MyPlanIQ 401k Investor VARIAN MEDICAL SYSTEMS, INC. RETIREMENT PLAN

VARIAN MEDICAL SYSTEMS, INC. RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Mutual Fund
Foreign Large Growth FDIVX Fidelity Diversified International Mutual Fund
Foreign Large Blend FSIIX Spartan International Index Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv Mutual Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Mutual Fund
LARGE GROWTH FDGRX Fidelity Growth Company Mutual Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Mutual Fund
Foreign Large Growth FDIVX Fidelity Diversified International Mutual Fund
Foreign Large Blend FSIIX Spartan International Index Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Fund
Moderate Allocation FBALX Fidelity Balanced Mutual Fund
ROOT CASH Fidelity Institutional Money Mkt Cash various interest
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv Mutual Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Mutual Fund
LARGE GROWTH FDGRX Fidelity Growth Company Mutual Fund
LARGE BLEND VINIX Vanguard Institutional Index Mutual Fund
MID-CAP BLEND FSEVX Spartan Total Mkt Index Mutual Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Mutual Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Mutual Fund
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 Value DODFX Dodge Cox International Stock Mutual Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Growth FDIVX Fidelity Diversified International Mutual Fund 98% 3 60 0 0.65% 1.59%
Foreign Large Blend FSIIX Spartan International Index Mutual Fund 86% 3 60 0 0.17% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund 98% 3 60 0 0.42% 2.89%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual Fund 95% 3 60 0 0.64% 1.26%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Fund 92% 3 60 0 0.49% 3.21%
Moderate Allocation FBALX Fidelity Balanced Mutual Fund 80% 3 60 0 0.5% 1.59%
ROOT CASH Fidelity Institutional Money Mkt Cash various interest 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund 0% 3 60 0 0.44% 0%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv Mutual Fund 99% 3 60 0 0.03% 1.4%
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Mutual Fund 96% 3 60 0 0.84% 0%
LARGE GROWTH FDGRX Fidelity Growth Company Mutual Fund 90% 3 60 0 0.79% 4.95%
LARGE BLEND VINIX Vanguard Institutional Index Mutual Fund 78% 3 60 0 0.02% 1.36%
MID-CAP BLEND FSEVX Spartan Total Mkt Index Mutual Fund 0% 3 60 0 0.07% 1.17%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Mutual Fund 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Mutual Fund 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.48%
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Related Retirement Plans
VARIAN MEDICAL SYSTEMS, INC. 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 5.6% 16.3% 4.2% 9.0% 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(Ticker:VAR)
The plan consists of 20 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Varian Medical Systems, Inc., together with its subsidiaries, provides cancer therapy systems and X-ray products worldwide.



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