MyPlanIQ 401k Investor Broadcom Corporation Employee Savings Plan

Broadcom Corporation Employee Savings Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
INTERNATIONAL EQUITY
Foreign Large Blend FIDKX Fidelity International Discovery K
Others
Moderate Allocation FBAKX Fidelity Balanced K
not found no ticker Managed Income Portfolio II Class 1
ROOT CASH FRTXX
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl
Multisector Bond NEZYX Loomis Sayles Strategic Income Y
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund K
SMALL BLEND RSPYX RS Partners Y
LARGE BLEND PWCIX Principal Capital Appreciation Inst
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
INTERNATIONAL EQUITY
Foreign Large Blend FIDKX Fidelity International Discovery K
Others
Moderate Allocation FBAKX Fidelity Balanced K
not found no ticker Managed Income Portfolio II Class 1
ROOT CASH FRTXX
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2050+ FDENX Fidelity Freedom K 2055
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl
Multisector Bond NEZYX Loomis Sayles Strategic Income Y
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund K
SMALL BLEND RSPYX RS Partners Y
LARGE BLEND PWCIX Principal Capital Appreciation Inst
LARGE GROWTH FOCKX Fidelity OTC K
MID-CAP VALUE JVMRX JHancock3 Disciplined Value Mid Cap R6
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
SMALL VALUE JSCOX Perkins Small Cap Value I
Small Growth AASOX Alger Small Cap Growth I-2
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
Total Available Funds: 33
  • 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 DFEVX DFA Emerging Markets Value I 100% 1 60 0 0.44% 4.53%
INTERNATIONAL EQUITY
Foreign Large Blend FIDKX Fidelity International Discovery K 52% 1 60 0 0.99% 2.07%
Others
Moderate Allocation FBAKX Fidelity Balanced K 93% 1 60 0 0.5% 1.66%
not found no ticker Managed Income Portfolio II Class 1 0% 1 60 0 NA NA
ROOT CASH FRTXX 0% 1 60 0 NA 4.14%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 0% 1 60 0 0.51% 2.06%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 0% 1 60 0 0.58% 1.47%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 0% 1 60 0 0.62% 1.45%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 0% 1 60 0 0.46% 1.44%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 1 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 0% 1 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 1 60 0 0.62% 1.49%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 1 60 0 0.59% 1.74%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 1 60 0 0.54% 1.69%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 1 60 0 0.5% 2.15%
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 0% 1 60 0 0.39% 2.83%
Retirement Income FFKAX Fidelity Freedom K Income 0% 1 60 0 0.39% 1.34%
Target Date 2050+ FDENX Fidelity Freedom K 2055 0% 1 60 0 0.05% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 79% 1 60 0 0.83% 3.98%
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl 40% 1 60 0 0.81% 3.45%
Multisector Bond NEZYX Loomis Sayles Strategic Income Y 32% 1 60 0 0.63% 5.85%
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund K 97% 1 60 0 0.55% 4.38%
SMALL BLEND RSPYX RS Partners Y 97% 1 60 0 1.12% 5.11%
LARGE BLEND PWCIX Principal Capital Appreciation Inst 96% 1 60 0 0.77% 0.8%
LARGE GROWTH FOCKX Fidelity OTC K 91% 1 60 0 0.81% 0.09%
MID-CAP VALUE JVMRX JHancock3 Disciplined Value Mid Cap R6 91% 1 60 0 1.85% 4.67%
LARGE VALUE AADEX American Beacon Lg Cap Value Inst 78% 1 60 0 0.94% 1.65%
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 34% 1 60 0 1.23% 0%
SMALL VALUE JSCOX Perkins Small Cap Value I 26% 1 60 0 1.36% 9.94%
Small Growth AASOX Alger Small Cap Growth I-2 12% 1 60 0 1% 0%
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I 7% 1 60 0 0.74% 0%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 1 60 0 0.04% 0%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 1 60 0 0.07% 1.17%
Average Expense Ratio: 0.68%
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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 5.0% 14.4% 2.6% 7.0% 4.5% 6.4%

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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:BRCM)
The plan consists of 33 funds. It covers 4 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity and Foreign Equity.

Broadcom Corporation designs, develops, and supplies semiconductors for wired and wireless communications.  The company was founded in 1991 and is headquartered in Irvine, California.



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