MyPlanIQ 401k Investor MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN

MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
ROOT CASH Vanguard Prime Money Market Fund
ROOT CASH Common Stk Div Cash Acct
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund
Small Growth VEXPX Vanguard Explorer Fund Investor Shares
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund Institutional Shares
MID-CAP BLEND VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares
Mid-Cap Growth IBSMX IronBridge SMID Cap Fund
Total Available Funds: 32
  • 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 VWILX Vanguard International Growth Fund Admiral Shares 83% 1 60 0 0.45% 1.98%
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares 83% 1 60 0 0.45% 1.88%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 1 60 0 0.08% 4.17%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 1 60 0 0.08% 2.51%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 1 60 0 0.08% 4.26%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 1 60 0 0.08% 2.69%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares 90% 1 60 0 0.17% 6.32%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 1 60 0 0.08% 2.42%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 1 60 0 0.08% 2.45%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 70% 1 60 0 0.08% 2.6%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 1 60 0 0.08% 2.79%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 1 60 0 0.08% 6.32%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 1 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 1 60 0 0.17% 7.48%
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 2.67%
ROOT CASH Common Stk Div Cash Acct 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares 100% 1 60 0 0.15% 3.23%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund 98% 1 60 0 0.07% 3.92%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares 94% 1 60 0 0.15% 3.34%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares 35% 1 60 0 0.03% 3.35%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 1 60 0 0.26% 10.41%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares 97% 1 60 0 0.06% 1.39%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares 95% 1 60 0 0.31% 7.91%
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares 89% 1 60 0 0.31% 15.99%
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares 81% 1 60 0 0.26% 10.54%
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares 78% 1 60 0 0.02% 3.4%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 1 60 0 0.02% 3.38%
Small Growth VEXPX Vanguard Explorer Fund Investor Shares 76% 1 60 0 0.45% 0.9%
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund Institutional Shares 74% 1 60 0 0.06% 1.54%
MID-CAP BLEND VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares 4% 1 60 0 0.06% 1.56%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares 0% 1 60 0 0.42% 0%
Mid-Cap Growth IBSMX IronBridge SMID Cap Fund 0% 1 60 0 0.92% 11.91%
Average Expense Ratio: 0.19%
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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 7.2% 17.5% 2.1% 9.2% 7.1% 8.4%

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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 for Portfolio Details or Follow -1.7% 7.9% 3.8% 7.4% 6.9%

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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:MDT)
The plan consists of 34 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.

Medtronic, Inc. manufactures and sells device-based medical therapies worldwide. The company’s Cardiac Rhythm Disease Management segment offers products for the diagnosis, treatment, and management of heart rhythm disorders and heart failure, including implantable cardioverter-defibrillators, cardiac resynchronization therapy devices, and cardiac pacemakers; AF products; diagnostics and monitoring devices; and patient management tools.



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