MyPlanIQ 401k Investor PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Foreign Small/Mid Value DFTWX Capital Guardian All Country World (ex-U.S.) Equity Fund – Unit Class I
Others
Target Date 2026-2030 STLDX BlackRock Lifepath 2030 Fund
Retirement Income STLAX BlackRock Lifepath Retirement Fund
Target Date 2036-2040 STLEX BlackRock Lifepath 2040 Fund
FIXED INCOME
Short-Term Bond VFSTX NTGI Collective Short Term Investment Fund
Short-Term Bond VFSTX NTGI Collective Short-Term Investment Fund 
Inflation-Protected Bond BPRAX BlackRock US TIPS Fund
US EQUITY
LARGE BLEND VFINX NTGI -QM Collective Daily S&P 500 Equity Index Fund – Lending
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Mid-Cap Growth FMCSX Fidelity Mid Cap Stock Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Foreign Small/Mid Value DFTWX Capital Guardian All Country World (ex-U.S.) Equity Fund – Unit Class I
Others
Target Date 2026-2030 STLDX BlackRock Lifepath 2030 Fund
Retirement Income STLAX BlackRock Lifepath Retirement Fund
Target Date 2036-2040 STLEX BlackRock Lifepath 2040 Fund
EQUITY PFE Pfizer Inc.common stock
Target Date 2016-2020 STLCX Blackrock Lifepath 2020 Fund
FIXED INCOME
Short-Term Bond VFSTX NTGI Collective Short Term Investment Fund
Short-Term Bond VFSTX NTGI Collective Short-Term Investment Fund 
Inflation-Protected Bond BPRAX BlackRock US TIPS Fund
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Fund
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Common Trust Fund
Emerging Markets Bond BAEDX BlackRock US Debt Index Fund K
US EQUITY
LARGE BLEND VFINX NTGI -QM Collective Daily S&P 500 Equity Index Fund – Lending
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Mid-Cap Growth FMCSX Fidelity Mid Cap Stock Fund
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund
SMALL BLEND PASVX T. Rowe Price Small Cap Fund
SMALL BLEND VTWO NTGI-QM Collective Daily Russell 2000 Index Fund – Lending
MID-CAP BLEND FLPSX Fidelity Low Price Stock Fund
Total Available Funds: 20
  • 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 Value DODFX Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Small/Mid Value DFTWX Capital Guardian All Country World (ex-U.S.) Equity Fund – Unit Class I 0% 3 60 0 0.36% 1.83%
Others
Target Date 2026-2030 STLDX BlackRock Lifepath 2030 Fund 94% 3 60 0 0.34% 3.1%
Retirement Income STLAX BlackRock Lifepath Retirement Fund 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX BlackRock Lifepath 2040 Fund 92% 3 60 0 1.04% 3.18%
EQUITY PFE Pfizer Inc.common stock 0% 3 60 0 NA 6.16%
Target Date 2016-2020 STLCX Blackrock Lifepath 2020 Fund 0% 3 60 0 0.67% 1.74%
FIXED INCOME
Short-Term Bond VFSTX NTGI Collective Short Term Investment Fund 99% 3 60 0 0.1% 3.28%
Short-Term Bond VFSTX NTGI Collective Short-Term Investment Fund  99% 3 60 0 0.1% 3.28%
Inflation-Protected Bond BPRAX BlackRock US TIPS Fund 65% 3 60 0 0.56% 2.6%
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Fund 16% 3 60 0 NA 27.03%
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Common Trust Fund 16% 3 60 0 NA 27.03%
Emerging Markets Bond BAEDX BlackRock US Debt Index Fund K 0% 3 60 0 0.63% 4.4%
US EQUITY
LARGE BLEND VFINX NTGI -QM Collective Daily S&P 500 Equity Index Fund – Lending 98% 3 60 0 0.14% 1.27%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
Mid-Cap Growth FMCSX Fidelity Mid Cap Stock Fund 77% 3 60 0 0.75% 0.87%
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund 48% 3 60 0 1.27% 2.98%
SMALL BLEND PASVX T. Rowe Price Small Cap Fund 42% 3 60 0 1.17% 2.93%
SMALL BLEND VTWO NTGI-QM Collective Daily Russell 2000 Index Fund – Lending 22% 3 60 0 0.1% 0.96%
MID-CAP BLEND FLPSX Fidelity Low Price Stock Fund 1% 3 60 0 0.92% 1.69%
Average Expense Ratio: 0.64%
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Related Retirement Plans
PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO
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 8.8% 27.4% 10.6% 16.9% 10.3% 10.7%

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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:PFE)
The plan consists of 20 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Pfizer Inc., a biopharmaceutical company, engages in the discovery, development, manufacture, and marketing of prescription medicines for humans and animals worldwide. The company's Biopharmaceutical segment offers products in the areas of primary care, specialty care, established products, emerging markets, and oncology customer-focused units.



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