MyPlanIQ 401k Investor Sungard 401(k) Plan

Sungard 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Fund
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend VWIGX Vanguard International Growth Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
US EQUITY
LARGE GROWTH JAGIX Janus Growth & Income T
LARGE VALUE VWNDX Vanguard Windsor Fund Investor
Small Growth VEXPX Vanguard Explorer Fund Investor
Total Available Funds: 31
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Fund
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Moderate Allocation VWELX Vanguard Wellington Fund Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050
Target Date 2051+ VTTSX Vanguard Target Retirement 2060
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Technology DRGTX Allianz RCM Technology Instl
ROOT CASH Vanguard Prime Money Mkt Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
US EQUITY
LARGE GROWTH JAGIX Janus Growth & Income T
LARGE VALUE VWNDX Vanguard Windsor Fund Investor
Small Growth VEXPX Vanguard Explorer Fund Investor
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Inv
MID-CAP BLEND VEMSX Vanguard Extended Mkt Index Signal
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protect Sec Inv
Intermediate Government VFIIX Vanguard GNMA Fund Investor Shares
Intermediate-Term Bond PTTRX PTTRX,PIMCO Total Return Instl
High Yield Bond VWEHX Vanguard High-Yield Corp Fund Inv
Total Available Funds: 31
  • 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
WORLD STOCK VHGEX Vanguard Global Equity Fund 100% 1 60 0 0.42% 1.09%
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 1 60 0 0.52% 2.33%
Foreign Large Blend VWIGX Vanguard International Growth Inv 83% 1 60 0 0.45% 1.84%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv 16% 1 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 1 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund Inv 90% 1 60 0 0.17% 12.31%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 75% 1 60 0 0.08% 2.02%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 72% 1 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 1 60 0 0.08% 4.48%
Technology DRGTX Allianz RCM Technology Instl 58% 1 60 0 1.17% 11.51%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 1 60 0 0.17% 0%
US EQUITY
LARGE GROWTH JAGIX Janus Growth & Income T 98% 1 60 0 1.01% 0.94%
LARGE VALUE VWNDX Vanguard Windsor Fund Investor 97% 1 60 0 0.32% 1.77%
Small Growth VEXPX Vanguard Explorer Fund Investor 76% 1 60 0 0.45% 4.34%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 1 60 0 1.83% 0%
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal 0% 1 60 0 0.05% 2.03%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Inv 0% 1 60 0 0.42% 0%
MID-CAP BLEND VEMSX Vanguard Extended Mkt Index Signal 0% 1 60 0 0.14% 1.48%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Inv 100% 1 60 0 0.15% 3.15%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protect Sec Inv 98% 1 60 0 0.07% 4.24%
Intermediate Government VFIIX Vanguard GNMA Fund Investor Shares 98% 1 60 0 0.11% 3.24%
Intermediate-Term Bond PTTRX PTTRX,PIMCO Total Return Instl 97% 1 60 0 0.83% 3.98%
High Yield Bond VWEHX Vanguard High-Yield Corp Fund Inv 95% 1 60 0 0.13% 5.68%
Average Expense Ratio: 0.31%
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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% 12.2% 2.5% 8.8% 6.8% 8.3%

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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:SDS)
The plan consists of 33 funds. It covers 3 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Based on a user's suggestion, the following is the list of investment options:

Vanguard Retirement Trust,  VMMXX,  PTTRX, VFIIX, VWEHX, VTINX, VTOVX, VTENX, VTVXV, VTWNX, VTTVX, VTHRX, VTTHX, VFORX, VTIVX, VFIFX, VWINX, VWELX, ACRNX, JAGIX, VFINX, VEXPX, VEXMX, VGEQX,VMRGX, VWNDX, ARTIX, VHGEX, VWIGX, DGTNX



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