MyPlanIQ 401k Investor SAIC Retirement Plan

SAIC Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity Inst
INTERNATIONAL EQUITY
Foreign Large Value IFTIX Templeton Institutional Foreign Equity
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Blend VFWSX Vanguard FTSE All-World ex-US Index Inst
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income
US EQUITY
SMALL BLEND IWM Wellington Trust Small Cap 2000
MID-CAP BLEND VEXMX Vanguard Extended Market Index Inst
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity Inst
INTERNATIONAL EQUITY
Foreign Large Value IFTIX Templeton Institutional Foreign Equity
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Blend VFWSX Vanguard FTSE All-World ex-US Index Inst
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2050+ VFFVX Vanguard Target Retirement 2055 Inv
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
ROOT CASH Vanguard Prime Money Market
ROOT CASH Vanguard Federal Money Market
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Inv
US EQUITY
SMALL BLEND IWM Wellington Trust Small Cap 2000
MID-CAP BLEND VEXMX Vanguard Extended Market Index Inst
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
LARGE VALUE DODGX Dodge & Cox Equity
MID-CAP VALUE LLSCX Longleaf Partners Small-Cap
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Inst
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value
LARGE BLEND VINIX Vanguard Institutional Index Inst
FIXED INCOME
Short-Term Bond VBISX Vanguard Short-Term Bond Index Sig
Intermediate-Term Bond PTTRX PIMCO Total Return Bond
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Inflation-Protected Bond VIPIX Wellington Trust TIPS
Total Available Funds: 30
  • 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 DFCEX DFA Emerging Markets Core Equity Inst 94% 3 60 0 0.4% 3.62%
INTERNATIONAL EQUITY
Foreign Large Value IFTIX Templeton Institutional Foreign Equity 84% 3 60 0 0.97% 4.41%
Foreign Large Blend VWIGX Vanguard International Growth Inv 83% 3 60 0 0.45% 1.84%
Foreign Large Blend VFWSX Vanguard FTSE All-World ex-US Index Inst 62% 3 60 0 0.08% 3.4%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFFVX Vanguard Target Retirement 2055 Inv 80% 3 60 0 0.08% 1.85%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 4.48%
ROOT CASH Vanguard Prime Money Market 0% 0 60 0 NA 4.14%
ROOT CASH Vanguard Federal Money Market 0% 0 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Inv 0% 3 60 0 NA 2.78%
US EQUITY
SMALL BLEND IWM Wellington Trust Small Cap 2000 99% 3 60 0 0.19% 1.33%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Inst 97% 3 60 0 0.06% 1.11%
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv 95% 3 60 0 0.31% 7.81%
LARGE VALUE DODGX Dodge & Cox Equity 93% 3 60 0 0.52% 4.95%
MID-CAP VALUE LLSCX Longleaf Partners Small-Cap 92% 3 60 0 0.95% 0.9%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Inst 87% 3 60 0 1.29% 6.44%
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value 81% 3 60 0 0.83% 7.78%
LARGE BLEND VINIX Vanguard Institutional Index Inst 78% 3 60 0 0.02% 1.36%
FIXED INCOME
Short-Term Bond VBISX Vanguard Short-Term Bond Index Sig 100% 3 60 0 0.07% 2.54%
Intermediate-Term Bond PTTRX PIMCO Total Return Bond 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.27%
Inflation-Protected Bond VIPIX Wellington Trust TIPS 91% 3 60 0 0.1% 4.92%
Average Expense Ratio: 0.3%
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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 2.0% 11.7% 1.2% 6.9% 5.6% 7.3%

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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:SAI)
The plan consists of 30 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.

SAIC, Inc. provides scientific, engineering, systems integration, and technical services and solutions to various branches of the U.S. military, agencies of the U.S. Department of Defense, the intelligence community, the U.S. Department of Homeland Security and the other U.S. government civil agencies, state and local government agencies, foreign governments, and customers in select commercial markets. The company was founded in 1969 and is headquartered in McLean, Virginia.

 



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