0 0.11% 1.67%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Fund 0% 1 60 0 0.15% 3.31%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares 99% 1 60 0 0.03% 1.4%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 98% 1 60 0 0.14% 1.27%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares 97% 1 60 0 0.06% 1.11%
LARGE BLEND VTSMX Vanguard Total Stock Market Index Fund Investor Shares 94% 1 60 0 0.03% 1.26%
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares 88% 1 60 0 0.31% 7.88%
Small Growth VEXPX Vanguard Explorer Fund Investor Shares 76% 1 60 0 0.45% 4.34%
LARGE VALUE VVISX Vanguard Value Index Fund Signal Shares 0% 1 60 0 0.1% 2.49%
LARGE BLEND VTSSX Vanguard Total Stock Market Index Fund Signal Shares 0% 1 60 0 0.06% 1.99%
SMALL BLEND VSISX Vanguard Small-Cap Index Fund Signal Shares 0% 1 60 0 0.16% 1.67%
LARGE GROWTH VIGSX Vanguard Growth Index Fund Signal Shares 0% 1 60 0 0.1% 1.42%
LARGE GROWTH VFTSX Vanguard FTSE Social Index Fund Investor Shares 0% 1 60 0 0.18% 1.44%
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal Shares 0% 1 60 0 0.14% 1.48%
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal Shares 0% 1 60 0 0.05% 2.03%
Average Expense Ratio: 0.13%
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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 2.3% 13.1% 1.9% 7.0% 5.6% 7.1%

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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
The plan consists of 24 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity and Foreign Equity.


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