MyPlanIQ 401k Investor SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN

SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN Investment Model Portfolios

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SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T. Rowe Price International Stock Fund
Foreign Large Growth FDIVX Fidelity Advisor Diversified International Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund
High Yield Bond MHIJX MFS High Income Fund
Total Available Funds: 33
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T. Rowe Price International Stock Fund
Foreign Large Growth FDIVX Fidelity Advisor Diversified International Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund 
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055 Fund
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Moderate Allocation MSFJX MFS Total Return Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund
ROOT CASH Cash - State Street Research Short Term Investment Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
LARGE GROWTH VIGRX Vanguard Growth Index Fund
LARGE BLEND SLASX Selected American Fund
LARGE VALUE VIVAX Vanguard Value Index Fund
MID-CAP VALUE ABSIX Alliance Bernstein Small /Mid Cap Value Fund
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund
LARGE GROWTH RNGFX American Funds The New Economy Fund
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Mid-Cap Growth ALMAX Alger SmallCap and MidCap Growth Fund
Mid-Cap Growth OSGIX JP Morgan Mid Cap Growth Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund
High Yield Bond MHIJX MFS High Income Fund
Total Available Funds: 33
  • 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 PRITX T. Rowe Price International Stock Fund 100% 3 60 0 1.4% 1.14%
Foreign Large Growth FDIVX Fidelity Advisor Diversified International Fund 98% 3 60 0 0.65% 3.76%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund 100% 3 60 0 0.6% 2.29%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund 100% 3 60 0 1.08% 3.38%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund 100% 3 60 0 0.78% 4.23%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund  100% 3 60 0 0.76% 3.96%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund 97% 3 60 0 0.84% 2.39%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund 97% 3 60 0 0.99% 4.05%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund 96% 3 60 0 1.05% 4.09%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund 96% 3 60 0 1.12% 2%
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055 Fund 93% 3 60 0 1.14% 1.8%
Retirement Income TRRIX T. Rowe Price Retirement Income Fund 91% 3 60 0 0.34% 3.87%
Moderate Allocation MSFJX MFS Total Return Fund 82% 3 60 0 0.39% 8.1%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund 77% 3 60 0 0.63% 1.92%
ROOT CASH Cash - State Street Research Short Term Investment Fund 0% 1 60 0 NA 2.6%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.33%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund 98% 3 60 0 0.04% 1.6%
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund 97% 3 60 0 1.23% 8.27%
LARGE GROWTH VIGRX Vanguard Growth Index Fund 97% 3 60 0 0.04% 0.31%
LARGE BLEND SLASX Selected American Fund 97% 3 60 0 0.99% 0.49%
LARGE VALUE VIVAX Vanguard Value Index Fund 95% 3 60 0 0.05% 2.21%
MID-CAP VALUE ABSIX Alliance Bernstein Small /Mid Cap Value Fund 87% 3 60 0 1.08% 0.72%
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 6.2%
LARGE GROWTH RNGFX American Funds The New Economy Fund 81% 3 60 0 0.53% 0.09%
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value Fund 81% 3 60 0 0.83% 13.01%
LARGE BLEND VINIX Vanguard Institutional Index Fund 77% 3 60 0 0.02% 2.73%
Mid-Cap Growth ALMAX Alger SmallCap and MidCap Growth Fund 55% 3 60 0 0.91% 0%
Mid-Cap Growth OSGIX JP Morgan Mid Cap Growth Fund 44% 3 60 0 0.95% 9.44%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 13.78%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund 0% 3 60 0 0.42% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 3 60 0 0.15% 3.7%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund 98% 3 60 0 0.07% 3.91%
High Yield Bond MHIJX MFS High Income Fund 86% 3 60 0 0.88% 5.24%
Average Expense Ratio: 0.67%
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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 1.3% 8.0% 0.7% 6.6% 4.7% 7.7%

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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 to Create Model Portfolio

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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 0.8% 4.7% -0.9% 4.6% 3.3% 5.0%

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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(Ticker:SUN)
The plan consists of 33 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Sun Microsystems, Inc. was a company selling computers, computer components, computer software, and information technology services.



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