MyPlanIQ 401k Investor Salesforce.com Inc. and Salesforce.com Foundation 401(k) Plan

Salesforce.com Inc. and Salesforce.com Foundation 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Others
Moderate Allocation FPURX Fidelity Puritan
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
Target Date 2050+ FDENX Fidelity Freedom K 2055
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I
LONG GOVERNMENT FLBAX Fidelity Spartan L/T Tr Bd Idx Fid Advt
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Others
Moderate Allocation FPURX Fidelity Puritan
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
Target Date 2050+ FDENX Fidelity Freedom K 2055
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I
LONG GOVERNMENT FLBAX Fidelity Spartan L/T Tr Bd Idx Fid Advt
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
Intermediate-Term Bond FXSTX Spartan U.S. Bond Index Instl
LONG GOVERNMENT FLBIX Fidelity Spartan L/T Tr Bd Idx Inv
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth I
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE MADVX BlackRock Equity Dividend Instl
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
SMALL BLEND FSCRX Fidelity Small Cap Discovery
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
MID-CAP BLEND FSLCX Fidelity Small Cap Stock
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
SMALL BLEND WFSVX Wells Fargo Advantage Small Cp Val Instl
Total Available Funds: 36
  • 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 ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 4.5%
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg 0% 3 60 0 0.07% 2.62%
Others
Moderate Allocation FPURX Fidelity Puritan 82% 3 60 0 0.5% 4.31%
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 0% 3 60 0 0.39% 2.83%
Target Date 2050+ FDENX Fidelity Freedom K 2055 0% 3 60 0 0.05% 0%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 0% 3 60 0 0.46% 1.44%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 0% 3 60 0 0.63% 1.31%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 1.74%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 1.34%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 0% 3 60 0 0.62% 1.45%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 2.15%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 0% 3 60 0 0.58% 1.47%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 0% 3 60 0 0.51% 2.06%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 1.28%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 3 60 0 0.62% 1.49%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 1.69%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I 75% 3 60 0 0.11% 3.72%
LONG GOVERNMENT FLBAX Fidelity Spartan L/T Tr Bd Idx Fid Advt 0% 3 60 0 0.07% 3.11%
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond 0% 3 60 0 0.45% 5.61%
Intermediate-Term Bond FXSTX Spartan U.S. Bond Index Instl 0% 3 60 0 0.03% 2.75%
LONG GOVERNMENT FLBIX Fidelity Spartan L/T Tr Bd Idx Inv 0% 3 60 0 0.17% 3.03%
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor 0% 3 60 0 0.13% 2.67%
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth I 96% 3 60 0 1.27% 0%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE VALUE MADVX BlackRock Equity Dividend Instl 91% 3 60 0 1% 7.21%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor 91% 3 60 0 1.05% 17.63%
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 3 60 0 1.07% 1.16%
Mid-Cap Growth ARTMX Artisan Mid Cap Inv 88% 3 60 0 0.96% 0%
MID-CAP BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 0.02%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 1.69%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 0%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
SMALL BLEND WFSVX Wells Fargo Advantage Small Cp Val Instl 0% 3 60 0 0.88% 0%
Average Expense Ratio: 0.55%
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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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