MyPlanIQ 401k Investor Applied Materials Inc Employee Savings and Retirement Plan

Applied Materials Inc Employee Savings and Retirement Plan Investment Model Portfolios

This Plan is unrated.
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APPLIED MATERIALS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MSIQX MSIF INTL EQUITY I
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Others
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
Retirement Income VTINX VANG TARGET RET INCOME
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
US EQUITY
LARGE GROWTH PRGFX TRP GROWTH STOCK
SMALL BLEND LRSYX Lord Abbett Small Cap Value Account
SMALL BLEND VSCIX VANG SM CAP IDX INST
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MSIQX MSIF INTL EQUITY I
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Others
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
Retirement Income VTINX VANG TARGET RET INCOME
Target Date 2031-2035 VTTHX VANG TARGET RET 2035
Target Date 2051+ VFFVX VANG TARGET RET 2055
Target Date 2046-2050 VFIFX VANG TARGET RET 2050
Target Date 2026-2030 VTHRX VANG TARGET RET 2030
Target Date 2036-2040 VFORX VANG TARGET RET 2040
Target Date 2016-2020 VTWNX VANG TARGET RET 2020
Target Date 2011-2015 VTXVX VANG TARGET RET 2015
Target Date 2000-2010 VTENX VANG TARGET RET 2010
ROOT CASH FID RET GOVT MM
ROOT AMAT APPLIED MATERIALS
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
US EQUITY
LARGE GROWTH PRGFX TRP GROWTH STOCK
SMALL BLEND LRSYX Lord Abbett Small Cap Value Account
SMALL BLEND VSCIX VANG SM CAP IDX INST
Small Growth VEXRX Vanguard Explorer Fund - Admiral Shares
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH FGCKX FID GROWTH CO K
Small Growth HSIIX EAGLE SM CAP GRTH I
LARGE VALUE FEIKX FID EQUITY INCOME K
LARGE BLEND FXSIX SPTN 500 INDEX INST
Total Available Funds: 26
  • 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 MSIQX MSIF INTL EQUITY I 93% 1 60 0 1.8% 3.42%
Foreign Large Blend RERGX AF EUROPAC GROWTH R6 32% 1 60 0 0.9% 1.5%
Others
Target Date 2021-2025 VTTVX VANG TARGET RET 2025 97% 1 60 0 0.08% 0%
Target Date 2041-2045 VTIVX VANG TARGET RET 2045 97% 1 60 0 0.08% 2.47%
Retirement Income VTINX VANG TARGET RET INCOME 97% 1 60 0 0.08% 1.5%
Target Date 2031-2035 VTTHX VANG TARGET RET 2035 96% 1 60 0 0.08% 0%
Target Date 2051+ VFFVX VANG TARGET RET 2055 80% 1 60 0 0.08% 0%
Target Date 2046-2050 VFIFX VANG TARGET RET 2050 75% 1 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX VANG TARGET RET 2030 70% 1 60 0 0.08% 3.79%
Target Date 2036-2040 VFORX VANG TARGET RET 2040 69% 1 60 0 0.08% 2.82%
Target Date 2016-2020 VTWNX VANG TARGET RET 2020 66% 1 60 0 0.08% 9.11%
Target Date 2011-2015 VTXVX VANG TARGET RET 2015 0% 1 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX VANG TARGET RET 2010 0% 1 60 0 0.17% 7.48%
ROOT CASH FID RET GOVT MM 0% 1 60 0 NA 5.5%
ROOT AMAT APPLIED MATERIALS 0% 1 60 0 NA 0.81%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND 16% 1 60 0 NA 28.05%
US EQUITY
LARGE GROWTH PRGFX TRP GROWTH STOCK 100% 1 60 0 0% 0%
SMALL BLEND LRSYX Lord Abbett Small Cap Value Account 92% 1 60 0 1.43% 0.22%
SMALL BLEND VSCIX VANG SM CAP IDX INST 80% 1 60 0 0.05% 1.14%
Small Growth VEXRX Vanguard Explorer Fund - Admiral Shares 77% 1 60 0 0.34% 0%
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST 72% 1 60 0 0.04% 1.24%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 0.14%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 1 60 0 0.79% 0%
Small Growth HSIIX EAGLE SM CAP GRTH I 67% 1 60 0 0.71% 0%
LARGE VALUE FEIKX FID EQUITY INCOME K 67% 1 60 0 0.57% 1.43%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 2.05%
Average Expense Ratio: 0.36%
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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 1.1% 22.2% 14.4% 13.7% 9.3% 8.4%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.0% 21.4% 13.6% 13.4% 8.8% 8.5%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 15.5% 4.0% 6.3% 5.4% 8.2% 8.7%

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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 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:AMAT)
The plan consists of 27 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Applied Materials, Inc. (NYSE: AMAT) is the largest semiconductor equipment provider in the world.



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