MyPlanIQ 401k Investor Starbucks Corporation 401(k) Plan

Starbucks Corporation 401(k) Plan Investment Model Portfolios

This Plan is unrated.
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STARBUCKS CORPORATION 401(K) PLAN
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Instl International Equity
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
US EQUITY
Mid-Cap Growth WFDDX Wells Fargo Advantage Discovery Adm
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
LARGE BLEND VINIX Vanguard Institutional Index Instl
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Instl International Equity
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
US EQUITY
Mid-Cap Growth WFDDX Wells Fargo Advantage Discovery Adm
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
LARGE BLEND VINIX Vanguard Institutional Index Instl
SMALL BLEND HASCX Harbor Small Cap Value Instl
LARGE GROWTH VFTNX Vanguard FTSE Social Index Instl
LARGE BLEND RFNEX American Funds Fundamental Investors R4
LARGE GROWTH NVLIX Nuveen Winslow Large-Cap Growth I
SMALL BLEND VSISX Vanguard Small Cap Index Signal
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 Growth MIEIX MFS Instl International Equity 89% 3 60 0 0.72% 1.43%
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal 0% 3 60 0 0.18% 3.25%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 4.28%
Inflation-Protected Bond PRRIX PIMCO Real Return Instl 80% 3 60 0 1.37% 2.82%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 3 60 0 0.1% 2.71%
US EQUITY
Mid-Cap Growth WFDDX Wells Fargo Advantage Discovery Adm 92% 3 60 0 0.88% 9.27%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst 85% 3 60 0 1% 17.46%
LARGE BLEND VINIX Vanguard Institutional Index Instl 77% 3 60 0 0.02% 2.73%
SMALL BLEND HASCX Harbor Small Cap Value Instl 76% 3 60 0 0.8% 0.62%
LARGE GROWTH VFTNX Vanguard FTSE Social Index Instl 70% 3 60 0 0.14% 1.13%
LARGE BLEND RFNEX American Funds Fundamental Investors R4 52% 3 60 0 0.28% 0.9%
LARGE GROWTH NVLIX Nuveen Winslow Large-Cap Growth I 23% 3 60 0 0.56% 14.06%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.34%
Average Expense Ratio: 0.5%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.4% 0.8% 1.6% 3.4% 3.7% 4.9%

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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
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