MyPlanIQ 401k Investor INTUIT INC. 401K PLAN

INTUIT INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Others
Target Date 2021-2025 VTTVX PYR INX LFC 2025 U
Target Date 2041-2045 VTIVX PYR INX LFC 2045 U
Target Date 2031-2035 VTTHX PYR INX LFC 2035 U
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
SMALL BLEND NAESX SMALL CAP CORE EQ
MID-CAP BLEND VIMSX MID CAP CORE EQUITY
LARGE BLEND FUSEX SPARTAN 500 INDEX
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Others
Target Date 2021-2025 VTTVX PYR INX LFC 2025 U
Target Date 2041-2045 VTIVX PYR INX LFC 2045 U
Target Date 2031-2035 VTTHX PYR INX LFC 2035 U
Target Date 2046-2050 VFIFX PYR INX LFC 2050 U
Target Date 2036-2040 VFORX PYR INX LFC 2040 U
Target Date 2026-2030 VTHRX PYR INX LFC 2030 U
Target Date 2016-2020 VTWNX PYR INX LFC 2020 U
Target Date 2011-2015 VTXVX PYR INX LFC 2015 U
Target Date 2000-2010 VTENX PYR INX LFC 2010 U
Target Date 2000-2010 VTOVX PYR INX LFC 2005 U
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
SMALL BLEND NAESX SMALL CAP CORE EQ
MID-CAP BLEND VIMSX MID CAP CORE EQUITY
LARGE BLEND FUSEX SPARTAN 500 INDEX
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE VALUE FEIKX FID EQUITY INCOME K
LARGE GROWTH RGAGX AF GRTH FUND AMER R6
LARGE BLEND FXSIX SPTN 500 INDEX INST
Total Available Funds: 19
  • 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 FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 4.47%
Others
Target Date 2021-2025 VTTVX PYR INX LFC 2025 U 97% 1 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX PYR INX LFC 2045 U 97% 1 60 0 0.08% 2.48%
Target Date 2031-2035 VTTHX PYR INX LFC 2035 U 96% 1 60 0 0.08% 2.65%
Target Date 2046-2050 VFIFX PYR INX LFC 2050 U 75% 1 60 0 0.08% 2.42%
Target Date 2036-2040 VFORX PYR INX LFC 2040 U 70% 1 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX PYR INX LFC 2030 U 70% 1 60 0 0.08% 2.75%
Target Date 2016-2020 VTWNX PYR INX LFC 2020 U 66% 1 60 0 0.08% 6.24%
Target Date 2011-2015 VTXVX PYR INX LFC 2015 U 0% 1 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX PYR INX LFC 2010 U 0% 1 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX PYR INX LFC 2005 U 0% 1 60 0 NA 2.94%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.99%
US EQUITY
SMALL BLEND NAESX SMALL CAP CORE EQ 99% 1 60 0 0.03% 1.62%
MID-CAP BLEND VIMSX MID CAP CORE EQUITY 98% 1 60 0 0.04% 1.67%
LARGE BLEND FUSEX SPARTAN 500 INDEX 79% 1 60 0 0.09% 1.68%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 3.89%
LARGE VALUE FEIKX FID EQUITY INCOME K 68% 1 60 0 0.57% 4.95%
LARGE GROWTH RGAGX AF GRTH FUND AMER R6 25% 1 60 0 0.3% 8.77%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 2.05%
Average Expense Ratio: 0.24%
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Related Retirement Plans
INTUIT INC. 401(K) PLAN
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 8.0% 19.4% 6.4% 9.2% 6.7% 8.0%

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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 22 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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