MyPlanIQ 401k Investor MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN

MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth VWIGX RUSSELL INTL GROWTH
Foreign Large Value VTRIX RUSSELL INTL VALUE
Others
Moderate Allocation PIRMX PIM INFL RESP MA IS
World Allocation PAUIX PIMCO All Asset All Authority
ROOT CASH FIMM MONEY MKT INST
FIXED INCOME
Short-Term Bond VBIPX Vanguard Short-Term Bond Idx
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN
US EQUITY
Mid-Cap Growth ARTMX ARTISAN MID CAP
LARGE BLEND VFINX Vanguard 500 Index
LARGE GROWTH VRGWX Vanguard Russell 1000 Growth
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth VWIGX RUSSELL INTL GROWTH
Foreign Large Value VTRIX RUSSELL INTL VALUE
Others
Moderate Allocation PIRMX PIM INFL RESP MA IS
World Allocation PAUIX PIMCO All Asset All Authority
ROOT CASH FIMM MONEY MKT INST
FIXED INCOME
Short-Term Bond VBIPX Vanguard Short-Term Bond Idx
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN
US EQUITY
Mid-Cap Growth ARTMX ARTISAN MID CAP
LARGE BLEND VFINX Vanguard 500 Index
LARGE GROWTH VRGWX Vanguard Russell 1000 Growth
LARGE GROWTH FGCKX FID GROWTH CO K
LARGE VALUE VRVIX Vanguard Russell 1000 Value
Small Growth VRTGX Vanguard Russell 2000 Growth Idx
SMALL VALUE DFSVX DFA US Small Cap Value
LARGE GROWTH FCNKX FID CONTRAFUND K
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 Growth VWIGX RUSSELL INTL GROWTH 97% 1 60 0 0.47% 0.89%
Foreign Large Value VTRIX RUSSELL INTL VALUE 71% 1 60 0 0.41% 2.98%
Others
Moderate Allocation PIRMX PIM INFL RESP MA IS 45% 1 60 0 0.8% 6.5%
World Allocation PAUIX PIMCO All Asset All Authority 21% 1 60 0 1.18% 4.52%
ROOT CASH FIMM MONEY MKT INST 0% 1 60 0 NA 1.27%
FIXED INCOME
Short-Term Bond VBIPX Vanguard Short-Term Bond Idx 90% 1 60 0 0.05% 1.6%
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN 86% 1 60 0 0.46% 2.62%
US EQUITY
Mid-Cap Growth ARTMX ARTISAN MID CAP 93% 1 60 0 1.34% 14.06%
LARGE BLEND VFINX Vanguard 500 Index 91% 1 60 0 0.17% 1.78%
LARGE GROWTH VRGWX Vanguard Russell 1000 Growth 89% 1 60 0 0.08% 1.16%
LARGE GROWTH FGCKX FID GROWTH CO K 77% 1 60 0 0.7% 44.1%
LARGE VALUE VRVIX Vanguard Russell 1000 Value 58% 1 60 0 0.09% 2.21%
Small Growth VRTGX Vanguard Russell 2000 Growth Idx 45% 1 60 0 0.08% 0.73%
SMALL VALUE DFSVX DFA US Small Cap Value 31% 1 60 0 0.52% 5.51%
LARGE GROWTH FCNKX FID CONTRAFUND K 21% 1 60 0 0.69% 69.23%
Average Expense Ratio: 0.5%
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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 20.7% 29.8% 12.0% 11.0% 8.1% 7.7%

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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 4.9% 10.8% 8.4% 8.5% 7.8% 8.6%

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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 21 funds. It covers 3 major asset classes and 15 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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