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MyPlanIQ 401k Investor Google Inc. 401(k) Savings Plan Google Inc. 401(k) Savings Plan Asset Allocation Composite Moderate

Google Inc. 401(k) Savings Plan Asset Allocation Composite Moderate

live (public) 0.08% September 24

Delayed Holdings (As of 07/31/2020)
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Asset Fund in this portfolio Price change* Original Fund Description Percentage
General Bond MWTIX (Metropolitan West Total Return Bond I) 0.09% Metropolitan West Total Return Bond I 79.30%
US Equity RGAGX (American Funds Growth Fund of Amer R6) 0.29% The Growth Fund of America R6 4.92%
US Equity VEMPX (Vanguard Extended Market Idx Instl Plus) 0.59% Vanguard Extended Market Index Fund Institutional Plus Shares 4.87%
Real Estate VGSNX (Vanguard REIT Index Inst) 0.22% Vanguard REIT Index Fund Institutional Shares 5.00%
International Equity FDIVX (Fidelity Diversified International) 1.45% Fidelity Diversified International Fund 2.98%
International Equity VTPSX (Vanguard Total Intl Stock Idx Instl Pls) 1.31% Vanguard Total International Stock Index Fund Institutional Plus Shares 2.93%

* Day change on 07/31/2020.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Next Rebalance Date: 10/01/2020
Beta
Performance (As of 09/24/2020)

Inception Date: 12/31/2000

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
Google Inc. 401(k) Savings Plan Asset Allocation Composite Moderate 2.6% 6.7% 6.4% 6.7% 7.3% 7.9%
VFINX (Vanguard (S&P 500) Index) 3.4% 12.5% 11.7% 13.4% 13.3% 9.0%
VBINX (Vanguard Balance (60% stocks/40% bonds) 5.1% 10.6% 9.0% 9.6% 9.4% 7.5%

*   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(%) -1.0 2.6 6.7 6.4 6.7 7.3 7.9 7.9 20.1 -4.5 9.8 7.6 -4.1 7.9 13.4 15.1 0.2 13.2 24.2 -4.4 3.2 15.7 9.6 13.6 26.2 -8.6 2.3
SR NA 0.3 0.86 0.73 0.9 0.86 NA 0.9 3.07 -0.7 1.96 1.15 -0.59 1.33 1.84 1.99 0.01 1.36 2.86 -0.66 0.02 1.81 1.16 1.76 4.12 -1.65 0.01
DD(%) NA 10.7 10.7 10.7 10.7 14.2 NA 14.2 2.6 10.6 2.0 4.8 8.5 4.2 7.0 5.7 14.2 8.1 4.0 10.0 6.9 6.0 4.5 7.1 2.5 12.7 0.0
SD(%) NA 7.9 7.2 7.3 6.6 8.0 NA 7.7 6.1 8.3 4.7 6.4 7.0 5.9 7.2 7.6 14.7 9.6 8.4 8.0 9.6 6.9 6.4 7.2 6.2 5.8 0.0
TR NA 0.41 0.94 0.31 0.33 0.21 NA 0.35 0.44 -0.13 0.18 0.28 -0.13 0.16 0.22 0.27 0.0 0.35 2.43 -19.01 0.0 0.21 0.14 0.24 1.63 2.51 -0.03
Alpha(%) NA 0.01 0.02 0.01 0.02 0.01 NA 0.02 0.03 -0.01 0.0 0.02 -0.02 0.01 -0.01 0.03 0.0 0.03 0.08 -0.02 0.0 0.02 0.03 0.03 0.08 -0.04 0.0
Beta(%) NA 0.06 0.07 0.17 0.18 0.33 NA 0.2 0.43 0.46 0.51 0.27 0.32 0.48 0.6 0.56 0.61 0.37 0.1 0.0 0.56 0.59 0.54 0.53 0.16 -0.04 0.0
RS NA 0.08 0.09 0.29 0.27 0.51 NA 0.26 0.77 0.88 0.53 0.3 0.51 0.86 0.84 0.9 0.94 0.49 0.1 0.0 0.86 0.74 0.73 0.68 0.19 0.03 0.0
SR NA 0.37 1.07 0.95 1.2 1.18 NA 1.26 4.64 -0.89 2.8 1.57 -0.77 1.91 2.64 3.08 0.02 1.97 4.57 -0.91 0.02 2.85 1.73 2.51 6.75 -1.9 NA
Yield(%) N/A 1.03 2.65 3.92 3.62 3.85 N/A 4.19 3.42 3.67 5.67 4.43 1.96 4.23 4.32 4.28 4.27 4.2 5.66 6.9 6.26 5.28 6.76 4.05 0.78 0.1 2.31

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

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

The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.

The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.

This portfolio belongs to Google Inc. 401(k) Savings Plan.


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