MyPlanIQ 401k Investor AbbVie Savings Plan (401K)

AbbVie Savings Plan (401K)

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
INTERNATIONAL EQUITY SSGJX State Street Global Eq ex-US Index I
Others
EQUITY SSBNX State Street Target Retirement 2020
EQUITY SSBRX State Street Target Retirement 2025
EQUITY SSBWX State Street Target Retirement 2030
FIXED INCOME
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan
Intermediate-Term Bond SSFEX State Street US Bond Index
US EQUITY
MID-CAP VALUE DHMIX Diamond Hill Small-Mid Cap I
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
LARGE VALUE RWMGX American Funds Washington Mutual R6
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
INTERNATIONAL EQUITY SSGJX State Street Global Eq ex-US Index I
Others
EQUITY SSBNX State Street Target Retirement 2020
EQUITY SSBRX State Street Target Retirement 2025
EQUITY SSBWX State Street Target Retirement 2030
EQUITY SSCJX State Street Target Retirement 2035
EQUITY SSCNX State Street Target Retirement 2040
EQUITY SSDDX State Street Target Retirement 2045
EQUITY SSDJX State Street Target Retirement 2050
EQUITY SSDOX State Street Target Retirement 2055
EQUITY SSDYX State Street Target Retirement 2060
EQUITY SSMHX State Street Russell Small/Mid Cap Idx
EQUITY SSFKX State Street Target Retirement 2065
ROOT CASH Galliard Stable Value Fund
FIXED INCOME
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan
Intermediate-Term Bond SSFEX State Street US Bond Index
US EQUITY
MID-CAP VALUE DHMIX Diamond Hill Small-Mid Cap I
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
LARGE VALUE RWMGX American Funds Washington Mutual R6
LARGE BLEND SSSYX State Street Equity 500 Index Fund
Total Available Funds: 20
  • 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 RERGX American Funds EuroPacific Gr R6 32% 0 60 1 0.9% 4.03%
INTERNATIONAL EQUITY SSGJX State Street Global Eq ex-US Index I 0% 0 60 0 0.26% 2.42%
Others
EQUITY SSBNX State Street Target Retirement 2020 49% 0 60 0 0.59% 6.8%
EQUITY SSBRX State Street Target Retirement 2025 49% 0 60 0 0.59% 5.87%
EQUITY SSBWX State Street Target Retirement 2030 49% 0 60 0 0.59% 5.06%
EQUITY SSCJX State Street Target Retirement 2035 49% 0 60 0 0.59% 4.61%
EQUITY SSCNX State Street Target Retirement 2040 49% 0 60 0 0.59% 4.64%
EQUITY SSDDX State Street Target Retirement 2045 49% 0 60 0 0.59% 4.59%
EQUITY SSDJX State Street Target Retirement 2050 49% 0 60 0 0.59% 4.66%
EQUITY SSDOX State Street Target Retirement 2055 49% 0 60 0 0.59% 4.23%
EQUITY SSDYX State Street Target Retirement 2060 49% 0 60 0 0.59% 3.68%
EQUITY SSMHX State Street Russell Small/Mid Cap Idx 49% 0 60 0 0.03% 1.88%
EQUITY SSFKX State Street Target Retirement 2065 17% 0 60 0 0.59% 1.52%
ROOT CASH Galliard Stable Value Fund 0% 0 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan 8% 0 60 0 0.52% 4.21%
Intermediate-Term Bond SSFEX State Street US Bond Index 1% 0 60 0 0.22% 3.09%
US EQUITY
MID-CAP VALUE DHMIX Diamond Hill Small-Mid Cap I 77% 0 60 0 1.21% 1.21%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 0 60 1 0.3% 0%
LARGE VALUE RWMGX American Funds Washington Mutual R6 22% 0 60 1 0.26% 3.68%
LARGE BLEND SSSYX State Street Equity 500 Index Fund 1% 0 60 0 0.17% 1.73%
Average Expense Ratio: 0.51%
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Related Retirement Plans
ABBVIE SAVINGS PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.9% 9.6% 2.2% 7.7% 6.0% 7.9%

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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 for Portfolio Details or Follow 0.4% 7.4% -1.5% 5.6% 5.2% 7.3%

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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
This plan consists of 20 funds, some of them are: SSBNX, SSBRX, SSBWX, SSCJX, SSCNX, SSDDX.


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