MyPlanIQ 401k Investor DANAHER 401K PLAN

DANAHER 401K PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
World Allocation PAAIX  PIMCO All Assets Fund Institutional Class
Target Date 2026-2030 STLDX LifePath® Index 2030 Non-Lendable Fund G
Conservative Allocation FSRRX Fidelity Strategic Real Return
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
US EQUITY
LARGE GROWTH PRGFX TRP LG CAP CORE GRTH
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
LARGE VALUE FEIKX Fidelity Equity-Income K
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
World Allocation PAAIX  PIMCO All Assets Fund Institutional Class
Target Date 2026-2030 STLDX LifePath® Index 2030 Non-Lendable Fund G
Conservative Allocation FSRRX Fidelity Strategic Real Return
Retirement Income STLAX LifePath® Index Retirement Non-Lendable Fund G
Target Date 2036-2040 STLEX  LifePath® Index 2040 Non-Lendable Fund G
Target Date 2051+ LPVIX  LifePath® Index 2055 Non-Lendable Fund G
Target Date 2046-2050 STLFX  LifePath® Index 2050 Non-Lendable Fund G
Target Date 2021-2025 LPBIX LifePath® Index 2025 Non-Lendable Fund G
Target Date 2041-2045 LPHIX LifePath® Index 2045 Non-Lendable Fund G
Target Date 2031-2035 LPJIX  LifePath® Index 2035 Non-Lendable Fund G
Target Date 2016-2020 STLCX  LifePath® Index 2020 Non-Lendable Fund G
ROOT CASH FID INST MMKT (FMPXX)
ROOT DHR Danaher Corporation
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
US EQUITY
LARGE GROWTH PRGFX TRP LG CAP CORE GRTH
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
LARGE VALUE FEIKX Fidelity Equity-Income K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
Small Growth HGFSX Geneva Small Cap Growth
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
Total Available Funds: 24
  • 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 DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 29% 3 60 0 0.07% 3.33%
Others
World Allocation PAAIX  PIMCO All Assets Fund Institutional Class 96% 3 60 0 1.84% 3.53%
Target Date 2026-2030 STLDX LifePath® Index 2030 Non-Lendable Fund G 94% 3 60 0 0.34% 3.1%
Conservative Allocation FSRRX Fidelity Strategic Real Return 94% 3 60 0 0.95% 5.32%
Retirement Income STLAX LifePath® Index Retirement Non-Lendable Fund G 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX  LifePath® Index 2040 Non-Lendable Fund G 92% 3 60 0 1.04% 3.18%
Target Date 2051+ LPVIX  LifePath® Index 2055 Non-Lendable Fund G 85% 3 60 0 0.59% 1.16%
Target Date 2046-2050 STLFX  LifePath® Index 2050 Non-Lendable Fund G 81% 3 60 0 0.34% 1.14%
Target Date 2021-2025 LPBIX LifePath® Index 2025 Non-Lendable Fund G 56% 3 60 0 0.59% 1.83%
Target Date 2041-2045 LPHIX LifePath® Index 2045 Non-Lendable Fund G 54% 3 60 0 0.34% 1.27%
Target Date 2031-2035 LPJIX  LifePath® Index 2035 Non-Lendable Fund G 53% 3 60 0 0.34% 1.5%
Target Date 2016-2020 STLCX  LifePath® Index 2020 Non-Lendable Fund G 0% 3 60 0 0.67% 1.74%
ROOT CASH FID INST MMKT (FMPXX) 0% 0 60 0 NA 4.14%
ROOT DHR Danaher Corporation 0% 3 60 0 NA 0.47%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.27%
US EQUITY
LARGE GROWTH PRGFX TRP LG CAP CORE GRTH 100% 3 60 0 0% 0%
SMALL VALUE AVFIX American Beacon Small Cp Val Inst 81% 3 60 0 1.28% 15.5%
LARGE VALUE FEIKX Fidelity Equity-Income K 68% 3 60 0 0.57% 4.28%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 60% 3 60 0 0.82% 18.74%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 3 60 0 0.02% 1.04%
Small Growth HGFSX Geneva Small Cap Growth 0% 3 60 0 1.38% 4.3%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
Average Expense Ratio: 0.62%
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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 2.3% 11.5% 3.2% 7.4% 5.8% 7.9%

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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:DHR)
The plan consists of 26 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
This plan was created upon a user's request. 


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