MyPlanIQ 401k Investor PFIZER SAVINGS PLAN

PFIZER SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPPHMR DEV MKTS Y
INTERNATIONAL EQUITY
Foreign Large Value DODFX DODGE & COX INTL
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET 2025
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045
Retirement Income VTINX VANGUARD INCOME
US EQUITY
SMALL BLEND IWM RUSSELL 2000 SC INDX
LARGE GROWTH VWUSX LARGE CAP GROWTH
US Mid Cap VIMSX MID CAP STOCK FUND
FIXED INCOME
SHORT GOVERNMENT VFISX NT Collective Government Short-Term Investment Fund
FIXED INCOME VBMFX BTC CORE BOND FUND
Inflation-Protected Bond VIPSX BTC TIPS INDEX
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPPHMR DEV MKTS Y
INTERNATIONAL EQUITY
Foreign Large Value DODFX DODGE & COX INTL
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET 2025
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045
Retirement Income VTINX VANGUARD INCOME
Target Date 2031-2035 VTTHX VANGUARD TARGET 2035
Target Date 2051 VFFVX VANGUARD TARGET 2055
Target Date 2046-2050 VFIFX VANGUARD TARGET 2050
Target Date 2036-2040 VFORX VANGUARD TARGET 2040
Target Date 2026-2030 VTHRX VANGUARD TARGET 2030
Target Date 2016-2020 VTWNX VANGUARD TARGET 2020
Target Date 2011-2015 VTXVX VANGUARD TARGET 2015
Target Date 2000-2010 VTENX VANGUARD TARGET 2010
US EQUITY
SMALL BLEND IWM RUSSELL 2000 SC INDX
LARGE GROWTH VWUSX LARGE CAP GROWTH
US Mid Cap VIMSX MID CAP STOCK FUND
LARGE BLEND VFINX NT S&P 500 INDEX
SMALL BLEND OTCFX T ROWE SMALL CAP STK
LARGE VALUE EHSTX EV LARGE CAP VALUE
MID-CAP BLEND FLPSX LOW PRICE STOCK FUND
FIXED INCOME
SHORT GOVERNMENT VFISX NT Collective Government Short-Term Investment Fund
FIXED INCOME VBMFX BTC CORE BOND FUND
Inflation-Protected Bond VIPSX BTC TIPS INDEX
SHORT GOVERNMENT STABLEVALUE T ROWE STABLE VALUE
Total Available Funds: 24
  • 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 ODVYX OPPHMR DEV MKTS Y 89% 1 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Value DODFX DODGE & COX INTL 99% 1 60 0 0.52% 2.33%
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET 2025 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX VANGUARD INCOME 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX VANGUARD TARGET 2035 96% 1 60 0 0.08% 2.34%
Target Date 2051 VFFVX VANGUARD TARGET 2055 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX VANGUARD TARGET 2050 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX VANGUARD TARGET 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VANGUARD TARGET 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX VANGUARD TARGET 2020 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX VANGUARD TARGET 2015 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX VANGUARD TARGET 2010 0% 1 60 0 0.17% 0%
US EQUITY
SMALL BLEND IWM RUSSELL 2000 SC INDX 99% 1 60 0 0.19% 1.33%
LARGE GROWTH VWUSX LARGE CAP GROWTH 99% 1 60 0 0.3% 0.25%
US Mid Cap VIMSX MID CAP STOCK FUND 98% 1 60 0 0.04% 1.35%
LARGE BLEND VFINX NT S&P 500 INDEX 98% 1 60 0 0.14% 1.27%
SMALL BLEND OTCFX T ROWE SMALL CAP STK 78% 1 60 0 1.17% 0.21%
LARGE VALUE EHSTX EV LARGE CAP VALUE 48% 1 60 0 1.27% 2.98%
MID-CAP BLEND FLPSX LOW PRICE STOCK FUND 1% 1 60 0 0.92% 1.69%
FIXED INCOME
SHORT GOVERNMENT VFISX NT Collective Government Short-Term Investment Fund 100% 1 60 0 0.1% 4.13%
FIXED INCOME VBMFX BTC CORE BOND FUND 100% 1 60 0 0.15% 3.15%
Inflation-Protected Bond VIPSX BTC TIPS INDEX 98% 1 60 0 0.07% 4.24%
SHORT GOVERNMENT STABLEVALUE T ROWE STABLE VALUE 16% 1 60 0 NA 27.03%
Average Expense Ratio: 0.29%
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PFIZER SAVINGS 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 7.6% 22.9% 8.7% 9.9% 7.0% 8.2%

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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(Ticker:PFE)
The plan consists of 30 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity and Fixed Income.

Pfizer Inc., a biopharmaceutical company, engages in the discovery, development, manufacture, and marketing of prescription medicines for humans and animals worldwide. The company's Biopharmaceutical segment offers products in the areas of primary care, specialty care, established products, emerging markets, and oncology customer-focused units.



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