MyPlanIQ 401k Investor SAS Institute Inc. Retirement Plan

SAS Institute Inc. Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VIDMX VANG DEV MKTS INST
Others
World Allocation PAAIX PIM ALL ASSET INST
Technology FSPTX FID SEL TECHNOLOGY
Target Date 2026-2030 JSMCX JPMorgan SmartRetirement 2030 Instl C
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
LARGE GROWTH PRGFX TRP GROWTH STOCK
Mid-Cap Growth NBGIX NB GENESIS - INST CL
MID-CAP BLEND CRIMX CRM MID CAP VAL INST
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VIDMX VANG DEV MKTS INST
Others
World Allocation PAAIX PIM ALL ASSET INST
Technology FSPTX FID SEL TECHNOLOGY
Target Date 2026-2030 JSMCX JPMorgan SmartRetirement 2030 Instl C
Target Date 2036-2040 SMTCX JPMorgan SmartRetirement 2040 Instl C
Target Date 2016-2020 JTTCX JPMorgan SmartRetirement 2020 Instl C
Target Date 2046-2050 JTSCX JPMorgan SmartRetirement 2050 Instl C
Target Date 2041-2045 JSACX JPMorgan SmartRetirement 2045 Instl C
Target Date 2031-2035 SRJCX JPMorgan SmartRetirement 2035 Instl C
Target Date 2021-2025 JNSCX JPMorgan SmartRetirement 2025 Instl C
Target Date 2011-2015 JSFCX JPMorgan SmartRetirement 2015 Instl C
Target Date 2000-2010 JSWCX JPMorgan SmartRetirement 2010 Instl C
ROOT CASH FED UST CASH RSV IS
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
LARGE GROWTH PRGFX TRP GROWTH STOCK
Mid-Cap Growth NBGIX NB GENESIS - INST CL
MID-CAP BLEND CRIMX CRM MID CAP VAL INST
SMALL BLEND VSCIX VANG SM CAP IDX INST
LARGE BLEND VINIX VANGUARD INST INDEX
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST
LARGE BLEND RFNGX AF FUNDMNTL INV R6
Total Available Funds: 22
  • 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 VIDMX VANG DEV MKTS INST 0% 1 60 0 0.08% 3.03%
Others
World Allocation PAAIX PIM ALL ASSET INST 96% 1 60 0 1.84% 3.92%
Technology FSPTX FID SEL TECHNOLOGY 73% 1 60 0 0.7% 0%
Target Date 2026-2030 JSMCX JPMorgan SmartRetirement 2030 Instl C 66% 1 60 0 0.64% 1.93%
Target Date 2036-2040 SMTCX JPMorgan SmartRetirement 2040 Instl C 66% 1 60 0 0.67% 1.35%
Target Date 2016-2020 JTTCX JPMorgan SmartRetirement 2020 Instl C 58% 1 60 0 0.62% 2.35%
Target Date 2046-2050 JTSCX JPMorgan SmartRetirement 2050 Instl C 55% 1 60 0 0.67% 1.04%
Target Date 2041-2045 JSACX JPMorgan SmartRetirement 2045 Instl C 44% 1 60 0 0.67% 1.15%
Target Date 2031-2035 SRJCX JPMorgan SmartRetirement 2035 Instl C 41% 1 60 0 0.51% 1.5%
Target Date 2021-2025 JNSCX JPMorgan SmartRetirement 2025 Instl C 39% 1 60 0 0.63% 2.05%
Target Date 2011-2015 JSFCX JPMorgan SmartRetirement 2015 Instl C 0% 1 60 0 1.56% 1.05%
Target Date 2000-2010 JSWCX JPMorgan SmartRetirement 2010 Instl C 0% 1 60 0 1.51% 2.04%
ROOT CASH FED UST CASH RSV IS 0% 1 60 0 NA 2.66%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 4%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 94% 1 60 0 0.15% 3.3%
US EQUITY
LARGE GROWTH PRGFX TRP GROWTH STOCK 100% 1 60 0 0% 3.93%
Mid-Cap Growth NBGIX NB GENESIS - INST CL 91% 1 60 0 1.34% 3.4%
MID-CAP BLEND CRIMX CRM MID CAP VAL INST 88% 1 60 0 1.16% 6.46%
SMALL BLEND VSCIX VANG SM CAP IDX INST 80% 1 60 0 0.05% 1.76%
LARGE BLEND VINIX VANGUARD INST INDEX 78% 1 60 0 0.02% 3.37%
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST 72% 1 60 0 0.04% 1.81%
LARGE BLEND RFNGX AF FUNDMNTL INV R6 20% 1 60 0 0.28% 6.8%
Average Expense Ratio: 0.67%
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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 6.5% 19.2% 6.3% 10.8% 8.1% 8.9%

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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
The plan consists of 24 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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