MyPlanIQ 401k Investor YOUNG and RUBICAM 401K/SAVINGS PLAN

YOUNG and RUBICAM 401K/SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEMWX Templeton World A
WORLD STOCK TWDAX Templeton World Fund Class Advisor
Foreign Large Blend ARTIX Artisan International Inv
Others
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2051+ VFFVX Vanguard Target Retirement 2055
Target Date 2051+ VTTSX Vanguard Target Retirement 2060
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Institutional Class
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEMWX Templeton World A
WORLD STOCK TWDAX Templeton World Fund Class Advisor
Foreign Large Blend ARTIX Artisan International Inv
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv
Others
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2051+ VFFVX Vanguard Target Retirement 2055
Target Date 2051+ VTTSX Vanguard Target Retirement 2060
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Institutional Class
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock Fund
SMALL BLEND PASSX T. Rowe Price Small-Cap Stock Adv
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
Mid-Cap Growth PAMCX T. Rowe Price Mid-Cap Growth Adv
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares
Total Available Funds: 32
  • 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
WORLD STOCK TEMWX Templeton World A 43% 3 60 0 0.81% 0.32%
WORLD STOCK TWDAX Templeton World Fund Class Advisor 43% 3 60 0 0.81% 0.46%
Foreign Large Blend ARTIX Artisan International Inv 41% 3 60 0 0.97% 1.83%
Foreign Large Value VTRIX Vanguard International Value Fund 38% 3 60 0 0.39% 2.76%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv 16% 3 60 0 0.08% 3.12%
Others
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 84% 3 60 0 0.08% 2.21%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 79% 3 60 0 0.08% 1.85%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 77% 3 60 0 0.08% 1.77%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.02%
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 70% 3 60 0 0.08% 2.62%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 67% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income 66% 3 60 0 0.08% 2.93%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 58% 3 60 0 0.08% 2.34%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 50% 3 60 0 0.08% 4.48%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 45% 3 60 0 0.08% 2.23%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 0%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Institutional Class 76% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 56% 3 60 0 0.8% 4.94%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares 53% 3 60 0 0.07% 4.24%
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares 44% 3 60 0 0.15% 3.15%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 97% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 84% 3 60 0 0.14% 1.27%
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock Fund 75% 3 60 0 1.17% 0.21%
SMALL BLEND PASSX T. Rowe Price Small-Cap Stock Adv 73% 3 60 0 1.17% 3.73%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares 71% 3 60 0 0.31% 7.81%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 54% 3 60 0 1.14% 1.22%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund 53% 3 60 0 1.29% 6.44%
Mid-Cap Growth PAMCX T. Rowe Price Mid-Cap Growth Adv 43% 3 60 0 1.29% 6.54%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares 26% 3 60 0 0.06% 1.11%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.43%
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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 5.6% 17.5% 4.3% 7.5% 5.4% 7.0%

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


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