MyPlanIQ 401k Investor THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN

THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Investment Model Portfolios

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Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend FTIHX Fidelity Total Intl Index Fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Retirement T. Rowe Price Retirement Stable Value Fund
Inflation-Protected Bond FIPDX Fidelity Spartan Infl-Prot Bd Idx FdAd I
Intermediate-Term Bond SSFEX State Street US Bond Ind NL N
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement T. Rowe Price Retirement Growth Stock Tr
LARGE VALUE DODGX Dodge Cox Stock Fund
LARGE BLEND SVSPX State Street S&P 500 Ind NL K
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend FTIHX Fidelity Total Intl Index Fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Retirement T. Rowe Price Retirement Stable Value Fund
Inflation-Protected Bond FIPDX Fidelity Spartan Infl-Prot Bd Idx FdAd I
Intermediate-Term Bond SSFEX State Street US Bond Ind NL N
Intermediate-Term Bond FLXCX FIAM CORE PLUS C
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement T. Rowe Price Retirement Growth Stock Tr
LARGE VALUE DODGX Dodge Cox Stock Fund
LARGE BLEND SVSPX State Street S&P 500 Ind NL K
Small Growth JSCRX Jennison Associates Jennison Institutional U.S. Small-Cap Equity Fund
MID-CAP BLEND SSMKX State Street Small Mid Cap Equity Index Fund
Total Available Funds: 11
  • 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 RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 1.44%
Foreign Large Blend FTIHX Fidelity Total Intl Index Fund 1% 3 60 0 0.06% 2.74%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Retirement T. Rowe Price Retirement Stable Value Fund 16% 3 60 0 NA 28.04%
Inflation-Protected Bond FIPDX Fidelity Spartan Infl-Prot Bd Idx FdAd I 11% 3 60 0 0.05% 3.52%
Intermediate-Term Bond SSFEX State Street US Bond Ind NL N 1% 3 60 0 0.22% 2.57%
Intermediate-Term Bond FLXCX FIAM CORE PLUS C 0% 3 60 0 0% 2.41%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement T. Rowe Price Retirement Growth Stock Tr 100% 3 60 0 0% 0%
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 1.13%
LARGE BLEND SVSPX State Street S&P 500 Ind NL K 75% 3 60 0 0.16% 0.65%
Small Growth JSCRX Jennison Associates Jennison Institutional U.S. Small-Cap Equity Fund 43% 3 60 0 0.82% 0.42%
MID-CAP BLEND SSMKX State Street Small Mid Cap Equity Index Fund 1% 3 60 0 0.25% 2.29%
Average Expense Ratio: 0.3%
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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 0.6% 20.6% 13.2% 13.0% 10.0% 8.9%

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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 0.9% 21.3% 10.9% 12.7% 10.4% 9.7%

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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 0.8% 23.0% 11.3% 12.1% 9.7% 8.7%

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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 for Portfolio Details or Follow 2.5% 15.0% 14.5% 14.3% 16.4% 13.7%

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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(Ticker:TMO)
The plan consists of 11 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Thermo Fisher Scientific Inc. provides analytical instruments, equipment, reagents and consumables, software, and services for research, manufacture, analysis, discovery, and diagnostics.



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