MyPlanIQ PreTest Plan 8-day Intel Corporation 401(k) Savings Plan

PreTest Plan 8-day Intel Corporation 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 61
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Institutional Fund
DIVERSIFIED EMERGING MKTS SSEMX SSgA Daily Active Emerging Markets Non-Lending Series Fund
DIVERSIFIED EMERGING MKTS GMCEX GMO Emerging Countries Fund
REAL ESTATE
REAL ESTATE REAIX American Century Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
WORLD STOCK TGADX Templeton Growth Fund
Others
Long-Short MERFX Merger Fund
World Allocation MALOX Blackrock Global Allocation Fund
Conservative Allocation FISRX Franklin Income Fund
Total Available Funds: 61
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Institutional Fund
DIVERSIFIED EMERGING MKTS SSEMX SSgA Daily Active Emerging Markets Non-Lending Series Fund
DIVERSIFIED EMERGING MKTS GMCEX GMO Emerging Countries Fund
REAL ESTATE
REAL ESTATE REAIX American Century Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
WORLD STOCK TGADX Templeton Growth Fund
Foreign Small/Mid Value MSISX Morgan Stanley Institutional Fund International Small Cap
Foreign Large Value DPIEX Delaware Pooled International Equity Fund
Others
Long-Short MERFX Merger Fund
World Allocation MALOX Blackrock Global Allocation Fund
Conservative Allocation FISRX Franklin Income Fund
Moderate Allocation FPURX Fidelity Puritan Fund
EQUITY PRECIOUS METALS GLDIX GAMCO Gold AAA
ROOT CASH Money market substitute
Convertibles VCVSX Vanguard Convertible Securities Fund
ROOT CASH Fidelity U.S. Treasury Money Market
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Treasury Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund
Intermediate-Term Bond WFBIX Barclays Global Investors NASDAQ-100 Index Fund
High Yield Bond FAGIX Fidelity Capital & Income Fund
Multisector Bond LSBDX Loomis Sayles Bond
Intermediate-Term Bond CBDIX Calvert Social Investment Bond Fund
Emerging Markets Bond PEMPX PIMCO Emerging Markets Bond Fund
High Yield Bond PHIYX PIMCO High Yield Fund
Intermediate-Term Bond PTRAX PIMCO Total Return Fund
LONG GOVERNMENT PGOVX PIMCO Long-Term U.S. Government Fund
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Fund
WORLD BOND ESICX Evergreen International Bond Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
SMALL BLEND PENNX Pennsylvania Mutual Fund
LARGE BLEND LLPFX Longleaf Partners Fund
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
Small Growth VISGX Vanguard Small-Cap Growth Index Fund
LARGE VALUE TWEIX American Century Equity Income Fund
LARGE GROWTH QQQ SSgA NASDAQ 100 Index Non-Lending Series Fund
LARGE VALUE VWNDX Vanguard Windsor Fund
LARGE GROWTH VIGRX Vanguard Growth Index Fund
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
SMALL VALUE ACVIX American Century Small Cap Value Fund
LARGE GROWTH BLUEX Brandywine Blue Fund Inc.
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund
LARGE GROWTH CEYIX Calvert Social Investment Equity Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund 1
LARGE GROWTH RGAFX American Funds Growth Fund of America
MID-CAP BLEND TGVOX TCW Galileo Value Opportunities Fund
LARGE BLEND LMNVX Legg Mason Value Trust Inc.
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund
MID-CAP BLEND LMNSX Legg Mason Special Investment Trust
SMALL BLEND ASCQX American Century Small Company Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE VALUE VLUDX Morgan Stanley Institutional Fund Trust Value Portfolio
SMALL BLEND PNSEX Blackrock Global Small Cap Fund
Mid-Cap Growth PMCRX Allianz CCM Mid Cap Fund
LARGE GROWTH PAPIX Allianz CCM Capital Appreciation Fund
LARGE BLEND GTVVX AIM Basic Value
Total Available Funds: 61
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Institutional Fund 91% 3 60 0 1.07% 2.97%
DIVERSIFIED EMERGING MKTS SSEMX SSgA Daily Active Emerging Markets Non-Lending Series Fund 0% 3 60 0 1.2% 5.65%
DIVERSIFIED EMERGING MKTS GMCEX GMO Emerging Countries Fund 0% 3 60 0 1.18% 2.04%
REAL ESTATE
REAL ESTATE REAIX American Century Real Estate Fund 70% 3 60 0 0.8% 1.62%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund 99% 3 60 0 0.39% 7.62%
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.9% 0.91%
WORLD STOCK TGADX Templeton Growth Fund 80% 3 60 0 0.79% 1.14%
Foreign Small/Mid Value MSISX Morgan Stanley Institutional Fund International Small Cap 0% 3 60 0 1.15% 2.41%
Foreign Large Value DPIEX Delaware Pooled International Equity Fund 0% 3 60 0 0.87% 5.3%
Others
Long-Short MERFX Merger Fund 92% 3 60 0 1.25% 1.75%
World Allocation MALOX Blackrock Global Allocation Fund 90% 3 60 0 0.84% 7.26%
Conservative Allocation FISRX Franklin Income Fund 82% 3 60 0 0.72% 4.41%
Moderate Allocation FPURX Fidelity Puritan Fund 81% 3 60 0 0.5% 10.68%
EQUITY PRECIOUS METALS GLDIX GAMCO Gold AAA 52% 3 60 0 1.26% 2.39%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.61%
Convertibles VCVSX Vanguard Convertible Securities Fund 0% 3 60 0 0.59% 0%
ROOT CASH Fidelity U.S. Treasury Money Market 0% 3 60 0 NA 2.61%
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Treasury Fund 99% 3 60 0 0.07% 3.98%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund 98% 3 60 0 0.07% 2.87%
Intermediate-Term Bond WFBIX Barclays Global Investors NASDAQ-100 Index Fund 96% 3 60 0 0.1% 3.45%
High Yield Bond FAGIX Fidelity Capital & Income Fund 91% 3 60 0 0.93% 4.59%
Multisector Bond LSBDX Loomis Sayles Bond 82% 3 60 0 0.6% 5.62%
Intermediate-Term Bond CBDIX Calvert Social Investment Bond Fund 82% 3 60 0 1.53% 3.96%
Emerging Markets Bond PEMPX PIMCO Emerging Markets Bond Fund 78% 3 60 0 0.99% 7.39%
High Yield Bond PHIYX PIMCO High Yield Fund 72% 3 60 0 0.66% 5.84%
Intermediate-Term Bond PTRAX PIMCO Total Return Fund 66% 3 60 0 0.8% 4.05%
LONG GOVERNMENT PGOVX PIMCO Long-Term U.S. Government Fund 61% 3 60 0 1.39% 3.22%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Fund 0% 3 60 0 0.15% 3.98%
WORLD BOND ESICX Evergreen International Bond Fund 0% 3 60 0 1.78% 108.64%
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund 100% 3 60 0 0.06% 1.66%
SMALL BLEND PENNX Pennsylvania Mutual Fund 100% 3 60 0 0.96% 0.57%
LARGE BLEND LLPFX Longleaf Partners Fund 100% 3 60 0 0.79% 1.1%
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 6.55%
Small Growth VISGX Vanguard Small-Cap Growth Index Fund 100% 3 60 0 0.07% 0.33%
LARGE VALUE TWEIX American Century Equity Income Fund 100% 3 60 0 1.18% 1.68%
LARGE GROWTH QQQ SSgA NASDAQ 100 Index Non-Lending Series Fund 98% 3 60 0 0.2% 0.57%
LARGE VALUE VWNDX Vanguard Windsor Fund 97% 3 60 0 0.32% 11.84%
LARGE GROWTH VIGRX Vanguard Growth Index Fund 97% 3 60 0 0.04% 0.29%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Index Fund 96% 3 60 0 0.19% 1.81%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.1%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 7.45%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 8.73%
SMALL VALUE ACVIX American Century Small Cap Value Fund 90% 3 60 0 1.34% 0.85%
LARGE GROWTH BLUEX Brandywine Blue Fund Inc. 89% 3 60 0 1.15% 0.3%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Fund 85% 3 60 0 1% 19.03%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund 83% 3 60 0 1.18% 7.57%
LARGE GROWTH CEYIX Calvert Social Investment Equity Fund 79% 3 60 0 0.59% 7.11%
LARGE BLEND VINIX Vanguard Institutional Index Fund 77% 3 60 0 0.02% 2.66%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund 1 77% 3 60 0 0.75% 5.61%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 9.19%
MID-CAP BLEND TGVOX TCW Galileo Value Opportunities Fund 67% 3 60 0 0.85% 9.57%
LARGE BLEND LMNVX Legg Mason Value Trust Inc. 66% 3 60 0 0.7% 0.75%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund 65% 3 60 0 0.33% 11.36%
MID-CAP BLEND LMNSX Legg Mason Special Investment Trust 65% 3 60 0 0.84% 0.7%
SMALL BLEND ASCQX American Century Small Company Fund 63% 3 60 0 0.65% 0.44%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 14.11%
LARGE VALUE VLUDX Morgan Stanley Institutional Fund Trust Value Portfolio 0% 3 60 0 NA 0%
SMALL BLEND PNSEX Blackrock Global Small Cap Fund 0% 3 60 0 NA 0.45%
Mid-Cap Growth PMCRX Allianz CCM Mid Cap Fund 0% 3 60 0 NA 0%
LARGE GROWTH PAPIX Allianz CCM Capital Appreciation Fund 0% 3 60 0 NA 0.64%
LARGE BLEND GTVVX AIM Basic Value 0% 3 60 0 NA 0.13%
Average Expense Ratio: 0.73%
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Model Portfolios

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*
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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*
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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
The plan consists of 63 funds. It covers 5 major asset classes and 30 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.
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