MyPlanIQ 401k Investor Synopsys 401(k) Plan

Synopsys 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Equity IS
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International K
Others
Moderate Allocation FPUKX Fidelity Puritan K
Target Date 2041-2045 VTIVX Vanguard Target Retire 2045
Target Date 2021-2025 VTTVX Vanguard Target Retire 2025
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Inst
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Inst
US EQUITY
LARGE VALUE MEIJX MFS Value R4
LARGE GROWTH MFEJX MFS Growth R4
LARGE GROWTH FCAKX Fidelity Capital Appreciation K
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Equity IS
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International K
Others
Moderate Allocation FPUKX Fidelity Puritan K
Target Date 2041-2045 VTIVX Vanguard Target Retire 2045
Target Date 2021-2025 VTTVX Vanguard Target Retire 2025
Target Date 2031-2035 VTTHX Vanguard Target Retire 2035
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2011-2015 VTXVX Vanguard Target Retire 2015
ROOT CASH Fidelity Retire Money Market
Target Date 2000-2010 VTOVX Vanguard Target Retire 2005
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Inst
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Inst
US EQUITY
LARGE VALUE MEIJX MFS Value R4
LARGE GROWTH MFEJX MFS Growth R4
LARGE GROWTH FCAKX Fidelity Capital Appreciation K
SMALL BLEND NBGIX NB Genesis Instl Cl
MID-CAP VALUE HMVYX Hartford Mid Cap Y
LARGE GROWTH FCNKX Fidelity ContraFund K
LARGE BLEND FSMKX Spartan 500 Index
Total Available Funds: 19
  • 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 LZEMX Lazard Emerging Mkts Equity IS 10% 3 60 0 1.12% 1.79%
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International K 94% 3 60 0 0.73% 5.98%
Others
Moderate Allocation FPUKX Fidelity Puritan K 99% 3 60 0 0.48% 2.07%
Target Date 2041-2045 VTIVX Vanguard Target Retire 2045 65% 3 60 0 0.19% 1.94%
Target Date 2021-2025 VTTVX Vanguard Target Retire 2025 45% 3 60 0 0.18% 2.03%
Target Date 2031-2035 VTTHX Vanguard Target Retire 2035 23% 3 60 0 0.19% 2.02%
Retirement Income VTINX Vanguard Target Retirement Income 10% 3 60 0 0.17% 3.83%
Target Date 2011-2015 VTXVX Vanguard Target Retire 2015 4% 3 60 0 0.17% 2.11%
ROOT CASH Fidelity Retire Money Market 0% 1 60 0 NA 1.27%
Target Date 2000-2010 VTOVX Vanguard Target Retire 2005 0% 3 60 0 NA 2.78%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Inst 76% 3 60 0 0.2% 2.22%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Inst 72% 3 60 0 0.07% 2.64%
US EQUITY
LARGE VALUE MEIJX MFS Value R4 73% 3 60 0 0.69% 4.54%
LARGE GROWTH MFEJX MFS Growth R4 63% 3 60 0 0.93% 2.74%
LARGE GROWTH FCAKX Fidelity Capital Appreciation K 44% 3 60 0 0.75% 11.02%
SMALL BLEND NBGIX NB Genesis Instl Cl 38% 3 60 0 0.85% 13.53%
MID-CAP VALUE HMVYX Hartford Mid Cap Y 38% 3 60 0 0.83% 2.66%
LARGE GROWTH FCNKX Fidelity ContraFund K 21% 3 60 0 0.69% 69.23%
LARGE BLEND FSMKX Spartan 500 Index 0% 3 60 0 NA NA
Average Expense Ratio: 0.52%
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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 5.4% 11.4% 4.5% 7.1% 5.6% 5.8%

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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 6.1% 12.0% 9.1% 9.2% 7.9% 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 20 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

Synopsys (Ticker: SNPS) is one of the largest electronic design automation (EDA) software providers. Its 401(k) plan provides a solid and relatively complete asset coverage in terms of equities. It is light in fixed income funds. Both REIT and commodities related funds are missing.

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