MyPlanIQ 401k Investor WYETH UNION SAVINGS PLAN

WYETH UNION SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Fund
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Fund
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund
EUROPE STOCK FECAX Fidelity Capital Appreciation Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund 2020
Target Date 2011-2015 FFVFX Fidelity Freedom Fund 2015
Target Date 2026-2030 FFFEX Fidelity Freedom Fund 2030
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
High Yield Bond SPHIX Fidelity High Income Fund
Emerging Markets Bond FNMIX Fidelity New Markets Income Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Fund
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Fund
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund
EUROPE STOCK FECAX Fidelity Capital Appreciation Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund 2020
Target Date 2011-2015 FFVFX Fidelity Freedom Fund 2015
Target Date 2026-2030 FFFEX Fidelity Freedom Fund 2030
Target Date 2036-2040 FFFFX Fidelity Freedom Fund 2040
Target Date 2021-2025 FFTWX Fidelity Freedom Fund 2025
Target Date 2031-2035 FFTHX Fidelity Freedom Fund 2035
Target Date 2050+ FFFHX Fidelity Freedom Fund 2050
Target Date 2000-2010 FFFCX Fidelity Freedom Fund 2010
Target Date 2041-2045 FFFGX Fidelity Freedom Fund 2045
Target Date 2000-2010 FFFVX Fidelity Freedom Fund 2005
Moderate Allocation FBALX Fidelity Balanced Fund
EQUITY PFE Pfizer Inc. Common Stock
ROOT CASH The Bank of New York Mellon Money Market Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
High Yield Bond SPHIX Fidelity High Income Fund
Emerging Markets Bond FNMIX Fidelity New Markets Income Fund
US EQUITY
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
SMALL BLEND RSPFX RS Partners Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
SMALL BLEND MPSCX Morgan Stanley MSIFT Value Portfolio
Total Available Funds: 25
  • 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 ODVYX Oppenheimer Developing Markets Fund 89% 3 60 0 0.84% 0.83%
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Fund 97% 3 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund 90% 3 60 0 0.99% 1.96%
EUROPE STOCK FECAX Fidelity Capital Appreciation Fund 0% 3 60 0 1.02% 1.57%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund 2020 98% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Fidelity Freedom Fund 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom Fund 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom Fund 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom Fund 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom Fund 2035 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom Fund 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom Fund 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom Fund 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom Fund 2005 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBALX Fidelity Balanced Fund 80% 3 60 0 0.5% 1.59%
EQUITY PFE Pfizer Inc. Common Stock 0% 3 60 0 NA 6.16%
ROOT CASH The Bank of New York Mellon Money Market Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.98%
High Yield Bond SPHIX Fidelity High Income Fund 92% 3 60 0 1.16% 4.08%
Emerging Markets Bond FNMIX Fidelity New Markets Income Fund 89% 3 60 0 0.82% 3.93%
US EQUITY
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.79%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 0.34%
SMALL BLEND RSPFX RS Partners Fund 40% 3 60 0 1.12% 5.35%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
SMALL BLEND MPSCX Morgan Stanley MSIFT Value Portfolio 0% 3 60 0 NA NA
Average Expense Ratio: 0.7%
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Related Retirement Plans
WYETH UNION SAVINGS PLAN
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 -0.6% 6.4% 0.9% 4.7% 4.4% 7.8%

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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:WYE)
The plan consists of 26 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs, Fixed Income and Emerging Market Equity.

Wyeth, formerly one of the companies owned by American Home Products Corporation (AHP), was one of the largest pharmaceutical companies in the world. The company was based in Madison, New Jersey, USA. They were known for manufacturing the over-the-counter (OTC) drugs Robitussin and the analgesic Advil (ibuprofen), as well as the prescription drugs Premarin and Effexor, which both boast over US$3 billion in sales annually.



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