MyPlanIQ 401k Investor NOVARTIS PHARMACEUTICALS CORPORATION INVESTMENT SAVINGS PLAN

NOVARTIS PHARMACEUTICALS CORPORATION INVESTMENT SAVINGS PLAN Investment Model Portfolios

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NOVARTIS PHARMACEUTICALS CORPORATION INVESTMENT SAVINGS PLAN
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Emerging MKTS index
INTERNATIONAL EQUITY
Foreign Large Blend EFA Intl EAFE index
Foreign Large Blend ACWX Intl ACWI EX US IDX
Others
Target Date 2021-2025 VTTVX Retirement 2025 Fund
Target Date 2041-2045 VTIVX Retirement 2045 Fund
Retirement Income VTINX Retirement income Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Total bond index
Inflation-Protected Bond VIPSX TIPS index
Intermediate Government VFITX Treasury bond index
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Emerging MKTS index
INTERNATIONAL EQUITY
Foreign Large Blend EFA Intl EAFE index
Foreign Large Blend ACWX Intl ACWI EX US IDX
Others
Target Date 2021-2025 VTTVX Retirement 2025 Fund
Target Date 2041-2045 VTIVX Retirement 2045 Fund
Retirement Income VTINX Retirement income Fund
Target Date 2031-2035 VTTHX Retirement 2035 Fund
Aggressive Allocation VBINX ASSET ALLOCATION
Target Date 2026-2030 VTHRX Retirement 2030 Fund
Target Date 2036-2040 VFORX Retirement 2040 Fund
Target Date 2016-2020 VTWNX Retirement 2020 Fund
ROOT CASH Govt money market
Target Date 2011-2015 VTXVX Retirement 2015 Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Total bond index
Inflation-Protected Bond VIPSX TIPS index
Intermediate Government VFITX Treasury bond index
SHORT GOVERNMENT STABLEVALUE Interest income Fund
US EQUITY
SMALL VALUE VISVX Small cap value index
Small Growth VISGX Small cap groth index
US Small Cap NAESX Small cap index
LARGE GROWTH VWUSX Large cap groth index
US Mid Cap VIMSX Mid cap index
US Large Cap VFINX Large cap index
LARGE VALUE VIVAX Large cap value index
LARGE BLEND VTSMX Total stock market
Total Available Funds: 25
  • 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 VEIEX Emerging MKTS index 99% 1 60 0 0.08% 2.89%
INTERNATIONAL EQUITY
Foreign Large Blend EFA Intl EAFE index 100% 1 60 0 0.33% 3.24%
Foreign Large Blend ACWX Intl ACWI EX US IDX 98% 1 60 0 0.34% 2.99%
Others
Target Date 2021-2025 VTTVX Retirement 2025 Fund 97% 1 60 0 0.08% 7.33%
Target Date 2041-2045 VTIVX Retirement 2045 Fund 97% 1 60 0 0.08% 2.39%
Retirement Income VTINX Retirement income Fund 97% 1 60 0 0.08% 5.11%
Target Date 2031-2035 VTTHX Retirement 2035 Fund 96% 1 60 0 0.08% 3.13%
Aggressive Allocation VBINX ASSET ALLOCATION 92% 1 60 0 0.07% 5.73%
Target Date 2026-2030 VTHRX Retirement 2030 Fund 70% 1 60 0 0.08% 3.62%
Target Date 2036-2040 VFORX Retirement 2040 Fund 69% 1 60 0 0.08% 2.68%
Target Date 2016-2020 VTWNX Retirement 2020 Fund 66% 1 60 0 0.08% 8.81%
ROOT CASH Govt money market 0% 1 60 0 NA 2.61%
Target Date 2011-2015 VTXVX Retirement 2015 Fund 0% 1 60 0 0.08% 14.93%
FIXED INCOME
Intermediate-Term Bond VBMFX Total bond index 100% 1 60 0 0.15% 3.74%
Inflation-Protected Bond VIPSX TIPS index 98% 1 60 0 0.07% 2.87%
Intermediate Government VFITX Treasury bond index 97% 1 60 0 0.2% 3.67%
SHORT GOVERNMENT STABLEVALUE Interest income Fund 16% 1 60 0 NA 28.04%
US EQUITY
SMALL VALUE VISVX Small cap value index 100% 1 60 0 0.06% 1.66%
Small Growth VISGX Small cap groth index 100% 1 60 0 0.07% 0.33%
US Small Cap NAESX Small cap index 99% 1 60 0 0.03% 1.06%
LARGE GROWTH VWUSX Large cap groth index 99% 1 60 0 0.3% 4.77%
US Mid Cap VIMSX Mid cap index 98% 1 60 0 0.04% 1.22%
US Large Cap VFINX Large cap index 97% 1 60 0 0.14% 1.25%
LARGE VALUE VIVAX Large cap value index 95% 1 60 0 0.05% 1.71%
LARGE BLEND VTSMX Total stock market 94% 1 60 0 0.03% 0.95%
Average Expense Ratio: 0.11%
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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 0.4% 21.1% 12.5% 11.6% 8.1% 7.0%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 23.7% 12.4% 12.2% 8.9% 8.2%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.8% 23.9% 14.6% 14.6% 9.8% 9.6%

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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 26 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.


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