MyPlanIQ 401k Investor MCAFEE TAX DEFERRED SAVINGS PLAN

MCAFEE TAX DEFERRED SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Inst
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate Institutional Fund
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Growth OIGAX Oppenheimer International Growth A
Others
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value - Institutional Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Multisector Bond FSICX Fidelity Strategic Income
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Inst
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate Institutional Fund
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Growth OIGAX Oppenheimer International Growth A
Others
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 Fund
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 Fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value - Institutional Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Multisector Bond FSICX Fidelity Strategic Income
US EQUITY
LARGE BLEND SWPPX Schwab S&P 500 Index
SMALL VALUE CSCZX Columbia Small Cap Value Fund I Cla
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
MID-CAP VALUE HMVJX Hartford Mid Cap Fund
LARGE VALUE AAGPX American Beacon Lg Cap Value Inv
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growt
Mid-Cap Growth APHMX Artisan Mid Cap Instl
SMALL BLEND LRSCX Lord Abbett Small Cap Value A
LARGE BLEND CHTVX Invesco Charter I
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
Small Growth TSCEX Turner Small Cap Growth
Total Available Funds: 29
  • 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 Equity Inst 93% 1 60 0 1.07% 4.97%
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate Institutional Fund 24% 1 60 0 1.24% 2.47%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl 78% 1 60 0 1.02% 3.47%
Foreign Large Growth OIGAX Oppenheimer International Growth A 49% 1 60 0 0.76% 0%
Others
Retirement Income TRRIX T. Rowe Price Retirement Income Fund 100% 1 60 0 0.34% 2.96%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund 100% 1 60 0 1.08% 10.48%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund 100% 1 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund 99% 1 60 0 1.05% 11.24%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund 98% 1 60 0 0.76% 11.16%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund 96% 1 60 0 0.78% 11.87%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund 95% 1 60 0 0.84% 8.3%
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund 91% 1 60 0 0.6% 7.59%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund 87% 1 60 0 1.12% 6.6%
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 Fund 84% 1 60 0 1.14% 5.91%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 Fund 84% 1 60 0 0.63% 6.57%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value - Institutional Fund 95% 1 60 0 NA 27.03%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 76% 1 60 0 0.83% 3.98%
Multisector Bond FSICX Fidelity Strategic Income 74% 1 60 0 0.7% 2.07%
US EQUITY
LARGE BLEND SWPPX Schwab S&P 500 Index 84% 1 60 0 0.02% 1.34%
SMALL VALUE CSCZX Columbia Small Cap Value Fund I Cla 83% 1 60 0 1.24% 0.68%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl 82% 1 60 0 1.18% 0.85%
MID-CAP VALUE HMVJX Hartford Mid Cap Fund 76% 1 60 0 0.77% 6.88%
LARGE VALUE AAGPX American Beacon Lg Cap Value Inv 65% 1 60 0 0.94% 1.57%
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growt 60% 1 60 0 0.7% 2.07%
Mid-Cap Growth APHMX Artisan Mid Cap Instl 38% 1 60 0 0.96% 0%
SMALL BLEND LRSCX Lord Abbett Small Cap Value A 32% 1 60 0 1.48% 3.22%
LARGE BLEND CHTVX Invesco Charter I 31% 1 60 0 0.92% 0%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 1 60 0 0.92% 1.69%
Small Growth TSCEX Turner Small Cap Growth 0% 1 60 0 1.25% 0%
Average Expense Ratio: 0.9%
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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 0.4% 17.1% 8.4% 8.6% 5.9% 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:MFE)
The plan consists of 29 funds. It covers 5 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.

McAfee, Inc. operates as a security technology company that secures systems and networks worldwide.



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