MyPlanIQ INFORMATICA CORPORATION 401K RETIREMENT PLAN

INFORMATICA CORPORATION 401K RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTL STK
Foreign Large Blend VTSGX VANG TOT INTL STK S
Others
Target Date 2000-2010 TRRFX TRP RETIREMENT 2005
Target Date 2031-2035 TRRJX TRP RETIREMENT 2035
Moderate Allocation JBALX JANUS BALANCED I
US EQUITY
Mid-Cap Growth RPMGX TRP MID CAP GROWTH
MID-CAP VALUE TRMCX TRP MID CAP VALUE
Mid-Cap Growth ACRNX COLUMBIA ACORN Z
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTL STK
Foreign Large Blend VTSGX VANG TOT INTL STK S
Others
Target Date 2000-2010 TRRFX TRP RETIREMENT 2005
Target Date 2031-2035 TRRJX TRP RETIREMENT 2035
Moderate Allocation JBALX JANUS BALANCED I
Retirement Income TRRIX TRP RETIRE INCOME
Target Date 2046-2050 TRRMX TRP RETIREMENT 2050
US EQUITY
Mid-Cap Growth RPMGX TRP MID CAP GROWTH
MID-CAP VALUE TRMCX TRP MID CAP VALUE
Mid-Cap Growth ACRNX COLUMBIA ACORN Z
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE BLEND RFNEX AF FUNDAMNTL INVS R4
LARGE BLEND RFNGX AF FUNDMNTL INV R6
LARGE BLEND VIFSX VANGUARD 500 IDX SIG
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
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 DODFX DODGE & COX INTL STK 99% 3 60 0 0.52% 2.33%
Foreign Large Blend VTSGX VANG TOT INTL STK S 0% 3 60 0 0.18% 3.08%
Others
Target Date 2000-2010 TRRFX TRP RETIREMENT 2005 100% 3 60 0 0.34% 2.74%
Target Date 2031-2035 TRRJX TRP RETIREMENT 2035 97% 3 60 0 0.84% 8.3%
Moderate Allocation JBALX JANUS BALANCED I 92% 3 60 0 0.7% 3.29%
Retirement Income TRRIX TRP RETIRE INCOME 91% 3 60 0 0.34% 2.96%
Target Date 2046-2050 TRRMX TRP RETIREMENT 2050 78% 3 60 0 0.63% 6.57%
US EQUITY
Mid-Cap Growth RPMGX TRP MID CAP GROWTH 87% 3 60 0 1.29% 6.44%
MID-CAP VALUE TRMCX TRP MID CAP VALUE 81% 3 60 0 0.83% 7.78%
Mid-Cap Growth ACRNX COLUMBIA ACORN Z 75% 3 60 0 1.83% 0%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 4.38%
LARGE BLEND RFNEX AF FUNDAMNTL INVS R4 53% 3 60 0 0.28% 1.63%
LARGE BLEND RFNGX AF FUNDMNTL INV R6 20% 3 60 0 0.28% 1.87%
LARGE BLEND VIFSX VANGUARD 500 IDX SIG 0% 3 60 0 0.05% 2.03%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.63%
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Model Portfolios

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 investment options have not been imported yet.


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