MyPlanIQ 401k Investor Varian Medical Systems Inc. Retirement Plan

Varian Medical Systems Inc. Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend FDIVX Fidelity Diversified International
Others
Moderate Allocation FBAKX Fidelity Balanced K
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond PTTAX PIMCO Total Return A
US EQUITY
LARGE GROWTH FGCKX Fidelity Growth Company K
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend FDIVX Fidelity Diversified International
Others
Moderate Allocation FBAKX Fidelity Balanced K
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond PTTAX PIMCO Total Return A
US EQUITY
LARGE GROWTH FGCKX Fidelity Growth Company K
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
Mid-Cap Growth NBGEX Neuberger Berman Genesis Tr
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
Total Available Funds: 13
  • 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 88% 3 60 0 0.52% 2.33%
Foreign Large Blend FDIVX Fidelity Diversified International 78% 3 60 0 0.65% 1.59%
Others
Moderate Allocation FBAKX Fidelity Balanced K 95% 3 60 0 0.5% 1.66%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 86% 3 60 0 0.64% 1.26%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 79% 3 60 0 0.66% 3.25%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 60% 3 60 0 0.58% 3.41%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 76% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTTAX PIMCO Total Return A 53% 3 60 0 0.8% 4.84%
US EQUITY
LARGE GROWTH FGCKX Fidelity Growth Company K 95% 3 60 0 0.79% 4.92%
LARGE BLEND VINIX Vanguard Institutional Index Instl 86% 3 60 0 0.02% 1.36%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 82% 3 60 0 0.02% 1.37%
Mid-Cap Growth NBGEX Neuberger Berman Genesis Tr 58% 3 60 0 0.84% 0%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 56% 3 60 0 0.05% 1.55%
Average Expense Ratio: 0.53%
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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
The investment options have not been imported yet.


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