MyPlanIQ 401k Investor SALESFORCE.COM INC. AND SALESFORCE.COM FOUNDATION 401K PLAN

SALESFORCE.COM INC. AND SALESFORCE.COM FOUNDATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FDIKX FID DIVERSIFIED INTL K
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Moderate Allocation FPURX FID PURITAN
ROOT CASH FID RETIRE MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond DIPSX DFA INF PRT SEC PORT
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FDIKX FID DIVERSIFIED INTL K
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Moderate Allocation FPURX FID PURITAN
ROOT CASH FID RETIRE MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond DIPSX DFA INF PRT SEC PORT
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
LONG GOVERNMENT FLBIX SPTN LT TR IDX INV
LONG GOVERNMENT FLBAX SPTN LT TR IDX ADV
Intermediate-Term Bond FBIDX FIDELITY US BD INDEX
Inflation-Protected Bond FINPX FID INFLAT PROT BOND
US EQUITY
Small Growth LADYX LD ABBETT DEV GRTH I
LARGE GROWTH FCNTX FID CONTRAFUND
LARGE VALUE MADVX BLKRK EQUITY DIV I
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL 5
Mid-Cap Growth ARTMX ARTISAN MID CAP VAL
MID-CAP BLEND FSLCX FID SMALL CAP STOCK
MID-CAP BLEND FLPSX FID LOW PRICED STK
SMALL BLEND WFSVX WFA SM CAP VAL INST
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FXSIX SPTN 500 INDEX INST
Total Available Funds: 36
  • 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 OPP DEVELOPING MKT Y 89% 1 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL 98% 1 60 0 0.65% 1.59%
Foreign Large Blend FDIKX FID DIVERSIFIED INTL K 72% 1 60 0 0.99% 4.5%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 1 60 0 0.07% 2.62%
Others
Moderate Allocation FPURX FID PURITAN 82% 1 60 0 0.5% 4.31%
ROOT CASH FID RETIRE MMKT 0% 1 60 0 NA 4.14%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 1.34%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 0%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 1.44%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 2.83%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.98%
Inflation-Protected Bond DIPSX DFA INF PRT SEC PORT 75% 1 60 0 0.11% 3.72%
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS 0% 1 60 0 0.03% 2.75%
LONG GOVERNMENT FLBIX SPTN LT TR IDX INV 0% 1 60 0 0.17% 3.03%
LONG GOVERNMENT FLBAX SPTN LT TR IDX ADV 0% 1 60 0 0.07% 3.11%
Intermediate-Term Bond FBIDX FIDELITY US BD INDEX 0% 1 60 0 0.13% 2.67%
Inflation-Protected Bond FINPX FID INFLAT PROT BOND 0% 1 60 0 0.45% 5.61%
US EQUITY
Small Growth LADYX LD ABBETT DEV GRTH I 96% 1 60 0 1.27% 0%
LARGE GROWTH FCNTX FID CONTRAFUND 96% 1 60 0 0.55% 4.32%
LARGE VALUE MADVX BLKRK EQUITY DIV I 91% 1 60 0 1% 7.21%
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL 5 91% 1 60 0 1.05% 17.63%
Mid-Cap Growth ARTMX ARTISAN MID CAP VAL 88% 1 60 0 0.96% 0%
MID-CAP BLEND FSLCX FID SMALL CAP STOCK 82% 1 60 0 0.67% 0.02%
MID-CAP BLEND FLPSX FID LOW PRICED STK 1% 1 60 0 0.92% 1.69%
SMALL BLEND WFSVX WFA SM CAP VAL INST 0% 1 60 0 0.88% 0%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 1.17%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 0%
Average Expense Ratio: 0.54%
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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 2.3% 8.9% -0.9% 4.2% 4.5% 6.6%

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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
The plan consists of 36 funds. It covers 4 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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