MyPlanIQ 401k Investor Palo Alto Research Center (PARC) 401K

Palo Alto Research Center (PARC) 401K

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Open Developing Markets
REAL ESTATE
REAL ESTATE FARCX First American Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend BISIX BlackRock International Opportunity
Foreign Large Blend CEUFX American Funds EuroPacific Growth
Foreign Large Value MINWX MFS International Value
Others
Moderate Allocation OAKBX Oakmark Equity and Income
Technology CMTFX Columbia Technology
Natural Resources PGNAX Jennison Natural Resources
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Index
Intermediate-Term Bond PTTRX PIMCO Total Return Bond
WORLD BOND OIBYX Open International Bond
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Open Developing Markets
REAL ESTATE
REAL ESTATE FARCX First American Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend BISIX BlackRock International Opportunity
Foreign Large Blend CEUFX American Funds EuroPacific Growth
Foreign Large Value MINWX MFS International Value
Others
Moderate Allocation OAKBX Oakmark Equity and Income
Technology CMTFX Columbia Technology
Natural Resources PGNAX Jennison Natural Resources
ROOT CASH Prudential Retirement Insurance Guaranteed Income
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Index
Intermediate-Term Bond PTTRX PIMCO Total Return Bond
WORLD BOND OIBYX Open International Bond
Intermediate-Term Bond PTRIX PIMCO Total Return Mortgage
High Yield Bond RITFX American High Income Trust
Multisector Bond LSBDX Loomis Sayles Bond
Inflation-Protected Bond PRRIX PIMCO Real Return Bond
Intermediate-Term Bond BFAFX American Funds Bond Fund of America
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index
MID-CAP VALUE VMVIX Vanguard MidCap Index
MID-CAP BLEND NMPAX Columbia Mid Cap Index
SMALL BLEND VSCIX Vanguard Small Cap Equity Index
LARGE GROWTH RGAFX Growth Fund of America
Mid-Cap Growth THGRX Thornburg Core Growth
Small Growth LKSCX LKCM Small Cap Equity
LARGE BLEND ANCFX American Funds Fundamental Investors
LARGE BLEND HCAYX Hartford Capital Appreciation
Small Growth EMGRX First American Small Cap Select
LARGE BLEND ETFFX Stadion Managed Portfolio A
SMALL BLEND KDSIX DWS Dreman Small Value
Total Available Funds: 29
  • 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 ODMAX Open Developing Markets 65% 3 60 0 0.84% 0.54%
REAL ESTATE
REAL ESTATE FARCX First American Real Estate 88% 3 60 0 1.22% 3.2%
INTERNATIONAL EQUITY
Foreign Large Blend BISIX BlackRock International Opportunity 96% 3 60 0 0.93% 1.71%
Foreign Large Blend CEUFX American Funds EuroPacific Growth 94% 3 60 0 0.9% 3.89%
Foreign Large Value MINWX MFS International Value 0% 3 60 0 NA 0%
Others
Moderate Allocation OAKBX Oakmark Equity and Income 91% 3 60 0 0.83% 2.3%
Technology CMTFX Columbia Technology 56% 3 60 0 1.19% 0%
Natural Resources PGNAX Jennison Natural Resources 49% 3 60 0 0.9% 1.95%
ROOT CASH Prudential Retirement Insurance Guaranteed Income 0% 0 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Index 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTRX PIMCO Total Return Bond 97% 3 60 0 0.83% 3.98%
WORLD BOND OIBYX Open International Bond 94% 3 60 0 0.71% 4.58%
Intermediate-Term Bond PTRIX PIMCO Total Return Mortgage 92% 3 60 0 2.27% 5.79%
High Yield Bond RITFX American High Income Trust 89% 3 60 0 0.72% 6.72%
Multisector Bond LSBDX Loomis Sayles Bond 82% 3 60 0 0.6% 5.33%
Inflation-Protected Bond PRRIX PIMCO Real Return Bond 80% 3 60 0 1.37% 4.44%
Intermediate-Term Bond BFAFX American Funds Bond Fund of America 39% 3 60 0 0.33% 3.49%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index 98% 3 60 0 0.14% 1.27%
MID-CAP VALUE VMVIX Vanguard MidCap Index 96% 3 60 0 0.19% 2.11%
MID-CAP BLEND NMPAX Columbia Mid Cap Index 81% 3 60 0 0.2% 1.25%
SMALL BLEND VSCIX Vanguard Small Cap Equity Index 80% 3 60 0 0.05% 1.55%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth THGRX Thornburg Core Growth 74% 3 60 0 1.36% 0%
Small Growth LKSCX LKCM Small Cap Equity 74% 3 60 0 1.01% 2.04%
LARGE BLEND ANCFX American Funds Fundamental Investors 53% 3 60 0 0.28% 1.65%
LARGE BLEND HCAYX Hartford Capital Appreciation 46% 3 60 0 0.81% 0.39%
Small Growth EMGRX First American Small Cap Select 32% 3 60 0 1.24% 0.12%
LARGE BLEND ETFFX Stadion Managed Portfolio A 0% 3 60 0 1.72% 0%
SMALL BLEND KDSIX DWS Dreman Small Value 0% 3 60 0 0.89% 10.54%
Average Expense Ratio: 0.83%
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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 1.6% 7.1% -1.2% 3.4% 3.6% 6.0%

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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(Ticker:XRX)
The plan consists of 31 funds. It covers 6 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, Commodity, REITs and Emerging Market Equity.

Palo Alto Research Center (PARC) is one of the oldest research centers in Silicon Valley. PARC is a Xerox company. A premier center for commercial innovation, PARC, a Xerox company, is in the business of breakthroughs. It works closely with global enterprises, entrepreneurs, government agencies and partners, and other clients to invent, co-develop, and bring to market game-changing innovations by combining imagination, investigation, and return on investment for our clients.

PARC was established in 1970 and is based in Palo Alto, California



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