MyPlanIQ 401k Investor SCHERING-PLOUGH EMPLOYEES’ SAVINGS PLAN

SCHERING-PLOUGH EMPLOYEES’ SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
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
Intermediate-Term Bond VFICX Vanguard interm-Term Investment-Grade Fund
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund
LARGE VALUE VWNDX Vanguard Windsor Fund
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund
Total Available Funds: 16
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 Treas Money Mkt
ROOT CASH Vanguard Prime Money Mkt
ROOT CASH Vanguard Admiral Trsy MM
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard interm-Term Investment-Grade Fund
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund
LARGE VALUE VWNDX Vanguard Windsor Fund
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund
Small Growth VEXPX Vanguard Explorer Fund
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal Shares
Total Available Funds: 16
  • 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 83% 3 60 0 0.13% 2.53%
ROOT CASH Vanguard Treas Money Mkt 0% 1 60 0 NA 4.14%
ROOT CASH Vanguard Prime Money Mkt 0% 1 60 0 NA 4.14%
ROOT CASH Vanguard Admiral Trsy MM 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard interm-Term Investment-Grade Fund 99% 3 60 0 0.2% 4.04%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund 99% 3 60 0 0.1% 3.28%
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund 99% 3 60 0 0.3% 0.25%
LARGE VALUE VWNDX Vanguard Windsor Fund 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 Vanguard 500 Index Fund Signal 0% 3 60 0 0.05% 2.03%
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal Shares 0% 3 60 0 0.05% 2.03%
Average Expense Ratio: 0.21%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 3.1% 12.6% 0.1% 8.4% 7.2% 8.5%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 19 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.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.