MyPlanIQ 401k Investor VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES

VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES

Investment Menu Rating:

Investment Options

Brief Info
All Funds
All Fund Parameters

Total Available Funds:

Asset Class

Ticker

Description

Rating

Emerging Market
Emerging Market	VEIEX	Emergin Markets Fund

REAL ESTATE
Global Real Estate	IRGIX	Private Global Real Estate Fund
REAL ESTATE	VGSIX	Pyramis REIT Commingled Pool

INTERNATIONAL EQUITY
Foreign Large Blend	VGTSX	International Company Index Fund

Others
Target Date 2021-2025	VTTVX	VERIZON 2025 FUND
Target Date 2041-2045	VTIVX	VERIZON 2045 FUND
Target Date 2031-2035	VTTHX	VERIZON 2035 FUND

US EQUITY
SMALL BLEND	NAESX	U.S. Small Company Fund

FIXED INCOME
Short-Term Bond	VBISX	Conservative Fixed Income Fund
Inflation-Protected Bond	PRRIX	PIMCO Real Return Bond Fund—Class I Global Bond Fund

Total Available Funds:

Asset Class

Ticker

Description

Rating

Emerging Market
Emerging Market	VEIEX	Emergin Markets Fund

REAL ESTATE
Global Real Estate	IRGIX	Private Global Real Estate Fund
REAL ESTATE	VGSIX	Pyramis REIT Commingled Pool

INTERNATIONAL EQUITY
Foreign Large Blend	VGTSX	International Company Index Fund

Others
Target Date 2021-2025	VTTVX	VERIZON 2025 FUND
Target Date 2041-2045	VTIVX	VERIZON 2045 FUND
Target Date 2031-2035	VTTHX	VERIZON 2035 FUND
Target Date 2051	VFFVX	VERIZON 2055 FUND
Target Date 2046-2050	VFIFX	VERIZON 2050 FUND
Target Date 2051	VTTSX	VERIZON 2060 FUND
Target Date 2036-2040	VFORX	VERIZON 2040 FUND
Target Date 2026-2030	VTHRX	VERIZON 2030 FUND
Target Date 2016-2020	VTWNX	VERIZON 2020 FUND
ROOT	VZ	Verizon Company Stock
ROOT	CASH	Money Market Portfolio

US EQUITY
SMALL BLEND	NAESX	U.S. Small Company Fund

FIXED INCOME
Short-Term Bond	VBISX	Conservative Fixed Income Fund
Inflation-Protected Bond	PRRIX	PIMCO Real Return Bond Fund—Class I Global Bond Fund

Total Available Funds:

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

Expense

Yield

Emerging Market
Emerging Market	VEIEX	Emergin Markets Fund	99%	3	60	0	0.08%	3.29%

REAL ESTATE
Global Real Estate	IRGIX	Private Global Real Estate Fund	93%	3	60	0	1.47%	2.94%
REAL ESTATE	VGSIX	Pyramis REIT Commingled Pool	81%	3	60	0	0.12%	3.94%

INTERNATIONAL EQUITY
Foreign Large Blend	VGTSX	International Company Index Fund	16%	3	60	0	0.08%	3.12%

Others
Target Date 2021-2025	VTTVX	VERIZON 2025 FUND	97%	3	60	0.08%	2.62%
Target Date 2041-2045	VTIVX	VERIZON 2045 FUND	97%	3	60	0.08%	2.34%
Target Date 2031-2035	VTTHX	VERIZON 2035 FUND	96%	3	60	0.08%	2.34%
Target Date 2051	VFFVX	VERIZON 2055 FUND	80%	3	60	0.08%	1.85%
Target Date 2046-2050	VFIFX	VERIZON 2050 FUND	75%	3	60	0.08%	2.02%
Target Date 2051	VTTSX	VERIZON 2060 FUND	72%	3	60	0.08%	1.77%
Target Date 2036-2040	VFORX	VERIZON 2040 FUND	70%	3	60	0.08%	2.23%
Target Date 2026-2030	VTHRX	VERIZON 2030 FUND	70%	3	60	0.08%	2.21%
Target Date 2016-2020	VTWNX	VERIZON 2020 FUND	66%	3	60	0.08%	4.48%
ROOT	VZ	Verizon Company Stock	0%	3	60	NA	7.01%
ROOT	CASH	Money Market Portfolio	0%	3	60	NA	4.14%

US EQUITY
SMALL BLEND	NAESX	U.S. Small Company Fund	99%	3	60	0	0.03%	1.4%

FIXED INCOME
Short-Term Bond	VBISX	Conservative Fixed Income Fund	100%	3	60	0	0.07%	2.54%
Inflation-Protected Bond	PRRIX	PIMCO Real Return Bond Fund—Class I Global Bond Fund	80%	3	60	0	1.37%	4.44%

Average Expense Ratio: 0.25%

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login

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VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES

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	0.9%	8.2%	-0.6%	4.0%	4.2%	6.3%
Sign up or Login first to get rebalance emails for this portfolio

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	0.9%	8.3%	-0.0%	5.1%	4.0%	5.5%
Sign up or Login and subscribe to get rebalance emails for this portfolio

* 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(Ticker:VZ)

The plan consists of 23 funds. It covers 5 major asset classes and 18 minor asset classes. The major asset classes it covers are REITs, US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.

This plan was created based on Arizona Board of Regents Optional Retiremetn Plan performance evaluation report. The Arizona Board of Regents is the governing board for the state’s public universities: Arizona State University, Northern Arizona University, and the University of Arizona.

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VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES

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