MyPlanIQ CELGENE CORPORATION 401K PLAN

CELGENE CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BISIX BlackRock Funds: BlackRock International Opportunities Portfolio; Institutional Shares
Foreign Large Blend BREAX BlackRock Funds: BlackRock International Opportunities Portfolio; Investor A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Moderate Allocation BLPAX American Funds Portfolio Series: American Funds Balanced Portfolio; Class A Shares
FIXED INCOME
Muni National Interm MAMTX BlackRock Municipal Series Trust: BlackRock Intermediate Municipal Fund; Institutional Shares
High Yield Bond BHYIX BlackRock Funds II: BlackRock High Yield Bond Portfolio; Institutional Shares
High Yield Bond BHYAX BlackRock Funds II: BlackRock High Yield Bond Portfolio; Investor A Shares
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BISIX BlackRock Funds: BlackRock International Opportunities Portfolio; Institutional Shares
Foreign Large Blend BREAX BlackRock Funds: BlackRock International Opportunities Portfolio; Investor A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Moderate Allocation BLPAX American Funds Portfolio Series: American Funds Balanced Portfolio; Class A Shares
FIXED INCOME
Muni National Interm MAMTX BlackRock Municipal Series Trust: BlackRock Intermediate Municipal Fund; Institutional Shares
High Yield Bond BHYIX BlackRock Funds II: BlackRock High Yield Bond Portfolio; Institutional Shares
High Yield Bond BHYAX BlackRock Funds II: BlackRock High Yield Bond Portfolio; Investor A Shares
Muni National Interm MEMTX BlackRock Municipal Series Trust: BlackRock Intermediate Municipal Fund; Investor A Shares
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios
Mid-Cap Growth RPFIX Royce Fund: Royce Premier Fund; Institutional Class Shares
MID-CAP VALUE ARTQX Artisan Partners Funds
SMALL VALUE ASVIX American Century Capital Portfolios
LARGE VALUE MEIAX MFS Series Trust I: MFS Value Fund; Class A Shares
Small Growth GTSAX AIM Growth Series (Invesco Growth Series): Invesco Small Cap Growth Fund; Class A Shares
LARGE VALUE TWEAX American Century Capital Portfolios
MID-CAP BLEND GTAGX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class A Shares
LARGE BLEND FXSIX Fidelity Concord Street Trust: Spartan 500 Index Fund; Institutional Class Shares
Total Available Funds: 19
  • 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 BISIX BlackRock Funds: BlackRock International Opportunities Portfolio; Institutional Shares 96% 3 60 0 0.93% 1.87%
Foreign Large Blend BREAX BlackRock Funds: BlackRock International Opportunities Portfolio; Investor A Shares 60% 3 60 0 0.9% 1.79%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.58%
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds 100% 3 60 0 1.08% 6.35%
Moderate Allocation ABALX American Balanced Fund; Class A Shares 43% 3 60 0 0.31% 2.58%
Moderate Allocation BLPAX American Funds Portfolio Series: American Funds Balanced Portfolio; Class A Shares 9% 3 60 0 0.58% 2.42%
FIXED INCOME
Muni National Interm MAMTX BlackRock Municipal Series Trust: BlackRock Intermediate Municipal Fund; Institutional Shares 76% 3 60 0 0.56% 3.16%
High Yield Bond BHYIX BlackRock Funds II: BlackRock High Yield Bond Portfolio; Institutional Shares 72% 3 60 0 0.51% 7.16%
High Yield Bond BHYAX BlackRock Funds II: BlackRock High Yield Bond Portfolio; Investor A Shares 50% 3 60 0 0.51% 6.81%
Muni National Interm MEMTX BlackRock Municipal Series Trust: BlackRock Intermediate Municipal Fund; Investor A Shares 27% 3 60 0 0.56% 2.97%
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios 100% 3 60 0 1.18% 7.66%
Mid-Cap Growth RPFIX Royce Fund: Royce Premier Fund; Institutional Class Shares 96% 3 60 0 2.24% 7.49%
MID-CAP VALUE ARTQX Artisan Partners Funds 91% 3 60 0 1.05% 16.82%
SMALL VALUE ASVIX American Century Capital Portfolios 89% 3 60 0 1.34% 1.14%
LARGE VALUE MEIAX MFS Series Trust I: MFS Value Fund; Class A Shares 56% 3 60 0 0.8% 8.35%
Small Growth GTSAX AIM Growth Series (Invesco Growth Series): Invesco Small Cap Growth Fund; Class A Shares 53% 3 60 0 0.91% 0%
LARGE VALUE TWEAX American Century Capital Portfolios 44% 3 60 0 0.59% 7.42%
MID-CAP BLEND GTAGX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class A Shares 0% 3 60 0 1.23% 21.75%
LARGE BLEND FXSIX Fidelity Concord Street Trust: Spartan 500 Index Fund; Institutional Class Shares 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.85%
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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
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