MyPlanIQ 401k Investor MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN

MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Investment Model Portfolios

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MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX RUSSELL INTL VALUE
Foreign Large Growth VWIGX RUSSELL INTL GROWTH
Others
EQUITY PHNNX PIMCO HIGH YIELD Institutional
Moderate Allocation PIRMX PIM INFL RESP MA IS
ROOT CASH FIMM MONEY MKT INST
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN
Intermediate-Term Bond PMRPX PIMCO MORTGAGE-BACKED SECURITIES
Short-Term Bond VBIPX Vanguard Short-Term Bond Idx
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH FGCKX FID GROWTH CO K
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX RUSSELL INTL VALUE
Foreign Large Growth VWIGX RUSSELL INTL GROWTH
Others
EQUITY PHNNX PIMCO HIGH YIELD Institutional
Moderate Allocation PIRMX PIM INFL RESP MA IS
ROOT CASH FIMM MONEY MKT INST
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN
Intermediate-Term Bond PMRPX PIMCO MORTGAGE-BACKED SECURITIES
Short-Term Bond VBIPX Vanguard Short-Term Bond Idx
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH FGCKX FID GROWTH CO K
LARGE VALUE VRVIX Vanguard Russell 1000 Value
LARGE GROWTH VRGWX Vanguard Russell 1000 Growth
Small Growth VRTGX Vanguard Russell 2000 Growth Idx
Mid-Cap Growth ARTMX ARTISAN MID CAP
Total Available Funds: 15
  • 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 Value VTRIX RUSSELL INTL VALUE 99% 1 60 0 0.39% 2.62%
Foreign Large Growth VWIGX RUSSELL INTL GROWTH 82% 1 60 0 0.45% 0.81%
Others
EQUITY PHNNX PIMCO HIGH YIELD Institutional 56% 1 60 0 0.66% 4.14%
Moderate Allocation PIRMX PIM INFL RESP MA IS 13% 1 60 0 0.71% 2.34%
ROOT CASH FIMM MONEY MKT INST 0% 1 60 0 NA 5.5%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN 96% 1 60 0 0.83% 3.22%
Intermediate-Term Bond PMRPX PIMCO MORTGAGE-BACKED SECURITIES 68% 1 60 0 0.6% 4.58%
Short-Term Bond VBIPX Vanguard Short-Term Bond Idx 4% 1 60 0 0.04% 2.68%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index 97% 1 60 0 0.14% 1.38%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 0.14%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 1 60 0 0.79% 0%
LARGE VALUE VRVIX Vanguard Russell 1000 Value 2% 1 60 0 0.08% 1.67%
LARGE GROWTH VRGWX Vanguard Russell 1000 Growth 2% 1 60 0 0.08% 0.51%
Small Growth VRTGX Vanguard Russell 2000 Growth Idx 1% 1 60 0 0.15% 0.3%
Mid-Cap Growth ARTMX ARTISAN MID CAP 0% 1 60 0 0.96% 0%
Average Expense Ratio: 0.46%
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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 14.5% 18.1% 8.1% 12.6% 8.8% 8.5%

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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 17.1% 21.3% 5.7% 9.5% 7.0% 7.7%

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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 23.0% 27.1% 9.2% 12.1% 9.6% 10.0%

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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 for Portfolio Details or Follow 13.5% 17.4% 3.9% 6.8% 6.5% 7.5%

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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:MSFT)
The plan consists of 15 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Microsoft Corporation develops, manufactures, licenses, and supports a range of software products and services for various computing devices worldwide. The company is famous for its Windows operation systems and Office suite of tools for PC computers. It was cofounded by Bill Gates and Paul Allen in 1975 and is headquartered in Redmond, Washington.



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