MyPlanIQ 401k Investor Millipore Corporation Employees` Participation and Savings Plan

Millipore Corporation Employees` Participation and Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Moderate Allocation RPBAX T. Rowe Price Balanced
ROOT PRRXX
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
Mid-Cap Growth OSGIX JPMorgan Mid Cap Growth A
Mid-Cap Growth BGRIX Baron Growth Instl
Total Available Funds: 10
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Moderate Allocation RPBAX T. Rowe Price Balanced
ROOT PRRXX
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
Mid-Cap Growth OSGIX JPMorgan Mid Cap Growth A
Mid-Cap Growth BGRIX Baron Growth Instl
SMALL BLEND RLPHX Royce Low Priced Stock Invmt
Total Available Funds: 10
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A 65% 3 60 0 0.84% 0.51%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 57% 3 60 0 0.9% 3.26%
Others
Moderate Allocation RPBAX T. Rowe Price Balanced 86% 3 60 0 0.47% 3.97%
ROOT PRRXX 0% 3 60 0 0.58% NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 4.18%
Inflation-Protected Bond PRRIX PIMCO Real Return Instl 80% 3 60 0 1.37% 3.73%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 5.75%
Mid-Cap Growth OSGIX JPMorgan Mid Cap Growth A 44% 3 60 0 0.95% 0%
Mid-Cap Growth BGRIX Baron Growth Instl 27% 3 60 0 1.3% 1.75%
SMALL BLEND RLPHX Royce Low Priced Stock Invmt 0% 3 60 0 1.26% 15.81%
Average Expense Ratio: 0.9%
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Model Portfolios

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*
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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 investment options have not been imported yet.


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