MyPlanIQ 401k Investor MAXYGEN EMPLOYEE SAVINGS AND INVESTMENT PLAN

MAXYGEN EMPLOYEE SAVINGS AND INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified Intl
Foreign Large Blend FSIIX Spartan International Index
Others
Technology FSPTX Fidelity Sel Technology
Moderate Allocation FBALX Fidelity Balanced
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FCAKX Fidelity Cap Appreciation
LARGE VALUE ALVSX Am Cen Large Company Value
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond PTTRX Pimco Total Return
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified Intl
Foreign Large Blend FSIIX Spartan International Index
Others
Technology FSPTX Fidelity Sel Technology
Moderate Allocation FBALX Fidelity Balanced
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
ROOT CASH Fidelity Managed Income Portfolio Common Collective Trust
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FCAKX Fidelity Cap Appreciation
LARGE VALUE ALVSX Am Cen Large Company Value
LARGE VALUE EHSTX Eaton Lg Cap Value A
Mid-Cap Growth ARTMX Artisan Mid Cap
LARGE BLEND FSMAX Spartan US Equity Index
MID-CAP BLEND FSEMX Spartan Extended Market Index
SMALL BLEND RLPIX Royce Low Priced Stock
Small Growth AUSAX Columbia Acorn USA
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond PTTRX Pimco Total Return
Total Available Funds: 28
  • 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 Growth FDIKX Fidelity Diversified Intl 72% 3 60 0 0.99% 4.5%
Foreign Large Blend FSIIX Spartan International Index 40% 3 60 0 0.17% 0%
Others
Technology FSPTX Fidelity Sel Technology 92% 3 60 0 0.7% 0.01%
Moderate Allocation FBALX Fidelity Balanced 91% 3 60 0 0.5% 1.59%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 88% 3 60 0 0.75% 3.67%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 86% 3 60 0 0.64% 1.26%
Target Date 2050+ FFFHX Fidelity Freedom 2050 82% 3 60 0 0.75% 3.56%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 82% 3 60 0 0.7% 1.55%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 79% 3 60 0 0.66% 3.25%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 77% 3 60 0 0.34% 2.01%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 60% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 52% 3 60 0 0.54% 3.2%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 36% 3 60 0 0.49% 3.21%
Retirement Income FFFAX Fidelity Freedom Income 26% 3 60 0 0.42% 2.89%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 21% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
ROOT CASH Fidelity Managed Income Portfolio Common Collective Trust 0% 0 60 0 NA 4.14%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 98% 3 60 0 0.55% 4.32%
LARGE GROWTH FCAKX Fidelity Cap Appreciation 89% 3 60 0 0.83% 3.45%
LARGE VALUE ALVSX Am Cen Large Company Value 53% 3 60 0 0.63% 6.88%
LARGE VALUE EHSTX Eaton Lg Cap Value A 52% 3 60 0 1.27% 2.98%
Mid-Cap Growth ARTMX Artisan Mid Cap 36% 3 60 0 0.96% 0%
LARGE BLEND FSMAX Spartan US Equity Index 25% 3 60 0 0.03% 1.13%
MID-CAP BLEND FSEMX Spartan Extended Market Index 16% 3 60 0 0.1% 0%
SMALL BLEND RLPIX Royce Low Priced Stock 0% 3 60 0 1.19% 5.95%
Small Growth AUSAX Columbia Acorn USA 0% 3 60 0 1.08% 0%
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Total Bond 88% 3 60 0 0.5% 3.24%
Intermediate-Term Bond PTTRX Pimco Total Return 76% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.63%
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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 -7.8% -6.2% 1.3% 1.8% 6.4% 4.9%

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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:)
The plan consists of 28 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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