MyPlanIQ 401k Investor The 401k Plan and the Employee Stock Ownership Plan of CVS Caremark Corporation and Affiliated Companies

The 401k Plan and the Employee Stock Ownership Plan of CVS Caremark Corporation and Affiliated Companies

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds New Perspective R5
Foreign Large Value TFEQX Templeton Instl Foreign Eq Ser Primary
Foreign Large Blend VDMPX Vanguard Developed Markets Idx Instl Pls
Others
ROOT CVS CVS Caremark Corp
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
MID-CAP BLEND VMCPX Vanguard Mid Cap Index Instl Plus
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds New Perspective R5
Foreign Large Value TFEQX Templeton Instl Foreign Eq Ser Primary
Foreign Large Blend VDMPX Vanguard Developed Markets Idx Instl Pls
Others
ROOT CVS CVS Caremark Corp
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
MID-CAP BLEND VMCPX Vanguard Mid Cap Index Instl Plus
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
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
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds New Perspective R5 91% 3 60 0 1.47% 5.98%
Foreign Large Value TFEQX Templeton Instl Foreign Eq Ser Primary 86% 3 60 0 0.97% 13.45%
Foreign Large Blend VDMPX Vanguard Developed Markets Idx Instl Pls 0% 3 60 0 0.06% 3.04%
Others
ROOT CVS CVS Caremark Corp 0% 3 60 0 NA 3.64%
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 3 60 0 0.05% 1.77%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 3 60 0 0.02% 3.38%
MID-CAP BLEND VMCPX Vanguard Mid Cap Index Instl Plus 20% 3 60 0 0.04% 1.82%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.99%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 91% 3 60 0 0.1% 4%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls 35% 3 60 0 0.03% 3.29%
Average Expense Ratio: 0.4%
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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*
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
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