MyPlanIQ 401k Investor 401(k) SAVINGS PLAN OF FISERV, INC. AND ITS PARTICIPATING SUBSIDIARIES

401(k) SAVINGS PLAN OF FISERV, INC. AND ITS PARTICIPATING SUBSIDIARIES

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund Mutual Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund Mutual Fund
Retirement Income VTINX Vanguard Target Retirement Income Mutual Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares Mutual Fund
US EQUITY
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index Fund Investor Shares Mutual Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares Mutual Fund
SMALL VALUE AVFIX American Beacon Small Cap Value Fund Plan Ahead Class Mutual Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund Mutual Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund Mutual Fund
Retirement Income VTINX Vanguard Target Retirement Income Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund Mutual Fund
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares Mutual Fund
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund Mutual Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund Mutual Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund Mutual Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund Mutual Fund
ROOT CASH Vanguard Prime Money Market Fund
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund Mutual Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund Mutual Fund
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund Mutual Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares Mutual Fund
US EQUITY
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index Fund Investor Shares Mutual Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares Mutual Fund
SMALL VALUE AVFIX American Beacon Small Cap Value Fund Plan Ahead Class Mutual Fund
Small Growth VEXPX Vanguard Explorer Fund Investor Shares Mutual Fund
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund A Shares Mutual Fund
US EQUITY FISV Fiserv Stock Fund Company Stock Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares Mutual Fund
Total Available Funds: 25
  • 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 VTRIX Vanguard International Value Fund Mutual Fund 99% 3 60 0 0.39% 2.76%
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares Mutual Fund 83% 3 60 0 0.45% 1.84%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund Mutual Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund Mutual Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Mutual Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund Mutual Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares Mutual Fund 90% 3 60 0 0.17% 12.31%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund Mutual Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund Mutual Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund Mutual Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund Mutual Fund 66% 3 60 0 0.08% 4.48%
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 4.14%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund Mutual Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund Mutual Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund Mutual Fund 0% 3 60 0 NA 2.78%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund 100% 3 60 0 0.15% 3.15%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares Mutual Fund 98% 3 60 0 0.07% 4.24%
US EQUITY
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index Fund Investor Shares Mutual Fund 98% 3 60 0 0.19% 0.58%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares Mutual Fund 98% 3 60 0 0.14% 1.27%
SMALL VALUE AVFIX American Beacon Small Cap Value Fund Plan Ahead Class Mutual Fund 81% 3 60 0 1.28% 15.5%
Small Growth VEXPX Vanguard Explorer Fund Investor Shares Mutual Fund 76% 3 60 0 0.45% 4.34%
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund A Shares Mutual Fund 48% 3 60 0 1.27% 2.98%
US EQUITY FISV Fiserv Stock Fund Company Stock Fund 0% 3 60 0 NA 0%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares Mutual Fund 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.28%
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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 3.5% 12.1% 1.8% 8.9% 6.8% 8.1%

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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:FISV)
The plan consists of 26 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Fiserv, Inc. provides information management and electronic commerce systems and services, including transaction processing, electronic bill payment and presentment, business process outsourcing, document distribution services, and software and systems solutions primarily in the United States.



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