MyPlanIQ 401k Investor WATSON PHARMACEUTICALS INC. 401K PLAN

WATSON PHARMACEUTICALS INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American American Funds Euro Pacific Growth Fund R-4 Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund: Investor Shares
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Total Return Funds
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American American Funds Euro Pacific Growth Fund R-4 Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
ROOT CASH Vanguard Prime Money Mkt Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund: Investor Shares
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid-Cap Growth Fund Inc: Advisor Class
SMALL BLEND PRSVX T. Rowe T. Rowe Small-Cap Growth Fund-Advisor Class
SMALL VALUE AVFIX American American Beacon Small Cap Value Fund PlanAhead Class
Small Growth VEXPX Vanguard Explorer Fund
MID-CAP BLEND VIMAX Vanguard Mid-Cap Index Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Total Return Funds
Total Available Funds: 24
  • 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 RERFX American American Funds Euro Pacific Growth Fund R-4 Shares 94% 3 60 0 0.84% 1.86%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Income 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.78%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 3 60 0 NA 4.14%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 98% 3 60 0 0.14% 1.27%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund: Investor Shares 91% 3 60 0 1.05% 17.63%
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid-Cap Growth Fund Inc: Advisor Class 87% 3 60 0 1.29% 6.44%
SMALL BLEND PRSVX T. Rowe T. Rowe Small-Cap Growth Fund-Advisor Class 85% 3 60 0 1.17% 3.33%
SMALL VALUE AVFIX American American Beacon Small Cap Value Fund PlanAhead Class 81% 3 60 0 1.28% 15.5%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 4.34%
MID-CAP BLEND VIMAX Vanguard Mid-Cap Index Fund 72% 3 60 0 0.04% 1.5%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares 0% 3 60 0 0.42% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Total Return Funds 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.41%
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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:WPI)
The plan consists of 25 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Watson Pharmaceuticals, Inc., a specialty pharmaceutical company, engages in the development, manufacturing, marketing, sale, and distribution of generic pharmaceuticals and specialized branded pharmaceutical products focused on urology and women's health in the United States and internationally.



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