MyPlanIQ 401k Investor ALLERGAN INC. SAVINGS AND INVESTMENT PLAN

ALLERGAN INC. SAVINGS AND INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RNPFX American Funds New Perspective R5
Others
Moderate Allocation DODBX Dodge & Cox Balanced
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Bond Instl
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Value Fund
US EQUITY
LARGE VALUE BIGRX American Century Income & Growth Inv
Small Growth TSCIX TimesSquare Small Cap Growth Instl
LARGE VALUE DODGX Dodge & Cox Stock
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RNPFX American Funds New Perspective R5
Others
Moderate Allocation DODBX Dodge & Cox Balanced
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Bond Instl
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Value Fund
US EQUITY
LARGE VALUE BIGRX American Century Income & Growth Inv
Small Growth TSCIX TimesSquare Small Cap Growth Instl
LARGE VALUE DODGX Dodge & Cox Stock
SMALL BLEND TISBX TIAA-CREF Small-Cap Blend Idx Inst
SMALL VALUE ESPIX Evergreen Special Values I
LARGE GROWTH NFEPX Columbia Marsico Focused Eq Z
LARGE BLEND PNIEX BlackRock Index Equity Instl
LARGE GROWTH JCGIX Janus Adviser INTECH Risk-Managed Growth Fund
Total Available Funds: 13
  • 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 Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 1.86%
WORLD STOCK RNPFX American Funds New Perspective R5 91% 3 60 0 1.47% 5.72%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 93% 3 60 0 0.42% 2.56%
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Bond Instl 78% 3 60 0 0.82% 4.45%
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Value Fund 16% 3 60 0 NA 27.03%
US EQUITY
LARGE VALUE BIGRX American Century Income & Growth Inv 97% 3 60 0 0.91% 1.47%
Small Growth TSCIX TimesSquare Small Cap Growth Instl 94% 3 60 0 1.19% 0%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
SMALL BLEND TISBX TIAA-CREF Small-Cap Blend Idx Inst 83% 3 60 0 0.06% 3.16%
SMALL VALUE ESPIX Evergreen Special Values I 82% 3 60 0 1.16% 1.21%
LARGE GROWTH NFEPX Columbia Marsico Focused Eq Z 76% 3 60 0 0.8% 0%
LARGE BLEND PNIEX BlackRock Index Equity Instl 0% 3 60 0 0.18% 0%
LARGE GROWTH JCGIX Janus Adviser INTECH Risk-Managed Growth Fund 0% 3 60 0 1.08% 0.86%
Average Expense Ratio: 0.79%
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Model Portfolios

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:AGN)
The plan consists of 13 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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