MyPlanIQ DR PEPPER SNAPPLE GROUP INC. EMPLOYEES SAVINGS INCENTIVE PLAN TRUST

DR PEPPER SNAPPLE GROUP INC. EMPLOYEES SAVINGS INCENTIVE PLAN TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Others
Target Date 2046-2050 LPSGX BlackRock Funds III: LifePath 2050 Portfolio; Class K Shares
Target Date 2031-2035 LPJKX BlackRock Funds III: LifePath 2035 Portfolio; Class K Shares
Target Date 2036-2040 LPSFX BlackRock Funds III: LifePath 2040 Portfolio; Class K Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor Funds: Vanguard Windsor II Fund; Admiral Shares
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Others
Target Date 2046-2050 LPSGX BlackRock Funds III: LifePath 2050 Portfolio; Class K Shares
Target Date 2031-2035 LPJKX BlackRock Funds III: LifePath 2035 Portfolio; Class K Shares
Target Date 2036-2040 LPSFX BlackRock Funds III: LifePath 2040 Portfolio; Class K Shares
Target Date 2026-2030 LPSDX BlackRock Funds III: LifePath 2030 Portfolio; Class K Shares
Target Date 2021-2025 LPBKX BlackRock Funds III: LifePath 2025 Portfolio; Class K Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Target Date 2011-2015 BIPBX BlackRock Funds II: BlackRock LifePath Active 2015 Portfolio; Class K Shares
Target Date 2016-2020 LPSCX BlackRock Funds III: LifePath 2020 Portfolio; Class K Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor Funds: Vanguard Windsor II Fund; Admiral Shares
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
SMALL VALUE ABBVX American Beacon Funds: American Beacon Small Cap Value II Fund; Investor Class Shares
LARGE GROWTH FGRFX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund; Class F Shares
Total Available Funds: 16
  • 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 FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 78% 3 60 0 0.65% 1.59%
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares 72% 3 60 0 0.99% 4.5%
Others
Target Date 2046-2050 LPSGX BlackRock Funds III: LifePath 2050 Portfolio; Class K Shares 100% 3 60 0 0.34% 1.3%
Target Date 2031-2035 LPJKX BlackRock Funds III: LifePath 2035 Portfolio; Class K Shares 97% 3 60 0 0.34% 1.64%
Target Date 2036-2040 LPSFX BlackRock Funds III: LifePath 2040 Portfolio; Class K Shares 94% 3 60 0 1.04% 1.39%
Target Date 2026-2030 LPSDX BlackRock Funds III: LifePath 2030 Portfolio; Class K Shares 92% 3 60 0 0.34% 1.78%
Target Date 2021-2025 LPBKX BlackRock Funds III: LifePath 2025 Portfolio; Class K Shares 81% 3 60 0 0.59% 2.03%
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares 51% 3 60 0 0.84% 3.62%
Target Date 2011-2015 BIPBX BlackRock Funds II: BlackRock LifePath Active 2015 Portfolio; Class K Shares 0% 3 60 0 0.22% 1.99%
Target Date 2016-2020 LPSCX BlackRock Funds III: LifePath 2020 Portfolio; Class K Shares 0% 3 60 0 0.47% 1.97%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 76% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor Funds: Vanguard Windsor II Fund; Admiral Shares 97% 3 60 0 0.26% 1.59%
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares 85% 3 60 0 0.34% 0.59%
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares 83% 3 60 0 0.45% 4.34%
SMALL VALUE ABBVX American Beacon Funds: American Beacon Small Cap Value II Fund; Investor Class Shares 0% 3 60 0 1.37% 1.67%
LARGE GROWTH FGRFX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund; Class F Shares 0% 3 60 0 0.65% 2.75%
Average Expense Ratio: 0.61%
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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*
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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
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