MyPlanIQ 401k Investor YAHOO INC. 401K PLAN

YAHOO INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth WBIGX William Blair International Growth Fund Class N
Foreign Large Blend VTPSX Vanguard Total International Stock Index Fund Institutional Shares
Others
Target Date 2021-2025 VTTVX Target Retirement 2025 Trust II
Target Date 2041-2045 VTIVX Target Retirement 2045 Trust II
Retirement Income VTINX Target Retirement Income Trust II
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
LARGE VALUE VEIRX Vanguard Equity Income Fund Admiral Shares
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth WBIGX William Blair International Growth Fund Class N
Foreign Large Blend VTPSX Vanguard Total International Stock Index Fund Institutional Shares
Others
Target Date 2021-2025 VTTVX Target Retirement 2025 Trust II
Target Date 2041-2045 VTIVX Target Retirement 2045 Trust II
Retirement Income VTINX Target Retirement Income Trust II
Target Date 2031-2035 VTTHX Target Retirement 2035 Trust II
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
Target Date 2051+ VFFVX Target Retirement 2055 Trust II
Target Date 2046-2050 VFIFX Target Retirement 2050 Trust II
Target Date 2036-2040 VFORX Target Retirement 2040 Trust II
Target Date 2026-2030 VTHRX Target Retirement 2030 Trust II
Target Date 2016-2020 VTWNX Target Retirement 2020 Trust II
Technology PRGTX T. Rowe Price Global Technology Fund
Technology CMTFX Columbia Technology Fund Class Z
ROOT CASH Vanguard Prime Money Market Fund
Target Date 2011-2015 VTXVX Target Retirement 2015 Trust II
Target Date 2000-2010 VTENX Target Retirement 2010 Trust II
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
LARGE VALUE VEIRX Vanguard Equity Income Fund Admiral Shares
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value Fund
Mid-Cap Growth VMGRX Vanguard Mid-Cap Growth Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund Class Z
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal Shares
SMALL BLEND RYLPX Royce Low-Priced Stock Fund Service Class
Total Available Funds: 28
  • 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 Growth WBIGX William Blair International Growth Fund Class N 36% 3 60 0 0.99% 3.46%
Foreign Large Blend VTPSX Vanguard Total International Stock Index Fund Institutional Shares 3% 3 60 0 0.07% 3.34%
Others
Target Date 2021-2025 VTTVX Target Retirement 2025 Trust II 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Target Retirement 2045 Trust II 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Target Retirement Income Trust II 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Target Retirement 2035 Trust II 96% 3 60 0 0.08% 2.34%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund 89% 3 60 0 0.14% 1.97%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund 84% 3 60 0 0.13% 2.53%
Target Date 2051+ VFFVX Target Retirement 2055 Trust II 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Target Retirement 2050 Trust II 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Target Retirement 2040 Trust II 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Target Retirement 2030 Trust II 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Target Retirement 2020 Trust II 66% 3 60 0 0.08% 4.48%
Technology PRGTX T. Rowe Price Global Technology Fund 58% 3 60 0 0.95% 0%
Technology CMTFX Columbia Technology Fund Class Z 56% 3 60 0 1.19% 0%
ROOT CASH Vanguard Prime Money Market Fund 0% 3 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Target Retirement 2015 Trust II 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Target Retirement 2010 Trust II 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares 94% 3 60 0 0.15% 3.27%
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares 97% 3 60 0 0.06% 1.11%
LARGE VALUE VEIRX Vanguard Equity Income Fund Admiral Shares 85% 3 60 0 0.28% 1.95%
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value Fund 85% 3 60 0 1.17% 3.33%
Mid-Cap Growth VMGRX Vanguard Mid-Cap Growth Fund 80% 3 60 0 0.37% 0.36%
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares 78% 3 60 0 0.02% 1.36%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund Class Z 76% 3 60 0 1.13% 1.47%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 0%
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal Shares 0% 3 60 0 0.14% 1.48%
SMALL BLEND RYLPX Royce Low-Priced Stock Fund Service Class 0% 3 60 0 1.51% 6.35%
Average Expense Ratio: 0.35%
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Related Retirement Plans
YAHOO 401(K) SAVINGS 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 2.8% 8.1% 3.6% 8.5% 6.3% 8.1%

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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 28 funds. It covers 3 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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