MyPlanIQ 401k Investor THE SCHERING-PLOUGH PUERTO RICO EMPLOYEES’ RETIREMENT SAVINGS PLAN

THE SCHERING-PLOUGH PUERTO RICO EMPLOYEES’ RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment
Intermediate Government VFITX Vanguard interm -Term
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor
LARGE VALUE VWNDX Vanguard Windsor Fund Investor
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
ROOT CASH Vanguard Admiral Treasury Money Mkt Fund
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment
Intermediate Government VFITX Vanguard interm -Term
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor
LARGE VALUE VWNDX Vanguard Windsor Fund Investor
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund
Small Growth VEXPX Vanguard Explorer Fund
LARGE BLEND VIFSX Plan Sponsor 500 Index Fund Signal
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal
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 VWIGX Vanguard International Growth Fund 83% 3 60 0 0.45% 1.84%
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund 91% 3 60 0 0.11% 3.18%
Moderate Allocation VWELX Vanguard Wellington Fund 90% 3 60 0 0.17% 12.31%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund 89% 3 60 0 0.12% 2.84%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund 84% 3 60 0 0.13% 2.53%
ROOT CASH Vanguard Admiral Treasury Money Mkt Fund 0% 1 60 0 NA 4.14%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment 99% 3 60 0 0.1% 3.28%
Intermediate Government VFITX Vanguard interm -Term 97% 3 60 0 0.2% 3.38%
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor 99% 3 60 0 0.3% 0.25%
LARGE VALUE VWNDX Vanguard Windsor Fund Investor 97% 3 60 0 0.32% 1.77%
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund 89% 3 60 0 0.14% 1.97%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 4.34%
LARGE BLEND VIFSX Plan Sponsor 500 Index Fund Signal 0% 3 60 0 0.05% 2.03%
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal 0% 3 60 0 0.05% 2.03%
Average Expense Ratio: 0.21%
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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 1.3% 9.0% 0.2% 7.6% 6.6% 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(Ticker:SGP)
The plan consists of 17 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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