MyPlanIQ 401k Investor GLOBALFOUNDRIES U.S. INC. 401K PLAN

GLOBALFOUNDRIES U.S. INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund Institutional Class
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX FID FREEDOM 2015
FIXED INCOME
Intermediate-Term Bond WAPIX Western Asset Core Bond Fund Class FI
US EQUITY
Small Growth VISGX VANG SM CAP GRTH INV
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund Institutional Class
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Moderate Allocation DODBX DODGE & COX BALANCED
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Target Date 2051+ FDEEX FID FREEDOM 2055
ROOT CASH Fidelity Money Market Trust Retirement Government Money Market Portfolio
Target Date 2000-2010 FFFBX FID FREEDOM 2000
FIXED INCOME
Intermediate-Term Bond WAPIX Western Asset Core Bond Fund Class FI
US EQUITY
Small Growth VISGX VANG SM CAP GRTH INV
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I
MID-CAP BLEND FSLCX Fidelity Small Cap Stock Fund
LARGE GROWTH HACAX HARBOR CAP APPR INST
LARGE BLEND FXSIX Spartan 500 Index Fund - Institutional Class
Total Available Funds: 23
  • 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 HAINX Harbor International Fund Institutional Class 99% 1 60 0 1.02% 3.47%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 1 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 1 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 1 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 96% 1 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 1 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 1 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 1 60 0 0.7% 1.55%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 1 60 0 0.75% 3.56%
Moderate Allocation DODBX DODGE & COX BALANCED 93% 1 60 0 0.42% 2.56%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 1 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 1 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 1 60 0 0.42% 2.92%
Target Date 2051+ FDEEX FID FREEDOM 2055 74% 1 60 0 0.65% 2.66%
ROOT CASH Fidelity Money Market Trust Retirement Government Money Market Portfolio 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 1 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond WAPIX Western Asset Core Bond Fund Class FI 42% 1 60 0 0.42% 3.57%
US EQUITY
Small Growth VISGX VANG SM CAP GRTH INV 100% 1 60 0 0.07% 0.54%
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund 97% 1 60 0 1.23% 1.94%
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I 93% 1 60 0 0.91% 1.89%
MID-CAP BLEND FSLCX Fidelity Small Cap Stock Fund 82% 1 60 0 0.67% 0.02%
LARGE GROWTH HACAX HARBOR CAP APPR INST 75% 1 60 0 1.04% 0%
LARGE BLEND FXSIX Spartan 500 Index Fund - Institutional Class 0% 1 60 0 0.04% 0%
Average Expense Ratio: 0.6%
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Related Retirement Plans
GLOBALFOUNDRIES U. S. INC. 401(K) 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 0.1% 7.6% 0.8% 6.6% 4.9% 7.4%

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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 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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