MyPlanIQ 401k Investor MullinTBG Synopsys Deferred Compensation Plan

MullinTBG Synopsys Deferred Compensation Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DPRSX Delaware VIP REIT Series - Standard Class
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware VIP Emerging Markets Series - Standard Class
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds International - Class 2 (no exact match)
WORLD STOCK RNPFX American Funds Global Growth - Class 2 (no exact match)
Foreign Large Value LIEIX LVIP Mondrian International Value - Standard Class
Others
Moderate Allocation MTRIX MFS VIT Total Return Series - Initial Class (again no exact match)
ROOT CASH LVIP Money Market - Standard Class
US EQUITY
LARGE BLEND BTIEX DWS VIP Equity 500 Index --- Class A (no exact match)
Small Growth IBSSX LVIP Baron Growth Opportunities - Service Class (no exact match)
LARGE GROWTH FCNTX Fidelity VIP Contrafund - Service Class
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DPRSX Delaware VIP REIT Series - Standard Class
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware VIP Emerging Markets Series - Standard Class
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds International - Class 2 (no exact match)
WORLD STOCK RNPFX American Funds Global Growth - Class 2 (no exact match)
Foreign Large Value LIEIX LVIP Mondrian International Value - Standard Class
WORLD STOCK TGADX Templeton FTVIPT Growth Securities - Class 1
Others
Moderate Allocation MTRIX MFS VIT Total Return Series - Initial Class (again no exact match)
ROOT CASH LVIP Money Market - Standard Class
US EQUITY
LARGE BLEND BTIEX DWS VIP Equity 500 Index --- Class A (no exact match)
Small Growth IBSSX LVIP Baron Growth Opportunities - Service Class (no exact match)
LARGE GROWTH FCNTX Fidelity VIP Contrafund - Service Class
LARGE GROWTH RGAFX American Funds Growth --
SMALL VALUE DEVIX Delaware VIP Small Cap Value Series - Standard Class
Mid-Cap Growth JAAGX Janus Aspen Series Enterprise - Service Shares (no exact match)
MID-CAP BLEND NBREX Neuberger Berman AMT Regency - I Class (not AMT Regency)
Mid-Cap Growth VPFSX Fidelity VIP Mid Cap - Service Class
LARGE GROWTH VPGSX Fidelity VIP Growth - Service Class
LARGE VALUE VPESX Fidelity VIP Equity-Income - Service Class
FIXED INCOME
Intermediate Government RGVFX American Funds US Government Securities --- Class 2
High Yield Bond AHIFX American Funds High-Income Bond - Class 2.
Intermediate-Term Bond VBMFX LVIP Delaware Bond FVUSA0002 Morningstar
Total Available Funds: 21
  • 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
REAL ESTATE
REAL ESTATE DPRSX Delaware VIP REIT Series - Standard Class 85% 1 60 0 1.25% 3.75%
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware VIP Emerging Markets Series - Standard Class 91% 1 60 0 1.53% 2.09%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds International - Class 2 (no exact match) 96% 1 60 0 0.55% 6.72%
WORLD STOCK RNPFX American Funds Global Growth - Class 2 (no exact match) 92% 1 60 0 0.51% 5.73%
Foreign Large Value LIEIX LVIP Mondrian International Value - Standard Class 48% 1 60 0 1.05% 4.13%
WORLD STOCK TGADX Templeton FTVIPT Growth Securities - Class 1 13% 1 60 0 0.83% 2.15%
Others
Moderate Allocation MTRIX MFS VIT Total Return Series - Initial Class (again no exact match) 57% 1 60 0 0.52% 6.22%
ROOT CASH LVIP Money Market - Standard Class 0% 1 60 0 NA 1.27%
US EQUITY
LARGE BLEND BTIEX DWS VIP Equity 500 Index --- Class A (no exact match) 89% 1 60 0 0.31% 13.21%
Small Growth IBSSX LVIP Baron Growth Opportunities - Service Class (no exact match) 74% 1 60 0 1.25% 10.89%
LARGE GROWTH FCNTX Fidelity VIP Contrafund - Service Class 68% 1 60 0 0.81% 6.84%
LARGE GROWTH RGAFX American Funds Growth -- 67% 1 60 0 0.38% 6.96%
SMALL VALUE DEVIX Delaware VIP Small Cap Value Series - Standard Class 62% 1 60 0 1.12% 1.59%
Mid-Cap Growth JAAGX Janus Aspen Series Enterprise - Service Shares (no exact match) 60% 1 60 0 0.69% 5.06%
MID-CAP BLEND NBREX Neuberger Berman AMT Regency - I Class (not AMT Regency) 4% 1 60 0 1.25% 0%
Mid-Cap Growth VPFSX Fidelity VIP Mid Cap - Service Class 0% 1 60 0 1.21% 0%
LARGE GROWTH VPGSX Fidelity VIP Growth - Service Class 0% 1 60 0 NA NA
LARGE VALUE VPESX Fidelity VIP Equity-Income - Service Class 0% 1 60 0 1.11% 0%
FIXED INCOME
Intermediate Government RGVFX American Funds US Government Securities --- Class 2 95% 1 60 0 0.34% 2.01%
High Yield Bond AHIFX American Funds High-Income Bond - Class 2. 81% 1 60 0 0.46% 6.48%
Intermediate-Term Bond VBMFX LVIP Delaware Bond FVUSA0002 Morningstar 61% 1 60 0 0.2% 2.65%
Average Expense Ratio: 0.81%
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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 5.8% 8.2% 6.1% 8.0% 6.7% 6.8%

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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 1.8% 0.8% 5.1% 6.1% 6.7% 7.9%

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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:SNPS)
The plan consists of 21 funds. It covers 5 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.

This plan is the deferred compensation plan for Synospsys executives. 

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