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MyPlanIQ 401k Investor MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Strategic Asset Allocation - Equal Weight Moderate

MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Strategic Asset Allocation - Equal Weight Moderate

live (public) 0.22% October 20

Delayed Holdings (As of 08/31/2020)
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Asset Fund in this portfolio Price change* Original Fund Description Percentage
International Equity VWIGX (Vanguard International Growth Inv) 0.12% RUSSELL INTL GROWTH 32.98%
General Bond VBIPX (Vanguard Short-Term Bond Idx Instl Pls) 0.0% Vanguard Short-Term Bond Idx 33.58%
US Equity VRGWX (Vanguard Russell 1000 Growth Index Instl) 0.61% Vanguard Russell 1000 Growth 17.17%
US Equity FGCKX (Fidelity Growth Company K) 0.78% FID GROWTH CO K 16.27%

* Day change on 08/31/2020.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Next Rebalance Date: 11/02/2020
Beta
Performance (As of 10/20/2020)

Inception Date: 12/31/2000

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Strategic Asset Allocation - Equal Weight Moderate 25.0% 32.8% 12.9% 10.7% 8.2% 8.2%
VFINX (Vanguard (S&P 500) Index) 7.5% 16.8% 12.2% 13.1% 13.4% 9.5%
VBINX (Vanguard Balance (60% stocks/40% bonds) 8.4% 14.0% 9.6% 9.6% 9.5% 7.8%
*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2020) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
AR(%) -0.9 25.0 32.8 12.9 10.7 8.2 8.2 8.0 20.7 -6.1 13.8 2.3 1.2 1.8 15.5 12.1 -3.0 12.1 27.6 -18.7 10.8 12.5 8.4 9.9 21.5 -2.7 4.9
SR NA 1.21 1.75 0.89 0.88 0.77 NA 0.68 2.4 -0.67 2.97 0.23 0.13 0.24 2.22 1.86 -0.22 1.16 1.76 -1.11 0.94 1.43 1.11 1.42 2.85 -0.41 0.28
DD(%) NA 18.6 18.6 18.6 18.6 18.6 NA 31.4 4.6 13.8 1.7 8.2 8.8 5.6 5.6 5.0 13.2 8.9 15.7 30.0 5.6 6.9 3.5 5.6 6.1 13.6 9.7
SD(%) NA 20.4 18.4 13.3 11.3 10.2 NA 10.3 8.0 11.0 4.4 9.1 8.8 7.3 7.0 6.5 13.5 10.3 15.6 17.8 8.3 6.4 5.6 6.3 7.3 9.3 9.2
TR NA 0.48 0.63 0.22 0.18 0.14 NA 0.15 0.32 -0.12 0.24 0.03 0.02 0.03 0.26 0.25 -0.06 0.22 0.5 -0.48 0.16 0.16 0.13 0.19 0.56 -0.12 0.07
Alpha(%) NA 0.09 0.08 0.02 0.01 0.01 NA 0.02 0.01 -0.01 0.01 -0.02 0.01 -0.02 0.0 0.02 -0.01 0.02 0.05 -0.01 0.03 0.01 0.02 0.02 0.04 0.02 0.03
Beta(%) NA 0.51 0.51 0.54 0.55 0.54 NA 0.48 0.61 0.61 0.54 0.65 0.53 0.6 0.59 0.47 0.52 0.55 0.55 0.41 0.49 0.57 0.47 0.47 0.37 0.33 0.38
RS NA 0.9 0.9 0.89 0.88 0.86 NA 0.84 0.9 0.88 0.67 0.88 0.87 0.89 0.87 0.87 0.81 0.92 0.92 0.9 0.87 0.8 0.76 0.68 0.75 0.84 0.78
SR NA 1.61 2.34 1.2 1.19 1.05 NA 0.95 3.5 -0.87 4.76 0.3 0.18 0.33 3.25 2.92 -0.3 1.66 2.63 -1.45 1.3 2.19 1.66 1.99 4.47 -0.58 0.41
Yield(%) N/A 0.63 1.32 1.47 1.76 2.5 N/A 3.52 2.05 1.77 0.51 1.77 2.92 1.79 5.15 4.13 1.94 4.12 3.99 5.12 7.59 5.8 4.01 3.42 2.68 3.58 3.97

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000

Tax Performance Analytics
Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 01/02/2001 when all charts have data
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight . The allocations are diversified by investing in the 3 major asset classes: US Equity, Fixed Income, Foreign Equity that are covered in MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN. It then selects one or two funds for each of the 3 major asset classes.
   1.Risk allocation: the risk profile of this portfolio 40. The total allocation of the fixed income assets should be at least 40%.

   2.Asset weights: risk assets selected are equally weighted by default.

   3.Fund selection: about one or two top performing funds among 15 available funds in the plan are chosen for each asset selected. They are usually equally weighted within the asset by default.

   4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.

   5. Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.
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