MyPlanIQ 401k Investor QUALCOMM INCORPORATED EMPLOYEE SAVINGS AND RETIREMENT PLAN

QUALCOMM INCORPORATED EMPLOYEE SAVINGS AND RETIREMENT PLAN

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Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA EMERG MKTS VAL I
INTERNATIONAL EQUITY
WORLD STOCK RWIGX AF CAP WORLD G&I R6
Foreign Large Blend AEPGX AF EUROPAC GROWTH R6
Others
Target Date 2051+ VFFVX VANG TARGET RET 2055
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2031-2035 VTTHX VANG TARGET RET 2035
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund - Institutional Class
Intermediate Government FGOVX FIDELITY GOVT INCOME
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Fund - Admiral Class
LARGE GROWTH FCNKX FID CONTRAFUND K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA EMERG MKTS VAL I
INTERNATIONAL EQUITY
WORLD STOCK RWIGX AF CAP WORLD G&I R6
Foreign Large Blend AEPGX AF EUROPAC GROWTH R6
Others
Target Date 2051+ VFFVX VANG TARGET RET 2055
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2031-2035 VTTHX VANG TARGET RET 2035
Retirement Income VTINX VANG TARGET RET INC
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
Target Date 2011-2015 VTXVX VANG TARGET RET 2015
ROOT CASH FID INST MMKT
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund - Institutional Class
Intermediate Government FGOVX FIDELITY GOVT INCOME
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Fund - Admiral Class
LARGE GROWTH FCNKX FID CONTRAFUND K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE GROWTH FOCKX FID OTC K
Small Growth VEXRX Vanguard Explorer Fund - Admiral Class
LARGE BLEND VIIIX VANG INST INDEX PLUS
SMALL VALUE AVFIX ABF SM CAP VAL INST
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST
Total Available Funds: 20
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA EMERG MKTS VAL I 100% 1 60 0 0.44% 4.53%
INTERNATIONAL EQUITY
WORLD STOCK RWIGX AF CAP WORLD G&I R6 74% 1 60 0 0.53% 3.8%
Foreign Large Blend AEPGX AF EUROPAC GROWTH R6 26% 1 60 0 0.9% 3.64%
Others
Target Date 2051+ VFFVX VANG TARGET RET 2055 79% 1 60 0 0.08% 1.85%
Target Date 2021-2025 VTTVX VANG TARGET RET 2025 70% 1 60 0 0.08% 2.62%
Target Date 2031-2035 VTTHX VANG TARGET RET 2035 67% 1 60 0 0.08% 2.34%
Retirement Income VTINX VANG TARGET RET INC 66% 1 60 0 0.08% 2.93%
Target Date 2041-2045 VTIVX VANG TARGET RET 2045 58% 1 60 0 0.08% 2.34%
Target Date 2011-2015 VTXVX VANG TARGET RET 2015 0% 1 60 0 0.08% 2.59%
ROOT CASH FID INST MMKT 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund - Institutional Class 76% 1 60 0 0.83% 3.98%
Intermediate Government FGOVX FIDELITY GOVT INCOME 56% 1 60 0 0.76% 1.87%
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Fund - Admiral Class 97% 1 60 0 0.26% 1.59%
LARGE GROWTH FCNKX FID CONTRAFUND K 96% 1 60 0 0.55% 4.38%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 92% 1 60 0 0.82% 18.74%
LARGE GROWTH FOCKX FID OTC K 91% 1 60 0 0.81% 0.09%
Small Growth VEXRX Vanguard Explorer Fund - Admiral Class 85% 1 60 0 0.34% 0.59%
LARGE BLEND VIIIX VANG INST INDEX PLUS 82% 1 60 0 0.02% 1.37%
SMALL VALUE AVFIX ABF SM CAP VAL INST 68% 1 60 0 1.28% 15.5%
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST 52% 1 60 0 0.04% 1.5%
Average Expense Ratio: 0.42%
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Related Retirement Plans
QUALCOMM INCORPORATED EMPLOYEE SAVINGS AND RETIREMENT PLAN
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 5.4% 15.8% 5.5% 7.6% 4.4% 6.2%

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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
The plan consists of 21 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity and Fixed Income.


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