MyPlanIQ 401k Investor MEDICIS PHARMACEUTICAL CORPORATION 401(k) PLAN

MEDICIS PHARMACEUTICAL CORPORATION 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 69
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate CSSPX Cohen Steers Institutional Global Realty Registered Investment Company
REAL ESTATE DFREX DFA Real-estate Securities Portfolio Registered Investment Company
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA US Small Cap Value Portfolio Registered Investment Company
WORLD STOCK JAWWX Janus Worldwide Fund Registered Investment Company
Foreign Large Blend TGVIX Thornburg International Value I Registered Investment Company
Others
World Allocation PAUIX Pacific Investment Management Company All Asset All Authority Inst Registered Investment Company
Target Date 2026-2030 SWDRX Schwab Managed rtmt 2030 C1 II Common Collective Tr Fund
Target Date 2036-2040 SWERX Schwab Managed rtmt 2040 C1 II Common Collective Tr Fund
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund Registered Investment Company
Inflation-Protected Bond VIPSX Vanguard Inflation Protected SEC FD Registered Investment Company
Intermediate Government VFITX Vanguard F-I SECS I-T US Treasury Registered Investment Company
Total Available Funds: 69
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate CSSPX Cohen Steers Institutional Global Realty Registered Investment Company
REAL ESTATE DFREX DFA Real-estate Securities Portfolio Registered Investment Company
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA US Small Cap Value Portfolio Registered Investment Company
WORLD STOCK JAWWX Janus Worldwide Fund Registered Investment Company
Foreign Large Blend TGVIX Thornburg International Value I Registered Investment Company
PACIFIC/ASIA EX-JAPAN STK MACSX Matthews Asian Growth Income FD Registered Investment Company
Foreign Large Growth BIGIX William Blair International Growth Fund I Registered Investment Company
PACIFIC/ASIA EX-JAPAN STK MCHFX Matthews Dragon Century China FD class I Registered Investment Company
Foreign Large Value DFIEX DFA International Core Equity Portfolio Registered Investment Company
Foreign Large Blend FICDX Fidelity Canada Fund Registered Investment Company
Foreign Large Value MGIAX MFS Value Fund Class A Registered Investment Company
WORLD STOCK TEPLX Templeton Growth Fund Class A Registered Investment Company
WORLD STOCK HIGVX US Global Inv Global Registered Investment Company
DIVERSIFIED PACIFIC/ASIA PPRDX Allianz NACM Pacific Rim Fund Cl D Registered Investment Company
Others
World Allocation PAUIX Pacific Investment Management Company All Asset All Authority Inst Registered Investment Company
Target Date 2026-2030 SWDRX Schwab Managed rtmt 2030 C1 II Common Collective Tr Fund
Target Date 2036-2040 SWERX Schwab Managed rtmt 2040 C1 II Common Collective Tr Fund
Target Date 2016-2020 SWCRX Schwab Managed rtmt 2020 C1 II Common Collective Tr Fund
Target Date 2000-2010 SWBRX Schwab Managed rtmt 2010 C1 II Common Collective Tr Fund
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares Registered Investment Company
Natural Resources PRNEX T Rowe Price New Era Fund Registered Investment Company
Currency MERKX Merk Hard Currency Fund Inv Shares Registered Investment Company
Utilities GABUX Gabelli Utilities Fund class AAA Registered Investment Company
Currency RYWBX Rydex Weakening Dollar 2x Strategy H Registered Investment Company
Equity Energy ICENX ICON Energy FD Registered Investment Company
ROOT CASH Schwab Money Mkt Fund Short-term investments
ROOT CASH Schwab Municipal Money Fund Short-term investments
ROOT CASH Money market Stock Liquidity Money Mkt
Long-Short FMLSX 1st Source Monogram Income Equity FD Registered Investment Company
Financial FBRSX FBR Small Cap Financial FD Registered Investment Company
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund Registered Investment Company
Inflation-Protected Bond VIPSX Vanguard Inflation Protected SEC FD Registered Investment Company
Intermediate Government VFITX Vanguard F-I SECS I-T US Treasury Registered Investment Company
Bank Loan FFRHX Fidelity Floating Rate High Income Fund Registered Investment Company
Intermediate-Term Bond DODIX Dodge Cox Income FD Registered Investment Company
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Fund Registered Investment Company
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund Cl A Registered Investment Company
SHORT GOVERNMENT DFFGX DFA Five-year Globalfixed Inc. Port Registered Investment Company
Multisector Bond LSBRX Loomis Sayles Bond Fund class R Registered Investment Company
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Instl Common Collective Tr Fund
WORLD BOND BEGBX Amcent: Benham International Bond Registered Investment Company
US EQUITY
SMALL BLEND DFSCX DFA US Micro Cap Port Registered Investment Company
LARGE BLEND OAKMX Oakmark Fund Registered Investment Company
MID-CAP VALUE JMCVX Perkins Mid Cap Value Inv Shares Registered Investment Company
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Growth Idx Inv Registered Investment Company
LARGE VALUE DODGX Dodge Cox Stk FD Registered Investment Company
LARGE GROWTH HGOYX Hartford Growth Opportunities FD Registered Investment Company
Small Growth BUFSX Buffalo Small Cap Fund Registered Investment Company
LARGE GROWTH BLUEX Brandywine Blue Fund Registered Investment Company
LARGE BLEND DFLCX DFA US Large Company Portfolio Registered Investment Company
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl Registered Investment Company
SMALL VALUE DFFVX DFA US Targeted Value Portfolio class I Registered Investment Company
LARGE BLEND SWPPX Schwab S P 500 Index Sel Registered Investment Company
LARGE VALUE AADEX American Beacon Lgcp Val Instl Registered Investment Company
LARGE VALUE DFLVX DFA US Large Cap Value Portfolio Registered Investment Company
LARGE BLEND RICFX Investment Co of Amer R5 Registered Investment Company
Small Growth WAAEX Wasatch Small Cap Growth Fund Registered Investment Company
MID-CAP BLEND DFQTX DFA US Core Equity 2 Portfolio Registered Investment Company
SMALL BLEND GACIX Gabelli Small Cap Growth FD Registered Investment Company
Mid-Cap Growth FGRAX Franklin Aggressive Registered Investment Company
LARGE GROWTH AMAGX Amana Growth Fund Registered Investment Company
LARGE GROWTH HCAIX Harbor Capital Appr FD Investor class Registered Investment Company
LARGE GROWTH MFOCX Marsico Focus Fund Registered Investment Company
LARGE BLEND NBFAX Neuberger Berman Focus Fund Registered Investment Company
LARGE GROWTH OILLX Old Mutual Large Cap Growth Registered Investment Company
LARGE GROWTH JAVLX Janus Twenty Fund Registered Investment Company
LARGE BLEND BGU Direxion Monthly Dollar Bull 2x Fund Registered Investment Company
LARGE GROWTH CGMFX CGM Focus Fund Registered Investment Company
Mid-Cap Growth BWAFX Br&ywine Advisors Fund Registered Investment Company
Total Available Funds: 69
  • 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
REAL ESTATE
Global Real Estate CSSPX Cohen Steers Institutional Global Realty Registered Investment Company 85% 3 60 0 0.9% 3.1%
REAL ESTATE DFREX DFA Real-estate Securities Portfolio Registered Investment Company 72% 3 60 0 0.18% 4.07%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA US Small Cap Value Portfolio Registered Investment Company 100% 3 60 0 0.43% 4.16%
WORLD STOCK JAWWX Janus Worldwide Fund Registered Investment Company 99% 3 60 0 0.92% 5.31%
Foreign Large Blend TGVIX Thornburg International Value I Registered Investment Company 94% 3 60 0 1.36% 2.47%
PACIFIC/ASIA EX-JAPAN STK MACSX Matthews Asian Growth Income FD Registered Investment Company 79% 3 60 0 1.07% 2.69%
Foreign Large Growth BIGIX William Blair International Growth Fund I Registered Investment Company 79% 3 60 0 0.99% 3.65%
PACIFIC/ASIA EX-JAPAN STK MCHFX Matthews Dragon Century China FD class I Registered Investment Company 78% 3 60 0 1.12% 0.71%
Foreign Large Value DFIEX DFA International Core Equity Portfolio Registered Investment Company 76% 3 60 0 0.23% 3.59%
Foreign Large Blend FICDX Fidelity Canada Fund Registered Investment Company 52% 3 60 0 0.86% 3.58%
Foreign Large Value MGIAX MFS Value Fund Class A Registered Investment Company 52% 3 60 0 0.61% 11.39%
WORLD STOCK TEPLX Templeton Growth Fund Class A Registered Investment Company 38% 3 60 0 1.1% 1.25%
WORLD STOCK HIGVX US Global Inv Global Registered Investment Company 0% 3 60 0 1.37% 1.02%
DIVERSIFIED PACIFIC/ASIA PPRDX Allianz NACM Pacific Rim Fund Cl D Registered Investment Company 0% 3 60 0 NA 0.19%
Others
World Allocation PAUIX Pacific Investment Management Company All Asset All Authority Inst Registered Investment Company 97% 3 60 0 3.61% 3.1%
Target Date 2026-2030 SWDRX Schwab Managed rtmt 2030 C1 II Common Collective Tr Fund 97% 3 60 0 0.42% 4.55%
Target Date 2036-2040 SWERX Schwab Managed rtmt 2040 C1 II Common Collective Tr Fund 97% 3 60 0 0.5% 4.15%
Target Date 2016-2020 SWCRX Schwab Managed rtmt 2020 C1 II Common Collective Tr Fund 96% 3 60 0 0.29% 7.21%
Target Date 2000-2010 SWBRX Schwab Managed rtmt 2010 C1 II Common Collective Tr Fund 95% 3 60 0 0.26% 4.49%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares Registered Investment Company 90% 3 60 0 0.17% 6.32%
Natural Resources PRNEX T Rowe Price New Era Fund Registered Investment Company 63% 3 60 0 0.74% 10.86%
Currency MERKX Merk Hard Currency Fund Inv Shares Registered Investment Company 57% 3 60 0 1.32% 2.45%
Utilities GABUX Gabelli Utilities Fund class AAA Registered Investment Company 39% 3 60 0 1.39% 14.9%
Currency RYWBX Rydex Weakening Dollar 2x Strategy H Registered Investment Company 32% 3 60 0 1.95% 1.03%
Equity Energy ICENX ICON Energy FD Registered Investment Company 3% 3 60 0 1.5% 1.46%
ROOT CASH Schwab Money Mkt Fund Short-term investments 0% 1 60 0 NA 2.67%
ROOT CASH Schwab Municipal Money Fund Short-term investments 0% 1 60 0 NA 2.67%
ROOT CASH Money market Stock Liquidity Money Mkt 0% 1 60 0 NA 2.67%
Long-Short FMLSX 1st Source Monogram Income Equity FD Registered Investment Company 0% 3 60 0 1.3% 0.51%
Financial FBRSX FBR Small Cap Financial FD Registered Investment Company 0% 3 60 0 1.68% 1.79%
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund Registered Investment Company 99% 3 60 0 0.1% 3.52%
Inflation-Protected Bond VIPSX Vanguard Inflation Protected SEC FD Registered Investment Company 98% 3 60 0 0.07% 3.92%
Intermediate Government VFITX Vanguard F-I SECS I-T US Treasury Registered Investment Company 97% 3 60 0 0.2% 3.68%
Bank Loan FFRHX Fidelity Floating Rate High Income Fund Registered Investment Company 93% 3 60 0 1.03% 8.71%
Intermediate-Term Bond DODIX Dodge Cox Income FD Registered Investment Company 87% 3 60 0 0.33% 4.1%
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Fund Registered Investment Company 85% 3 60 0 0.74% 4.63%
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund Cl A Registered Investment Company 66% 3 60 0 0.8% 3.81%
SHORT GOVERNMENT DFFGX DFA Five-year Globalfixed Inc. Port Registered Investment Company 65% 3 60 0 0.17% 4.15%
Multisector Bond LSBRX Loomis Sayles Bond Fund class R Registered Investment Company 55% 3 60 0 1.15% 5.35%
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Instl Common Collective Tr Fund 16% 3 60 0 NA 29.33%
WORLD BOND BEGBX Amcent: Benham International Bond Registered Investment Company 0% 3 60 0 0.6% 0%
US EQUITY
SMALL BLEND DFSCX DFA US Micro Cap Port Registered Investment Company 99% 3 60 0 0.41% 2.87%
LARGE BLEND OAKMX Oakmark Fund Registered Investment Company 99% 3 60 0 0.63% 1.21%
MID-CAP VALUE JMCVX Perkins Mid Cap Value Inv Shares Registered Investment Company 98% 3 60 0 0.91% 9.85%
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Growth Idx Inv Registered Investment Company 98% 3 60 0 0.04% 1.7%
LARGE VALUE DODGX Dodge Cox Stk FD Registered Investment Company 93% 3 60 0 0.52% 6.01%
LARGE GROWTH HGOYX Hartford Growth Opportunities FD Registered Investment Company 93% 3 60 0 1.14% 0%
Small Growth BUFSX Buffalo Small Cap Fund Registered Investment Company 93% 3 60 0 1.01% 0%
LARGE GROWTH BLUEX Brandywine Blue Fund Registered Investment Company 89% 3 60 0 1.15% 0.03%
LARGE BLEND DFLCX DFA US Large Company Portfolio Registered Investment Company 88% 3 60 0 1.77% 8.51%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl Registered Investment Company 83% 3 60 0 1.18% 5.41%
SMALL VALUE DFFVX DFA US Targeted Value Portfolio class I Registered Investment Company 79% 3 60 0 0.29% 2.73%
LARGE BLEND SWPPX Schwab S P 500 Index Sel Registered Investment Company 78% 3 60 0 0.02% 1.65%
LARGE VALUE AADEX American Beacon Lgcp Val Instl Registered Investment Company 78% 3 60 0 0.94% 5.79%
LARGE VALUE DFLVX DFA US Large Cap Value Portfolio Registered Investment Company 77% 3 60 0 0.21% 4.03%
LARGE BLEND RICFX Investment Co of Amer R5 Registered Investment Company 76% 3 60 0 0.58% 5.93%
Small Growth WAAEX Wasatch Small Cap Growth Fund Registered Investment Company 76% 3 60 0 1.06% 0%
MID-CAP BLEND DFQTX DFA US Core Equity 2 Portfolio Registered Investment Company 68% 3 60 0 0.22% 2.02%
SMALL BLEND GACIX Gabelli Small Cap Growth FD Registered Investment Company 60% 3 60 0 1.14% 9.25%
Mid-Cap Growth FGRAX Franklin Aggressive Registered Investment Company 59% 3 60 0 1.15% 14.56%
LARGE GROWTH AMAGX Amana Growth Fund Registered Investment Company 57% 3 60 0 0.91% 0.76%
LARGE GROWTH HCAIX Harbor Capital Appr FD Investor class Registered Investment Company 46% 3 60 0 0.67% 0%
LARGE GROWTH MFOCX Marsico Focus Fund Registered Investment Company 38% 3 60 0 0.75% 2.59%
LARGE BLEND NBFAX Neuberger Berman Focus Fund Registered Investment Company 32% 3 60 0 0.75% 0.13%
LARGE GROWTH OILLX Old Mutual Large Cap Growth Registered Investment Company 0% 3 60 0 NA 0.21%
LARGE GROWTH JAVLX Janus Twenty Fund Registered Investment Company 0% 3 60 0 0.94% 2.5%
LARGE BLEND BGU Direxion Monthly Dollar Bull 2x Fund Registered Investment Company 0% 3 60 0 NA 0%
LARGE GROWTH CGMFX CGM Focus Fund Registered Investment Company 0% 3 60 0 1.3% 1.51%
Mid-Cap Growth BWAFX Br&ywine Advisors Fund Registered Investment Company 0% 3 60 0 1.12% 3.21%
Average Expense Ratio: 0.84%
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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*
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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(Ticker:MRX)
The plan consists of 71 funds. It covers 5 major asset classes and 39 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity, Fixed Income and Emerging Market Equity.
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