MyPlanIQ ZYMOGENETICS INC. 401K RETIREMENT PLAN

ZYMOGENETICS INC. 401K RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
WORLD STOCK RWIEX American Funds Capital World G/I R4
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Others
Target Date 2026-2030 SWDRX Schwab Target 2030 Fund
Target Date 2036-2040 SWERX Schwab Target 2040 Fund
Target Date 2016-2020 SWCRX Schwab Target 2020 Fund
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
LARGE BLEND SWPPX Schwab S&P 500 Index
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
WORLD STOCK RWIEX American Funds Capital World G/I R4
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Others
Target Date 2026-2030 SWDRX Schwab Target 2030 Fund
Target Date 2036-2040 SWERX Schwab Target 2040 Fund
Target Date 2016-2020 SWCRX Schwab Target 2020 Fund
Target Date 2000-2010 SWBRX Schwab Target 2010 Fund
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2031-2035 SWIRX Schwab Target 2035 Fund
Target Date 2021-2025 SWHRX Schwab Target 2025 Fund
Target Date 2011-2015 SWGRX Schwab Target 2015 Fund
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
LARGE BLEND SWPPX Schwab S&P 500 Index
LARGE GROWTH RGAEX American Funds Growth Fund of America Class R-4
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Total Available Funds: 16
  • 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 Blend DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
WORLD STOCK RWIEX American Funds Capital World G/I R4 64% 3 60 0 0.53% 3.48%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 57% 3 60 0 0.9% 3.74%
Others
Target Date 2026-2030 SWDRX Schwab Target 2030 Fund 97% 3 60 0 0.42% 5.87%
Target Date 2036-2040 SWERX Schwab Target 2040 Fund 97% 3 60 0 0.5% 7.06%
Target Date 2016-2020 SWCRX Schwab Target 2020 Fund 96% 3 60 0 0.29% 5.48%
Target Date 2000-2010 SWBRX Schwab Target 2010 Fund 95% 3 60 0 0.26% 4.13%
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.3%
Target Date 2031-2035 SWIRX Schwab Target 2035 Fund 71% 3 60 0 0.47% 6.34%
Target Date 2021-2025 SWHRX Schwab Target 2025 Fund 70% 3 60 0 0.35% 5.05%
Target Date 2011-2015 SWGRX Schwab Target 2015 Fund 70% 3 60 0 0.28% 5.8%
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor 91% 3 60 0 1.05% 17.63%
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z 81% 3 60 0 0.2% 1.25%
LARGE BLEND SWPPX Schwab S&P 500 Index 79% 3 60 0 0.02% 1.34%
LARGE GROWTH RGAEX American Funds Growth Fund of America Class R-4 40% 3 60 0 0.3% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.48%
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Model Portfolios

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*
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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
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