MyPlanIQ 401k Investor BAYER CORPORATION SAVINGS AND RETIREMENT PLAN

BAYER CORPORATION SAVINGS AND RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
US EQUITY
LARGE VALUE VWNDX Vanguard Windsor Investor
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
SMALL BLEND RYTRX Royce Total Return Invmt
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
World Allocation PAAIX PIMCO All Asset Instl
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Moderate Allocation VWELX Vanguard Wellington Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
US EQUITY
LARGE VALUE VWNDX Vanguard Windsor Investor
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
SMALL BLEND RYTRX Royce Total Return Invmt
LARGE BLEND VINIX Vanguard Institutional Index Instl
Small Growth VEXPX Vanguard Explorer Inv
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Multisector Bond LSFIX LS Core Plus Fixed Inc C
Total Available Funds: 25
  • 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 Value VTRIX Vanguard International Value Inv 99% 1 60 0 0.39% 2.76%
Foreign Large Blend VWIGX Vanguard International Growth Inv 83% 1 60 0 0.45% 1.84%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 29% 1 60 0 0.07% 3.33%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 1 60 0 0.08% 2.93%
World Allocation PAAIX PIMCO All Asset Instl 96% 1 60 0 1.84% 3.53%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 1 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Inv 90% 1 60 0 0.17% 12.31%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 1 60 0 0.17% 0%
US EQUITY
LARGE VALUE VWNDX Vanguard Windsor Investor 97% 1 60 0 0.32% 1.77%
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv 95% 1 60 0 0.31% 7.81%
SMALL BLEND RYTRX Royce Total Return Invmt 92% 1 60 0 1.95% 10%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 1 60 0 0.02% 1.36%
Small Growth VEXPX Vanguard Explorer Inv 76% 1 60 0 0.45% 4.34%
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl 74% 1 60 0 0.06% 1.29%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 1 60 0 0.15% 3.27%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 91% 1 60 0 0.1% 4.92%
Multisector Bond LSFIX LS Core Plus Fixed Inc C 77% 1 60 0 0.58% 1.42%
Average Expense Ratio: 0.31%
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Related Retirement Plans
BAYER CORPORATION SAVINGS AND RETIREMENT 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 2.3% 8.7% 1.5% 8.7% 6.8% 8.2%

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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 26 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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