MyPlanIQ 401k Investor SUNGARD DATA SYSTEMS INC. SAVINGS PLAN

SUNGARD DATA SYSTEMS INC. SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Institutional Class
US EQUITY
LARGE GROWTH JAGIX Janus Growth And Income Fund Class T
LARGE VALUE VWNDX Vanguard Windsor Fund Investor Shares
Small Growth VEXPX Vanguard Explorer Fund Investor Shares
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Conservative Allocation VWINX Vanguard Wellesley Income Fund Investor Shares
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Technology DRGTX Allianz RCM Technology Fund Institutional Class
ROOT CASH Vanguard Prime Money Market Fund
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Institutional Class
US EQUITY
LARGE GROWTH JAGIX Janus Growth And Income Fund Class T
LARGE VALUE VWNDX Vanguard Windsor Fund Investor Shares
Small Growth VEXPX Vanguard Explorer Fund Investor Shares
Mid-Cap Growth ACRNX Columbia Acorn Fund Class Z
LARGE GROWTH VMRGX Vanguard Morgan Growth 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: 26
  • 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
WORLD STOCK VHGEX Vanguard Global Equity Fund 100% 3 60 0 0.42% 4.3%
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares 82% 3 60 0 0.45% 9.1%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 3 60 0 0.08% 7.35%
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares 97% 3 60 0 0.08% 2.42%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 3 60 0 0.08% 3.15%
Conservative Allocation VWINX Vanguard Wellesley Income Fund Investor Shares 90% 3 60 0 0.16% 6.43%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares 89% 3 60 0 0.17% 10.46%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 3 60 0 0.08% 2.3%
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares 75% 3 60 0 0.08% 2.29%
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares 70% 3 60 0 0.08% 3.65%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 69% 3 60 0 0.08% 2.7%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 3 60 0 0.08% 8.81%
Technology DRGTX Allianz RCM Technology Fund Institutional Class 58% 3 60 0 1.17% 0%
ROOT CASH Vanguard Prime Money Market Fund 0% 3 60 0 NA 2.6%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 3 60 0 0.17% 7.48%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares 100% 3 60 0 0.15% 3.7%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares 98% 3 60 0 0.07% 3.91%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Institutional Class 96% 3 60 0 0.83% 4.64%
US EQUITY
LARGE GROWTH JAGIX Janus Growth And Income Fund Class T 98% 3 60 0 1.01% 0.58%
LARGE VALUE VWNDX Vanguard Windsor Fund Investor Shares 97% 3 60 0 0.32% 11.56%
Small Growth VEXPX Vanguard Explorer Fund Investor Shares 76% 3 60 0 0.45% 6.33%
Mid-Cap Growth ACRNX Columbia Acorn Fund Class Z 75% 3 60 0 1.83% 0%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares 0% 3 60 0 0.42% 0%
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal Shares 0% 3 60 0 0.14% 1.15%
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal Shares 0% 3 60 0 0.05% 2.09%
Average Expense Ratio: 0.34%
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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 0.8% 7.0% 3.6% 8.3% 7.0% 7.4%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.7% 5.6% 1.4% 5.7% 6.0% 7.0%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.9% 5.8% 1.5% 4.5% 5.2% 7.2%

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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 26 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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