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MYLAN PUERTO RICO PROFIT SHARING EMPLOYEE SAVINGS PLAN
Investment Model Portfolios

Mylan Inc. and its subsidiaries engage in the development, manufacture, marketing, licensing, and distribution of generic and branded generic pharmaceuticals, specialty pharmaceuticals, and active pharmaceutical ingredients (APIs) worldwide.

Investment options of MYLAN PUERTO RICO PROFIT SHARING EMPLOYEE SAVINGS PLAN

Total Available Funds: 22
Asset Class Ticker Description
Others
not found no ticker Merrill Lynch Merrill Lynch rtmt Preservation Tr
EQUITY no ticker Merrill Lynch Merrill Lynch Equity Index Tr Tier 10
ROOT RIMEX Rainier Rainier Large Cap Equity Portfolio Fund
Target Date 2041-2045 JSAIX JPMorgan JPMorgan Smart rtmt 2045 Fund
Target Date 2036-2040 SMTIX JPMorgan JPMorgan Smart rtmt 2040 Fund
Target Date 2026-2030 JSMIX JPMorgan JPMorgan Smart rtmt 2030 Fund
Target Date 2021-2025 JNSIX JPMorgan JPMorgan Smart rtmt 2025 Fund
Target Date 2031-2035 SRJIX JPMorgan JPMorgan Smart rtmt 2035 Fund
Target Date 2050+ JTSIX JPMorgan JPMorgan Smart rtmt 2050 Fund
Target Date 2016-2020 JTTIX JPMorgan JPMorgan Smart rtmt 2020 Fund
Target Date 2011-2015 JSFIX JPMorgan JPMorgan Smart rtmt 2015 Fund
ROOT CASH Merrill Lynch Merrill Lynch Cash & Cash Equivalents Pending Settlement Fund
Retirement Income JSIIX JPMorgan JPMorgan Smart rtmt Income
Target Date 2000-2010 JSWIX JPMorgan JPMorgan Smart rtmt 2010 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
Intermediate-Term Bond VBMFX Vanguard Vanguard Total Bond Mkt Index Fund
US EQUITY
LARGE VALUE EILVX Eaton Vance Eaton Vance Large Cap Value Fund
SMALL VALUE CSCZX Columbia Columbia Small Cap Value Fund I
Small Growth QUARX AllianceBernstein AllianceBernstein Small Cap Growth Fund
US Mid Cap no ticker Merrill Lynch Merrill Lynch Mid Cap Index Tr Tier II
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Instl MFS Institutional Equity Fund
Foreign Large Blend MDIIX Merrill Lynch Merrill Lynch International Index Tr Tier II

Investment model portfolios

We provide two types of investment model portfolios for MYLAN PUERTO RICO PROFIT SHARING EMPLOYEE SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Mylan Puerto Rico Profit Sharing Employee Savings Plan Tactical Asset Allocation Moderate NA 13.11% 6.18% 7.33% 8.54% 9.61% NA 8.72%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.39% 10.56% 14.00% 7.17% 9.91% 6.86% 6.36%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.12% 5.61% 7.08% 4.36% 7.40% 6.13% 5.54%
Data as of 09/29/2017, AR inception is 12/31/2000

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