MyPlanIQ 401k Investor Discover Financial Services 401(k) Plan

Discover Financial Services 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund Mutual Fund
Foreign Large Growth FDIVX Pyramis Select International Fund Common/Collective Trusts
Others
Target Date 2036-2040 TRRDX T Rowe Price Retirement 2040 Mutual Fund
Target Date 2026-2030 TRRCX T Rowe Price Retirement 2030 Mutual Fund
Target Date 2016-2020 TRRBX T Rowe Price Retirement 2020 Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTRRX Pimco Total Return Fund Mutual Fund
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund
US EQUITY
LARGE BLEND VFINX Mellon S&P 500 Index Common/Collective Trusts
LARGE VALUE DODGX Dodge & Cox Stock Fund Mutual Fund
MID-CAP BLEND CRIMX Cramer Mid Cap Value Fund Mutual Fund
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund Mutual Fund
Foreign Large Growth FDIVX Pyramis Select International Fund Common/Collective Trusts
Others
Target Date 2036-2040 TRRDX T Rowe Price Retirement 2040 Mutual Fund
Target Date 2026-2030 TRRCX T Rowe Price Retirement 2030 Mutual Fund
Target Date 2016-2020 TRRBX T Rowe Price Retirement 2020 Mutual Fund
Target Date 2011-2015 TRRGX T Rowe Price Retirement 2015 Mutual Fund
Target Date 2031-2035 TRRJX T Rowe Price Retirement 2035 Mutual Fund
Target Date 2000-2010 TRRAX T Rowe Price Retirement 2010 Mutual Fund
Target Date 2021-2025 TRRHX T Rowe Price Retirement 2025 Mutual Fund
Target Date 2041-2045 TRRKX T Rowe Price Retirement 2045 Mutual Fund
Retirement Income TRRIX T Rowe Price Retirement Income Fund Mutual Fund
Target Date 2050+ TRRMX T Rowe Price Retirement 2050 Mutual Fund
ROOT CASH Money market substitute
ROOT TRRN T Rowe Price Retirement 2055 Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTRRX Pimco Total Return Fund Mutual Fund
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund
US EQUITY
LARGE BLEND VFINX Mellon S&P 500 Index Common/Collective Trusts
LARGE VALUE DODGX Dodge & Cox Stock Fund Mutual Fund
MID-CAP BLEND CRIMX Cramer Mid Cap Value Fund Mutual Fund
LARGE GROWTH CPOAX MSIF Inc. U.S. Large Cap Growth Portfolio Mutual Fund
LARGE BLEND VDSIX Victory Large Cap Common/Collective Trusts
SMALL BLEND DCERX Jennison Small Cap Core Equity Composite Fund Common/Collective Trusts
Total Available Funds: 22
  • 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 Value DODFX Dodge & Cox International Stock Fund Mutual Fund 99% 3 60 0 0.52% 2.19%
Foreign Large Growth FDIVX Pyramis Select International Fund Common/Collective Trusts 98% 3 60 0 0.65% 4.01%
Others
Target Date 2036-2040 TRRDX T Rowe Price Retirement 2040 Mutual Fund 100% 3 60 0 0.6% 5.24%
Target Date 2026-2030 TRRCX T Rowe Price Retirement 2030 Mutual Fund 100% 3 60 0 1.08% 5.87%
Target Date 2016-2020 TRRBX T Rowe Price Retirement 2020 Mutual Fund 100% 3 60 0 0.78% 6.53%
Target Date 2011-2015 TRRGX T Rowe Price Retirement 2015 Mutual Fund 100% 3 60 0 0.76% 5.33%
Target Date 2031-2035 TRRJX T Rowe Price Retirement 2035 Mutual Fund 97% 3 60 0 0.84% 4.42%
Target Date 2000-2010 TRRAX T Rowe Price Retirement 2010 Mutual Fund 97% 3 60 0 0.99% 4.18%
Target Date 2021-2025 TRRHX T Rowe Price Retirement 2025 Mutual Fund 96% 3 60 0 1.05% 6.32%
Target Date 2041-2045 TRRKX T Rowe Price Retirement 2045 Mutual Fund 96% 3 60 0 1.12% 4.1%
Retirement Income TRRIX T Rowe Price Retirement Income Fund Mutual Fund 91% 3 60 0 0.34% 4.18%
Target Date 2050+ TRRMX T Rowe Price Retirement 2050 Mutual Fund 78% 3 60 0 0.63% 4.14%
ROOT CASH Money market substitute 0% 1 60 0 NA 3.73%
ROOT TRRN T Rowe Price Retirement 2055 Mutual Fund 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTRRX Pimco Total Return Fund Mutual Fund 65% 3 60 0 0.8% 3.51%
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund 16% 1 60 0 NA 27.03%
US EQUITY
LARGE BLEND VFINX Mellon S&P 500 Index Common/Collective Trusts 98% 3 60 0 0.14% 1.25%
LARGE VALUE DODGX Dodge & Cox Stock Fund Mutual Fund 93% 3 60 0 0.52% 5.1%
MID-CAP BLEND CRIMX Cramer Mid Cap Value Fund Mutual Fund 88% 3 60 0 1.16% 5.95%
LARGE GROWTH CPOAX MSIF Inc. U.S. Large Cap Growth Portfolio Mutual Fund 60% 3 60 0 1.15% 0%
LARGE BLEND VDSIX Victory Large Cap Common/Collective Trusts 59% 3 60 0 0.78% 9.55%
SMALL BLEND DCERX Jennison Small Cap Core Equity Composite Fund Common/Collective Trusts 0% 3 60 0 NA NA
Average Expense Ratio: 0.77%
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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 2.5% 17.4% 10.3% 12.9% 7.5% 9.6%

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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:DFS)
The plan consists of 23 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Discover Financial Services, together with its subsidiaries, operates as a credit card issuer and electronic payment services company primarily in the United States. The company offers Discover Card-branded credit cards to individuals and small businesses over the Discover Network etc.



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