MyPlanIQ 401k Investor Royal Philips Electronics 401K

Royal Philips Electronics 401K

Investment Menu Rating:

Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX dfcex
INTERNATIONAL EQUITY
Foreign Large Blend VTPSX vtpsx
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
FIXED INCOME
Intermediate-Term Bond VBMPX vbmpx
US EQUITY
LARGE VALUE DODGX dodgx
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE GROWTH VPMAX vpmax
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX dfcex
INTERNATIONAL EQUITY
Foreign Large Blend VTPSX vtpsx
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Target Date 2050 VFIFX Vanguard Target Retirement 2050
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Conservative Allocation PDRDX pdrdx
ROOT CASH VMMXX (Vanguard Money Market)
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005
FIXED INCOME
Intermediate-Term Bond VBMPX vbmpx
US EQUITY
LARGE VALUE DODGX dodgx
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE GROWTH VPMAX vpmax
Small Growth VSGIX vsgix
SMALL VALUE VSIIX vsiix
LARGE BLEND VIIIX viiix
MID-CAP BLEND VEMPX vempx
Total Available Funds: 23
  • 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 DFCEX dfcex 93% 3 60 0 0.4% 2.67%
INTERNATIONAL EQUITY
Foreign Large Blend VTPSX vtpsx 3% 3 60 0 0.07% 3.19%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 3 60 0 0.08% 7.33%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 3 60 0 0.08% 2.39%
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 5.11%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 3 60 0 0.08% 3.13%
Target Date 2050 VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.26%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 3.62%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 69% 3 60 0 0.08% 2.68%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 8.81%
Conservative Allocation PDRDX pdrdx 6% 3 60 0 0.84% 2.24%
ROOT CASH VMMXX (Vanguard Money Market) 0% 1 60 0 NA 2.61%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 0% 3 60 0 NA 2.94%
FIXED INCOME
Intermediate-Term Bond VBMPX vbmpx 35% 3 60 0 0.03% 3.85%
US EQUITY
LARGE VALUE DODGX dodgx 93% 3 60 0 0.52% 7.45%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 8.73%
LARGE GROWTH VPMAX vpmax 88% 3 60 0 0.31% 6.14%
Small Growth VSGIX vsgix 87% 3 60 0 0.07% 0.44%
SMALL VALUE VSIIX vsiix 80% 3 60 0 0.07% 1.77%
LARGE BLEND VIIIX viiix 78% 3 60 0 0.02% 2.68%
MID-CAP BLEND VEMPX vempx 4% 3 60 0 0.06% 1.33%
Average Expense Ratio: 0.19%
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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 0.3% 7.9% 3.9% 6.7% 5.8% 6.1%

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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 for Portfolio Details or Follow 0.1% 7.6% 1.9% 5.9% 5.7% 6.9%

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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 0.5% 8.5% 6.0% 7.7% 6.4% 7.5%

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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 23 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, Fixed Income and Foreign Equity.

Royal Philips Electronics (NYSE: PHG) (also called  Koninklijke Philips Electronics NV) engages in the healthcare, consumer lifestyle, and lighting product businesses worldwide. The company was founded in 1891 and is headquartered in Amsterdam, the Netherlands.

This plan was created based on a user's request.



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